Motley Fool Global OPP (TMFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

DECREASED

Shares54,651 from 63,679

Change-9,028 (-14%)

Value$1.6M (-$320.5K)

Filed 2026-11-06

Creative Planning

DECREASED

Shares42,456 from 44,256

Change-1,800 (-4%)

Value$1.3M (-$88.7K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares42,104 from 43,668

Change-1,564 (-4%)

Value$1.3M (-$81.1K)

Filed 2026-11-02

Wedmont Private Capital

UNCHANGED

Shares31,622 from 31,622

Change0 (0%)

Value$952.9K (-$35.5K)

Filed 2026-10-09

Farther Finance Advisors, LLC

DECREASED

Shares20,399 from 23,775

Change-3,376 (-14%)

Value$611.4K (-$119.8K)

Filed 2026-10-08

Truist Financial Corp

NEW

Shares17,806

Change+17,806

Value$533.7K

Filed 2026-10-30

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares10,052 from 10,052

Change0 (0%)

Value$301.3K (-$7.9K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares7,683 from 7,683

Change0 (0%)

Value$230.3K (-$6.0K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares6,844 from 7,394

Change-550 (-7%)

Value$205 (-$226.8K)

Filed 2026-11-02

Simplicity Wealth,LLC

UNCHANGED

Shares6,689 from 6,689

Change0 (0%)

Value$200.5K (-$5.2K)

Filed 2026-10-23

Wilkerson Advisory Group LLC

UNCHANGED

Shares4,813 from 4,813

Change0 (0%)

Value$144.2K (-$3.8K)

Filed 2026-10-20

Key FInancial Inc

UNCHANGED

Shares3,975 from 3,975

Change0 (0%)

Value$119.1K (-$3.1K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares2,158 from 2,158

Change0 (0%)

Value$66.4K ($0)

Filed 2026-11-06

Rothwell Investment Advisors, LLC

NEW

Shares1,646

Change+1,646

Value$49.3K

Filed 2026-11-06

US Bancorp \de\

INCREASED

Shares923 from 40

Change+883 (+2208%)

Value$27.7K (+$26.4K)

Filed 2026-11-05

Kingdom Financial Group Llc.

UNCHANGED

Shares874 from 874

Change0 (0%)

Value$26.2K (-$686)

Filed 2026-11-04

SJS Investment Consulting Inc.

UNCHANGED

Shares824 from 824

Change0 (0%)

Value$24.7K (-$646)

Filed 2026-10-26

Lanark Financial, Inc.

UNCHANGED

Shares414 from 414

Change0 (0%)

Value$12.4K (-$324)

Filed 2026-10-26

PNC Financial Services Group, Inc.

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$10.1K (-$263)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

UNCHANGED

Shares233 from 233

Change0 (0%)

Value$7.0K (-$183)

Filed 2026-10-20

Costello Asset Management, Inc

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$5.7K (-$149)

Filed 2026-10-30

Virginia Estate & Retirement Planning Advisors Inc.

NEW

Shares56

Change+56

Value$1.7K

Filed 2026-10-14

Dhjj Financial Advisors, Ltd.

DECREASED

Shares4 from 10

Change-6 (-60%)

Value$120 (-$188)

Filed 2026-10-23

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 161

Change-161 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-30

Caprock Group, LLC

N/A

Shares— from 46,105

Change-46,105 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 45,221

Change-45,221 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 37,280

Change-37,280 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 29,513

Change-29,513 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 28,530

Change-28,530 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,527

Change-28,527 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 20,480

Change-20,480 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,762

Change-17,762 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 16,250

Change-16,250 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,429

Change-12,429 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,390

Change-11,390 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,919

Change-10,919 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 9,725

Change-9,725 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 9,392

Change-9,392 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,926

Change-8,926 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 8,564

Change-8,564 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,532

Change-8,532 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 8,170

Change-8,170 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,018

Change-7,018 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,519

Change-4,519 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,416

Change-2,416 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,818

Change-1,818 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,564

Change-1,564 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 1,555

Change-1,555 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,051

Change-1,051 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 641

Change-641 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 607

Change-607 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 461

Change-461 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 363

Change-363 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 310

Change-310 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 227

Change-227 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 165

Change-165 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 143

Change-143 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 130

Change-130 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 126

Change-126 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	54,651	63,679	-9,028	-14%	$2.0M	$1.6M	-$320.5K	2026-11-06
Creative Planning	DECREASED	42,456	44,256	-1,800	-4%	$1.4M	$1.3M	-$88.7K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	42,104	43,668	-1,564	-4%	$1.3M	$1.3M	-$81.1K	2026-11-02
Wedmont Private Capital	UNCHANGED	31,622	31,622	0	0%	$988.4K	$952.9K	-$35.5K	2026-10-09
Farther Finance Advisors, LLC	DECREASED	20,399	23,775	-3,376	-14%	$731.2K	$611.4K	-$119.8K	2026-10-08
Truist Financial Corp	NEW	17,806	—	+17,806	—	—	$533.7K	—	2026-10-30
Signature Estate & Investment Advisors LLC	UNCHANGED	10,052	10,052	0	0%	$309.1K	$301.3K	-$7.9K	2026-10-13
Lido Advisors, LLC	UNCHANGED	7,683	7,683	0	0%	$236.3K	$230.3K	-$6.0K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	6,844	7,394	-550	-7%	$227.0K	$205	-$226.8K	2026-11-02
Simplicity Wealth,LLC	UNCHANGED	6,689	6,689	0	0%	$205.7K	$200.5K	-$5.2K	2026-10-23
Wilkerson Advisory Group LLC	UNCHANGED	4,813	4,813	0	0%	$148.0K	$144.2K	-$3.8K	2026-10-20
Key FInancial Inc	UNCHANGED	3,975	3,975	0	0%	$122.2K	$119.1K	-$3.1K	2026-11-02
Allworth Financial LP	UNCHANGED	2,158	2,158	0	0%	$66.4K	$66.4K	$0	2026-11-06
Rothwell Investment Advisors, LLC	NEW	1,646	—	+1,646	—	—	$49.3K	—	2026-11-06
US Bancorp \de\	INCREASED	923	40	+883	+2208%	$1.2K	$27.7K	+$26.4K	2026-11-05
Kingdom Financial Group Llc.	UNCHANGED	874	874	0	0%	$26.9K	$26.2K	-$686	2026-11-04
SJS Investment Consulting Inc.	UNCHANGED	824	824	0	0%	$25.3K	$24.7K	-$646	2026-10-26
Lanark Financial, Inc.	UNCHANGED	414	414	0	0%	$12.7K	$12.4K	-$324	2026-10-26
PNC Financial Services Group, Inc.	UNCHANGED	336	336	0	0%	$10.3K	$10.1K	-$263	2026-11-06
Physician Wealth Advisors, Inc.	UNCHANGED	233	233	0	0%	$7.2K	$7.0K	-$183	2026-10-20
Costello Asset Management, Inc	UNCHANGED	190	190	0	0%	$5.8K	$5.7K	-$149	2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.	NEW	56	—	+56	—	—	$1.7K	—	2026-10-14
Dhjj Financial Advisors, Ltd.	DECREASED	4	10	-6	-60%	$308	$120	-$188	2026-10-23
Capital Investment Advisory Services, LLC	CLOSED	0	161	-161	-100%	$5.0K	$0	-$5.0K	2026-10-30
Caprock Group, LLC	N/A	—	46,105	-46,105	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	45,221	-45,221	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	37,280	-37,280	-100%	$1.1M	—	—	—
GTS Securities LLC	N/A	—	29,513	-29,513	-100%	$907.6K	—	—	—
Waverly Advisors, LLC	N/A	—	28,530	-28,530	-100%	$877.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	28,527	-28,527	-100%	$877.3K	—	—	—
Captrust Financial Advisors	N/A	—	20,480	-20,480	-100%	$629.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,762	-17,762	-100%	$546.3K	—	—	—
Focus Partners Wealth	N/A	—	16,250	-16,250	-100%	$499.8K	—	—	—
Mariner, LLC	N/A	—	12,429	-12,429	-100%	$382.3K	—	—	—
Morgan Stanley	N/A	—	12,300	-12,300	-100%	$378.3K	—	—	—
HRT Financial LP	N/A	—	11,390	-11,390	-100%	$350.0K	—	—	—
FMR LLC	N/A	—	10,919	-10,919	-100%	$335.8K	—	—	—
Pure Financial Advisors, LLC	N/A	—	9,725	-9,725	-100%	$299.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	9,392	-9,392	-100%	$288.8K	—	—	—
Cetera Investment Advisers	N/A	—	8,926	-8,926	-100%	$274.5K	—	—	—
Brown Brothers Harriman & Co	N/A	—	8,564	-8,564	-100%	$263.4K	—	—	—
AE Wealth Management LLC	N/A	—	8,532	-8,532	-100%	$262.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	8,170	-8,170	-100%	$251.3K	—	—	—
Quantinno Capital Management LP	N/A	—	7,018	-7,018	-100%	$215.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,519	-4,519	-100%	$139.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,416	-2,416	-100%	$74.3K	—	—	—
Royal Bank of Canada	N/A	—	1,818	-1,818	-100%	$56.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,564	-1,564	-100%	$48.1K	—	—	—
Financial Avengers, Inc.	N/A	—	1,555	-1,555	-100%	$47.8K	—	—	—
Bank of Montreal	N/A	—	1,051	-1,051	-100%	$32.3K	—	—	—
Harbour Investments, Inc.	N/A	—	641	-641	-100%	$19.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	607	-607	-100%	$18.6K	—	—	—
Walsh & Associates, LLC	N/A	—	461	-461	-100%	$14.2K	—	—	—
Vanguard Advisers Inc	N/A	—	363	-363	-100%	$11.2K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	310	-310	-100%	$9.5K	—	—	—
Wells Fargo & Company	N/A	—	227	-227	-100%	$7.0K	—	—	—
Ancora Advisors LLCA	N/A	—	165	-165	-100%	$5.1K	—	—	—
JPMorgan Chase & Co	N/A	—	143	-143	-100%	$4.4K	—	—	—
Arax Advisory Partners	N/A	—	130	-130	-100%	$4.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	126	-126	-100%	$3.9K	—	—	—

Showing 60 of 60 institutions