13FBOX
RBB FD INC · 13F Institutional Holdings
Options Calculator Rankings
R

RBB FD INC

TMFS
Institutions
26
Combined AUM (Q2 2026)
$5.1M
Combined Shares (Q2 2026)
142,191
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7,727
6 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-30,907
13 · 4 Exit · ≈
⚖️ Net
-23,180
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.1M
Institutions
26
New Buys
2
Adds
4
Reduces
9
Exits
4
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#11$1.7M46,339$1.5M47,377-1,038-2.19%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#13$532,67914,741$529,21616,538-1,797-10.87%Reduce
DAVENPORT & Co LLC
<0.01%<0.01%#3$529,39114,650$606,40018,950-4,300-22.69%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#5$464,74412,861$524,00016,382-3,521-21.49%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#15$384,26910,634$264,2888,259+2,375+28.76%Add
Fortitude Advisory Group L.L.C.
0.13%0.13%#1$344,0509,521$291,1049,097+424+4.66%Add
Creative Planning
<0.01%<0.01%#12$292,2138,087$290,7689,087-1,000-11.00%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$230,4026,376$423,74413,242-6,866-51.85%Reduce
Arax Advisory Partners
<0.01%#6$152,2774,214$00+4,214New Buy
MORGAN STANLEY
<0.01%<0.01%#23$97,9642,711$69,9322,027+684+33.74%Add
BlackRock, Inc.
<0.01%<0.01%#24$92,0022,546$81,4722,54600.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#4$78,5592,174$83,6482,614-440-16.83%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#16$76,3562,113$67,6162,11300.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#21$53,0001,454$46,0001,456-2-0.14%Reduce
UBS Group AG
<0.01%<0.01%#22$44,0141,218$73,5682,299-1,081-47.02%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$31,983885$28,32088500.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#8$22,404620$19,84062000.00%Unchanged
Rachor Investment Advisory Services, LLC
0.01%0.01%#2$14,455400$12,80040000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#18$7,362204$6,51920400.00%Unchanged
Golden State Wealth Management, LLC
<0.01%<0.01%#9$6,504180$5,76018000.00%Unchanged
Main Street Group, LTD
<0.01%<0.01%#7$4,336120$3,520110+10+9.09%Add
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#20$3,36193$2,9769300.00%Unchanged
Essential Investment Partners LLC
<0.01%#10$72320$00+20New Buy
Key FInancial Inc
<0.01%<0.01%#14$54215$4801500.00%Unchanged
VANGUARD ADVISERS INC
<0.01%<0.01%#25$36110$3201000.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#26$1815$160500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow