Who Owns RBB FD INC (USDX)? -- Institutional Holders (2026-06-30)

12 institutions reported holding $244.0M of RBB FD INC (USDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($222.2M), Betterment LLC ($19.3M), Beta Wealth Group, Inc. ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($290,840), Transamerica Financial Advisors, LLC ($8,777). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Summit Global Investments$222.2M8.7MTrimmed
2Betterment LLC$19.3M757,431Added
3Beta Wealth Group, Inc.$2.1M84,291Trimmed
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$290,84011,411New
5Transamerica Financial Advisors, LLC$8,777344Trimmed
6GTS SECURITIES LLC$00Exited
7OLD MISSION CAPITAL LLC$00Exited
8HRT FINANCIAL LP$00Exited
9CITADEL ADVISORS LLC$00Exited
10Advisory Services Network, LLC$00Exited
11JANE STREET GROUP, LLC$00Exited
12Andina Capital Management, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30