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Disclosery

TMFC RBB FD INC

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MOTLEY FOL ETF (fund)

131 managers (132 13F filers) reported a position in TMFC shares at 2025-03-31, 4,610,244 shares in all. 24 filers opened a position and 13 filers sold out during the quarter.

Managers
131
13F filers
132
New
24
Added
44
Reduced
29
Sold out
13
Shares held by filers
4,610,244

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Amplius Wealth Advisors, LLC901,527$50.1M5.22%+97,98113F-HRTimeline
LPL Financial LLC664,673$37M0.01%+10,80513F-HRTimeline
Portfolio Strategies, Inc.401,687$22.3M3.46%-6,49313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC379,564$21.1M0.01%-66,62913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN282,621$15.7M<0.01%+35,56813F-HRTimelineGroup
Cambridge Investment Research Advisors,…278,285$15.5M0.05%+44,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,203$8.86M<0.01%-264,55313F-HR/ATimelineGroup
IHT Wealth Management, LLC85,448$4.75M0.15%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,942$3.78M0.01%+17,21613F-HRTimeline
Walker Asset Management, LLC65,221$3.63M2.21%+6,73013F-HRTimeline
Atria Wealth Solutions, Inc.63,617$3.54M0.04%+8,23013F-HRTimeline
Redwood Financial Network Corp59,916$3.33M2.54%+77013F-HRTimeline
Wealthfront Advisers LLC59,192$3.29M0.01%+4,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,420$3.19M0.01%+10,03813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…51,962$2.89M1.1%-53,73313F-HRTimeline
Cetera Investment Advisers49,868$2.77M0.01%+8,20713F-HRTimeline
Dale Q Rice Investment Management Ltd48,191$2.68M1.38%+27613F-HRTimeline
Visionary Wealth Advisors47,760$2.66M0.16%+35313F-HRTimeline
&PARTNERS44,012$2.44M0.03%+9,64613F-HRTimeline
Elevation Capital Advisory, LLC43,488$2.42M1.05%-165,44213F-HRTimeline
Synergy Financial Group, LTD41,528$2.31M2.07%+10,77313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC41,512$2.31M0.59%new13F-HRTimelineGroup
Larson Financial Group LLC35,615$1.98M0.09%+28,86713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding30,205$1.68M+8,799Timeline
Private Advisor Group, LLC28,884$1.61M0.01%-2,83913F-HRTimeline
Avidian Wealth Enterprises, LLC28,181$1.57M0.07%+7113F-HRTimeline
CALTON & ASSOCIATES, INC.25,713$1.43M0.33%+13,59913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,357$1.41M<0.01%+9,27113F-HRTimelineGroup
Mutual Advisors, LLC23,051$1.3M0.04%+3,94813F-HRTimeline
Koshinski Asset Management, Inc.2,269$1.28M0.11%-66713F-HRTimeline
PLANWISER FINANCIAL, LLC22,346$1.28M1.16%13F-HRTimeline
Richmond Investment Services, LLC22,668$1.26M0.68%-2,19813F-HRTimeline
Creative Planningin group Creative Planning20,921$1.16M<0.01%-58313F-HRTimelineGroup
FMR LLCin group FMR LLC18,379$1.02M<0.01%-27713F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC17,144$954K0.11%+43013F-HRTimeline
Sound View Wealth Advisors Group, LLC16,035$892K0.07%+18113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,710$874K0.01%-4,78213F-HRTimelineGroup
DAVENPORT & Co LLC15,675$872K0.01%-6,05013F-HRTimeline
MML INVESTORS SERVICES, LLC15,618$869K<0.01%+9,04013F-HRTimeline
Intrepid Financial Planning Group LLC14,387$800K0.37%+12113F-HRTimeline
HighTower Advisors, LLC13,998$779K<0.01%+23913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,880$772K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,048$726K<0.01%-2,16013F-HRTimelineGroup
Compound Planning, Inc.12,888$717K0.03%+2,75713F-HRTimeline
Perigon Wealth Management, LLC12,413$690K0.02%+51813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,347$631K<0.01%new13F-HRTimelineGroup
Keystone Financial Group10,980$611K0.06%+80613F-HRTimeline
Prospera Financial Services Inc10,736$597K0.01%+4813F-HRTimeline
Janney Montgomery Scott LLC10,067$560K<0.01%new13F-HRTimeline
RFG Advisory, LLC9,480$527K0.01%+1,59013F-HRTimeline
CoreCap Advisors, LLC9,247$514K0.02%-89213F-HRTimeline
First Heartland Consultants, Inc.9,030$502K0.05%+1,13813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC8,970$499K0.35%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,321$407K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,310$407K<0.01%+5,53813F-HRTimelineGroup
Arax Advisory Partners6,888$383K0.02%-76813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,848$381K<0.01%+17313F-HRTimeline
Corps Capital Advisors, LLC6,283$349K0.37%-26613F-HRTimeline
Bison Wealth, LLC6,001$340K0.03%new13F-HRTimeline
Glassman Wealth Services5,990$333K0.06%013F-HRTimeline
Strategic Advocates LLC5,987$333K0.12%-2,39413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,948$331K<0.01%-113F-HRTimelineGroup
Cable Hill Partners, LLC5,825$330K0.03%-2,47513F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,900$328K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,816$323K<0.01%new13F-HR/ATimelineGroup
HEADINVEST, LLC5,783$322K0.06%-4713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,623$313K<0.01%013F-HRTimeline
Carrera Capital Advisors5,592$311K0.07%013F-HRTimeline
AE Wealth Management LLC5,321$296K<0.01%-39,50213F-HRTimeline
Berger Financial Group, Inc5,199$289K0.02%-80913F-HRTimeline
Orion Porfolio Solutions, LLC5,007$278K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,007$278K<0.01%new13F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.4,969$276K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,914$273K0.01%+40613F-HRTimeline
J.W. COLE ADVISORS, INC.4,587$255K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC4,459$248K<0.01%new13F-HRTimeline
Advisor Resource Council4,964$247K0.02%new13F-HRTimeline
Almanack Investment Partners, LLC.4,253$237K0.05%+18513F-HRTimeline
MARATHON CAPITAL MANAGEMENT4,076$227K0.06%-11013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,013$223K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,002$223K<0.01%+60913F-HRTimeline
Concorde Asset Management, LLC3,761$207K0.11%+19913F-HRTimeline
Cornell Pochily Investment Advisors, In…3,671$204K0.07%new13F-HRTimeline
Goldstone Financial Group, LLC3,664$204K0.03%+24313F-HRTimeline
Mill Creek Capital Advisors, LLC3,653$203K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,387$188K<0.01%013F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,500$139K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,500$83.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,390$77.3K<0.01%013F-HRTimeline
Lindbrook Capital, LLC1,389$77.3K0.01%+49613F-HRTimeline
IFP Advisors, Inc1,176$65.4K<0.01%+80113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,100$61.2K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$49.9K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG876$48.7K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\738$41K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management622$34.6K<0.01%+8013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV599$33.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…578$32.1K<0.01%-2,05013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$27.8K<0.01%013F-HRTimelineGroup
NFSG Corp500$27.8K0.01%013F-HRTimeline
Allworth Financial LP500$27.8K<0.01%+10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$22.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC359$20K<0.01%-2,17113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC320$19.2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC318$17.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC297$16.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC268$14.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC250$13.9K0.01%013F-HRTimeline
Wiser Advisor Group LLC246$13.7K0.02%013F-HRTimeline
Farther Finance Advisors, LLC235$13.2K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC216$12K<0.01%-2,33413F-HRTimeline
MAI Capital Management200$11.1K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC198$11K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.181$10.1K<0.01%013F-HRTimelineGroup
PITTENGER & ANDERSON INC150$8.34K<0.01%013F-HRTimeline
American Capital Advisory, LLC132$7.32K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED104$5.79K<0.01%-23,00713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$5.56K<0.01%-1,39513F-HRTimelineGroup
Geneos Wealth Management Inc.100$5.56K<0.01%013F-HRTimeline
COMERICA BANK90$5.01K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50$2.78K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC42$2.34K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40$2.23K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC26$1.45K<0.01%new13F-HRTimeline
WHITTIER TRUST CO15$834<0.01%013F-HRTimeline
Key Financial Inc15$834<0.01%013F-HRTimeline
Aspect Partners, LLC11$612<0.01%new13F-HRTimeline
Bogart Wealth, LLC8$447<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$167<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC1$74<0.01%-65313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.