RBB FD INC (ZMUN)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
11
Reporting holders
$16.8M
Reported value
0.0%
Held as options
+3
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 | $7.3M | 146,443 | 0.37% | 3q | +67.5%+$3.0M |
| Crew Capital Management, Ltd | $2.6M | 52,866 | 1.45% | 2q | +129.9%+$1.5M |
| Central Pacific Bank - Trust Division | $2.2M | 43,075 | 0.22% | 2q | +311.8%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 41,784 | 0.00% | 2q | +108.9%+$1.1M |
| BANK OF MONTREAL /CAN/ | $751.6K | 15,000 | 0.00% | 3q | +146.7%+$446.9K |
| GOLDMAN SACHS GROUP INC | $730.5K | 14,579 | 0.00% | 2q | -10.3%-$83.7K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $268.9K | 5,368 | 0.03% | new | NEW |
| Ausdal Financial Partners, Inc. | $263.5K | 5,259 | 0.01% | new | NEW |
| AFFINITY INVESTMENT ADVISORS, LLC | $260.6K | 5,200 | 0.13% | new | NEW |
| HORAN Wealth, LLC | $258.5K | 5,160 | 0.02% | new | NEW |
| UBS Group AG | $23.5K | 470 | 0.00% | new | NEW |
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 | 11 | $16.8M | 335,204 | 5 | 5 | 1 | 0.0% |
| Q1 2026 | 8 | $9.2M | 183,359 | 5 | 1 | 2 | 0.0% |
| Q4 2025 | 3 | $6.0M | 120,656 | 2 | 0 | 1 | 0.0% |
| Q3 2025 | 1 | $729.7K | 14,573 | 1 | 0 | 0 | 0.0% |