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Motley Fool Capital Efficiency 100 Index ETF

31 hedge funds and large institutions have $19.6M invested in Motley Fool Capital Efficiency 100 Index ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

58% more capital invested

Capital invested by funds: $12.4M → $19.6M (+$7.15M)

15% more funds holding

Funds holding: 2731 (+4)

8.84% more ownership

Funds ownership: 12.06%20.9% (+8.8%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1
SageGuard Financial Group
Tennessee
$8.9M +$8.91M +305,054 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.89M +$12.9K +441 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$1.77M +$64K +2,193 +4%
MCCP
4
Mission Creek Capital Partners
California
$1.21M +$1.21M +41,307 New
GS
5
GTS Securities
New York
$1.04M +$245K +8,396 +31%
Osaic Holdings
6
Osaic Holdings
Arizona
$959K -$31.7K -1,085 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$717K -$1.33M -45,407 -65%
SGCA
8
Steel Grove Capital Advisors
Tennessee
$562K
SPC
9
Sigma Planning Corp
Michigan
$416K +$194K +6,642 +21%
SA
10
Sanctuary Advisors
Indiana
$379K -$745K -25,501 -66%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$349K +$4K +137 +1%
LPL Financial
12
LPL Financial
California
$270K +$270K +9,263 New
SCA
13
Snowden Capital Advisors
New York
$254K
GC
14
GatePass Capital
Ohio
$244K
Citadel Advisors
15
Citadel Advisors
Florida
$220K +$220K +7,527 New
NA
16
NewEdge Advisors
Louisiana
$77.4K +$35K +1,200 +83%
HI
17
Harbour Investments
Wisconsin
$73.2K +$13.8K +473 +23%
HNB
18
Hilltop National Bank
Wyoming
$67.2K
UBS Group
19
UBS Group
Switzerland
$49.2K +$31.3K +1,071 +174%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$33.2K
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$29.2K
SIS
22
Sound Income Strategies
Florida
$22.5K +$22.5K +772 New
AssetMark Inc
23
AssetMark Inc
California
$15.4K -$5.11K -175 -25%
IAIM
24
International Assets Investment Management
Florida
$12.4K +$12.4K +425 New
JFA
25
JNBA Financial Advisors
Minnesota
$7.93K +$29 +1 +0.4%

TMFE Hedge Fund Activity: Q4 2025 in Review

31 of the 8,235 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Capital Efficiency 100 Index ETF (TMFE) for Q4 2025, worth a combined $19.6M — up 58% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TMFE positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Mission Creek Capital Partners, opening a new position worth an estimated $1.21M. The largest seller was Envestnet Asset Management, cutting an estimated $1.33M.

  • 31 institutional investors held Motley Fool Capital Efficiency 100 Index ETF (TMFE) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $19.6M of Motley Fool Capital Efficiency 100 Index ETF stock for Q4 2025, up 58% quarter-over-quarter.
  • 8 funds opened new Motley Fool Capital Efficiency 100 Index ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest Motley Fool Capital Efficiency 100 Index ETF buyer in Q4 2025 was Mission Creek Capital Partners, an estimated $1.21M added.
  • The largest Motley Fool Capital Efficiency 100 Index ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.