Who Owns RBB FD INC (TMFE)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $10.5M of RBB FD INC (TMFE) in SEC 13F filings for 2026-06-30. Largest institutional holders: SageGuard Financial Group, LLC ($2.2M), RAYMOND JAMES FINANCIAL INC ($2.0M), Mission Creek Capital Partners, Inc. ($1.4M), OSAIC HOLDINGS, INC. ($859,718), STEEL GROVE CAPITAL ADVISORS, LLC ($568,241). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SageGuard Financial Group, LLC$2.2M73,892Trimmed
2RAYMOND JAMES FINANCIAL INC$2.0M67,831Added
3Mission Creek Capital Partners, Inc.$1.4M47,904Trimmed
4OSAIC HOLDINGS, INC.$859,71829,111Trimmed
5STEEL GROVE CAPITAL ADVISORS, LLC$568,24119,245Hold
6GOLDMAN SACHS GROUP INC$453,02815,343Trimmed
7SUSQUEHANNA INTERNATIONAL GROUP, LLP$430,91314,594Added
8HRT FINANCIAL LP$416,00014,089New
9GTS SECURITIES LLC$398,37813,492Trimmed
10LPL Financial LLC$343,54311,635Added
11Snowden Capital Advisors LLC$257,3258,715Hold
12Cambridge Investment Research Advisors, Inc.$257,0008,715Trimmed
13GatePass Capital, LLC$246,5488,350Hold
14Cetera Investment Advisers$233,3927,904Trimmed
15HARBOUR INVESTMENTS, INC.$108,0373,659Added
16NewEdge Advisors, LLC$80,4602,725Trimmed
17Hilltop National Bank$68,0302,304Hold
18Farther Finance Advisors, LLC$66,1862,242New
19FMR LLC$42,4701,438Added
20UBS Group AG$28,051950Trimmed
21ASSETMARK, INC$14,881504Hold
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$12,634425New
23MORGAN STANLEY$7,382250Trimmed
24Golden State Wealth Management, LLC$3,307112Hold
25VANGUARD GROUP INC$3,071104Hold

Source: SEC Form 13F filings · as of 2026-06-30