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Motley Fool 100 Index ETF

183 hedge funds and large institutions have $602M invested in Motley Fool 100 Index ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

1.45% more ownership

Funds ownership: 32.5%33.95% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $630M → $602M (-$27.4M)

7% less funds holding

Funds holding: 196183 (-13)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
183
Holders Change
-13
Holders Change %
-6.63%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
47
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$300K -$21.4K -308 -6%
AWM
102
Apollon Wealth Management
South Carolina
$282K +$297K +4,272 New
OCA
103
OpenArc Corporate Advisory
Georgia
$280K
BFG
104
Berger Financial Group
Minnesota
$273K
SCM
105
Saxony Capital Management
Missouri
$272K +$44.2K +635 +18%
FIA
106
Foundations Investment Advisors
Arizona
$270K +$47.5K +683 +20%
CQWA
107
Chokshi & Queen Wealth Advisors
California
$257K +$271K +3,900 New
IP
108
Isthmus Partners
Wisconsin
$248K
AC
109
AlphaCore Capital
California
$244K -$82.8K -1,190 -24%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$241K -$49.2K -708 -16%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$236K -$879K -12,636 -78%
DADC
112
D.A. Davidson & Co
Montana
$234K
MCM
113
Marathon Capital Management
Maryland
$233K -$21.9K -315 -8%
XSC
114
X-Square Capital
Puerto Rico
$229K +$36.5K +525 +18%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$226K +$14.3K +205 +6%
JIC
116
Joel Isaacson & Co
New York
$225K
FA
117
Fiduciary Alliance
South Carolina
$223K
LIA
118
LBMC Investment Advisors
Tennessee
$222K
FCH
119
Freestone Capital Holdings
Washington
$221K +$233K +3,357 New
TA
120
TruWealth Advisors
Louisiana
$218K
UBS Group
121
UBS Group
Switzerland
$205K +$189K +2,718 +695%
EWA
122
EP Wealth Advisors
California
$204K +$216K +3,099 New
RFA
123
Resurgent Financial Advisors
Georgia
$204K
BBHC
124
Brown Brothers Harriman & Co
New York
$200K
SIS
125
Sound Income Strategies
Florida
$189K -$10.1K -145 -5%