9 institutions reported holding $176.9M of RBB FD INC (SGLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($171.0M), Betterment LLC ($3.4M), GOLDMAN SACHS GROUP INC ($1.6M), LPL Financial LLC ($746,884), IMA Advisory Services, Inc. ($66,472). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $171.0M | 3.9M | Added |
| 2 | Betterment LLC | $3.4M | 79,087 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $1.6M | 36,129 | New |
| 4 | LPL Financial LLC | $746,884 | 17,135 | Added |
| 5 | IMA Advisory Services, Inc. | $66,472 | 1,525 | New |
| 6 | Transamerica Financial Advisors, LLC | $24,475 | 561 | Hold |
| 7 | UBS Group AG | $24,235 | 556 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 9 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30