DOSSIER · 13F Holders · Q3 2026

RBB FD INC

4 institutions still hold RBB FD INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W155·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$220K
visible holders
Holders
4
filers reporting
Concentration
59.64%
DHJJ Financial Advisors, Ltd. #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported RBB FD INC in Q3 2026. DHJJ Financial Advisors, Ltd. leads at 59.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$131K3K0.04%Q3 2026
02
UBS Group AG
CIK 0001610520
$44K8650.00%Q3 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$40K7800.00%Q2 2026
04
Essential Partners LLC
CIK 0002136442
$5K1000.00%Q3 2026