12 institutions reported holding $4.2M of RBB FD INC (UTRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Crew Capital Management, Ltd ($1.1M), Curran Financial Partners, LLC ($924,770), CITADEL ADVISORS LLC ($842,733), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($430,025), F/m Investments LLC ($314,238). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crew Capital Management, Ltd | $1.1M | 22,307 | Added |
| 2 | Curran Financial Partners, LLC | $924,770 | 18,690 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $842,733 | 17,032 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $430,025 | 8,691 | New |
| 5 | F/m Investments LLC | $314,238 | 6,352 | Added |
| 6 | WealthPlan Investment Management, LLC | $250,366 | 5,060 | Hold |
| 7 | PERSPECTIVE WEALTH ADVISORS LLC | $201,134 | 4,065 | Added |
| 8 | CENTRAL TRUST Co | $84,115 | 1,700 | Hold |
| 9 | Tower Research Capital LLC (TRC) | $69,815 | 1,411 | Trimmed |
| 10 | UBS Group AG | $8,609 | 174 | Hold |
| 11 | Advisory Services Network, LLC | $99 | 2 | New |
| 12 | MORGAN STANLEY | $49 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31