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TMFG Institutional Ownership

Motley Fool Global Opportunities ETF
1W: -0.8% 1M: -3.1% 3M: -4.0% YTD: -0.2% 1Y: +0.2% 3Y: +38.6%
$30.07
+0.22 (+0.73%)
 
Weekly Expected Move ±1.6%
$29 $30 $30 $31 $31
ETF CBOE · AUM $335.3M

Institutional Ownership — TMFG

69
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
7
New Positions
10
Increased
23
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (71 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 63,679 $2M -6,551 -9.3% 17Q SEC ↗
2 Caprock Group, LLC 46,105 $1M — +0.0% 4Q SEC ↗
3 FLOW TRADERS U.S. LLC 45,221 $1M +4,130 +10.1% 7Q SEC ↗
4 Creative Planning 44,256 $1M +1,667 +3.9% 19Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 43,668 $1M -286 -0.7% 19Q SEC ↗
6 CITADEL ADVISORS LLC 37,280 $1M +1,410 +3.9% 3Q SEC ↗
7 Wedmont Private Capital 31,622 $951K -4,886 -13.4% 19Q SEC ↗
8 GTS SECURITIES LLC 29,513 $887K +4,589 +18.4% 6Q SEC ↗
9 Waverly Advisors, LLC 28,530 $858K — +0.0% 7Q SEC ↗
10 OSAIC HOLDINGS, INC. 28,527 $858K -485 -1.7% 17Q SEC ↗
11 Farther Finance Advisors, LLC 23,775 $715K -856 -3.5% 8Q SEC ↗
12 CAPTRUST FINANCIAL ADVISORS 20,480 $616K +3,801 +22.8% 6Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,762 $534K +6,743 +61.2% 2Q SEC ↗
14 Focus Partners Wealth 16,250 $489K -2,449 -13.1% 7Q SEC ↗
15 Mariner, LLC 12,429 $374K +872 +7.5% 10Q SEC ↗
16 MORGAN STANLEY 12,300 $370K +1 +0.0% 19Q SEC ↗
17 HRT FINANCIAL LP NEW 11,390 $342K — +0.0% 1Q SEC ↗
18 FMR LLC 10,919 $328K -786 -6.7% 19Q SEC ↗
19 SIGNATURE ESTATE & INVESTMENT ADVISORS 10,052 $302K — +0.0% 10Q SEC ↗
20 Pure Financial Advisors, LLC 9,725 $292K +1,711 +21.4% 11Q SEC ↗
21 Arkadios Wealth Advisors 9,392 $282K -853 -8.3% 17Q SEC ↗
22 Cetera Investment Advisers 8,926 $268K — +0.0% 4Q SEC ↗
23 BROWN BROTHERS HARRIMAN & CO 8,564 $258K — +0.0% 13Q SEC ↗
24 AE Wealth Management LLC 8,532 $257K +5,369 +169.7% 7Q SEC ↗
25 EP Wealth Advisors, LLC NEW 8,170 $246K — +0.0% 1Q SEC ↗
26 Lido Advisors, LLC 7,683 $231K — +0.0% 5Q SEC ↗
27 Cambridge Investment Research Advisors 7,394 $222K -540 -6.8% 19Q SEC ↗
28 Quantinno Capital Management LP NEW 7,018 $211K — +0.0% 1Q SEC ↗
29 Simplicity Wealth,LLC NEW 6,689 $201K — +0.0% 1Q SEC ↗
30 Wilkerson Advisory Group LLC 4,813 $145K — +0.0% 3Q SEC ↗
31 Aptus Capital Advisors, LLC 4,519 $136K — +0.0% 10Q SEC ↗
32 MERCER GLOBAL ADVISORS INC /ADV 4,378 $132K -5,555 -55.9% 5Q SEC ↗
33 Key Financial Inc 3,975 $120K — +0.0% 17Q SEC ↗
34 Global Retirement Partners, LLC NEW 2,416 $73K — +0.0% 1Q SEC ↗
35 Allworth Financial LP 2,158 $65K -135 -5.9% 13Q SEC ↗
36 ROYAL BANK OF CANADA NEW 1,818 $55K — +0.0% 1Q SEC ↗
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,564 $47K — +0.0% 19Q SEC ↗
38 CWM, LLC NEW 1,557 $47K — +0.0% 1Q SEC ↗
39 Financial Avengers, Inc. 1,555 $47K — +0.0% 19Q SEC ↗
40 BANK OF MONTREAL /CAN 1,051 $32K — +0.0% 3Q SEC ↗
41 Kingdom Financial Group LLC. 874 $26K — +0.0% 3Q SEC ↗
42 SJS Investment Consulting Inc. 824 $25K — +0.0% 15Q SEC ↗
43 HARBOUR INVESTMENTS, INC. 641 $19K — +0.0% 17Q SEC ↗
44 Smartleaf Asset Management LLC 607 $18K — +0.0% 10Q SEC ↗
45 Walsh & Associates, LLC 461 $14K — +0.0% 3Q SEC ↗
46 LANARK FINANCIAL, INC. 414 $12K — +0.0% 9Q SEC ↗
47 VANGUARD ADVISERS INC 363 $11K — +0.0% 2Q SEC ↗
48 PNC Financial Services Group, Inc. 336 $10K -2,273 -87.1% 10Q SEC ↗
49 CALDWELL SUTTER CAPITAL, INC. 310 $9K — +0.0% 10Q SEC ↗
50 Physician Wealth Advisors, Inc. 233 $7K — +0.0% 7Q SEC ↗

Recent Activity

New Positions (8)
HolderSharesValue
HRT FINANCIAL LP 11,390 $342K
EP Wealth Advisors, LLC 8,170 $246K
Quantinno Capital Management LP 7,018 $211K
Simplicity Wealth,LLC 6,689 $201K
Global Retirement Partners, LLC 2,416 $73K
ROYAL BANK OF CANADA 1,818 $55K
CWM, LLC 1,557 $47K
Arax Advisory Partners 130 $4K
Biggest Increases (10)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +6,743 +61.2% 17,762
AE Wealth Management LLC +5,369 +169.7% 8,532
GTS SECURITIES LLC +4,589 +18.4% 29,513
FLOW TRADERS U.S. LLC +4,130 +10.1% 45,221
CAPTRUST FINANCIAL ADVISORS +3,801 +22.8% 20,480
Pure Financial Advisors, LLC +1,711 +21.4% 9,725
Creative Planning +1,667 +3.9% 44,256
CITADEL ADVISORS LLC +1,410 +3.9% 37,280
Mariner, LLC +872 +7.5% 12,429
MORGAN STANLEY +1 +0.0% 12,300
Biggest Decreases (12)
HolderReducedChange %Total Shares
LPL Financial LLC -6,551 -9.3% 63,679
MERCER GLOBAL ADVISORS INC /ADV -5,555 -55.9% 4,378
Wedmont Private Capital -4,886 -13.4% 31,622
Focus Partners Wealth -2,449 -13.1% 16,250
PNC Financial Services Group, Inc. -2,273 -87.1% 336
Farther Finance Advisors, LLC -856 -3.5% 23,775
Arkadios Wealth Advisors -853 -8.3% 9,392
FMR LLC -786 -6.7% 10,919
Cambridge Investment Research Advis -540 -6.8% 7,394
OSAIC HOLDINGS, INC. -485 -1.7% 28,527
COMMONWEALTH EQUITY SERVICES, LLC -286 -0.7% 43,668
Allworth Financial LP -135 -5.9% 2,158

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms