14 institutions reported holding $377.5M of RBB FUND TRUST (PEIEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($191.4M), Hill Investment Group Partners, LLC ($89.0M), M.D. Sass, LLC ($66.9M), Varma Mutual Pension Insurance Co ($19.3M), JANE STREET GROUP, LLC ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $191.4M | 8.3M | Added |
| 2 | Hill Investment Group Partners, LLC | $89.0M | 900,889 | New |
| 3 | M.D. Sass, LLC | $66.9M | 2.9M | New |
| 4 | Varma Mutual Pension Insurance Co | $19.3M | 355,000 | Hold |
| 5 | JANE STREET GROUP, LLC | $7.6M | 588,157 | Added |
| 6 | GTS SECURITIES LLC | $1.9M | 81,938 | Added |
| 7 | Thrivent Financial for Lutherans | $772,000 | 34,338 | New |
| 8 | CITADEL ADVISORS LLC | $394,544 | 3,995 | New |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $341,220 | 29,723 | New |
| 10 | Your Advocates Ltd., LLP | $5,101 | 94 | New |
| 11 | UBS Group AG | $2,142 | 91 | New |
| 12 | Princeton Global Asset Management LLC | $0 | 0 | Exited |
| 13 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 14 | OPAL CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31