TMFC Institutional Ownership
Motley Fool 100 Index ETF
1W: -0.0%
1M: +2.3%
3M: +4.6%
YTD: +13.1%
1Y: +14.8%
3Y: +108.6%
5Y: +97.0%
$80.84
+0.71 (+0.88%)
Weekly Expected Move ±1.7%
$78
$79
$81
$82
$84
Overview
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Institutional Ownership — TMFC
210
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
675M
Total Invested
28
New Positions
66
Increased
61
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (233 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,433,752 | $116M | +105,871 | +8.0% | 30Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,316,427 | $106M | +31,714 | +2.5% | 33Q | SEC ↗ |
| 3 | Amplius Wealth Advisors, LLC | 936,549 | $76M | -32,615 | -3.4% | 11Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 887,774 | $72M | +5,897 | +0.7% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 670,717 | $54M | +2,157 | +0.3% | 11Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 378,325 | $31M | +6,163 | +1.7% | 16Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 344,571 | $28M | -6,474 | -1.8% | 28Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 213,504 | $17M | +38,102 | +21.7% | 26Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 172,512 | $14M | +28,333 | +19.7% | 10Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 163,846 | $13M | -9,544 | -5.5% | 33Q | SEC ↗ |
| 11 | Goodman Advisory Group, LLC | 130,669 | $11M | +5,083 | +4.0% | 4Q | SEC ↗ |
| 12 | Wealthspire Advisors, LLC NEW | 128,580 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 13 | GM Advisory Group, LLC | 128,580 | $10M | +95 | +0.1% | 2Q | SEC ↗ |
| 14 | &PARTNERS | 101,169 | $8M | +11,333 | +12.6% | 8Q | SEC ↗ |
| 15 | Walker Asset Management, LLC | 80,745 | $7M | +1,103 | +1.4% | 19Q | SEC ↗ |
| 16 | IHT Wealth Management, LLC | 79,942 | $6M | +3,660 | +4.8% | 6Q | SEC ↗ |
| 17 | Visionary Wealth Advisors | 75,129 | $6M | +4,427 | +6.3% | 11Q | SEC ↗ |
| 18 | Larson Financial Group LLC | 70,506 | $6M | +2,000 | +2.9% | 7Q | SEC ↗ |
| 19 | Wealthcare Advisory Partners LLC | 69,812 | $6M | -1,717 | -2.4% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 68,714 | $6M | +19,769 | +40.4% | 23Q | SEC ↗ |
| 21 | WCG Wealth Advisors LLC | 67,232 | $5M | +3,889 | +6.1% | 3Q | SEC ↗ |
| 22 | Western Wealth Management, LLC | 60,673 | $5M | +2,120 | +3.6% | 5Q | SEC ↗ |
| 23 | Redwood Financial Network Corp | 60,356 | $5M | +95 | +0.2% | 18Q | SEC ↗ |
| 24 | Wealthfront Advisers LLC | 55,819 | $5M | -2,361 | -4.1% | 20Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 51,969 | $4M | +3,905 | +8.1% | 26Q | SEC ↗ |
| 26 | Synergy Financial Group, LTD | 51,883 | $4M | +9 | +0.0% | 9Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 47,144 | $4M | -5,128 | -9.8% | 23Q | SEC ↗ |
| 28 | PLANWISER FINANCIAL, LLC | 40,670 | $3M | -46,968 | -53.6% | 6Q | SEC ↗ |
| 29 | Mutual Advisors, LLC | 38,862 | $3M | +6,706 | +20.9% | 11Q | SEC ↗ |
| 30 | FMR LLC | 36,496 | $3M | +14,465 | +65.7% | 29Q | SEC ↗ |
| 31 | Elevation Capital Advisory, LLC | 35,498 | $3M | -34,707 | -49.4% | 9Q | SEC ↗ |
| 32 | NORTHBRIDGE FINANCIAL GROUP, LLC | 34,942 | $3M | +3,216 | +10.1% | 3Q | SEC ↗ |
| 33 | Prospera Financial Services Inc | 32,762 | $3M | +957 | +3.0% | 23Q | SEC ↗ |
| 34 | Avidian Wealth Enterprises, LLC | 28,381 | $2M | — | +0.0% | 14Q | SEC ↗ |
| 35 | Creative Planning | 27,957 | $2M | +4,831 | +20.9% | 12Q | SEC ↗ |
| 36 | Dale Q Rice Investment Management Ltd | 23,788 | $2M | -234 | -1.0% | 7Q | SEC ↗ |
| 37 | GTS SECURITIES LLC | 23,517 | $2M | +7,238 | +44.5% | 5Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 21,432 | $2M | +4,024 | +23.1% | 12Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP | 20,800 | $2M | -91,900 | -81.5% | 5Q | SEC ↗ |
| 40 | Stratos Wealth Partners, LTD. | 20,730 | $2M | +12,698 | +158.1% | 3Q | SEC ↗ |
| 41 | Arbor Wealth Management LLC\AZ | 20,644 | $2M | -476 | -2.3% | 3Q | SEC ↗ |
| 42 | STEEL GROVE CAPITAL ADVISORS, LLC | 19,107 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 18,691 | $2M | -414 | -2.2% | 6Q | SEC ↗ |
| 44 | First Heartland Consultants, Inc. | 17,997 | $1M | +1,996 | +12.5% | 8Q | SEC ↗ |
| 45 | BROWN ADVISORY INC NEW | 17,005 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sound View Wealth Advisors Group, LLC | 16,744 | $1M | -1,618 | -8.8% | 13Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 16,648 | $1M | +2,291 | +16.0% | 8Q | SEC ↗ |
| 48 | TITLEIST ASSET MANAGEMENT, LLC | 16,536 | $1M | +2,990 | +22.1% | 10Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 16,309 | $1M | -253 | -1.5% | 2Q | SEC ↗ |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,981 | $1M | +12,405 | +346.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 128,580 | $10M |
| BROWN ADVISORY INC | 17,005 | $1M |
| Astoria Portfolio Advisors LLC. | 8,938 | $723K |
| GK Wealth Management LLC | 6,344 | $513K |
| Savant Capital, LLC | 5,800 | $469K |
| HRT FINANCIAL LP | 5,339 | $432K |
| Abundance Wealth Counselors | 5,084 | $411K |
| Waverly Advisors, LLC | 4,456 | $360K |
| Simplicity Wealth,LLC | 4,244 | $343K |
| Empower Advisory Group, LLC | 3,467 | $280K |
| AlphaStar Capital Management, LLC | 3,332 | $269K |
| Murphy, Middleton, Hinkle & Parker, | 2,986 | $241K |
| Focus Partners Advisor Solutions, L | 2,869 | $232K |
| Integrated Wealth Concepts LLC | 2,863 | $231K |
| Great Lakes Retirement, Inc. | 2,851 | $230K |
| Concorde Asset Management, LLC | 2,807 | $227K |
| Perennial Investment Advisors, LLC | 2,750 | $222K |
| Sigma Planning Corp | 2,637 | $213K |
| Ameritas Advisory Services, LLC | 1,093 | $88K |
| EVERMAY WEALTH MANAGEMENT LLC | 650 | $53K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital Advisory Group Advisory Ser | 92,150 | $7M |
| GOLDMAN SACHS GROUP INC | 50,688 | $4M |
| Strategic Advocates LLC | 21,192 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 15,821 | $1M |
| Compound Planning, Inc. | 14,297 | $1M |
| Independent Advisor Alliance | 12,524 | $1M |
| Cerity Partners LLC | 11,886 | $961K |
| RIA Advisory Group LLC | 9,814 | $793K |
| CAPTRUST FINANCIAL ADVISORS | 5,842 | $472K |
| WBI INVESTMENTS, LLC | 5,011 | $405K |
| Total Clarity Wealth Management, In | 4,667 | $377K |
| Orion Porfolio Solutions, LLC | 3,817 | $309K |
| AlphaCore Capital LLC | 3,700 | $299K |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,500 | $283K |
| Goldstone Financial Group, LLC | 3,429 | $277K |
| Liberty Atlantic Advisors LLC | 3,180 | $257K |
| BARCLAYS PLC | 2,960 | $239K |
| Wall Street Financial Group, Inc. | 1,042 | $84K |
| SIMPLEX TRADING, LLC | 720 | $58K |
| NBT BANK N A /NY | 500 | $40K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +105,871 | +8.0% | 1,433,752 |
| OSAIC HOLDINGS, INC. | +38,102 | +21.7% | 213,504 |
| LPL Financial LLC | +31,714 | +2.5% | 1,316,427 |
| Cetera Investment Advisers | +28,333 | +19.7% | 172,512 |
| ENVESTNET ASSET MANAGEMENT INC | +19,769 | +40.4% | 68,714 |
| FMR LLC | +14,465 | +65.7% | 36,496 |
| Stratos Wealth Partners, LTD. | +12,698 | +158.1% | 20,730 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +12,405 | +346.9% | 15,981 |
| &PARTNERS | +11,333 | +12.6% | 101,169 |
| GTS SECURITIES LLC | +7,238 | +44.5% | 23,517 |
| Mutual Advisors, LLC | +6,706 | +20.9% | 38,862 |
| Private Advisor Group, LLC | +6,163 | +1.7% | 378,325 |
| RAYMOND JAMES FINANCIAL INC | +5,897 | +0.7% | 887,774 |
| BlackRock, Inc. | +5,534 | +2213.6% | 5,784 |
| Arax Advisory Partners | +5,299 | +71.6% | 12,698 |
| JANE STREET GROUP, LLC | +5,249 | +95.2% | 10,763 |
| Goodman Advisory Group, LLC | +5,083 | +4.0% | 130,669 |
| Creative Planning | +4,831 | +20.9% | 27,957 |
| Visionary Wealth Advisors | +4,427 | +6.3% | 75,129 |
| Focus Partners Wealth | +4,346 | +127.1% | 7,765 |