DOSSIER · 13F Holders · Q1 2026
LDRX

RBB FD INC

11 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 74933W189·11 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$262M
visible holders
Holders
11
filers reporting
Concentration
89.37%
Summit Global Investments #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported LDRX in Q1 2026. Summit Global Investments leads at 89.4% 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
$235M7.7M13.84%Q1 2026
02
ROYAL BANK OF CANADA
CIK 0001000275
$8M235K0.00%Q2 2026
03
FIFTH THIRD BANCORP
CIK 0000035527
$5M153K0.01%Q2 2026
04
COMERICA BANK
CIK 0000901541
$5M153K0.02%Q4 2025
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M118K0.00%Q2 2026
06
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M97K0.03%Q2 2026
07
Wealthspire Advisors, LLC
CIK 0001646247
$756K21K0.00%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$420K12K0.00%Q2 2026
09
INTREPID CAPITAL MANAGEMENT INC
CIK 0001092838
$257K7K0.09%Q2 2026
10
SouthState Bank Corp
CIK 0000764038
$155K4K0.01%Q2 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025