13FBOX
RBB FD INC · 13F Institutional Holdings
Options Calculator Rankings
R

RBB FD INC

ZHOG
Institutions
7
Combined AUM (Q2 2026)
$40.7M
Combined Shares (Q2 2026)
794,060
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+36,331
4 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-28,117
5 · 3 Exit · ≈
⚖️ Net
+8,214
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$40.7M
Institutions
7
New Buys
0
Adds
4
Reduces
2
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
F/m Investments LLC
1.7%2.17%#2$33.4M650,973$32.7M637,227+13,746+2.16%Add
Crew Capital Management, Ltd
2.61%2.6%#1$4.8M92,963$3.9M76,322+16,641+21.80%Add
LPL Financial LLC
<0.01%<0.01%#6$966,23918,830$980,94319,122-292-1.53%Reduce
Emerald Investment Advisers, LLC
0.06%0.08%#3$917,79917,886$842,69216,427+1,459+8.88%Add
HORAN Wealth, LLC
0.05%0.04%#4$627,70812,233$402,6117,748+4,485+57.89%Add
Crews Bank & Trust
0.01%0.01%#5$51,3141,000$51,2991,00000.00%Unchanged
UBS Group AG
<0.01%<0.01%#7$8,980175$11,901232-57-24.57%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow