Motley Fool Capital EfficieTMFEETF
13F holders, Q1 2025 (March 31)18holders +3
7new positions
4sold out
$25.58avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6M), GTS Securities LLC ($1.5M) and Cetera Investment Advisers ($1.4M).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q1 2025)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.1M |
| Exits | 4 | $139K |
All 13F filers, Q4 2024 → Q1 2025: 161,300 shares bought and 21,435 shares sold, net +139,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 61,901 | $1.6M |
| GTS Securities LLC | 0.06% | New | 57,475 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 55,573 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.7% | 24,038 | $615K |
| Cibc World Market Inc. | 0.00% | New | 22,774 | $583K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.7% | 20,652 | $529K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,343 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,333 | $264K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -25.9% | 9,373 | $240K |
| GatePass Capital, LLC | 0.16% | New | 8,450 | $216K |
| UBS Group AG | 0.00% | New | 6,403 | $164K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,740 | $96K |
| Harbour Investments, Inc. | 0.00% | Add +3.7% | 1,989 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $23K |
| Spire Wealth Management | 0.00% | New | 220 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 200 | $5K |
| Morgan Stanley | 0.00% | No change | 1 | $26 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $19 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.