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Motley Fool Mid-Cap Growth (TMFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares20,562 from 17,512
Change+3,050 (+17%)
Value$431.8K (+$53.1K)
Filed 2026-11-06
Wedmont Private Capital
UNCHANGED
Shares12,570 from 12,570
Change0 (0%)
Value$269.9K (-$4.4K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares10,848 from 11,143
Change-295 (-3%)
Value$227.8K (-$13.1K)
Filed 2026-11-02
FMR LLC
DECREASED
Shares6,332 from 6,527
Change-195 (-3%)
Value$133.0K (-$8.2K)
Filed 2026-11-10
US Bancorp \de\
INCREASED
Shares5,085 from 278
Change+4,807 (+1729%)
Value$106.8K (+$100.8K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares3,954 from 3,954
Change0 (0%)
Value$83.0K (-$2.5K)
Filed 2026-11-02
Key Capital Management, Inc
NEW
Shares2,115
Change+2,115
Value$44.4K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$35.3K (-$1.0K)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares1,103
Change+1,103
Value$23.2K
Filed 2026-11-06
UBS Group AG
NEW
Shares925
Change+925
Value$19.4K
Filed 2026-11-10
Root Financial Partners, LLC
NEW
Shares822
Change+822
Value$17.3K
Filed 2026-10-21
Smartleaf Asset Management LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$10.1K (-$197)
Filed 2026-11-10
Farther Finance Advisors, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$8.9K (-$263)
Filed 2026-10-08
Darwin Wealth Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.2K (-$36)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$546 (-$16)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-23
Private Advisor Group, LLC
CLOSED
Shares0 from 9,941
Change-9,941 (-100%)
Value$0 (-$215.0K)
Filed 2026-11-10
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$109)
Filed 2026-10-23
GTS Securities LLC
N/A
Shares— from 28,505
Change-28,505 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,952
Change-27,952 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED20,56217,512+3,050+17%$378.7K$431.8K+$53.1K2026-11-06
Wedmont Private Capital
UNCHANGED12,57012,57000%$274.3K$269.9K-$4.4K2026-10-09
Creative Planning
DECREASED10,84811,143-295-3%$240.9K$227.8K-$13.1K2026-11-02
FMR LLC
DECREASED6,3326,527-195-3%$141.1K$133.0K-$8.2K2026-11-10
US Bancorp \de\
INCREASED5,085278+4,807+1729%$6.0K$106.8K+$100.8K2026-11-05
Key FInancial Inc
UNCHANGED3,9543,95400%$85.5K$83.0K-$2.5K2026-11-02
Key Capital Management, Inc
NEW2,115—+2,115——$44.4K—2026-11-03
Trust Co
UNCHANGED1,6821,68200%$36.4K$35.3K-$1.0K2026-10-09
Rothwell Investment Advisors, LLC
NEW1,103—+1,103——$23.2K—2026-11-06
UBS Group AG
NEW925—+925——$19.4K—2026-11-10
Root Financial Partners, LLC
NEW822—+822——$17.3K—2026-10-21
Smartleaf Asset Management LLC
UNCHANGED48148100%$10.3K$10.1K-$1972026-11-10
Farther Finance Advisors, LLC
UNCHANGED42242200%$9.1K$8.9K-$2632026-10-08
Darwin Wealth Management, LLC
UNCHANGED595900%$1.3K$1.2K-$362026-11-09
Larson Financial Group LLC
UNCHANGED262600%$562$546-$162026-11-05
Signaturefd, LLC
UNCHANGED1100%$16$15-$12026-10-23
Private Advisor Group, LLC
CLOSED09,941-9,941-100%$215.0K$0-$215.0K2026-11-10
Dhjj Financial Advisors, Ltd.
CLOSED05-5-100%$109$0-$1092026-10-23
GTS Securities LLC
N/A—28,505-28,505-100%$616.4K———
Susquehanna International Group, LLP
N/A—27,952-27,952-100%$604.4K———
Osaic Holdings, Inc.
N/A—22,894-22,894-100%$495.0K———
Captrust Financial Advisors
N/A—11,325-11,325-100%$244.9K———
Citadel Advisors LLC
N/A—11,287-11,287-100%$244.1K———
JPMorgan Chase & Co
N/A—4,554-4,554-100%$97.6K———
Morgan Stanley
N/A—1,894-1,894-100%$41.0K———
Ameritas Advisory Services, LLC
N/A—297-297-100%$6.4K———
Basepoint Wealth LLC
N/A—184-184-100%$4.0K———
Wells Fargo & Company
N/A—1-1-100%$20———
Showing 28 of 28 institutions