LPL Financial »

RBB shares owned by LPL Financial

Quarter-by-quarter ownership of RBB (TMFE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $270k 9.3k 29.18

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYV)

View all positions for LPL Financial

Top funds holding RBB

SageGuard Financial Group
Cetera Investment Advisers
Raymond James Financial
Mission Creek Capital Partners
Sigma Planning
Gts Securities
Advisor Group Holdings
Envestnet Asset Management
Green Square Capital
Sanctuary Advisors
Cambridge Investment Research Advisors
LPL Financial
Snowden Capital Advisors
GatePass Capital
Goss Wealth Management

View all funds holding RBB