Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The RBB Fund, Inc. - Motley Fool Capital Efficiency 100 Index ETF include Brookwood Investment Group LLC, Raymond James Financial Inc, Sigma Planning Corp, Green Square Capital Advisors Llc, Mml Investors Services, Llc, Principal Securities, Inc., Fmr Llc, Assetmark, Inc, JNBA Financial Advisors, Archer Investment Corp, and Farther Finance Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 177,007 | 4,983 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16,389 | 58.61 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 27,972 | 787 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 704 | 20 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33,715 | 949 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,657 | 0 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 842 | 24 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 63,685 | 2.88 | 1,793 | 13.13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 | 0 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 100 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25,305 | 22.53 | 712 | 34.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,619 | 355 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 271 | 8 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 19,245 | 542 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1,134 | 32 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,000 | 84 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61,960 | 11.49 | 1,744 | 22.64 |
