Who Owns RBB FD INC (TMFG)? -- Institutional Holders (2026-03-31)
66 institutions reported holding $20.4M of RBB FD INC (TMFG) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($2.0M), Caprock Group, LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), Creative Planning ($1.2M), FLOW TRADERS U.S. LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $2.0M | 70,230 | Added |
| 2 | Caprock Group, LLC | $1.3M | 46,105 | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 43,954 | Trimmed |
| 4 | Creative Planning | $1.2M | 42,589 | Trimmed |
| 5 | FLOW TRADERS U.S. LLC | $1.2M | 41,091 | Added |
| 6 | Wedmont Private Capital | $1.1M | 36,508 | Hold |
| 7 | JANE STREET GROUP, LLC | $1.0M | 36,722 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $1.0M | 35,870 | Added |
| 9 | OSAIC HOLDINGS, INC. | $819,927 | 29,012 | Hold |
| 10 | Waverly Advisors, LLC | $806,147 | 28,530 | Added |
| 11 | GTS SECURITIES LLC | $704,253 | 24,924 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $700,430 | 24,631 | Trimmed |
| 13 | SageGuard Financial Group, LLC | $649,523 | 22,987 | Trimmed |
| 14 | Focus Partners Wealth | $528,376 | 18,699 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $503,132 | 17,806 | Hold |
| 16 | CAPTRUST FINANCIAL ADVISORS | $471,283 | 16,679 | Added |
| 17 | MORGAN STANLEY | $347,522 | 12,299 | Trimmed |
| 18 | FMR LLC | $330,728 | 11,705 | Added |
| 19 | Mariner, LLC | $326,563 | 11,557 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $311,354 | 11,019 | New |
| 21 | Arkadios Wealth Advisors | $289,484 | 10,245 | Trimmed |
| 22 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $284,030 | 10,052 | Hold |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $280,680 | 9,933 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $276,910 | 9,800 | New |
| 25 | AQR CAPITAL MANAGEMENT LLC | $262,869 | 9,303 | Added |
Source: SEC Form 13F filings · as of 2026-03-31