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 10 institutions that hold shares in the stock, with a total of 41,936 shares, which have been reported (via 13F filing form) to have a value of $865,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
19,259
shares
|
$397,313
0.02% of portfolio
|
Q2 2025
Reduced 65.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,350
shares
|
$254,780
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,332
shares
|
$192,519
0.01% of portfolio
|
Q2 2025
Added 1766.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
500
shares
|
$10,315
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
360
shares
|
$7,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
66
shares
|
$1,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
34
shares
|
$701
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
34
shares
|
$701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|