DOSSIER · 13F Holders · Q2 2026

RBB FD INC

9 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 74933W411·9 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$43M
visible holders
Holders
9
filers reporting
Concentration
41.67%
F/m Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported RBB FD INC in Q2 2026. F/m Investments LLC leads at 41.7% 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
$18M358K0.92%Q2 2026
02
Lido Advisors, LLC
CIK 0001650150
$17M340K0.05%Q2 2026
03
Crew Capital Management, Ltd
CIK 0001835669
$4M77K2.12%Q2 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$2M36K0.00%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M25K0.00%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M21K0.00%Q1 2026
07
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$69K1K0.01%Q2 2026
08
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$10K1890.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025