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Motley Fool 100 Index ETF

196 hedge funds and large institutions have $630M invested in Motley Fool 100 Index ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

666% more call options, than puts

Call options by funds: $222K | Put options by funds: $29K

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

25% more capital invested

Capital invested by funds: $503M → $630M (+$127M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more funds holding

Funds holding: 170196 (+26)

3.65% more ownership

Funds ownership: 28.85%32.5% (+3.6%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
40
Increased
80
Reduced
40
Closed
14
Calls
$222K
Puts
$29K
Net Calls
+$193K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$89.9M +$3.59M +50,326 +4%
Morgan Stanley
2
Morgan Stanley
New York
$77.9M +$70.4M +986,469 +991%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$65.6M +$859K +12,031 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$55.7M +$3.34M +46,748 +6%
Wells Fargo
5
Wells Fargo
California
$33.5M +$6.15M +86,208 +23%
PS
6
Portfolio Strategies
New York
$30.2M -$510K -7,150 -2%
PAG
7
Private Advisor Group
New Jersey
$27.6M +$627K +8,790 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$25.8M +$882K +12,354 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.9M +$2.01M +28,227 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$13M +$1.31M +18,344 +11%
GAG
11
GM Advisory Group
New York
$9.22M +$9.17M +128,485 New
GAG
12
Goodman Advisory Group
Massachusetts
$9.21M +$166K +2,325 +2%
Two Sigma Investments
13
Two Sigma Investments
New York
$8.02M +$21.4K +300 +0.3%
P
14
&Partners
Tennessee
$6.71M +$932K +13,051 +16%
CAGAS
15
Capital Advisory Group Advisory Services
Minnesota
$6.61M +$103K +1,442 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.87M +$775K +10,852 +15%
IWM
17
IHT Wealth Management
Illinois
$5.67M -$473K -6,632 -8%
WAM
18
Walker Asset Management
Missouri
$5.61M +$43.3K +606 +0.8%
Wealthfront Advisers
19
Wealthfront Advisers
California
$5.2M +$201K +2,815 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.15M +$365K +5,108 +8%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$4.97M +$137K +1,923 +3%
VWA
22
Visionary Wealth Advisors
Illinois
$4.81M +$235K +3,286 +5%
WWA
23
WCG Wealth Advisors
Nevada
$4.39M +$4.36M +61,112 New
LFG
24
Larson Financial Group
Missouri
$4.38M +$710K +9,948 +19%
RFN
25
Redwood Financial Network
Ohio
$4.27M -$11.9K -167 -0.3%