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

RBB FD INC

59 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 74933W635·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$17M
visible holders
Holders
59
filers reporting
Concentration
11.39%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported TMFG in Q2 2026. LPL Financial LLC leads at 11.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2M64K0.00%Q2 202602
Caprock Group, LLC
CIK 0001610769
$1M46K0.03%Q2 202603
Creative Planning
CIK 0001540235
$1M44K0.00%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M44K0.00%Q2 202605
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M41K0.04%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$1M37K0.00%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M37K0.00%Q1 202608
Wedmont Private Capital
CIK 0001904274
$988K32K0.03%Q2 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$908K30K0.02%Q2 202610
Waverly Advisors, LLC
CIK 0001568787
$877K29K0.01%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$877K29K0.00%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$731K24K0.01%Q2 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$630K20K0.00%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$546K18K0.00%Q2 202615
Focus Partners Wealth
CIK 0001542153
$500K16K0.00%Q2 202616
Mariner, LLC
CIK 0001373442
$382K12K0.00%Q2 202617
MORGAN STANLEY
CIK 0000895421
$378K12K0.00%Q2 202618
FMR LLC
CIK 0000315066
$336K11K0.00%Q2 202619
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$309K10K0.01%Q2 202620
Pure Financial Advisors, LLC
CIK 0001571556
$299K10K0.00%Q2 2026
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