Motley Fool Global OPP (TMFG)

CUSIP: 74933W635 | NYSE | 141 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC54,651

0.0% of portfolio$1.6M

Creative Planning42,456

0.0% of portfolio$1.3M

Commonwealth Equity Services, LLC42,104

0.0% of portfolio$1.3M

Wedmont Private Capital31,622

0.0% of portfolio$952.9K

Farther Finance Advisors, LLC20,399

0.0% of portfolio$611.4K

Truist Financial Corp17,806

0.0% of portfolio$533.7K

Signature Estate & Investment Advisors LLC10,052

0.0% of portfolio$301.3K

Lido Advisors, LLC7,683

0.0% of portfolio$230.3K

Cambridge Investment Research Advisors, Inc.6,844

0.0% of portfolio$205

Simplicity Wealth,LLC6,689

0.0% of portfolio$200.5K

Wilkerson Advisory Group LLC4,813

0.0% of portfolio$144.2K

Key FInancial Inc3,975

0.0% of portfolio$119.1K

Allworth Financial LP2,158

0.0% of portfolio$66.4K

Rothwell Investment Advisors, LLC1,646

0.0% of portfolio$49.3K

US Bancorp \de\923

0.0% of portfolio$27.7K

Kingdom Financial Group Llc.874

0.0% of portfolio$26.2K

SJS Investment Consulting Inc.824

0.0% of portfolio$24.7K

Lanark Financial, Inc.414

0.0% of portfolio$12.4K

PNC Financial Services Group, Inc.336

0.0% of portfolio$10.1K

Physician Wealth Advisors, Inc.233

0.0% of portfolio$7.0K

Costello Asset Management, Inc190

0.0% of portfolio$5.7K

Virginia Estate & Retirement Planning Advisors Inc.56

0.0% of portfolio$1.7K

Dhjj Financial Advisors, Ltd.4

0.0% of portfolio$120

				Style	Turnover	Location	Filed
LPL Financial LLC	54,651	$1.6M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Creative Planning	42,456	$1.3M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Commonwealth Equity Services, LLC	42,104	$1.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wedmont Private Capital	31,622	$952.9K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Farther Finance Advisors, LLC	20,399	$611.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Truist Financial Corp	17,806	$533.7K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Signature Estate & Investment Advisors LLC	10,052	$301.3K	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Lido Advisors, LLC	7,683	$230.3K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Cambridge Investment Research Advisors, Inc.	6,844	$205	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Simplicity Wealth,LLC	6,689	$200.5K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Wilkerson Advisory Group LLC	4,813	$144.2K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Key FInancial Inc	3,975	$119.1K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Allworth Financial LP	2,158	$66.4K	0.0%	Index	Low	Folsom, CA	2026-11-06
Rothwell Investment Advisors, LLC	1,646	$49.3K	0.0%	N/A	N/A	Salem, MA	2026-11-06
US Bancorp \de\	923	$27.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Kingdom Financial Group Llc.	874	$26.2K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
SJS Investment Consulting Inc.	824	$24.7K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Lanark Financial, Inc.	414	$12.4K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
PNC Financial Services Group, Inc.	336	$10.1K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Physician Wealth Advisors, Inc.	233	$7.0K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Costello Asset Management, Inc	190	$5.7K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.	56	$1.7K	0.0%	ETF	Low	Glen Allen, VA	2026-10-14
Dhjj Financial Advisors, Ltd.	4	$120	0.0%	ETF	Very Low	Naperville, IL	2026-10-23