Motley Fool Capital Efficie (TMFE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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Steel Grove Capital Advisors, LLC

UNCHANGED

Shares19,245 from 19,245

Change0 (0%)

Value$586.2K (+$18.0K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares12,951 from 11,635

Change+1,316 (+11%)

Value$394.5K (+$50.9K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares8,715 from 8,715

Change0 (0%)

Value$265 (-$256.7K)

Filed 2026-11-02

GatePass Capital, LLC

DECREASED

Shares6,850 from 8,350

Change-1,500 (-18%)

Value$208.7K (-$37.9K)

Filed 2026-11-09

Harbour Investments, Inc.

UNCHANGED

Shares3,659 from 3,659

Change0 (0%)

Value$111.5K (+$3.4K)

Filed 2026-11-09

Hilltop National Bank

UNCHANGED

Shares2,304 from 2,304

Change0 (0%)

Value$70.2K (+$2.2K)

Filed 2026-10-14

Nova Financial LLC

NEW

Shares621

Change+621

Value$18.9K

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares600 from 2,242

Change-1,642 (-73%)

Value$18.3K (-$47.9K)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares504 from 504

Change0 (0%)

Value$15.4K (+$471)

Filed 2026-10-21

Latitude Advisors, LLC

NEW

Shares351

Change+351

Value$10.7K

Filed 2026-10-27

Physician Wealth Advisors, Inc.

NEW

Shares200

Change+200

Value$6.1K

Filed 2026-10-20

Golden State Wealth Management, LLC

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$3.4K (+$105)

Filed 2026-11-02

Archer Investment Corp

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.1K (+$94)

Filed 2026-11-05

Country Trust Bank

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$426 (+$13)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 425

Change-425 (-100%)

Value$0 (-$12.6K)

Filed 2026-11-02

IFP Advisors, Inc

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-16

SageGuard Financial Group, LLC

N/A

Shares— from 73,892

Change-73,892 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 67,831

Change-67,831 (-100%)

Value—

Mission Creek Capital Partners, Inc.

N/A

Shares— from 47,904

Change-47,904 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 29,111

Change-29,111 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 15,343

Change-15,343 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,594

Change-14,594 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,089

Change-14,089 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 13,492

Change-13,492 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 8,715

Change-8,715 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,904

Change-7,904 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,725

Change-2,725 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,438

Change-1,438 (-100%)

Value—

UBS Group AG

N/A

Shares— from 950

Change-950 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 250

Change-250 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 104

Change-104 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 67

Change-67 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Steel Grove Capital Advisors, LLC	UNCHANGED	19,245	19,245	0	0%	$568.2K	$586.2K	+$18.0K	2026-10-13
LPL Financial LLC	INCREASED	12,951	11,635	+1,316	+11%	$343.5K	$394.5K	+$50.9K	2026-11-06
Cambridge Investment Research Advisors, Inc.	UNCHANGED	8,715	8,715	0	0%	$257.0K	$265	-$256.7K	2026-11-02
GatePass Capital, LLC	DECREASED	6,850	8,350	-1,500	-18%	$246.5K	$208.7K	-$37.9K	2026-11-09
Harbour Investments, Inc.	UNCHANGED	3,659	3,659	0	0%	$108.0K	$111.5K	+$3.4K	2026-11-09
Hilltop National Bank	UNCHANGED	2,304	2,304	0	0%	$68.0K	$70.2K	+$2.2K	2026-10-14
Nova Financial LLC	NEW	621	—	+621	—	—	$18.9K	—	2026-11-04
Farther Finance Advisors, LLC	DECREASED	600	2,242	-1,642	-73%	$66.2K	$18.3K	-$47.9K	2026-10-08
Assetmark, Inc	UNCHANGED	504	504	0	0%	$14.9K	$15.4K	+$471	2026-10-21
Latitude Advisors, LLC	NEW	351	—	+351	—	—	$10.7K	—	2026-10-27
Physician Wealth Advisors, Inc.	NEW	200	—	+200	—	—	$6.1K	—	2026-10-20
Golden State Wealth Management, LLC	UNCHANGED	112	112	0	0%	$3.3K	$3.4K	+$105	2026-11-02
Archer Investment Corp	UNCHANGED	100	100	0	0%	$3.0K	$3.1K	+$94	2026-11-05
Country Trust Bank	UNCHANGED	14	14	0	0%	$413	$426	+$13	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	425	-425	-100%	$12.6K	$0	-$12.6K	2026-11-02
IFP Advisors, Inc	CLOSED	0	40	-40	-100%	$1.2K	$0	-$1.2K	2026-10-16
SageGuard Financial Group, LLC	N/A	—	73,892	-73,892	-100%	$2.2M	—	—	—
Raymond James Financial Inc	N/A	—	67,831	-67,831	-100%	$2.0M	—	—	—
Mission Creek Capital Partners, Inc.	N/A	—	47,904	-47,904	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	29,111	-29,111	-100%	$859.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	15,343	-15,343	-100%	$453.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,594	-14,594	-100%	$430.9K	—	—	—
HRT Financial LP	N/A	—	14,089	-14,089	-100%	$416.0K	—	—	—
GTS Securities LLC	N/A	—	13,492	-13,492	-100%	$398.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	8,715	-8,715	-100%	$257.3K	—	—	—
Cetera Investment Advisers	N/A	—	7,904	-7,904	-100%	$233.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,725	-2,725	-100%	$80.5K	—	—	—
FMR LLC	N/A	—	1,438	-1,438	-100%	$42.5K	—	—	—
UBS Group AG	N/A	—	950	-950	-100%	$28.1K	—	—	—
Morgan Stanley	N/A	—	250	-250	-100%	$7.4K	—	—	—
Vanguard Advisers Inc	N/A	—	104	-104	-100%	$3.1K	—	—	—
Huntington National Bank	N/A	—	67	-67	-100%	$2.0K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$6	—	—	—

Showing 33 of 33 institutions