We are live on ! Find out more
TMFC icon

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
JP Morgan Chase
176
JP Morgan Chase
New York
$2.57K +$2.09K +30 +333%
AA
177
Ancora Advisors
Ohio
$1.85K -$7.09K -102 -78%
S
178
SignatureFD
Georgia
$1.72K +$626 +9 +53%
NEWAS
179
N.E.W. Advisory Services
Wisconsin
$1.72K
RFP
180
Root Financial Partners
California
$1.65K
VAI
181
Vanguard Advisers Inc
Pennsylvania
$1.26K +$1.32K +19 New
KFI
182
Key Financial Inc
Pennsylvania
$990
BWL
183
Bogart Wealth LLC
Virginia
$794 +$278 +4 +50%
Citigroup
184
Citigroup
New York
$66 +$70 +1 New
CAGAS
185
Capital Advisory Group Advisory Services
Minnesota
-$6.61M -92,150 Closed
Goldman Sachs
186
Goldman Sachs
New York
-$3.64M -50,688 Closed
SA
187
Strategic Advocates
Utah
-$1.53M -21,192 Closed
SOS
188
Silver Oak Securities
Tennessee
-$1.14M -15,821 Closed
AFG
189
Atomi Financial Group
New York
-$1.03M -14,297 Closed
RAG
190
RIA Advisory Group
Iowa
-$704K -9,814 Closed
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
-$419K -5,842 Closed
CAM
192
Concorde Asset Management
Michigan
-$378K -5,268 Closed
GWM
193
GK Wealth Management
Nevada
-$367K -5,120 Closed
WI
194
WBI Investments
New Jersey
-$360K -5,011 Closed
BCI
195
Brinker Capital Investments
Pennsylvania
-$274K -3,817 Closed
KeyBank National Association
196
KeyBank National Association
Ohio
-$251K -3,500 Closed
GFG
197
Goldstone Financial Group
Illinois
-$246K -3,429 Closed
LAA
198
Liberty Atlantic Advisors
Texas
-$228K -3,180 Closed
Barclays
199
Barclays
United Kingdom
-$212K -2,960 Closed
SC
200
Savant Capital
Illinois
-$208K -2,900 Closed