RBB FD INC (DYTA)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
4
Reporting holders
$1.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $583.3K | 18,357 | 0.00% | 12q | +9.4%+$49.9K |
| Transamerica Financial Advisors, LLC | $373.7K | 11,760 | 0.03% | 13q | HELD |
| JANE STREET GROUP, LLC | $241.6K | 7,604 | 0.00% | 2q | -37.6%-$145.4K |
| Summit Global Investments | $99.5K | 3,131,767 | 5.43% | 14q | +4.3%+$4.1K |
| MORGAN STANLEY | $57.7K | 1,816 | 0.00% | new | NEW |
| Betterment LLC | $1.2K | 37,574 | 0.00% | 9q | -1.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $1.3M | 39,537 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 4 | $1.4M | 51,070 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 4 | $545.1K | 18,672 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $866.1K | 2,180,724 | 0 | 1 | 2 | 0.0% |
| Q2 2025 | 3 | $971.5K | 34,648 | 0 | 0 | 2 | 0.0% |
| Q1 2025 | 3 | $2.0M | 72,554 | 1 | 0 | 2 | 0.0% |
| Q4 2024 | 5 | $2.0M | 73,138 | 0 | 2 | 3 | 0.0% |
| Q3 2024 | 7 | $3.5M | 113,056 | 3 | 0 | 4 | 0.0% |
| Q2 2024 | 5 | $3.0M | 98,724 | 2 | 1 | 2 | 0.0% |
| Q1 2024 | 4 | $4.3M | 146,188 | 1 | 0 | 2 | 0.0% |
| Q4 2023 | 5 | $8.0M | 296,328 | 3 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $3.7M | 147,230 | 3 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $122.3K | 4,709,283 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $6.3K | 249,188 | 1 | 0 | 0 | 0.0% |