Motley Fool Mid-Cap GrowthTMFMETF
13F holders, Q4 2024 (December 31)30holders −1
3new positions
4sold out
$25.80avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding Motley Fool Mid-Cap Growth (TMFM) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were GTS Securities LLC ($1.8M), Osaic Holdings, Inc. ($601K) and Creative Planning ($518K).
- Company
- Motley Fool Mid-Cap Growth
- Filed as
- RBB FD INC (Q4 2024)
- CUSIP
- 74933W627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.9M |
| Exits | 4 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 80,365 shares bought and 171,638 shares sold, net −91,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| GTS Securities LLC | 0.09% | New | 71,119 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 23,305 | $601K |
| Creative Planning | 0.00% | Add +6.8% | 20,102 | $518K |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 17,688 | $456K |
| Mutual Advisors, LLC | 0.01% | Add +19.8% | 15,329 | $406K |
| Wedmont Private Capital | 0.02% | No change | 12,570 | $319K |
| Pure Financial Advisors, LLC | 0.01% | No change | 12,145 | $313K |
| Tiaa Trust, National Association | 0.00% | No change | 12,139 | $313K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.9% | 9,916 | $256K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.9% | 9,886 | $255K |
| Private Advisor Group, LLC | 0.00% | Add +4.6% | 8,579 | $221K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 8,227 | $212K |
| Global Retirement Partners, LLC | 0.01% | No change | 7,689 | $198K |
| Key Financial Inc | 0.02% | No change | 3,954 | $102K |
| FMR LLC | 0.00% | No change | 2,561 | $66K |
| Trust Co | 0.01% | No change | 2,393 | $62K |
| MAI Capital Management | 0.00% | New | 1,920 | $49K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,895 | $49K |
| Cwm, LLC | 0.00% | No change | 1,320 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 698 | $18K |
| UBS Group AG | 0.00% | Add +692.9% | 674 | $17K |
| Allworth Financial LP | 0.00% | Add +491.0% | 591 | $16K |
| Darwin Wealth Management, LLC | 0.00% | No change | 498 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 481 | $12K |
| Bank of America Corp. | 0.00% | No change | 355 | $9K |
| US Bancorp \de | 0.00% | No change | 278 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 49 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 26 | $670 |
| Whittier Trust Co. | 0.00% | Reduce -85.1% | 10 | $257 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $129 |
"% 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.