TMFE Institutional Ownership
Motley Fool Capital Efficiency 100 Index ETF
1W: -0.2%
1M: -0.1%
3M: +2.2%
YTD: +5.8%
1Y: +5.6%
3Y: +71.6%
$30.65
+0.08 (+0.26%)
Weekly Expected Move ±1.7%
$30
$30
$31
$31
$32
Overview
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Institutional Ownership — TMFE
34
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
6
New Positions
5
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SageGuard Financial Group, LLC | 73,892 | 2M | -120,384 | -62.0% | 3Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 67,831 | 2M | +5,478 | +8.8% | 5Q | SEC ↗ |
| 3 | Mission Creek Capital Partners, Inc. | 47,904 | 1M | -5,567 | -10.4% | 3Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 29,111 | 892K | -1,267 | -4.2% | 10Q | SEC ↗ |
| 5 | STEEL GROVE CAPITAL ADVISORS, LLC | 19,245 | 590K | — | +0.0% | 5Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 15,343 | 470K | -330 | -2.1% | 2Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,594 | 447K | +5,939 | +68.6% | 2Q | SEC ↗ |
| 8 | HRT FINANCIAL LP NEW | 14,089 | 432K | — | +0.0% | 1Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 13,492 | 414K | -29,084 | -68.3% | 6Q | SEC ↗ |
| 10 | LPL Financial LLC | 11,635 | 357K | +878 | +8.2% | 3Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 8,715 | 267K | -1,240 | -12.5% | 6Q | SEC ↗ |
| 12 | Snowden Capital Advisors LLC | 8,715 | 267K | — | +0.0% | 9Q | SEC ↗ |
| 13 | GatePass Capital, LLC | 8,350 | 256K | — | +0.0% | 6Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 7,904 | 242K | -447 | -5.4% | 6Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 3,659 | 112K | +1,071 | +41.4% | 10Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 2,725 | 84K | -46 | -1.7% | 4Q | SEC ↗ |
| 17 | Hilltop National Bank | 2,304 | 71K | — | +0.0% | 5Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC NEW | 2,242 | 69K | — | +0.0% | 1Q | SEC ↗ |
| 19 | FMR LLC | 1,438 | 44K | +121 | +9.2% | 5Q | SEC ↗ |
| 20 | UBS Group AG | 950 | 29K | -2,012 | -67.9% | 4Q | SEC ↗ |
| 21 | CWM, LLC NEW | 544 | 17K | — | +0.0% | 1Q | SEC ↗ |
| 22 | ASSETMARK, INC | 504 | 15K | — | +0.0% | 5Q | SEC ↗ |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 425 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY | 250 | 8K | -1 | -0.4% | 16Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV NEW | 211 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Golden State Wealth Management, LLC | 112 | 3K | — | +0.0% | 4Q | SEC ↗ |
| 27 | VANGUARD ADVISERS INC | 104 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 28 | Archer Investment Corp | 100 | 3K | — | +0.0% | 5Q | SEC ↗ |
| 29 | IFP Advisors, Inc NEW | 40 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 30 | COUNTRY TRUST BANK NEW | 14 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Sigma Planning Corp | 0 | 0K | -38,105 | -100.0% | 3Q | SEC ↗ |
| 32 | JNBA Financial Advisors | 0 | 0K | -235 | -100.0% | 4Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 0 | 0K | -100 | -100.0% | 1Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC | 0 | 0K | -16,772 | -100.0% | 2Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 0 | 0K | -24,558 | -100.0% | 8Q | SEC ↗ |
| 36 | Sound Income Strategies, LLC | 0 | 0K | -772 | -100.0% | 2Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 0 | 0K | -12,973 | -100.0% | 3Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 0 | 0K | -1 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 14,089 | 432K |
| Farther Finance Advisors, LLC | 2,242 | 69K |
| CWM, LLC | 544 | 17K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 425 | 13K |
| MERCER GLOBAL ADVISORS INC /ADV | 211 | 6K |
| IFP Advisors, Inc | 40 | 1K |
| COUNTRY TRUST BANK | 14 | 0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sigma Planning Corp | 38,105 | 1M |
| ENVESTNET ASSET MANAGEMENT INC | 24,558 | 753K |
| CITADEL ADVISORS LLC | 16,772 | 514K |
| Sanctuary Advisors, LLC | 12,973 | 398K |
| Sound Income Strategies, LLC | 772 | 24K |
| JNBA Financial Advisors | 235 | 7K |
| ROYAL BANK OF CANADA | 100 | 3K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,939 | +68.6% | 14,594 |
| RAYMOND JAMES FINANCIAL INC | +5,478 | +8.8% | 67,831 |
| HARBOUR INVESTMENTS, INC. | +1,071 | +41.4% | 3,659 |
| LPL Financial LLC | +878 | +8.2% | 11,635 |
| FMR LLC | +121 | +9.2% | 1,438 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SageGuard Financial Group, LLC | -120,384 | -62.0% | 73,892 |
| GTS SECURITIES LLC | -29,084 | -68.3% | 13,492 |
| Mission Creek Capital Partners, Inc | -5,567 | -10.4% | 47,904 |
| UBS Group AG | -2,012 | -67.9% | 950 |
| OSAIC HOLDINGS, INC. | -1,267 | -4.2% | 29,111 |
| Cambridge Investment Research Advis | -1,240 | -12.5% | 8,715 |
| Cetera Investment Advisers | -447 | -5.4% | 7,904 |
| GOLDMAN SACHS GROUP INC | -330 | -2.1% | 15,343 |
| NewEdge Advisors, LLC | -46 | -1.7% | 2,725 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |
| MORGAN STANLEY | -1 | -0.4% | 250 |