Motley Fool Capital EfficieTMFEETF
13F holders, Q2 2026 (June 30)28holders
5new positions
3sold out
$29.53avg. 13F price*
At the end of Q2 2026, 28 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were SageGuard Financial Group, LLC ($2.2M), Raymond James Financial Inc. ($2.0M) and Mission Creek Capital Partners, Inc. ($1.4M).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q2 2026)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $496K |
| Exits | 3 | $484K |
All 13F filers, Q1 2026 → Q2 2026: 30,297 shares bought and 178,158 shares sold, net −147,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| SageGuard Financial Group, LLC | 0.31% | Reduce -62.0% | 73,892 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 67,831 | $2.0M |
| Mission Creek Capital Partners, Inc. | 0.25% | Reduce -10.4% | 47,904 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 29,111 | $860K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 19,245 | $568K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 15,343 | $453K |
| Susquehanna International Group, LLP | 0.00% | Add +68.6% | 14,594 | $431K |
| HRT Financial LP | 0.00% | New | 14,089 | $416K |
| GTS Securities LLC | 0.01% | Reduce -68.3% | 13,492 | $398K |
| LPL Financial LLC | 0.00% | Add +8.2% | 11,635 | $344K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,715 | $257K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.5% | 8,715 | $257K |
| GatePass Capital, LLC | 0.10% | No change | 8,350 | $247K |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 7,904 | $233K |
| Harbour Investments, Inc. | 0.00% | Add +41.4% | 3,659 | $108K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 2,725 | $80K |
| Hilltop National Bank | 0.01% | No change | 2,304 | $68K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,242 | $66K |
| FMR LLC | 0.00% | Add +9.2% | 1,438 | $42K |
| UBS Group AG | 0.00% | Reduce -67.9% | 950 | $28K |
| Assetmark, Inc. | 0.00% | No change | 504 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 425 | $13K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 250 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 112 | $3K |
| Vanguard Advisers Inc. | 0.00% | No change | 104 | $3K |
| Archer Investment Corp | 0.00% | No change | 100 | $3K |
| IFP Advisors, Inc | 0.00% | New | 40 | $1K |
| Country Trust Bank | 0.00% | New | 14 | $413 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.