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Motley Fool Mid-Cap Growth (TMFM)

CUSIP: 74933W627 | NYSE | 75 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC20,562
0.0% of portfolio›$431.8K
Wedmont Private Capital12,570
0.0% of portfolio›$269.9K
Creative Planning10,848
0.0% of portfolio›$227.8K
FMR LLC6,332
0.0% of portfolio›$133.0K
US Bancorp \de\5,085
0.0% of portfolio›$106.8K
Key FInancial Inc3,954
0.0% of portfolio›$83.0K
Key Capital Management, Inc2,115
0.0% of portfolio›$44.4K
Trust Co1,682
0.0% of portfolio›$35.3K
Rothwell Investment Advisors, LLC1,103
0.0% of portfolio›$23.2K
UBS Group AG925
0.0% of portfolio›$19.4K
Root Financial Partners, LLC822
0.0% of portfolio›$17.3K
Smartleaf Asset Management LLC481
0.0% of portfolio›$10.1K
Farther Finance Advisors, LLC422
0.0% of portfolio›$8.9K
Darwin Wealth Management, LLC59
0.0% of portfolio›$1.2K
Larson Financial Group LLC26
0.0% of portfolio›$546
Signaturefd, LLC1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
LPL Financial LLC
20,562$431.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Wedmont Private Capital
12,570$269.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Creative Planning
10,848$227.8K0.0%IndexVery LowOverland Park, KS2026-11-02
FMR LLC
6,332$133.0K0.0%GrowthMediumBoston, MA2026-11-10
US Bancorp \de\
5,085$106.8K0.0%CoreLowMinneapolis, MN2026-11-05
Key FInancial Inc
3,954$83.0K0.0%ETFLowWest Chester, PA2026-11-02
Key Capital Management, Inc
2,115$44.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Trust Co
1,682$35.3K0.0%ETFVery LowManhattan, KS2026-10-09
Rothwell Investment Advisors, LLC
1,103$23.2K0.0%CoreN/ASalem, MA2026-11-06
UBS Group AG
925$19.4K0.0%CoreMediumZurich, Switzerland2026-11-10
Root Financial Partners, LLC
822$17.3K0.0%ETFMediumEncinitas, CA2026-10-21
Smartleaf Asset Management LLC
481$10.1K0.0%IndexVery LowBoston, MA2026-11-10
Farther Finance Advisors, LLC
422$8.9K0.0%IndexLowSan Francisco, CA2026-10-08
Darwin Wealth Management, LLC
59$1.2K0.0%ETFMediumTampa, FL2026-11-09
Larson Financial Group LLC
26$5460.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
1$150.0%IndexLowAtlanta, GA2026-10-23