Institutional Ownership Rbb Fd Inc Motley Fool Next In (TMFX)
This table provides information about the institutional ownership of Rbb Fd Inc Motley Fool Next In (TMFX). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 97,068 shares, which have been reported (via 13F filing form) to have a value of $1.91 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,088
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,101
shares
|
$356,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,650
shares
|
$268,768
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,194
shares
|
$161,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
500
shares
|
$9,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
400
shares
|
$7,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
66
shares
|
$1,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
34
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
34
shares
|
$669
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|