UTRE — Rbb Fd Inc Institutional Holders · Q2 2026
Who owns Rbb Fd Inc (UTRE)? 12 institutions reported holding $4.19M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Crew Capital Management, Ltd ($1.4M), Citadel Advisors LLC ($1.2M), Curran Financial Partners, LLC ($883,127).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crew Capital Management, Ltd | $1.4M | 28,377 | Added |
| 2 | CITADEL ADVISORS LLC | $1.2M | 25,094 | Added |
| 3 | Curran Financial Partners, LLC | $883,127 | 18,008 | Trimmed |
| 4 | F/m Investments LLC | $314,537 | 6,414 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278,846 | 5,686 | Trimmed |
| 6 | CENTRAL TRUST Co | $83,370 | 1,700 | Hold |
| 7 | UBS Group AG | $8,533 | 174 | Hold |
| 8 | MORGAN STANLEY | $49 | 1 | Hold |
| 9 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 10 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 11 | WealthPlan Investment Management, LLC | $0 | 0 | Exited |
| 12 | PERSPECTIVE WEALTH ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30