DOSSIER · 13F Holders · Q3 2026
SGVA

RBB FD INC

4 institutions still hold RBB FD INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74938Y834·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
4
filers reporting
Concentration
45.64%
Sugar Maple Asset Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported SGVA in Q3 2026. Sugar Maple Asset Management, LLC leads at 45.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sugar Maple Asset Management, LLC
CIK 0002012673
$2M16K0.92%Q3 2026
02
BANK OF MONTREAL /CAN/
CIK 0000927971
$1M11K0.00%Q2 2026
03
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$721K7K0.21%Q3 2026
04
IFP Advisors, Inc
CIK 0001641866
$141K1K0.00%Q3 2026