13 institutions reported holding $19.8M of RBB FD INC (ZTWO) in SEC 13F filings for 2026-03-31. Largest institutional holders: F/m Investments LLC ($9.1M), Lido Advisors, LLC ($3.9M), Crew Capital Management, Ltd ($2.2M), JPMORGAN CHASE & CO ($1.4M), JANE STREET GROUP, LLC ($714,178). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | F/m Investments LLC | $9.1M | 180,936 | Trimmed |
| 2 | Lido Advisors, LLC | $3.9M | 77,480 | Trimmed |
| 3 | Crew Capital Management, Ltd | $2.2M | 44,542 | Added |
| 4 | JPMORGAN CHASE & CO | $1.4M | 28,589 | New |
| 5 | JANE STREET GROUP, LLC | $714,178 | 14,163 | Trimmed |
| 6 | Crews Bank & Trust | $564,767 | 11,200 | Hold |
| 7 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $551,706 | 10,941 | Hold |
| 8 | RAYMOND JAMES FINANCIAL INC | $424,281 | 8,414 | Hold |
| 9 | FLOW TRADERS U.S. LLC | $361,000 | 7,162 | New |
| 10 | Emerald Investment Advisers, LLC | $245,774 | 4,874 | New |
| 11 | Creative Planning | $200,996 | 3,986 | Hold |
| 12 | UBS Group AG | $4,992 | 99 | Added |
| 13 | PERSPECTIVE WEALTH ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31