LPL Financial
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LPL Financial’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

LPL Financial’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
18,332
-594
-3% -$13.2K ﹤0.01% 5042
2025
Q4 		$444K Sell
18,926
-477
-2% -$11.4K ﹤0.01% 4826
2025
Q3 		$481K Buy
19,403
+3,102
+19% +$80.5K ﹤0.01% 4661
2025
Q2 		$435K Sell
16,301
-507
-3% -$12.9K ﹤0.01% 4488
2025
Q1 		$420K Sell
16,808
-880
-5% -$23K ﹤0.01% 4323
2024
Q4 		$456K Sell
17,688
-122
-0.7% -$3.69K ﹤0.01% 4178
2024
Q3 		$519K Sell
17,810
-1,227
-6% -$34.1K ﹤0.01% 3962
2024
Q2 		$500K Buy
19,037
+2,160
+13% +$56.4K ﹤0.01% 3871
2024
Q1 		$457K Buy
16,877
+923
+6% +$23.7K ﹤0.01% 3866
2023
Q4 		$404K Buy
15,954
+126
+0.8% +$3.01K ﹤0.01% 3836
2023
Q3 		$376K Buy
15,828
+521
+3% +$12.6K ﹤0.01% 3721
2023
Q2 		$366K Buy
+15,307
New +$348K ﹤0.01% 3704
2022
Q4 		– Sell
-10,536
Closed -$220K – 4552
2022
Q3 		$220K Buy
+10,536
New +$239K ﹤0.01% 3851

Other funds holding TMFM

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's TMFM Position: Q1 2026 in Review

LPL Financial reduced its Motley Fool Mid-Cap Growth ETF (TMFM) stake by 3.1% in Q1 2026, selling an estimated $13.2K and leaving 18,332 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #5042.

LPL Financial first reported a position in TMFM in Q3 2022 and has held it in 13 quarters since. The position peaked at $519K in Q3 2024. 27 funds tracked by Wall St. Rank hold TMFM as of Q1 2026.

  • LPL Financial held 18,332 shares of Motley Fool Mid-Cap Growth ETF worth $370K as of Q1 2026.
  • LPL Financial sold 594 Motley Fool Mid-Cap Growth ETF shares in Q1 2026, an estimated $13.2K.
  • Motley Fool Mid-Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5042 holding.
  • LPL Financial first reported a position in Motley Fool Mid-Cap Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • LPL Financial's Motley Fool Mid-Cap Growth ETF position peaked at $519K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.