13 institutions reported holding $16.8M of RBB FD INC (ZMUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: F/m Investments LLC ($7.3M), Crew Capital Management, Ltd ($2.6M), Central Pacific Bank - Trust Division ($2.2M), CAPTRUST FINANCIAL ADVISORS ($2.1M), BANK OF MONTREAL /CAN/ ($751,575). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $7.3M | 146,443 | Added |
| 2 | Crew Capital Management, Ltd | $2.6M | 52,866 | Added |
| 3 | Central Pacific Bank - Trust Division | $2.2M | 43,075 | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $2.1M | 41,784 | Added |
| 5 | BANK OF MONTREAL /CAN/ | $751,575 | 15,000 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $730,481 | 14,579 | Trimmed |
| 7 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $268,946 | 5,368 | New |
| 8 | Ausdal Financial Partners, Inc. | $263,522 | 5,259 | New |
| 9 | AFFINITY INVESTMENT ADVISORS, LLC | $260,572 | 5,200 | New |
| 10 | HORAN Wealth, LLC | $258,527 | 5,160 | New |
| 11 | UBS Group AG | $23,549 | 470 | New |
| 12 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 13 | DIVERSIFIED MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30