RBB FD INC 13F Institutional Holdings - Who Is Buying & Selling

Institutions

Combined AUM (Q2 2026)

$244.0M

Combined Shares (Q2 2026)

9.6M

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+15,680

2 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-1.3M

10 institutions reduced · 7 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-1.3M

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Summit Global Investments	12.78%	15.52%	#1	$222.2M	8.7M	$252.4M	9.8M	-1.1M-11.37%	Reduce
Betterment LLC	0.03%	0.04%	#3	$19.3M	757,431	$19.3M	753,162	+4,269+0.57%	Add
Beta Wealth Group, Inc.	0.81%	0.91%	#2	$2.1M	84,291	$2.2M	85,993	-1,702-1.98%	Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP	<0.01%	—	#5	$290,840	11,411	$0	0	+11,411	New Buy
Transamerica Financial Advisors, LLC	<0.01%	<0.01%	#4	$8,777	344	$12,278	478	-134-28.03%	Reduce

RBB FD INC

🧭 Institutional Sector Flow Heatmap