14 institutions reported holding $279.3M of RBB FD INC (USDX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Summit Global Investments ($252.4M), Betterment LLC ($19.3M), GTS SECURITIES LLC ($2.4M), Beta Wealth Group, Inc. ($2.2M), OLD MISSION CAPITAL LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $252.4M | 9.8M | Trimmed |
| 2 | Betterment LLC | $19.3M | 753,162 | Added |
| 3 | GTS SECURITIES LLC | $2.4M | 94,670 | New |
| 4 | Beta Wealth Group, Inc. | $2.2M | 85,993 | Added |
| 5 | OLD MISSION CAPITAL LLC | $1.2M | 45,691 | New |
| 6 | HRT FINANCIAL LP | $646,000 | 25,203 | New |
| 7 | Andina Capital Management, LLC | $566,953 | 22,100 | New |
| 8 | JANE STREET GROUP, LLC | $309,618 | 12,069 | New |
| 9 | CITADEL ADVISORS LLC | $303,512 | 11,831 | Added |
| 10 | Transamerica Financial Advisors, LLC | $12,278 | 478 | Trimmed |
| 11 | Advisory Services Network, LLC | $7,183 | 280 | New |
| 12 | Arax Advisory Partners | $0 | 0 | Exited |
| 13 | Royal Bank of Canada | $0 | 0 | Exited |
| 14 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31