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Motley Fool Small-Cap Growth ETF

29 hedge funds and large institutions have $5.32M invested in Motley Fool Small-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0.55% more ownership

Funds ownership: 8.31%8.86% (+0.55%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

10% less capital invested

Capital invested by funds: $5.93M → $5.32M (-$618K)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.52M -$273K -7,841 -14%
DC
2
Davenport & Co
Virginia
$606K -$116K -3,350 -15%
Raymond James Financial
3
Raymond James Financial
Florida
$529K +$21.4K +615 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$524K +$34.7K +997 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$424K +$460K +13,242 New
GS
6
GTS Securities
New York
$324K -$268K -7,713 -43%
FAG
7
Fortitude Advisory Group
Washington
$291K +$5.56K +160 +2%
Creative Planning
8
Creative Planning
Kansas
$291K +$34.8K +1,001 +12%
Citadel Advisors
9
Citadel Advisors
Florida
$264K +$287K +8,259 New
Morgan Stanley
10
Morgan Stanley
New York
$89.2K -$12.7K -364 -12%
IA
11
IFP Advisors
Florida
$83.6K
BlackRock
12
BlackRock
New York
$81.5K
UBS Group
13
UBS Group
Switzerland
$73.6K +$79.3K +2,280 +12,000%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$67.6K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$46K +$10.1K +291 +25%
Osaic Holdings
16
Osaic Holdings
Arizona
$28.3K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$20.8K +$8.69K +250 +63%
EWA
18
EverSource Wealth Advisors
Alabama
$19.8K
RIAS
19
Rachor Investment Advisory Services
Michigan
$12.8K
AWM
20
AE Wealth Management
Kansas
$6.52K +$35 +1 +0.5%
GSWM
21
Golden State Wealth Management
California
$5.76K
MSG
22
Main Street Group
Virginia
$3.52K +$3.83K +110 New
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98K
RF
24
Rossby Financial
Florida
$2.73K +$2.96K +85 New
EIPL
25
Essential Investment Partners LLC
Colorado
$640