10 institutions reported holding $52.1M of RBB FD INC (ZTRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: F/m Investments LLC ($28.3M), Lido Advisors, LLC ($16.5M), Crew Capital Management, Ltd ($2.7M), JPMORGAN CHASE & CO ($2.1M), CITADEL ADVISORS LLC ($944,348). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $28.3M | 559,494 | Added |
| 2 | Lido Advisors, LLC | $16.5M | 325,862 | Trimmed |
| 3 | Crew Capital Management, Ltd | $2.7M | 53,044 | Added |
| 4 | JPMORGAN CHASE & CO | $2.1M | 42,275 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $944,348 | 18,687 | Added |
| 6 | JANE STREET GROUP, LLC | $520,157 | 10,293 | Added |
| 7 | Crews Bank & Trust | $515,457 | 10,200 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $291,031 | 5,759 | Added |
| 9 | HORAN Wealth, LLC | $235,139 | 4,653 | New |
| 10 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30