Who Owns MOTLEY FOOL (TMFE)? -- Institutional Holders (2026-03-31)
35 institutions reported holding $13.7M of MOTLEY FOOL (TMFE) in SEC 13F filings for 2026-03-31. Largest institutional holders: SageGuard Financial Group, LLC ($5.3M), RAYMOND JAMES FINANCIAL INC ($1.7M), Mission Creek Capital Partners, Inc. ($1.5M), GTS SECURITIES LLC ($1.2M), OSAIC HOLDINGS, INC. ($827,281). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SageGuard Financial Group, LLC | $5.3M | 194,276 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $1.7M | 62,353 | Added |
| 3 | Mission Creek Capital Partners, Inc. | $1.5M | 53,471 | Added |
| 4 | GTS SECURITIES LLC | $1.2M | 42,576 | Added |
| 5 | OSAIC HOLDINGS, INC. | $827,281 | 30,378 | Trimmed |
| 6 | STEEL GROVE CAPITAL ADVISORS, LLC | $524,041 | 19,245 | Hold |
| 7 | CITADEL ADVISORS LLC | $456,702 | 16,772 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $426,776 | 15,673 | New |
| 9 | LPL Financial LLC | $292,913 | 10,757 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $271,000 | 9,955 | Trimmed |
| 11 | Snowden Capital Advisors LLC | $237,309 | 8,715 | Hold |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $235,676 | 8,655 | New |
| 13 | Cetera Investment Advisers | $227,410 | 8,351 | Trimmed |
| 14 | GatePass Capital, LLC | $227,371 | 8,350 | Hold |
| 15 | UBS Group AG | $80,655 | 2,962 | Added |
| 16 | HARBOUR INVESTMENTS, INC. | $70,498 | 2,588 | Added |
| 17 | Hilltop National Bank | $62,738 | 2,304 | Hold |
| 18 | FMR LLC | $35,857 | 1,317 | Added |
| 19 | Sound Income Strategies, LLC | $21,076 | 772 | Hold |
| 20 | CWM, LLC | $14,817 | 544 | New |
| 21 | ASSETMARK, INC | $13,724 | 504 | Trimmed |
| 22 | MORGAN STANLEY | $6,850 | 251 | Added |
| 23 | JNBA Financial Advisors | $6,396 | 235 | Trimmed |
| 24 | Golden State Wealth Management, LLC | $3,050 | 112 | Hold |
| 25 | VANGUARD ADVISERS INC | $2,832 | 104 | New |
Source: SEC Form 13F filings · as of 2026-03-31