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 156 institutions that hold shares in the stock, with a total of 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
44,107
shares
|
$3.06 Million
2.21% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
39,276
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 73.35%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
38,952
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
33,436
shares
|
$2.32 Million
0.06% of portfolio
|
Q2 2025
Added 45.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
28,349
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
27,670
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 278.52%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
24,818
shares
|
$1.72 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
24,690
shares
|
$1.71 Million
1.33% of portfolio
|
Q2 2025
Reduced 48.77%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
24,200
shares
|
$1.68 Million
0.33% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
21,918
shares
|
$1.52 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
20,785
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
19,080
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,639
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
17,388
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
17,212
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
16,347
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,336
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,030
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 201.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
15,875
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,187
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
14,727
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
14,633
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Added 2826.6%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,461
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
14,419
shares
|
$998,948
0.0% of portfolio
|
Q2 2025
Added 91.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,021
shares
|
$971,374
0.0% of portfolio
|
Q2 2025
Added 0.16%
|