PFDE — Rbb Fund Trust Institutional Holders · Q2 2026
Who owns Rbb Fund Trust (PFDE)? 8 institutions reported holding $22.74M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: 49 Wealth Management, LLC ($10.3M), Alongside, LLC ($10.3M), Cambridge Investment Research Advisors, Inc. ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $10.3M | 367,969 | Trimmed |
| 2 | ALONGSIDE, LLC | $10.3M | 367,969 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.8M | 64,710 | New |
| 4 | Thrivent Financial for Lutherans | $401,000 | 14,429 | Trimmed |
| 5 | UBS Group AG | $5,076 | 182 | New |
| 6 | JPMORGAN CHASE & CO | $2,766 | 100 | New |
| 7 | MORGAN STANLEY | $390 | 14 | New |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30