IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Motley Fool Capital Efficie (TMFE)

CUSIP: 74933W643 | NYSE | 60 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Steel Grove Capital Advisors, LLC19,245
0.1% of portfolio›$586.2K
LPL Financial LLC12,951
0.0% of portfolio›$394.5K
Cambridge Investment Research Advisors, Inc.8,715
0.0% of portfolio›$265
GatePass Capital, LLC6,850
0.1% of portfolio›$208.7K
Harbour Investments, Inc.3,659
0.0% of portfolio›$111.5K
Hilltop National Bank2,304
0.0% of portfolio›$70.2K
Nova Financial LLC621
0.0% of portfolio›$18.9K
Farther Finance Advisors, LLC600
0.0% of portfolio›$18.3K
Assetmark, Inc504
0.0% of portfolio›$15.4K
Latitude Advisors, LLC351
0.0% of portfolio›$10.7K
Physician Wealth Advisors, Inc.200
0.0% of portfolio›$6.1K
Golden State Wealth Management, LLC112
0.0% of portfolio›$3.4K
Archer Investment Corp100
0.0% of portfolio›$3.1K
Country Trust Bank14
0.0% of portfolio›$426
StyleTurnoverLocationFiled
Steel Grove Capital Advisors, LLC
19,245$586.2K0.1%ETFLowMemphis, TN2026-10-13
LPL Financial LLC
12,951$394.5K0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
8,715$2650.0%ETFLowFairfield, IA2026-11-02
GatePass Capital, LLC
6,850$208.7K0.1%ValueMediumIndependence, OH2026-11-09
Harbour Investments, Inc.
3,659$111.5K0.0%ETFLowMadison, WI2026-11-09
Hilltop National Bank
2,304$70.2K0.0%CoreLowCasper, WY2026-10-14
Nova Financial LLC
621$18.9K0.0%GARPN/ATucson, AZ2026-11-04
Farther Finance Advisors, LLC
600$18.3K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
504$15.4K0.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
351$10.7K0.0%ETFLowYorkville, IL2026-10-27
Physician Wealth Advisors, Inc.
200$6.1K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
112$3.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Archer Investment Corp
100$3.1K0.0%CoreMediumCarmel, IN2026-11-05
Country Trust Bank
14$4260.0%GrowthLowBloomington, IL2026-10-30