10 institutions reported holding $40.7M of RBB FD INC (XFIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: F/m Investments LLC ($33.4M), Crew Capital Management, Ltd ($4.8M), LPL Financial LLC ($966,239), Emerald Investment Advisers, LLC ($917,799), HORAN Wealth, LLC ($627,708). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $33.4M | 650,973 | Added |
| 2 | Crew Capital Management, Ltd | $4.8M | 92,963 | Added |
| 3 | LPL Financial LLC | $966,239 | 18,830 | Trimmed |
| 4 | Emerald Investment Advisers, LLC | $917,799 | 17,886 | Added |
| 5 | HORAN Wealth, LLC | $627,708 | 12,233 | Added |
| 6 | Crews Bank & Trust | $51,314 | 1,000 | Hold |
| 7 | UBS Group AG | $8,980 | 175 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 9 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 10 | BANK OF MONTREAL /CAN/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30