Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / MOTLEY FOOL MID
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Number of holders
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19
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Total 13F shares, excl. options
-
277K
-
Shares change
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+110K
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Total reported value, excl. options
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$6.59M
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Value change
-
+$2.66M
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Number of buys
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5
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Number of sells
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-8
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Price
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$23.89
Significant Holders of RBB FD INC - MOTLEY FOOL MID (TMFM) as of Q2 2023
23 filings reported holding TMFM - RBB FD INC - MOTLEY FOOL MID as of Q2 2023.
RBB FD INC - MOTLEY FOOL MID (TMFM) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 277K shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (145K shares), OSAIC HOLDINGS, INC. (24.5K shares), Creative Planning (19.4K shares), GTS SECURITIES LLC (18.6K shares), LPL Financial LLC (15.3K shares), Wedmont Private Capital (12.6K shares), FLAGSHIP HARBOR ADVISORS, LLC (9.96K shares), CITADEL ADVISORS LLC (8.55K shares), Global Retirement Partners, LLC (7.69K shares), and Key Financial Inc (3.95K shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.