11 institutions reported holding $301.3M of RBB FD INC (LDRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($278.4M), Royal Bank of Canada ($8.3M), FIFTH THIRD BANCORP ($5.4M), WELLS FARGO & COMPANY/MN ($4.2M), Concurrent Investment Advisors, LLC ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $278.4M | 7.9M | Added |
| 2 | Royal Bank of Canada | $8.3M | 234,780 | Trimmed |
| 3 | FIFTH THIRD BANCORP | $5.4M | 152,951 | Hold |
| 4 | WELLS FARGO & COMPANY/MN | $4.2M | 117,699 | Trimmed |
| 5 | Concurrent Investment Advisors, LLC | $3.4M | 97,456 | Added |
| 6 | Wealthspire Advisors, LLC | $756,324 | 21,420 | Hold |
| 7 | LPL Financial LLC | $420,462 | 11,908 | Hold |
| 8 | INTREPID CAPITAL MANAGEMENT INC | $256,627 | 7,268 | Hold |
| 9 | SouthState Bank Corp | $154,866 | 4,386 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 11 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30