Motley Fool Mid-Cap GrowthTMFMETF
13F holders, Q2 2024 (June 30)29holders −1
5new positions
5sold out
1famous investor
$26.35avg. 13F price*
At the end of Q2 2024, 29 institutions reported holding Motley Fool Mid-Cap Growth (TMFM) in their 13F filings, down 1 from Q1 2024. 5 opened new positions and 5 sold out. The largest holders were Motley Fool Wealth Management, LLC ($3.9M), Creative Planning ($748K) and Osaic Holdings, Inc. ($631K). 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 (Q2 2024)
- CUSIP
- 74933W627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.0M |
| Exits | 5 | $995K |
All 13F filers, Q1 2024 → Q2 2024: 195,936 shares bought and 40,925 shares sold, net +155,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Motley Fool Wealth Management, LLC | 0.20% | New | 148,531 | $3.9M |
| Creative Planning | 0.00% | Reduce -10.7% | 28,460 | $748K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 24,014 | $631K |
| LPL Financial LLC | 0.00% | Add +12.8% | 19,037 | $500K |
| Citadel Advisors | 0.00% | Add +30.6% | 15,240 | $400K |
| Mutual Advisors, LLC | 0.01% | Add +6.1% | 12,338 | $348K |
| Wedmont Private Capital | 0.02% | No change | 12,570 | $340K |
| Pure Financial Advisors, LLC | 0.01% | No change | 12,145 | $319K |
| Tiaa Trust, National Association | 0.00% | New | 12,139 | $319K |
| Susquehanna International Group, LLP | 0.00% | New | 11,126 | $292K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 9,829 | $258K |
| GTS Securities LLC | 0.01% | New | 9,253 | $243K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,453 | $222K |
| Private Advisor Group, LLC | 0.00% | No change | 8,200 | $215K |
| Global Retirement Partners, LLC | 0.01% | No change | 7,689 | $202K |
| Key Financial Inc | 0.02% | No change | 3,954 | $104K |
| FMR LLC | 0.00% | No change | 2,561 | $67K |
| Trust Co | 0.01% | No change | 2,393 | $63K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,895 | $50K |
| Cwm, LLC | 0.00% | No change | 1,320 | $35K |
| CoreCap Advisors, LLC | 0.00% | Reduce -43.4% | 698 | $18K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 624 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 481 | $13K |
| Bank of America Corp. | 0.00% | No change | 355 | $9K |
| US Bancorp \de | 0.00% | No change | 278 | $7K |
| Allworth Financial LP | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | Reduce -50.0% | 41 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 26 | $683 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $132 |
"% 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.