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Motley Fool Mid-Cap Growth ETF

38 hedge funds and large institutions have $9.98M invested in Motley Fool Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
1
GTS Securities
New York
$2.3M +$494K +18,523 +27%
BIG
2
Brookwood Investment Group
Arizona
$1.24M +$1.24M +46,359 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K +$622K +23,292 New
Osaic Holdings
4
Osaic Holdings
Arizona
$601K -$810K -31,433 -57%
Creative Planning
5
Creative Planning
Kansas
$536K
MA
6
Mutual Advisors
Nebraska
$489K +$15.6K +583 +3%
UBS Group
7
UBS Group
Switzerland
$467K +$467K +17,503 New
LPL Financial
8
LPL Financial
California
$435K -$13.5K -507 -3%
WPC
9
Wedmont Private Capital
Pennsylvania
$340K
PFA
10
Pure Financial Advisors
California
$324K
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$302K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$276K +$989 +37 +0.4%
PAG
13
Private Advisor Group
New Jersey
$257K +$23K +860 +10%
FHA
14
Flagship Harbor Advisors
Massachusetts
$254K -$9.18K -344 -3%
SAM
15
Synergy Asset Management
Washington
$240K +$240K +9,008 New
QCM
16
Quantinno Capital Management
New York
$223K +$223K +8,338 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$222K -$52K -1,930 -19%
GRP
18
Global Retirement Partners
California
$205K +$205K +7,689 New
SW
19
Simplicity Wealth
New Jersey
$204K +$204K +7,648 New
KFI
20
Key Financial Inc
Pennsylvania
$106K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$68.4K
TC
22
Trust Company
Kansas
$63.9K
MCM
23
MAI Capital Management
Ohio
$51.3K
Morgan Stanley
24
Morgan Stanley
New York
$50.6K -$27 -1 -0.1%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$35K