15 institutions reported holding $1.6M of RBB FD INC (TMFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITADEL ADVISORS LLC ($498,708), GTS SECURITIES LLC ($400,856), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($357,635), HARBOUR INVESTMENTS, INC. ($308,293), UBS Group AG ($35,280). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $498,708 | 21,854 | Added |
| 2 | GTS SECURITIES LLC | $400,856 | 17,566 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $357,635 | 15,672 | New |
| 4 | HARBOUR INVESTMENTS, INC. | $308,293 | 13,510 | Added |
| 5 | UBS Group AG | $35,280 | 1,546 | New |
| 6 | OSAIC HOLDINGS, INC. | $14,308 | 627 | Hold |
| 7 | Smartleaf Asset Management LLC | $13,705 | 602 | Hold |
| 8 | Royal Bank of Canada | $10,000 | 450 | New |
| 9 | Golden State Wealth Management, LLC | $4,635 | 203 | Hold |
| 10 | JPMORGAN CHASE & CO | $1,750 | 77 | Trimmed |
| 11 | Bogart Wealth, LLC | $776 | 34 | Hold |
| 12 | MORGAN STANLEY | $47 | 2 | Hold |
| 13 | AE Wealth Management LLC | $19 | 1 | Trimmed |
| 14 | ASSETMARK, INC | $0 | 0 | Exited |
| 15 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30