28 institutions reported holding $28.3M of RBB FD INC (WPGHX) in SEC 13F filings for 2026-03-31. Largest institutional holders: F/m Investments LLC ($4.4M), HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC ($4.1M), Hutchens & Kramer Investment Management Group, LLC ($3.5M), &PARTNERS ($2.6M), Aspire Capital Advisors LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $4.4M | 87,437 | Trimmed |
| 2 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $4.1M | 153,231 | Added |
| 3 | Hutchens & Kramer Investment Management Group, LLC | $3.5M | 132,879 | New |
| 4 | &PARTNERS | $2.6M | 24,959 | Added |
| 5 | Aspire Capital Advisors LLC | $1.3M | 48,332 | Added |
| 6 | Crew Capital Management, Ltd | $1.2M | 22,997 | New |
| 7 | JANE STREET GROUP, LLC | $1.1M | 19,190 | Trimmed |
| 8 | Black Swift Group, LLC | $1.0M | 9,850 | Trimmed |
| 9 | CAPTRUST FINANCIAL ADVISORS | $1.0M | 20,000 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $907,686 | 8,880 | Added |
| 11 | Everest Management Corp. | $894,499 | 8,751 | New |
| 12 | GOLDMAN SACHS GROUP INC | $813,904 | 16,250 | New |
| 13 | Caliber Wealth Management, LLC / KS | $794,429 | 7,772 | Added |
| 14 | Golden Bell Financial Planning LLC | $763,764 | 7,472 | Hold |
| 15 | ATX Financial Planning, LLC | $727,787 | 11,443 | New |
| 16 | DIVERSIFIED MANAGEMENT INC | $630,888 | 12,596 | New |
| 17 | Central Pacific Bank - Trust Division | $523,903 | 10,460 | New |
| 18 | BEAM WEALTH ADVISORS, INC. | $402,642 | 15,170 | New |
| 19 | Signet Private Wealth LLC | $386,891 | 3,785 | New |
| 20 | Southeast Asset Advisors, LLC | $306,650 | 3,000 | Hold |
| 21 | BANK OF MONTREAL /CAN/ | $304,575 | 6,081 | Trimmed |
| 22 | Family Office Research LLC | $282,425 | 2,763 | Hold |
| 23 | Cambridge Investment Research Advisors, Inc. | $232,000 | 8,729 | Hold |
| 24 | Royal Bank of Canada | $135,000 | 1,715 | Added |
| 25 | DHJJ Financial Advisors, Ltd. | $104,732 | 1,453 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31