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 $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
28,181
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
25,713
shares
|
$1.68 Million
0.35% of portfolio
|
Q1 2025
Added 83.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
25,357
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 57.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,051
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
22,668
shares
|
$1.48 Million
0.68% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,657
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 50.22%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
22,346
shares
|
$1.46 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,921
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
17,144
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
16,035
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
15,875
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,710
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,618
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 137.43%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
14,387
shares
|
$939,902
0.39% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,998
shares
|
$914,489
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,880
shares
|
$906,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,371
shares
|
$873,527
0.0% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,048
shares
|
$852,425
0.0% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,888
shares
|
$841,973
0.03% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,663
shares
|
$827,273
0.02% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,347
shares
|
$741,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,980
shares
|
$717,323
0.07% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,736
shares
|
$701,382
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,615
shares
|
$693,477
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,480
shares
|
$619,328
0.01% of portfolio
|
Q1 2025
Added 20.15%
|