Motley Fool Capital EfficieTMFEETF
13F holders, Q2 2025 (June 30)27holders +9
14new positions
6sold out
1famous investor
$28.15avg. 13F price*
At the end of Q2 2025, 27 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, up 9 from Q1 2025. 14 opened new positions and 6 sold out. The largest holders were Brookwood Investment Group LLC ($5.0M), Envestnet Asset Management Inc. ($1.8M) and Cetera Investment Advisers ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q2 2025)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $9.8M |
| Exits | 6 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 366,644 shares bought and 92,680 shares sold, net +273,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Brookwood Investment Group LLC | 0.80% | New | 177,007 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 63,685 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +11.5% | 61,960 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | New | 53,493 | $1.5M |
| GTS Securities LLC | 0.05% | Reduce -35.1% | 37,293 | $1.0M |
| Raymond James Financial Inc. | 0.00% | New | 33,715 | $949K |
| Sigma Planning Corp | 0.02% | New | 27,972 | $787K |
| Osaic Holdings, Inc. | 0.00% | Add +22.5% | 25,305 | $712K |
| Steel Grove Capital Advisors, LLC | 0.06% | New | 19,245 | $542K |
| MML Investors Services, LLC | 0.00% | New | 17,657 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +58.6% | 16,389 | $461K |
| Citadel Advisors | 0.00% | New | 12,619 | $355K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,373 | $264K |
| GatePass Capital, LLC | 0.16% | No change | 8,450 | $238K |
| Principal Securities, Inc. | 0.00% | New | 3,000 | $84K |
| Hilltop National Bank | 0.02% | — | 2,304 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 1,989 | $56K |
| FMR LLC | 0.00% | New | 1,134 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $28K |
| Birchbrook, Inc. | 0.01% | New | 842 | $24K |
| Assetmark, Inc. | 0.00% | New | 704 | $20K |
| JNBA Financial Advisors | 0.00% | New | 271 | $8K |
| Spire Wealth Management | 0.00% | No change | 220 | $6K |
| Archer Investment Corp | 0.00% | New | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $143 |
| Morgan Stanley | 0.00% | No change | 1 | $48 |
| Wells Fargo & Company | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.