Who Owns RBB FD INC (TMFS)? -- Institutional Holders (2026-03-31)
33 institutions reported holding $5.3M of RBB FD INC (TMFS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.5M), DAVENPORT & Co LLC ($606,400), RAYMOND JAMES FINANCIAL INC ($529,216), Cambridge Investment Research Advisors, Inc. ($524,000), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($423,744). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $1.5M | 47,377 | Trimmed |
| 2 | DAVENPORT & Co LLC | $606,400 | 18,950 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $529,216 | 16,538 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $524,000 | 16,382 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $423,744 | 13,242 | New |
| 6 | GTS SECURITIES LLC | $324,032 | 10,126 | Trimmed |
| 7 | Fortitude Advisory Group L.L.C. | $291,104 | 9,097 | Added |
| 8 | Creative Planning | $290,768 | 9,087 | Added |
| 9 | CITADEL ADVISORS LLC | $264,288 | 8,259 | New |
| 10 | MORGAN STANLEY | $89,152 | 2,786 | Trimmed |
| 11 | IFP Advisors, Inc | $83,648 | 2,614 | Hold |
| 12 | BlackRock, Inc. | $81,472 | 2,546 | Hold |
| 13 | UBS Group AG | $73,568 | 2,299 | Added |
| 14 | PNC Financial Services Group, Inc. | $67,616 | 2,113 | Hold |
| 15 | Royal Bank of Canada | $46,000 | 1,456 | Added |
| 16 | OSAIC HOLDINGS, INC. | $28,320 | 885 | Hold |
| 17 | CWM, LLC | $20,800 | 650 | Added |
| 18 | EverSource Wealth Advisors, LLC | $19,840 | 620 | Hold |
| 19 | Rachor Investment Advisory Services, LLC | $12,800 | 400 | Hold |
| 20 | AE Wealth Management LLC | $6,519 | 204 | Added |
| 21 | Golden State Wealth Management, LLC | $5,760 | 180 | Hold |
| 22 | Main Street Group, LTD | $3,520 | 110 | New |
| 23 | Federation des caisses Desjardins du Quebec | $2,976 | 93 | Hold |
| 24 | Rossby Financial, LCC | $2,732 | 85 | New |
| 25 | Key Financial Inc | $480 | 15 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31