Motley Fool Capital EfficieTMFEETF
13F holders, Q1 2026 (March 31)28holders −3
3new positions
6sold out
1famous investor
$27.23avg. 13F price*
At the end of Q1 2026, 28 institutions reported holding Motley Fool Capital Efficie (TMFE) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 6 sold out. The largest holders were SageGuard Financial Group, LLC ($5.3M), Raymond James Financial Inc. ($1.7M) and Mission Creek Capital Partners, Inc. ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Motley Fool Capital Efficie
- Filed as
- RBB FD INC (Q1 2026)
- CUSIP
- 74933W643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $677K |
| Exits | 6 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 57,945 shares bought and 247,982 shares sold, net −190,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| SageGuard Financial Group, LLC | 0.82% | Reduce -36.3% | 194,276 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 62,353 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.29% | Add +29.4% | 53,471 | $1.5M |
| GTS Securities LLC | 0.04% | Add +19.6% | 42,576 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.5% | 30,378 | $827K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 19,245 | $524K |
| Citadel Advisors | 0.00% | Add +122.8% | 16,772 | $457K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,673 | $427K |
| LPL Financial LLC | 0.00% | Add +16.1% | 10,757 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.7% | 9,955 | $271K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,715 | $237K |
| Susquehanna International Group, LLP | 0.00% | New | 8,655 | $236K |
| Cetera Investment Advisers | 0.00% | Reduce -87.1% | 8,351 | $227K |
| GatePass Capital, LLC | 0.11% | No change | 8,350 | $227K |
| UBS Group AG | 0.00% | Add +75.6% | 2,962 | $81K |
| NewEdge Advisors, LLC | 0.00% | Add +4.4% | 2,771 | $75K |
| Harbour Investments, Inc. | 0.00% | Add +3.1% | 2,588 | $70K |
| Hilltop National Bank | 0.01% | No change | 2,304 | $63K |
| FMR LLC | 0.00% | Add +15.6% | 1,317 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 772 | $21K |
| Cwm, LLC | 0.00% | New | 544 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -4.7% | 504 | $14K |
| Morgan Stanley | 0.00% | Add +0.4% | 251 | $7K |
| JNBA Financial Advisors | 0.00% | Reduce -13.6% | 235 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 112 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 104 | $3K |
| Archer Investment Corp | 0.00% | No change | 100 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -99.6% | 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.