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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
Morgan Stanley
1
Morgan Stanley
New York
$87.6M +$16.8M +241,873 +22%
LPL Financial
2
LPL Financial
California
$84.8M +$2.23M +32,099 +3%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$63.9M +$3.82M +54,949 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$58.2M +$7.39M +106,294 +14%
Wells Fargo
5
Wells Fargo
California
$44.1M +$14M +201,337 +43%
PS
6
Portfolio Strategies
New York
$27.4M -$408K -5,867 -1%
PAG
7
Private Advisor Group
New Jersey
$24.6M -$828K -11,902 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$23.2M -$605K -8,705 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.6M -$403K -5,789 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.4M -$12.1M -174,234 -50%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.51M +$4.34M +62,349 +76%
GAG
12
GM Advisory Group
New York
$8.48M +$6.61K +95 +0.1%
GAG
13
Goodman Advisory Group
Massachusetts
$8.28M -$193K -2,769 -2%
Two Sigma Investments
14
Two Sigma Investments
New York
$7.43M +$62.6K +900 +0.8%
PF
15
PlanWiser Financial
Colorado
$6.33M +$4.6M +66,148 +308%
P
16
&Partners
Tennessee
$5.93M -$254K -3,655 -4%
WAM
17
Walker Asset Management
Missouri
$5.25M +$105K +1,511 +2%
IWM
18
IHT Wealth Management
Illinois
$5.03M -$190K -2,735 -3%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$4.72M +$156K +2,243 +3%
VWA
20
Visionary Wealth Advisors
Illinois
$4.66M +$260K +3,745 +6%
ECA
21
Elevation Capital Advisory
Oregon
$4.63M +$2.22M +31,984 +84%
LFG
22
Larson Financial Group
Missouri
$4.52M +$517K +7,429 +12%
WWA
23
WCG Wealth Advisors
Nevada
$4.18M +$155K +2,231 +4%
RFN
24
Redwood Financial Network
Ohio
$3.98M +$55.5K +798 +1%
WWM
25
Western Wealth Management
Colorado
$3.86M +$35.6K +512 +0.9%