13F Insight
DOSSIER · 13F Holders · Q1 2026
TMFC

RBB FD INC

202 institutions still hold RBB FD INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W601·202 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$512M
visible holders
Holders
202
filers reporting
Concentration
17.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported TMFC in Q1 2026. MORGAN STANLEY leads at 17.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$88M1.3M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$85M1.3M0.02%Q1 202603
Amplius Wealth Advisors, LLC
CIK 0001900584
$71M937K5.23%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$58M882K0.02%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$44M669K0.01%Q1 202606
Portfolio Strategies, Inc.
CIK 0001753271
$27M416K3.38%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$25M372K0.12%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$23M351K0.06%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M175K0.02%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$11M173K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$10M144K0.01%Q1 202612
GM Advisory Group, LLC
CIK 0001598304
$8M129K0.33%Q1 202613
Goodman Advisory Group, LLC
CIK 0001864123
$8M126K2.15%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M113K0.01%Q1 202615
PLANWISER FINANCIAL, LLC
CIK 0002043741
$6M88K4.58%Q1 202616
Walker Asset Management, LLC
CIK 0001923053
$6M81K3.10%Q2 202617
&PARTNERS
CIK 0000107136
$6M90K0.03%Q1 202618
Atria Wealth Solutions, Inc.
CIK 0001927543
$6M89K0.13%Q2 202519
Wealthcare Advisory Partners LLC
CIK 0001683059
$5M70K0.10%Q2 202620
IHT Wealth Management, LLC
CIK 0001697490
$5M76K0.12%Q1 2026
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