12 institutions reported holding $40.3M of RBB FD INC (XFIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: F/m Investments LLC ($32.7M), Crew Capital Management, Ltd ($3.9M), BANK OF MONTREAL /CAN/ ($1.0M), LPL Financial LLC ($980,943), Emerald Investment Advisers, LLC ($842,692). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $32.7M | 637,227 | Added |
| 2 | Crew Capital Management, Ltd | $3.9M | 76,322 | Added |
| 3 | BANK OF MONTREAL /CAN/ | $1.0M | 20,047 | Trimmed |
| 4 | LPL Financial LLC | $980,943 | 19,122 | Added |
| 5 | Emerald Investment Advisers, LLC | $842,692 | 16,427 | New |
| 6 | HORAN Wealth, LLC | $402,611 | 7,748 | Hold |
| 7 | JANE STREET GROUP, LLC | $375,561 | 7,321 | Trimmed |
| 8 | Crews Bank & Trust | $51,299 | 1,000 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $20,520 | 400 | New |
| 10 | UBS Group AG | $11,901 | 232 | New |
| 11 | Western Wealth Management, LLC | $9,952 | 194 | New |
| 12 | Cetera Investment Advisers | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31