Who Owns RBB FD INC (LFSC)? -- Institutional Holders (2026-03-31)

10 institutions reported holding $75.5M of RBB FD INC (LFSC) in SEC 13F filings for 2026-03-31. Largest institutional holders: EMERALD MUTUAL FUND ADVISERS TRUST ($69.9M), SBE LLC DBA CEDAR COVE WEALTH PARTNERS ($2.4M), HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC ($1.7M), Atria Investments, Inc ($781,778), Tidal Investments LLC ($698,265). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1EMERALD MUTUAL FUND ADVISERS TRUST$69.9M2.0MHold
2SBE LLC DBA CEDAR COVE WEALTH PARTNERS$2.4M69,994New
3HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$1.7M49,739Added
4Atria Investments, Inc$781,77822,345New
5Tidal Investments LLC$698,26519,958Added
6Advisory Services Network, LLC$3,499100New
7UBS Group AG$73521Trimmed
8MML INVESTORS SERVICES, LLC$00Exited
9ENVESTNET ASSET MANAGEMENT INC$00Exited
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited

Source: SEC Form 13F filings · as of 2026-03-31