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Motley Fool Small-Cap Growth ETF

27 hedge funds and large institutions have $4.59M invested in Motley Fool Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.41M 52,728 -3,517 -6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$910K 34,104 -2,330 -6%
MA
3
Mutual Advisors
Nebraska
$458K 17,153 +6,260 +57%
TIA
4
Tiemann Investment Advisors
California
$448K 16,780 -1,050 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$278K 10,415 -548 -5%
CAGAS
6
Capital Advisory Group Advisory Services
Minnesota
$223K 8,348 +6 +0.1%
FTUS
7
Flow Traders U.S.
New York
$222K 8,335 -1,800 -18%
FAG
8
Fortitude Advisory Group
Washington
$208K 7,794 +7,794 New
UBS Group
9
UBS Group
Switzerland
$92.7K 3,473 -191 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$78K 2,920 +605 +26%
BAM
11
Belpointe Asset Management
Nevada
$74.6K 2,796 -1,057 -27%
Morgan Stanley
12
Morgan Stanley
New York
$56.8K 2,127 -973 -31%
Bank of America
13
Bank of America
North Carolina
$45.4K 1,700 +1,700 New
TLA
14
Tanglewood Legacy Advisors
Texas
$16.3K 611
CFD
15
Creative Financial Designs
Indiana
$15.9K 597
SWM
16
Spire Wealth Management
Virginia
$13.3K 500
US Bancorp
17
US Bancorp
Minnesota
$11K 413
AWM
18
Avior Wealth Management
Nebraska
$10.7K 400
PA
19
Parallel Advisors
California
$9.26K 347
BWP
20
Baldwin Wealth Partners
Massachusetts
$4K 150
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48K 93
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K 50
Osaic Holdings
23
Osaic Holdings
Arizona
$587 22
Wells Fargo
24
Wells Fargo
California
$443 16
KFI
25
Key Financial Inc
Pennsylvania
$400 15