DOSSIER · 13F Holders · Q1 2026
DYTA

RBB FD INC

7 institutions still hold RBB FD INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W577·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$86M
visible holders
Holders
7
filers reporting
Concentration
97.19%
Summit Global Investments #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported DYTA in Q1 2026. Summit Global Investments leads at 97.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Summit Global Investments
CIK 0001697953
$84M3.0M4.95%Q1 2026
02
Betterment LLC
CIK 0001633901
$1M38K0.00%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$583K18K0.00%Q2 2026
04
Transamerica Financial Advisors, LLC
CIK 0001502149
$374K12K0.03%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$340K12K0.00%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$58K2K0.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025