Motley Fool Capital EfficieTMFEETF
13F holders, Q4 2025 (December 31)31holders +4
6new positions
4sold out
1famous investor
$28.18avg. 13F price*
At the end of Q4 2025, 31 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were SageGuard Financial Group, LLC ($8.9M), Cetera Investment Advisers ($1.9M) and Raymond James Financial Inc. ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q4 2025)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 80,178 shares bought and 118,498 shares sold, net −38,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| SageGuard Financial Group, LLC | 1.42% | — | 305,054 | $8.9M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 64,621 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 60,822 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.24% | New | 41,307 | $1.2M |
| GTS Securities LLC | 0.04% | Add +30.9% | 35,587 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.2% | 32,860 | $959K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.9% | 24,558 | $717K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 19,245 | $562K |
| Sigma Planning Corp | 0.01% | Add +21.1% | 38,105 | $416K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -66.3% | 12,973 | $379K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 11,950 | $349K |
| LPL Financial LLC | 0.00% | New | 9,263 | $270K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,715 | $254K |
| GatePass Capital, LLC | 0.13% | No change | 8,350 | $244K |
| Citadel Advisors | 0.00% | New | 7,527 | $220K |
| NewEdge Advisors, LLC | 0.00% | Add +82.5% | 2,654 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +23.2% | 2,509 | $73K |
| Hilltop National Bank | 0.02% | No change | 2,304 | $67K |
| UBS Group AG | 0.00% | Add +173.9% | 1,687 | $49K |
| FMR LLC | 0.00% | No change | 1,139 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $29K |
| Sound Income Strategies, LLC | 0.00% | New | 772 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -24.9% | 529 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 425 | $12K |
| JNBA Financial Advisors | 0.00% | Add +0.4% | 272 | $8K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 250 | $7K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 230 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 112 | $3K |
| Royal Bank of Canada | 0.00% | New | 100 | $3K |
| Archer Investment Corp | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $148 |
"% of holder's portfolio" is TMFE's weight in each manager's 13F, not the share of Motley Fool Capital Efficie the manager owns.