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

RBB FD INC

32 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 74933W874·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
32
filers reporting
Concentration
30.37%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported TMFS in Q2 2026. LPL Financial LLC leads at 30.4% 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
$2M46K0.00%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$533K15K0.00%Q2 202603
DAVENPORT & Co LLC
CIK 0000887777
$529K15K0.00%Q2 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$524K16K0.00%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$384K11K0.00%Q2 202606
Atria Wealth Solutions, Inc.
CIK 0001927543
$349K10K0.01%Q2 202507
Fortitude Advisory Group L.L.C.
CIK 0001928999
$344K10K0.13%Q2 202608
Creative Planning
CIK 0001540235
$292K8K0.00%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$230K6K0.00%Q2 202610
Arax Advisory Partners
CIK 0001586767
$152K4K0.00%Q2 202611
MORGAN STANLEY
CIK 0000895421
$98K3K0.00%Q2 202612
BlackRock, Inc.
CIK 0002012383
$92K3K0.00%Q2 202613
IFP Advisors, Inc
CIK 0001641866
$79K2K0.00%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$53K1K0.00%Q2 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$45K1K0.00%Q4 202516
UBS Group AG
CIK 0001610520
$44K1K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$32K8850.00%Q2 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$22K6200.00%Q2 202619
CWM, LLC
CIK 0001535847
$21K6500.00%Q1 202620
Bullock Wealth Management Group
CIK 0002067581
$15K4000.01%Q2 2026
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