12 institutions reported holding $4.2M of RBB FD INC (UTRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crew Capital Management, Ltd ($1.4M), CITADEL ADVISORS LLC ($1.2M), Curran Financial Partners, LLC ($883,127), F/m Investments LLC ($314,537), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($278,846). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crew Capital Management, Ltd | $1.4M | 28,377 | Added |
| 2 | CITADEL ADVISORS LLC | $1.2M | 25,094 | Added |
| 3 | Curran Financial Partners, LLC | $883,127 | 18,008 | Trimmed |
| 4 | F/m Investments LLC | $314,537 | 6,414 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278,846 | 5,686 | Trimmed |
| 6 | CENTRAL TRUST Co | $83,370 | 1,700 | Hold |
| 7 | UBS Group AG | $8,533 | 174 | Hold |
| 8 | MORGAN STANLEY | $49 | 1 | Hold |
| 9 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 10 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 11 | WealthPlan Investment Management, LLC | $0 | 0 | Exited |
| 12 | PERSPECTIVE WEALTH ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30