SEC 13F Intelligence

RBB FD INC

CUSIP 74933W254

Rbb Fd Inc has 11 institutional holders in Filings Flow’s 13F database, together reporting 10.89M shares worth $7M as of Q1 2026. The largest reported holders are Gts Securities LLC, Beta Wealth Group, Inc., and Old Mission Capital LLC.

Institutional Holders
11
Q1 2026
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 9Q4 ’25Q1 ’26: 11Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $2MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Beta Wealth Group, Inc.$242M AUM0.91%$2M86.0KQ1 2026
Andina Capital Management, LLC$113M AUM0.50%$566,95322.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.09%$2M94.7KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M45.7KQ1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$12,278478Q1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$202,6957.9KQ2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$7,183280Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$303,51211.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$309,61812.1KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$92336Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$63,0002.5KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$19,044738Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.