RBB FD INC (USDX)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
3
Reporting holders
$2.4M
Reported value
0.0%
Held as options
-5
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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | $2.1M | 84,291 | 0.81% | 4q | -2.0%-$43.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $290.8K | 11,411 | 0.00% | new | NEW |
| Summit Global Investments | $222.2K | 8,719,186 | 12.14% | 10q | -11.4%-$28.5K |
| Betterment LLC | $19.3K | 757,431 | 0.03% | 9q | +0.6% |
| Transamerica Financial Advisors, LLC | $8.8K | 344 | 0.00% | 7q | -28.0%-$3.4K |
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 | 3 | $2.4M | 96,046 | 1 | 0 | 2 | 0.0% |
| Q1 2026 | 8 | $7.0M | 273,112 | 5 | 2 | 1 | 0.0% |
| Q4 2025 | 5 | $1.8M | 69,259 | 2 | 2 | 1 | 0.0% |
| Q3 2025 | 5 | $1.9M | 75,242 | 3 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $1.4M | 54,478 | 2 | 0 | 0 | 0.0% |
| Q1 2025 | 5 | $1.4M | 55,852 | 4 | 0 | 1 | 0.0% |
| Q4 2024 | 4 | $781.8K | 30,588 | 2 | 1 | 1 | 0.0% |
| Q3 2024 | 4 | $249.7K | 9,597 | 2 | 1 | 1 | 0.0% |
| Q2 2024 | 3 | $293.0K | 11,450 | 2 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $47.1K | 1,849,410 | 2 | 0 | 0 | 0.0% |