# RBB FD INC (USDX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USDX/

- Reporting holders: 5
- Reported value: $244.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Summit Global Investments](https://holderbook.com/funds/1697953-summit-global-investments/) | $222.2M | 8,719,186 | 12.1% | 10 |
| [Betterment LLC](https://holderbook.com/funds/1633901-betterment-llc/) | $19.3M | 757,431 | 0.0% | 9 |
| [Beta Wealth Group, Inc.](https://holderbook.com/funds/1594417-beta-wealth-group-inc/) | $2.1M | 84,291 | 0.8% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $290.8K | 11,411 | 0.0% | 1 |
| [Transamerica Financial Advisors, LLC](https://holderbook.com/funds/1502149-transamerica-financial-advisors-llc/) | $8.8K | 344 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $244.0M |
| Q1 2026 | 11 | $279.3M |
| Q4 2025 | 9 | $346.3M |
| Q3 2025 | 8 | $324.3M |
| Q2 2025 | 8 | $468.2M |
| Q1 2025 | 8 | $354.4M |
| Q4 2024 | 8 | $163.4M |
| Q3 2024 | 7 | $144.1M |
| Q2 2024 | 5 | $102.7M |
| Q1 2024 | 2 | $46.4M |