Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The RBB Fund, Inc. - Motley Fool Small-Cap Growth ETF include Brookwood Investment Group LLC, and Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 8,585 | 0.43 | 303 | 16.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28,024 | 5.57 | 991 | 15.12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,705 | 6.83 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 593 | 21 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 91 | 5.81 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 | 2 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,872 | 12.96 | 349 | 22.97 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 446 | 141.08 | 14 | 133.33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11,373 | 402 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
