Motley Fool Mid-Cap GrowthTMFMETF
13F holders, Q1 2024 (March 31)30holders
1famous investor
$27.08avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding Motley Fool Mid-Cap Growth (TMFM) in their 13F filings. The largest holders were Creative Planning ($864K), Osaic Holdings, Inc. ($653K) and LPL Financial LLC ($457K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Motley Fool Mid-Cap Growth
- Filed as
- RBB FD INC (Q1 2024)
- CUSIP
- 74933W627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 4 | $5.3M |
Ownership 30 holders
| Creative Planning | 0.00% | Add +62.2% | 31,860 | $864K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 24,098 | $653K |
| LPL Financial LLC | 0.00% | Add +5.8% | 16,877 | $457K |
| Wedmont Private Capital | 0.02% | No change | 12,570 | $337K |
| Pure Financial Advisors, LLC | 0.01% | No change | 12,145 | $329K |
| Citadel Advisors | 0.00% | New | 11,671 | $316K |
| Mutual Advisors, LLC | 0.01% | New | 11,633 | $315K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.0% | 9,829 | $266K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,071 | $246K |
| Meeder Advisory Services, Inc. | 0.02% | New | 8,620 | $234K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,620 | $234K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,620 | $234K |
| Private Advisor Group, LLC | 0.00% | No change | 8,200 | $222K |
| Global Retirement Partners, LLC | 0.01% | No change | 7,689 | $208K |
| Key Financial Inc | 0.03% | No change | 3,954 | $107K |
| FMR LLC | 0.00% | No change | 2,561 | $69K |
| Trust Co | 0.01% | New | 2,393 | $65K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,896 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.8% | 1,796 | $49K |
| Cwm, LLC | 0.00% | No change | 1,320 | $36K |
| CoreCap Advisors, LLC | 0.00% | New | 1,234 | $33K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 624 | $17K |
| Smartleaf Asset Management LLC | 0.00% | New | 481 | $13K |
| Bank of America Corp. | 0.00% | Reduce -52.9% | 355 | $10K |
| US Bancorp \de | 0.00% | No change | 278 | $8K |
| Wells Fargo & Company | 0.00% | No change | 136 | $4K |
| Allworth Financial LP | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | Reduce -77.6% | 82 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 26 | $705 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $136 |
"% of holder's portfolio" is TMFM's weight in each manager's 13F, not the share of Motley Fool Mid-Cap Growth the manager owns.