DOSSIER · 13F Holders · Q1 2026
SGLC

RBB FD INC

9 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 74933W593·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$143M
visible holders
Holders
9
filers reporting
Concentration
96.07%
Summit Global Investments #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported SGLC in Q1 2026. Summit Global Investments leads at 96.1% 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
$138M3.7M8.12%Q1 2026
02
Betterment LLC
CIK 0001633901
$3M78K0.01%Q1 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M36K0.00%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$747K17K0.00%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$304K8K0.00%Q1 2026
06
IMA Advisory Services, Inc.
CIK 0001455495
$66K2K0.00%Q2 2026
07
Transamerica Financial Advisors, LLC
CIK 0001502149
$24K5610.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$24K5560.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025