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 125 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
30,755
shares
|
$1.73 Million
1.63% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
30,697
shares
|
$1.72 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
30,592
shares
|
$1.72 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
28,110
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
26,632
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
24,866
shares
|
$1.4 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
23,111
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
21,725
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,504
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 102.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
20,492
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
19,103
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
16,714
shares
|
$938,156
0.12% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
16,086
shares
|
$902,907
0.0% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
15,854
shares
|
$889,885
0.08% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
15,208
shares
|
$853,625
0.0% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
15,083
shares
|
$846,608
0.0% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
14,266
shares
|
$800,750
0.37% of portfolio
|
Q4 2024
Added 69.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,759
shares
|
$772,292
0.0% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
12,114
shares
|
$679,958
0.35% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,895
shares
|
$667,666
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,688
shares
|
$599,917
0.02% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,615
shares
|
$595,819
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,174
shares
|
$571,066
0.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,139
shares
|
$569,102
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,131
shares
|
$568,653
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|