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 74933W494·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
9
filers reporting
Concentration
44.02%
Crew Capital Management, Ltd #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported RBB FD INC in Q2 2026. Crew Capital Management, Ltd leads at 44.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crew Capital Management, Ltd
CIK 0001835669
$1M28K0.76%Q2 2026
02
Curran Financial Partners, LLC
CIK 0001843867
$883K18K0.13%Q2 2026
03
F/m Investments LLC
CIK 0001834499
$315K6K0.02%Q2 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$279K6K0.00%Q2 2026
05
PERSPECTIVE WEALTH ADVISORS LLC
CIK 0002080427
$201K4K0.13%Q1 2026
06
CENTRAL TRUST Co
CIK 0000044365
$83K2K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$9K1740.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$4910.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025