Institutional Ownership Rbb Rf Inc Motley Fool 100 Ind (TMFC)
This table provides information about the institutional ownership of Rbb Rf Inc Motley Fool 100 Ind (TMFC). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
901,527
shares
|
$58.9 Million
5.67% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
664,673
shares
|
$43.4 Million
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
439,867
shares
|
$28.7 Million
3.74% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
379,564
shares
|
$24.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
282,621
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
278,285
shares
|
$18.2 Million
0.05% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
175,834
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
159,203
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,544
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
85,448
shares
|
$5.58 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
71,432
shares
|
$4.67 Million
2.89% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
67,942
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2025
Added 33.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,617
shares
|
$4.16 Million
0.04% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
61,012
shares
|
$3.99 Million
1.44% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
59,916
shares
|
$3.91 Million
2.6% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
59,192
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,420
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
49,868
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
48,191
shares
|
$3.15 Million
1.38% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
47,760
shares
|
$3.12 Million
0.17% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
44,012
shares
|
$2.88 Million
0.03% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
43,488
shares
|
$2.84 Million
1.05% of portfolio
|
Q1 2025
Reduced 79.19%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
41,528
shares
|
$2.71 Million
2.19% of portfolio
|
Q1 2025
Added 35.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35,615
shares
|
$2.33 Million
0.09% of portfolio
|
Q1 2025
Added 427.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
28,884
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.95%
|