
Motley Fool 100 Index is an exchange-traded fund on BATS. As of Q3 2025, 170 institutional investors hold shares in this ETF, with total holdings valued at $501.9M. LPL Financial LLC is the largest holder with a position valued at $84.8M.
Overview of institutional ownership in TMFC as of Q3 2025
Institutions with the largest positions in TMFC as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $84.8M 0.02% of portfolio |
Amplius Wealth Advisors, LLC RIA/Wealth | $63.6M 6.93% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $51.4M 0.02% of portfolio |
P Portfolio Strategies, Inc. RIA/Wealth | $30.2M 3.51% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $26.9M 0.01% of portfolio |
Private Advisor Group, LLC RIA/Wealth | $26.5M 0.13% of portfolio |
$24.5M 0.07% of portfolio | |
R ROYAL BANK OF CANADA Institution | $22.5M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $11.3M 0.02% of portfolio |
Goodman Advisory Group, LLC RIA/Wealth | $8.9M 2.29% of portfolio |
Institutional buying and selling activity for TMFC in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$29.1M +412.1K shares |
Goodman Advisory Group, LLC RIA/Wealth | +$8.9M +126.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$6.7M +94.4K shares |
MORGAN STANLEY RIA/Wealth | +$5.9M +83.2K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$4.8M +67.4K shares |
+$3.4M +47.7K shares | |
A Advisor Group Holdings, Inc. Institution | +$3.0M +43.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.5M +34.9K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$2.4M +33.2K shares |
+$2.1M +29.7K shares |
| Institution | Net Sold |
|---|---|
G GTS SECURITIES LLC Institution | −$1.7M −24.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$955.0K −13.5K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$930.2K −14.4K shares |
Richmond Investment Services, LLC RIA/Wealth | −$903.8K −12.8K shares |
P Portfolio Strategies, Inc. RIA/Wealth | −$800.2K −11.3K shares |
Marshall Wace LLP Institution | −$558.9K −8.7K shares |
Private Advisor Group, LLC RIA/Wealth | −$412.5K −5.8K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | −$303.1K −4.3K shares |
Mutual Advisors, LLC RIA/Wealth | −$265.4K −3.7K shares |
N NBT BANK N A /NY Institution | −$213.1K −429.0 shares |
Institutions that initiated new positions or completely exited TMFC in Q3 2025
| Institution | Position Value |
|---|---|
Goodman Advisory Group, LLC RIA/Wealth | $8.9M 126.0K shares |
Empirical Financial Services, LLC RIA/Wealth | $489.7K 6.9K shares |
Brookwood Investment Group LLC RIA/Wealth | $452.4K 6.4K shares |
Brookstone Capital Management RIA/Wealth | $413.9K 5.9K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $406.7K 5.8K shares |
FLORIDA FINANCIAL ADVISORS, LLC RIA/Wealth | $339.2K 4.8K shares |
G GK Wealth Management LLC Institution | $286.6K 4.1K shares |
I ISTHMUS PARTNERS, LLC RIA/Wealth | $265.2K 3.8K shares |
National Asset Management, Inc. RIA/Wealth | $261.3K 3.7K shares |
Chokshi & Queen Wealth Advisors, Inc RIA/Wealth | $257.3K 3.6K shares |
| Institution | Previous Position |
|---|---|
Envestnet Portfolio Solutions, Inc. Long Only Manager | $930.2K 14.4K shares |
Marshall Wace LLP Institution | $558.9K 8.7K shares |
Lido Advisors, LLC RIA/Wealth | $206.5K 3.2K shares |
Frazier Financial Advisors, LLC RIA/Wealth | $17.2K 267.0 shares |
B Bangor Savings Bank Institution | $8.2K 127.0 shares |
WHITTIER TRUST CO RIA/Wealth | $967.0 15.0 shares |
Institutions with the largest Call and Put options positions in TMFC as of Q3 2025
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $239.8K 34.0 contracts |
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $56.4K 8.0 contracts |
Institutions with TMFC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Amplius Wealth Advisors, LLC RIA/Wealth | 6.93% $63.6M |
P Portfolio Strategies, Inc. RIA/Wealth | 3.51% $30.2M |
Walker Asset Management, LLC RIA/Wealth | 3.08% $5.5M |
Redwood Financial Network Corp RIA/Wealth | 2.66% $4.2M |
S Synergy Financial Group, LTD RIA/Wealth | 2.38% $3.5M |
Goodman Advisory Group, LLC RIA/Wealth | 2.29% $8.9M |
1.99% $6.4M | |
E Elevation Capital Advisory, LLC RIA/Wealth | 1.33% $3.3M |
D Dale Q Rice Investment Management Ltd RIA/Wealth | 1.26% $1.8M |
PLANWISER FINANCIAL, LLC RIA/Wealth | 1.24% $1.5M |
Discover hedge funds investing in TMFC


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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