Motley Fool Capital EfficieTMFEETF
13F holders, Q3 2025 (September 30)27holders
5new positions
4sold out
$29.03avg. 13F price*
At the end of Q3 2025, 27 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, unchanged from Q2 2025. 5 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0M), Cetera Investment Advisers ($1.9M) and Raymond James Financial Inc. ($1.7M).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q3 2025)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 4 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 91,138 shares bought and 238,581 shares sold, net −147,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 69,965 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 64,180 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +73.9% | 58,629 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -28.1% | 38,474 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 35,520 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +34.1% | 33,945 | $970K |
| Sigma Planning Corp | 0.03% | Add +12.5% | 31,463 | $916K |
| GTS Securities LLC | 0.03% | Reduce -27.1% | 27,191 | $792K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 19,245 | $542K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.9% | 11,813 | $344K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.0% | 8,715 | $254K |
| GatePass Capital, LLC | 0.14% | Reduce -1.2% | 8,350 | $243K |
| Jane Street Group, LLC | 0.00% | New | 7,589 | $221K |
| Principal Securities, Inc. | 0.00% | No change | 3,000 | $87K |
| Hilltop National Bank | 0.02% | No change | 2,304 | $67K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 2,036 | $59K |
| NewEdge Advisors, LLC | 0.00% | New | 1,454 | $42K |
| FMR LLC | 0.00% | Add +0.4% | 1,139 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $29K |
| Assetmark, Inc. | 0.00% | No change | 704 | $20K |
| UBS Group AG | 0.00% | New | 616 | $18K |
| JNBA Financial Advisors | 0.00% | No change | 271 | $8K |
| Morgan Stanley | 0.00% | Add +25000.0% | 251 | $7K |
| Spire Wealth Management | 0.00% | No change | 220 | $6K |
| Golden State Wealth Management, LLC | 0.00% | New | 112 | $3K |
| Archer Investment Corp | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $147 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.