31 institutions reported holding $3.8M of RBB FD INC (TMFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: GTS SECURITIES LLC ($616,364), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($604,403), OSAIC HOLDINGS, INC. ($494,968), LPL Financial LLC ($378,665), Wedmont Private Capital ($274,277). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | $616,364 | 28,505 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $604,403 | 27,952 | Added |
| 3 | OSAIC HOLDINGS, INC. | $494,968 | 22,894 | Trimmed |
| 4 | LPL Financial LLC | $378,665 | 17,512 | Trimmed |
| 5 | Wedmont Private Capital | $274,277 | 12,570 | Hold |
| 6 | CAPTRUST FINANCIAL ADVISORS | $244,879 | 11,325 | Hold |
| 7 | CITADEL ADVISORS LLC | $244,058 | 11,287 | Trimmed |
| 8 | Creative Planning | $240,937 | 11,143 | Trimmed |
| 9 | Private Advisor Group, LLC | $214,963 | 9,941 | New |
| 10 | FMR LLC | $141,136 | 6,527 | Added |
| 11 | JPMORGAN CHASE & CO | $97,573 | 4,554 | New |
| 12 | Key Financial Inc | $85,497 | 3,954 | Hold |
| 13 | MORGAN STANLEY | $40,954 | 1,894 | Trimmed |
| 14 | Trust Co | $36,370 | 1,682 | Hold |
| 15 | Smartleaf Asset Management LLC | $10,306 | 481 | Hold |
| 16 | Farther Finance Advisors, LLC | $9,125 | 422 | Hold |
| 17 | Ameritas Advisory Services, LLC | $6,422 | 297 | New |
| 18 | US BANCORP \DE\ | $6,011 | 278 | Hold |
| 19 | Basepoint Wealth LLC | $3,982 | 184 | Hold |
| 20 | Darwin Wealth Management, LLC | $1,275 | 59 | Trimmed |
| 21 | Larson Financial Group LLC | $562 | 26 | Hold |
| 22 | DHJJ Financial Advisors, Ltd. | $109 | 5 | Hold |
| 23 | WELLS FARGO & COMPANY/MN | $20 | 1 | New |
| 24 | SIGNATUREFD, LLC | $16 | 1 | Hold |
| 25 | MAI Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30