Who Owns RBB FD INC (TMFS)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $5.2M of RBB FD INC (TMFS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.7M), RAYMOND JAMES FINANCIAL INC ($532,679), DAVENPORT & Co LLC ($529,391), Cambridge Investment Research Advisors, Inc. ($465,000), CITADEL ADVISORS LLC ($384,269). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $1.7M | 46,339 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $532,679 | 14,741 | Trimmed |
| 3 | DAVENPORT & Co LLC | $529,391 | 14,650 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $465,000 | 12,861 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $384,269 | 10,634 | Added |
| 6 | Fortitude Advisory Group L.L.C. | $344,050 | 9,521 | Added |
| 7 | Creative Planning | $292,213 | 8,087 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $230,402 | 6,376 | Trimmed |
| 9 | Arax Advisory Partners | $152,277 | 4,214 | New |
| 10 | MORGAN STANLEY | $97,964 | 2,711 | Trimmed |
| 11 | BlackRock, Inc. | $92,002 | 2,546 | Hold |
| 12 | IFP Advisors, Inc | $78,559 | 2,174 | Trimmed |
| 13 | PNC Financial Services Group, Inc. | $76,356 | 2,113 | Hold |
| 14 | Royal Bank of Canada | $53,000 | 1,454 | Trimmed |
| 15 | UBS Group AG | $44,014 | 1,218 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $31,983 | 885 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $22,404 | 620 | Hold |
| 18 | Bullock Wealth Management Group | $14,508 | 400 | New |
| 19 | Rachor Investment Advisory Services, LLC | $14,455 | 400 | Hold |
| 20 | AE Wealth Management LLC | $7,362 | 204 | Hold |
| 21 | Golden State Wealth Management, LLC | $6,504 | 180 | Hold |
| 22 | Main Street Group, LTD | $4,336 | 120 | Added |
| 23 | Federation des caisses Desjardins du Quebec | $3,361 | 93 | Hold |
| 24 | Essential Investment Partners LLC | $723 | 20 | Hold |
| 25 | Key Financial Inc | $542 | 15 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30