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Disclosery

TMFG RBB FD INC

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UIT EXCHANGE TRADED (fund)

56 managers (56 13F filers) reported a position in TMFG shares at 2025-03-31, 714,838 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
56
13F filers
56
New
9
Added
8
Reduced
13
Sold out
9
Shares held by filers
714,838

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
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,998$2.1M<0.01%-11,15513F-HRTimelineGroup
Caprock Group, LLC57,045$1.58M0.05%-34,17713F-HRTimeline
LPL Financial LLC55,432$1.53M<0.01%-1,11813F-HRTimeline
GTS SECURITIES LLC51,543$1.43M0.06%new13F-HRTimeline
Creative Planningin group Creative Planning44,282$1.23M<0.01%-3,78513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC39,372$1.09M<0.01%-2,65813F-HRTimeline
Wedmont Private Capital36,508$986K0.05%013F-HRTimeline
Waverly Advisors, LLC35,487$982K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,526$845K<0.01%+2,89613F-HRTimelineGroup
Farther Finance Advisors, LLC26,242$727K0.02%-66813F-HRTimeline
FLOW TRADERS U.S. LLC20,297$562K0.02%+4,83513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,441$538K<0.01%-53713F-HR/ATimelineGroup
Patten Group, Inc.18,789$520K0.12%+3,44413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,771$492K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,632$488K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors11,810$327K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,799$327K<0.01%-3,21013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,294$313K<0.01%+31413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,613$294K<0.01%-3,65313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,052$278K0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,654$267K<0.01%+22913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,527$264K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,564$237K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,096$224K0.05%13F-HRTimelineGroup
Pure Financial Advisors, LLC7,434$206K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,404$205K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC6,615$183K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,289$146K<0.01%+5,02513F-HRTimelineGroup
FMR LLCin group FMR LLC5,245$145K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,507$125K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,507$125K0.01%new13F-HRTimeline
von Borstel & Associates, Inc.4,421$122K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,021$111K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.4,000$111K0.02%013F-HRTimeline
Key Financial Inc3,975$110K0.02%013F-HRTimeline
Olde Wealth Management, LLC3,730$103K0.04%new13F-HRTimeline
AE Wealth Management LLC3,241$89.7K<0.01%013F-HRTimeline
MAI Capital Management2,195$60.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,092$57K<0.01%+2,09013F-HRTimeline
Financial Avengers, Inc.1,551$42.9K0.02%-13513F-HR/ATimeline
Parvin Asset Management, LLC1,115$30.9K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,056$29.2K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.824$22.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.641$17.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC558$15.4K<0.01%+113F-HRTimeline
Bruce G. Allen Investments, LLC466$12.9K0.01%013F-HRTimeline
Smartleaf Asset Management LLC453$12.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…335$9.27K<0.01%-4613F-HRTimelineGroup
Allworth Financial LP314$8.84K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.310$8.58K<0.01%-4813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN293$8.11K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.233$6.46K<0.01%-66113F-HRTimeline
Costello Asset Management, INC189$5.23K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\40$1.11K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$277<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.