DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ZHOG

RBB FD INC

13 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 74933W445·13 13F holders·last filed Mar 31, 2026
Market cap
1.2%
vs prior quarter
13F value held
$41M
72.0% inst. owned
of float
Holders
13
+103 QoQ
filers reporting
Activity
+34 / −15
+873 added · −695 reduced
this quarter
Concentration
79.80%
F/m Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported ZHOG in Q1 2026. F/m Investments LLC leads at 79.8% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
F/m Investments LLC
CIK 0001834499
$33M637K2.17%Q1 2026
02
Crew Capital Management, Ltd
CIK 0001835669
$4M76K2.60%Q1 2026
03
BANK OF MONTREAL /CAN/
CIK 0000927971
$1M20K0.00%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$980,94319K0.00%Q1 2026
05
Emerald Investment Advisers, LLC
CIK 0002127823
$842,69216K0.08%Q1 2026
06
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$637,08212K0.00%Q2 2025
07
HORAN Wealth, LLC
CIK 0002072569
$402,6118K0.04%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$375,5617K0.00%Q1 2026
09
Crews Bank & Trust
CIK 0002052279
$51,2991K0.01%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$20,5204000.00%Q1 2026
11
UBS Group AG
CIK 0001610520
$11,9012320.00%Q1 2026
12
Western Wealth Management, LLC
CIK 0001767902
$9,9521940.00%Q1 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025