MOTLEY FOOL SMALL-CAP GROWTH (TMFS) Institutional Shareholders
MOTLEY FOOL SMALL-CAP GROWTH (TMFS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.34M in TMFS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TMFS tracked by InsiderSet, reporting ownership valued at approximately $1.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.73M, representing an estimated gain of +3.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed TMFS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Davenport & Co Llc, and several other long-term asset managers with concentrated positions in MOTLEY FOOL SMALL-CAP GROWTH (TMFS).
This page ranks the largest institutional TMFS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$4.34M
Largest Holder
Lpl Financial Llc
Largest Position
$1.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 46,339 | $1,674,484 | $1,733,079 | +$58,595 | +3.50% | |
| Raymond James Financial Inc | 0.00% | 14,741 | $532,679 | $551,313 | +$18,634 | +3.50% | |
| Davenport & Co Llc | 0.00% | 14,650 | $529,391 | $547,910 | +$18,519 | +3.50% | |
| Citadel Advisors Llc | 0.00% | 10,634 | $384,269 | $397,712 | +$13,443 | +3.50% | |
| Fortitude Advisory Group L.L.C. | 0.13% | 9,521 | $344,050 | $356,085 | +$12,035 | +3.50% | |
| Susquehanna International Group, Llp | 0.00% | 6,376 | $230,402 | $238,462 | +$8,060 | +3.50% | |
| Arax Advisory Partners | 0.00% | 4,214 | $152,277 | $157,604 | +$5,327 | +3.50% | |
| Morgan Stanley | 0.00% | 2,711 | $97,964 | $101,391 | +$3,427 | +3.50% | |
| Blackrock, Inc. | 0.00% | 2,546 | $92,002 | $95,220 | +$3,218 | +3.50% | |
| Ifp Advisors, Inc | 0.00% | 2,174 | $78,559 | $81,308 | +$2,749 | +3.50% | |
| Royal Bank Of Canada | 0.00% | 1,454 | $53,000 | $54,380 | +$1,380 | +2.60% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,298 | $46,905 | $48,545 | +$1,640 | +3.50% | |
| Ubs Group Ag | 0.00% | 1,218 | $44,014 | $45,553 | +$1,539 | +3.50% | |
| Osaic Holdings, Inc. | 0.00% | 885 | $31,983 | $33,099 | +$1,116 | +3.49% | |
| Cwm, Llc | 0.00% | 650 | $20,800 | $24,310 | +$3,510 | +16.88% | |
| Rachor Investment Advisory Services, Llc | 0.01% | 400 | $14,455 | $14,960 | +$505 | +3.49% | |
| Golden State Wealth Management, Llc | 0.00% | 180 | $6,504 | $6,732 | +$228 | +3.51% | |
| Main Street Group, Ltd | 0.00% | 120 | $4,336 | $4,488 | +$152 | +3.51% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 93 | $3,361 | $3,478 | +$117 | +3.49% | |
| Key Financial Inc | 0.00% | 15 | $542 | $561 | +$19 | +3.51% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,861 | $465 | $481,001 | +$480,536 | +103341.16% | |
| Vanguard Advisers Inc | 0.00% | 10 | $361 | $374 | +$13 | +3.60% | |
| Allworth Financial Lp | 0.00% | 5 | $181 | $187 | +$6 | +3.31% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $11 | — | — | — |
Frequently asked questions about TMFS
Who owns the most TMFS stock?
The largest holders of TMFS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MOTLEY FOOL SMALL-CAP GROWTH (TMFS).
Is TMFS widely held by superinvestors?
Many widely followed stocks like TMFS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TMFS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.