2 institutions reported holding $224.4M of RBB FD INC (USDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($222.2M), Beta Wealth Group, Inc. ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $222.2M | 8.7M | Trimmed |
| 2 | Beta Wealth Group, Inc. | $2.1M | 84,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30