11 institutions reported holding $53.8M of RBB FD INC (ZTRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: F/m Investments LLC ($26.3M), Lido Advisors, LLC ($17.7M), GOLDMAN SACHS GROUP INC ($3.1M), JPMORGAN CHASE & CO ($2.4M), Crew Capital Management, Ltd ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $26.3M | 519,228 | Trimmed |
| 2 | Lido Advisors, LLC | $17.7M | 349,669 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $3.1M | 61,203 | Added |
| 4 | JPMORGAN CHASE & CO | $2.4M | 47,085 | New |
| 5 | Crew Capital Management, Ltd | $2.2M | 43,735 | Added |
| 6 | CITADEL ADVISORS LLC | $796,841 | 15,713 | Added |
| 7 | Crews Bank & Trust | $567,977 | 11,200 | Hold |
| 8 | JANE STREET GROUP, LLC | $450,933 | 8,892 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $241,339 | 4,759 | Hold |
| 10 | PERSPECTIVE WEALTH ADVISORS LLC | $0 | 0 | Exited |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31