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
Q2 		$379K Sell
17,512
-820
-4% -$17.2K ﹤0.01% 5275
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 Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's TMFM Position: Q2 2026 in Review

LPL Financial reduced its Motley Fool Mid-Cap Growth ETF (TMFM) stake by 4.5% in Q2 2026, selling an estimated $17.2K and leaving 17,512 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #5275.

LPL Financial first reported a position in TMFM in Q3 2022 and has held it in 14 quarters since. The position peaked at $519K in Q3 2024. 24 funds tracked by Wall St. Rank hold TMFM as of Q2 2026.

  • LPL Financial held 17,512 shares of Motley Fool Mid-Cap Growth ETF worth $379K as of Q2 2026.
  • LPL Financial sold 820 Motley Fool Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
  • Motley Fool Mid-Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5275 holding.
  • LPL Financial first reported a position in Motley Fool Mid-Cap Growth ETF in Q3 2022 and has held it in 14 quarters since.
  • LPL Financial's Motley Fool Mid-Cap Growth ETF position peaked at $519K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.