Who Owns RBB FD INC (TMFG)? -- Institutional Holders (2026-06-30)
70 institutions reported holding $19.9M of RBB FD INC (TMFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($2.0M), Caprock Group, LLC ($1.4M), FLOW TRADERS U.S. LLC ($1.4M), Creative Planning ($1.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $2.0M | 63,679 | Trimmed |
| 2 | Caprock Group, LLC | $1.4M | 46,105 | Hold |
| 3 | FLOW TRADERS U.S. LLC | $1.4M | 45,221 | Added |
| 4 | Creative Planning | $1.4M | 44,256 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 43,668 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.1M | 37,280 | Added |
| 7 | Wedmont Private Capital | $988,387 | 31,622 | Trimmed |
| 8 | GTS SECURITIES LLC | $907,643 | 29,513 | Added |
| 9 | Waverly Advisors, LLC | $877,420 | 28,530 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $877,258 | 28,527 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $731,169 | 23,775 | Trimmed |
| 12 | CAPTRUST FINANCIAL ADVISORS | $629,848 | 20,480 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546,258 | 17,762 | Added |
| 14 | Focus Partners Wealth | $499,760 | 16,250 | Trimmed |
| 15 | Mariner, LLC | $382,253 | 12,429 | Added |
| 16 | MORGAN STANLEY | $378,279 | 12,300 | Added |
| 17 | HRT FINANCIAL LP | $350,000 | 11,390 | New |
| 18 | FMR LLC | $335,819 | 10,919 | Trimmed |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $309,142 | 10,052 | Hold |
| 20 | Pure Financial Advisors, LLC | $299,075 | 9,725 | Added |
| 21 | Arkadios Wealth Advisors | $288,844 | 9,392 | Trimmed |
| 22 | Cetera Investment Advisers | $274,512 | 8,926 | Hold |
| 23 | BROWN BROTHERS HARRIMAN & CO | $263,380 | 8,564 | Hold |
| 24 | AE Wealth Management LLC | $262,392 | 8,532 | Added |
| 25 | EP Wealth Advisors, LLC | $251,277 | 8,170 | New |
Source: SEC Form 13F filings · as of 2026-06-30