3 institutions reported holding $281.9M of RBB FD INC (LDRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($278.4M), Concurrent Investment Advisors, LLC ($3.4M), Private Advisor Group, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $278.4M | 7.9M | Added |
| 2 | Concurrent Investment Advisors, LLC | $3.4M | 97,456 | Added |
| 3 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30