Motley Fool Mid-Cap GrowthTMFMETF
13F holders, Q1 2025 (March 31)31holders +1
5new positions
3sold out
1famous investor
$24.92avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding Motley Fool Mid-Cap Growth (TMFM) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were GTS Securities LLC ($1.7M), Osaic Holdings, Inc. ($1.4M) and Creative Planning ($502K). 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 2025)
- CUSIP
- 74933W627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $542K |
| Exits | 3 | $331K |
All 13F filers, Q4 2024 → Q1 2025: 57,943 shares bought and 17,375 shares sold, net +40,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| GTS Securities LLC | 0.07% | Reduce -5.0% | 67,559 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +134.9% | 54,738 | $1.4M |
| Creative Planning | 0.00% | Reduce -0.2% | 20,069 | $502K |
| Mutual Advisors, LLC | 0.01% | Add +15.2% | 17,663 | $432K |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 16,808 | $420K |
| Pure Financial Advisors, LLC | 0.01% | No change | 12,145 | $304K |
| Wedmont Private Capital | 0.02% | No change | 12,570 | $301K |
| Captrust Financial Advisors | 0.00% | New | 11,325 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 10,291 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +23.5% | 10,157 | $254K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.4% | 9,876 | $247K |
| Citadel Advisors | 0.00% | New | 9,320 | $233K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 8,757 | $219K |
| Key Financial Inc | 0.02% | No change | 3,954 | $99K |
| FMR LLC | 0.00% | No change | 2,561 | $64K |
| Trust Co | 0.01% | No change | 2,393 | $60K |
| MAI Capital Management | 0.00% | No change | 1,920 | $48K |
| Morgan Stanley | 0.00% | No change | 1,895 | $47K |
| Cwm, LLC | 0.00% | No change | 1,320 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 698 | $17K |
| Signaturefd, LLC | 0.00% | New | 594 | $15K |
| Allworth Financial LP | 0.00% | No change | 591 | $15K |
| 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 |
| Sound Income Strategies, LLC | 0.00% | New | 225 | $6K |
| Wells Fargo & Company | 0.00% | New | 199 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 26 | $650 |
| Whittier Trust Co. | 0.00% | No change | 10 | $250 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $126 |
"% 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.