4 institutions reported holding $95.4M of RBB FD INC (QXQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Summit Global Investments ($92.9M), Betterment LLC ($2.3M), MORGAN STANLEY ($214,737), UBS Group AG ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Summit Global Investments | $92.9M | 2.8M | Added |
| 2 | Betterment LLC | $2.3M | 71,052 | Trimmed |
| 3 | MORGAN STANLEY | $214,737 | 6,563 | New |
| 4 | UBS Group AG | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30