RBB FD INC (SGLC)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
5
Reporting holders
$2.4M
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $1.6M | 36,129 | 0.00% | new | NEW |
| LPL Financial LLC | $746.9K | 17,135 | 0.00% | 12q | +6.7%+$46.6K |
| Summit Global Investments | $171.0K | 3,922,348 | 9.34% | 14q | +5.9%+$9.6K |
| IMA Advisory Services, Inc. | $66.5K | 1,525 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $24.5K | 561 | 0.00% | 13q | HELD |
| UBS Group AG | $24.2K | 556 | 0.00% | 2q | +3606.7%+$23.6K |
| Betterment LLC | $3.4K | 79,087 | 0.01% | 10q | +1.5% |
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 | 5 | $2.4M | 55,906 | 2 | 2 | 0 | 0.0% |
| Q1 2026 | 5 | $1.4M | 37,187 | 3 | 0 | 2 | 0.0% |
| Q4 2025 | 5 | $1.2M | 31,969 | 3 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $800.9K | 21,780 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $1.3M | 37,393 | 0 | 0 | 3 | 0.0% |
| Q1 2025 | 5 | $1.7M | 54,428 | 0 | 2 | 2 | 0.0% |
| Q4 2024 | 6 | $2.7M | 80,919 | 2 | 0 | 2 | 0.0% |
| Q3 2024 | 5 | $7.2M | 204,135 | 3 | 1 | 1 | 0.0% |
| Q2 2024 | 5 | $94.1K | 2,694,959 | 2 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $3.5M | 103,887 | 2 | 0 | 2 | 0.0% |
| Q4 2023 | 5 | $5.1M | 173,492 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 4 | $3.1M | 113,761 | 4 | 0 | 0 | 0.0% |
| Q2 2023 | 3 | $99.1K | 3,621,159 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $5.1K | 198,947 | 2 | 0 | 0 | 0.5% |