13F Insight
DOSSIER · 13F Holders · Q2 2026
TMFC

RBB FD INC

206 institutions still hold RBB FD INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W601·206 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$570M
visible holders
Holders
206
filers reporting
Concentration
19.17%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

206 institutions reported TMFC in Q2 2026. MORGAN STANLEY leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$109M1.4M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$100M1.3M0.02%Q2 202603
Amplius Wealth Advisors, LLC
CIK 0001900584
$76M954K5.24%Q3 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$68M888K0.02%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$51M671K0.01%Q2 202606
Private Advisor Group, LLC
CIK 0001567755
$29M378K0.13%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$23M351K0.06%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M214K0.02%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$13M173K0.01%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$12M164K0.00%Q2 202611
Goodman Advisory Group, LLC
CIK 0001864123
$10M131K2.29%Q2 202612
Wealthspire Advisors, LLC
CIK 0001646247
$10M129K0.05%Q2 202613
GM Advisory Group, LLC
CIK 0001598304
$8M129K0.33%Q1 202614
&PARTNERS
CIK 0000107136
$8M101K0.03%Q2 202615
Walker Asset Management, LLC
CIK 0001923053
$7M82K3.32%Q3 202616
IHT Wealth Management, LLC
CIK 0001697490
$6M80K0.13%Q2 202617
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M73K0.10%Q3 202618
Atria Wealth Solutions, Inc.
CIK 0001927543
$6M89K0.13%Q2 202519
Visionary Wealth Advisors
CIK 0001802984
$6M75K0.23%Q2 202620
Larson Financial Group LLC
CIK 0001731061
$5M71K0.14%Q2 2026
Page 1 of 11
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