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RBB shares owned by LPL Financial

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

Historical chart of LPL Financial investment in RBB

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

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Quarterly reported holdings in RBB by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 17k 27.10
2023-09-30 $376k 16k 23.74
2023-06-30 $366k 15k 23.89
2022-09-30 $220k 11k 20.88

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View all positions for LPL Financial

Top funds holding RBB

Creative Planning
Advisor Group Holdings
LPL Financial
Wedmont Private Capital
Pure Financial Advisors
Citadel Advisors
Mutual Advisors
Flagship Harbor Advisors
Wealth Enhancement Advisory Services
Orion Portfolio Solutions
Meeder Advisory Services
Private Advisor
Global Retirement Partners
Key FInancial
FMR

View all funds holding RBB