10 institutions reported holding $100.1M of RBB FD INC (LFSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: EMERALD MUTUAL FUND ADVISERS TRUST ($90.3M), SBE LLC DBA CEDAR COVE WEALTH PARTNERS ($3.2M), HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC ($2.6M), Atria Investments, Inc ($1.1M), IHT Wealth Management, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EMERALD MUTUAL FUND ADVISERS TRUST | $90.3M | 2.0M | Hold |
| 2 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.2M | 70,126 | Added |
| 3 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $2.6M | 57,742 | Added |
| 4 | Atria Investments, Inc | $1.1M | 24,506 | Added |
| 5 | IHT Wealth Management, LLC | $1.1M | 24,506 | New |
| 6 | Old Port Advisors | $1.0M | 22,613 | New |
| 7 | Tidal Investments LLC | $789,882 | 17,474 | Trimmed |
| 8 | FMR LLC | $1,356 | 30 | New |
| 9 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30