8 institutions reported holding $86.4M of RBB FD INC (DYTA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Summit Global Investments ($83.9M), Betterment LLC ($1.1M), LPL Financial LLC ($468,945), JANE STREET GROUP, LLC ($340,269), Transamerica Financial Advisors, LLC ($329,084). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $83.9M | 3.0M | Added |
| 2 | Betterment LLC | $1.1M | 38,245 | Added |
| 3 | LPL Financial LLC | $468,945 | 16,786 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $340,269 | 12,180 | New |
| 5 | Transamerica Financial Advisors, LLC | $329,084 | 11,779 | Added |
| 6 | GTS SECURITIES LLC | $288,450 | 10,325 | New |
| 7 | Arax Advisory Partners | $0 | 0 | Exited |
| 8 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31