15 institutions reported holding $842,653 of RBB FD INC (TMFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CITADEL ADVISORS LLC ($295,857), HARBOUR INVESTMENTS, INC. ($269,629), GTS SECURITIES LLC ($228,711), OSAIC HOLDINGS, INC. ($12,521), Smartleaf Asset Management LLC ($11,659). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $295,857 | 14,813 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $269,629 | 13,499 | Added |
| 3 | GTS SECURITIES LLC | $228,711 | 11,451 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $12,521 | 627 | Added |
| 5 | Smartleaf Asset Management LLC | $11,659 | 602 | Hold |
| 6 | AE Wealth Management LLC | $11,402 | 571 | Added |
| 7 | Golden State Wealth Management, LLC | $4,057 | 203 | Hold |
| 8 | Advisory Services Network, LLC | $4,001 | 200 | New |
| 9 | CWM, LLC | $1,977 | 99 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $1,914 | 99 | New |
| 11 | Bogart Wealth, LLC | $679 | 34 | Hold |
| 12 | ASSETMARK, INC | $200 | 10 | New |
| 13 | MORGAN STANLEY | $46 | 2 | Added |
| 14 | Cetera Investment Advisers | $0 | 0 | Exited |
| 15 | Strategic Wealth Partners, Ltd. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31