Twin Oak Strategic Solutions ETF
TOS
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Zachary Carl Wainwright
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 888 Worcester Street Wellesley MA United States of America 02482
- IPO Date
- Jan 29, 2026
- Website
- roivant.com
- Similar Companies
- Business
- The RBB Fund Trust – Twin Oak Strategic Solutions ETF (ticker: TOS) is an open‑end investment trust introduced for the purpose of providing U.S. investors with a diversified, rules‑based exchange‑traded fund focused on strategic large‑cap equity exposure. The Trust offers a single investment vehicle designed to track the performance, before fees and expenses, of a proprietary index that materially deviates from broad market benchmarks by emphasizing companies identified as large‑capitalization U.S. stocks exhibiting favorable risk‑adjusted return characteristics as defined by Twin Oak Capital Advisors’ indexing methodology. Main products and services include the issuance and management of shares in the Twin Oak Strategic Solutions ETF, which is listed and traded on a major U.S. national securities exchange; comprehensive index‑based portfolio construction grounded in fundamental and quantitative criteria; ongoing rebalancing and reconstitution of the underlying index; investor share class servicing and distribution in accordance with Exchange Act regulations; and related disclosures, prospectuses, and statements of additional information distributed to shareholders. The Trust markets itself as a cost‑efficient, transparent ETF vehicle for institutional investors, registered advisers, and individual investors seeking a strategic large‑cap equity solution with an explicit factor tilt toward risk‑adjusted performance over time. Recent major company changes include the Trust’s launch on the primary listing exchange in early 2023 under the Ticker Symbol TOS and subsequent expansion of distribution channels through additional clearing and transfer agent relationships with major custodians and ETF market makers. Twin Oak Capital Advisors, serving as the index provider and underlying advisor to the Trust’s sponsor, has also refined certain eligibility screens and rebalancing rules for the proprietary index within the last two years, embedding a greater emphasis on volatility‑adjusted metrics and quality‑oriented financial ratios alongside market capitalization and liquidity constraints. Operationally, the Trust has onboarded additional sub‑advisory and custodial partners to support growing assets under management, expanded its product‑documentation suite to include more detailed risk and factor disclosures, and broadened national‑market liquidity through liquidity provider commitments on major U.S. equity exchanges. The RBB Fund Trust – Twin Oak Strategic Solutions ETF operates in the financial intermediation industry, specifically within the exchange‑traded fund and large‑cap equity fund segments, and primarily serves U.S. retail investors, registered investment advisors, broker‑dealers, and institutional allocators. Its securities are available for trading and clearing across the United States through standard brokerage and ATS channels, and its compliance and oversight structures are governed by the Investment Company Act of 1940, as amended, with regulation and reporting supervised under U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority frameworks. The Trust was organized as a Delaware statutory trust in 2022 and is managed by its Trustee and sponsor entities headquartered in the United States, with investment decisions and index oversight coordinated by Twin Oak Capital Advisors’ investment team; it does not list any material subsidiaries or parent company ownership, operating instead as a standalone, independent investment vehicle sponsored by an unaffiliated registered investment adviser.