PFDE RBB FUND TRUST: institutional ownership and insider trading

7 funds reported holding $22.7M of RBB FUND TRUST in their latest 13F filings; in Q2 2026 funds net sold $105M, with 4 new positions and 1 funds selling out.

Largest institutional holders of PFDE

  1. 49 WEALTH MANAGEMENT, LLC — $10.3M
  2. ALONGSIDE, LLC — $10.3M
  3. Cambridge Investment Research Advisors, Inc. — $1.81M
  4. THRIVENT FINANCIAL FOR LUTHERANS — $401K
  5. UBS Group AG (UBS) — $5.08K
  6. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $2.77K
  7. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $390

Who owns the most PFDE stock?

The largest institutional holders of RBB FUND TRUST in the latest 13F filings are 49 WEALTH MANAGEMENT, LLC ($10.3M), ALONGSIDE, LLC ($10.3M), Cambridge Investment Research Advisors, Inc. ($1.81M).

All PFDE 13F holders