DOSSIER · 13F Holders · Q2 2026

RBB FD INC

10 institutions still hold RBB FD INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W395·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$51M
visible holders
Holders
10
filers reporting
Concentration
55.11%
F/m Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported RBB FD INC in Q2 2026. F/m Investments LLC leads at 55.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
F/m Investments LLC
CIK 0001834499
$28M559K1.44%Q2 2026
02
Lido Advisors, LLC
CIK 0001650150
$16M326K0.04%Q2 2026
03
Crew Capital Management, Ltd
CIK 0001835669
$3M53K1.46%Q2 2026
04
JPMORGAN CHASE & CO
CIK 0000019617
$2M42K0.00%Q2 2026
05
Crews Bank & Trust
CIK 0002052279
$515K10K0.07%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$451K9K0.00%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$291K6K0.00%Q2 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$249K5K0.00%Q4 2025
09
HORAN Wealth, LLC
CIK 0002072569
$235K5K0.02%Q2 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025