RBB FD INC (ZHOG)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
7
Reporting holders
$40.7M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| F/m Investments LLC | $33.4M | 650,973 | 1.70% | 9q | +2.2%+$705.4K |
| Crew Capital Management, Ltd | $4.8M | 92,963 | 2.61% | 5q | +21.8%+$853.9K |
| LPL Financial LLC | $966.2K | 18,830 | 0.00% | 7q | -1.5%-$15.0K |
| Emerald Investment Advisers, LLC | $917.8K | 17,886 | 0.06% | 2q | +8.9%+$74.9K |
| HORAN Wealth, LLC | $627.7K | 12,233 | 0.05% | 3q | +57.9%+$230.1K |
| Crews Bank & Trust | $51.3K | 1,000 | 0.01% | 5q | HELD |
| UBS Group AG | $9.0K | 175 | 0.00% | 2q | -24.6%-$2.9K |
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 | 7 | $40.7M | 794,060 | 0 | 4 | 2 | 0.0% |
| Q1 2026 | 11 | $40.3M | 786,040 | 3 | 3 | 2 | 0.0% |
| Q4 2025 | 8 | $42.8M | 823,680 | 2 | 3 | 2 | 0.0% |
| Q3 2025 | 7 | $30.6M | 585,164 | 2 | 2 | 2 | 0.0% |
| Q2 2025 | 6 | $33.8M | 650,609 | 3 | 0 | 3 | 0.0% |
| Q1 2025 | 4 | $32.8M | 632,579 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $31.7M | 613,287 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 3 | $4.4M | 82,317 | 0 | 2 | 0 | 0.0% |
| Q2 2024 | 3 | $3.8M | 74,108 | 1 | 0 | 2 | 0.0% |
| Q1 2024 | 4 | $5.8M | 112,110 | 2 | 0 | 1 | 0.0% |
| Q4 2023 | 2 | $5.6M | 107,039 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $2.6M | 53,200 | 1 | 0 | 0 | 0.0% |