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Motley Fool Small-Cap Growth ETF

25 hedge funds and large institutions have $6.57M invested in Motley Fool Small-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.47M +$94.2K +2,666 +7%
LPL Financial
2
LPL Financial
California
$991K +$52.3K +1,479 +6%
DC
3
Davenport & Co
Virginia
$894K -$159K -4,500 -15%
GS
4
GTS Securities
New York
$626K -$668K -18,904 -52%
Raymond James Financial
5
Raymond James Financial
Florida
$578K -$1.16M -32,813 -67%
BIG
6
Brookwood Investment Group
Arizona
$402K +$402K +11,373 New
AWS
7
Atria Wealth Solutions
New York
$349K +$40.1K +1,133 +13%
FAG
8
Fortitude Advisory Group
Washington
$303K +$1.31K +37 +0.4%
Creative Planning
9
Creative Planning
Kansas
$293K
TIA
10
Tiemann Investment Advisors
California
$220K
IA
11
IFP Advisors
Florida
$92.4K
Morgan Stanley
12
Morgan Stanley
New York
$82.3K -$35 -1 -0%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$74.7K
Osaic Holdings
14
Osaic Holdings
Arizona
$56.1K -$117K -3,320 -68%
Bank of America
15
Bank of America
North Carolina
$55.4K -$82.2K -2,324 -60%
EWA
16
EverSource Wealth Advisors
Alabama
$21.9K
UBS Group
17
UBS Group
Switzerland
$21K +$21K +593 New
BGAI
18
Bruce G. Allen Investments
Colorado
$9.33K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9K -$2.41K -67 -21%
AWM
20
AE Wealth Management
Kansas
$7.18K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29K
MSG
22
Main Street Group
Virginia
$3.22K +$177 +5 +6%
AAS
23
Ameritas Advisory Services
Nebraska
$1.8K +$1.8K +51 New
GWM
24
Geneos Wealth Management
Colorado
$1.38K -$1.38K -39 -50%
KFI
25
Key Financial Inc
Pennsylvania
$530