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Motley Fool Mid-Cap Growth ETF

25 hedge funds and large institutions have $8.48M invested in Motley Fool Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFWM
1
Motley Fool Wealth Management
Virginia
$3.74M 148,531 +3,740 +3%
GS
2
GTS Securities
New York
$1.28M 50,509 -27,277 -35%
Osaic Holdings
3
Osaic Holdings
Arizona
$611K 24,135 -1,486 -6%
Creative Planning
4
Creative Planning
Kansas
$497K 19,645 +208 +1%
LPL Financial
5
LPL Financial
California
$404K 15,954 +126 +0.8%
WPC
6
Wedmont Private Capital
Pennsylvania
$313K 12,570
PFA
7
Pure Financial Advisors
California
$307K 12,145 +12,145 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$267K 10,558 -201 -2%
FHA
9
Flagship Harbor Advisors
Massachusetts
$254K 10,028 +73 +0.7%
PAG
10
Private Advisor Group
New Jersey
$208K 8,200 +8,200 New
GRP
11
Global Retirement Partners
California
$190K 7,689
KFI
12
Key Financial Inc
Pennsylvania
$100K 3,954
Morgan Stanley
13
Morgan Stanley
New York
$95.9K 3,788 +1,894 +100%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$64.8K 2,561 -13 -0.5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$56K 2,213 +2,213 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$33K 1,320
Bank of America
17
Bank of America
North Carolina
$19.1K 753 +398 +112%
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$15K 624
UBS Group
19
UBS Group
Switzerland
$9.27K 366 -1,423 -80%
US Bancorp
20
US Bancorp
Minnesota
$7.04K 278
Wells Fargo
21
Wells Fargo
California
$3.45K 136 +136 New
AF
22
Allworth Financial
California
$2.53K 100
BMC
23
Bear Mountain Capital
Washington
$1.24K 50 +50 New
LFG
24
Larson Financial Group
Missouri
$658 26
DFA
25
DHJJ Financial Advisors
Illinois
$127 5