SEC 13F Intelligence

RBB FD INC

CUSIP 74933W262

Rbb Fd Inc has 5 institutional holders in Filings Flow’s 13F database, together reporting 2.57M shares worth $84M as of Q1 2026. The largest reported holders are Summit Global Investments, Gts Securities LLC, and Jane Street Group, LLC.

Institutional Holders
5
Q1 2026
Reported Value
$84M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q1 ’24: 4Q1 ’24Q2 ’24: 4Q3 ’24: 4Q3 ’24Q4 ’24: 6Q1 ’25: 5Q1 ’25Q2 ’25: 5Q3 ’25: 4Q3 ’25Q4 ’25: 4Q1 ’26: 5Q1 ’26filingsflow.com
Total reported value
Q1 ’24: $51MQ1 ’24Q2 ’24: $60MQ3 ’24: $71MQ3 ’24Q4 ’24: $74MQ1 ’25: $78MQ1 ’25Q2 ’25: $77MQ3 ’25: $79MQ3 ’25Q4 ’25: $74MQ1 ’26: $84MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Summit Global Investments$1.7B AUM4.91%$83M2.55MQ1 2026
GTS SECURITIES LLC$2.8B AUM0.03%$854,36026.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$679,58623.0KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$38,0001.2KQ4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$27,887853Q1 2026
UBS Group AG$666.3B AUM0.00%$6,569201Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$2,94290Q1 2026
NewEdge Advisors, LLC$27.7B AUM$00Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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