RBB FD INC (LDRX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
8
Reporting holders
$22.9M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $8.3M | 234,780 | 0.00% | 5q | -2.7%-$232.0K |
| FIFTH THIRD BANCORP | $5.4M | 152,951 | 0.01% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $4.2M | 117,699 | 0.00% | 5q | -58.7%-$5.9M |
| Concurrent Investment Advisors, LLC | $3.4M | 97,456 | 0.03% | 5q | HELD |
| Wealthspire Advisors, LLC | $756.3K | 21,420 | 0.00% | 5q | HELD |
| LPL Financial LLC | $420.5K | 11,908 | 0.00% | 4q | HELD |
| Summit Global Investments | $278.4K | 7,884,953 | 15.20% | 4q | +3.1%+$8.3K |
| INTREPID CAPITAL MANAGEMENT INC | $256.6K | 7,268 | 0.09% | 5q | HELD |
| SouthState Bank Corp | $154.9K | 4,386 | 0.01% | 5q | HELD |
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 | 8 | $22.9M | 647,868 | 0 | 0 | 2 | 0.0% |
| Q1 2026 | 10 | $28.3M | 921,664 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 10 | $26.8M | 815,881 | 1 | 0 | 5 | 0.0% |
| Q3 2025 | 10 | $24.2M | 757,045 | 3 | 1 | 3 | 0.0% |
| Q2 2025 | 7 | $25.3M | 861,236 | 7 | 0 | 0 | 0.0% |