Motley Fool Capital EfficieTMFEETF
13F holders, Q4 2024 (December 31)15holders +3
6new positions
3sold out
$26.35avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($1.8M), Susquehanna International Group, LLP ($672K) and Osaic Holdings, Inc. ($653K).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q4 2024)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $892K |
| Exits | 3 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 72,386 shares bought and 45,382 shares sold, net +27,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Envestnet Asset Management Inc. | 0.00% | Add +60.0% | 69,198 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 25,486 | $672K |
| Osaic Holdings, Inc. | 0.00% | Add +79.0% | 24,783 | $653K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 15,343 | $404K |
| Snowden Capital Advisors LLC | 0.01% | No change | 12,648 | $333K |
| IFP Advisors, Inc | 0.00% | New | 4,168 | $110K |
| JPMorgan Chase & Co. | 0.00% | New | 3,740 | $99K |
| Hilltop National Bank | 0.02% | No change | 2,304 | $61K |
| Harbour Investments, Inc. | 0.00% | Add +597.5% | 1,918 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $27K |
| Caitlin John, LLC | 0.01% | Reduce -7.1% | 650 | $17K |
| Larson Financial Group LLC | 0.00% | New | 400 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 200 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 66 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.