TMFC — Rbb Fd Inc Institutional Holders · Q3 2026
Who owns Rbb Fd Inc (TMFC)? 12 institutions reported holding $8.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($2.3M), Dale Q Rice Investment Management Ltd ($1.9M), First Heartland Consultants, Inc. ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $2.3M | 28,381 | Hold |
| 2 | Dale Q Rice Investment Management Ltd | $1.9M | 23,764 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $1.5M | 18,642 | Added |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $1.3M | 16,406 | Trimmed |
| 5 | CoreCap Advisors, LLC | $521,401 | 6,511 | Trimmed |
| 6 | GK Wealth Management LLC | $263,241 | 3,287 | Trimmed |
| 7 | KFA Private Wealth Group, LLC | $260,740 | 3,256 | Hold |
| 8 | Sound Income Strategies, LLC | $243,633 | 3,003 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $237,531 | 2,966 | Added |
| 10 | Trust Co | $57,658 | 720 | Hold |
| 11 | Paladin Partners, LLC | $24,905 | 311 | Hold |
| 12 | Marquette Asset Management, LLC | $12,893 | 161 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30