7 institutions reported holding $102.0M of RBB FD INC (DYTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($99.5M), Betterment LLC ($1.2M), LPL Financial LLC ($583,306), Transamerica Financial Advisors, LLC ($373,703), JANE STREET GROUP, LLC ($241,622). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $99.5M | 3.1M | Added |
| 2 | Betterment LLC | $1.2M | 37,574 | Trimmed |
| 3 | LPL Financial LLC | $583,306 | 18,357 | Added |
| 4 | Transamerica Financial Advisors, LLC | $373,703 | 11,760 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $241,622 | 7,604 | Trimmed |
| 6 | MORGAN STANLEY | $57,705 | 1,816 | New |
| 7 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30