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Motley Fool Next Index ETF (TMFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares15,921
Change+15,921
Value$375.1K
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares13,510 from 13,510
Change0 (0%)
Value$318.3K (+$10.0K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
NEW
Shares8,569
Change+8,569
Value$201.9K
Filed 2026-11-05
Smartleaf Asset Management LLC
INCREASED
Shares1,524 from 602
Change+922 (+153%)
Value$35.9K (+$22.2K)
Filed 2026-11-10
Latitude Advisors, LLC
NEW
Shares890
Change+890
Value$21.0K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$4.8K (+$151)
Filed 2026-11-02
Bogart Wealth, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$801 (+$25)
Filed 2026-11-10
UBS Group AG
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$35.3K)
Filed 2026-11-10
Citadel Advisors LLC
N/A
Shares— from 21,854
Change-21,854 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,566
Change-17,566 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,672
Change-15,672 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 627
Change-627 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 450
Change-450 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 77
Change-77 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
NEW15,921—+15,921——$375.1K—2026-11-06
Harbour Investments, Inc.
UNCHANGED13,51013,51000%$308.3K$318.3K+$10.0K2026-11-09
J.W. Cole Advisors, Inc.
NEW8,569—+8,569——$201.9K—2026-11-05
Smartleaf Asset Management LLC
INCREASED1,524602+922+153%$13.7K$35.9K+$22.2K2026-11-10
Latitude Advisors, LLC
NEW890—+890——$21.0K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED20320300%$4.6K$4.8K+$1512026-11-02
Bogart Wealth, LLC
UNCHANGED343400%$776$801+$252026-11-10
UBS Group AG
CLOSED01,546-1,546-100%$35.3K$0-$35.3K2026-11-10
Citadel Advisors LLC
N/A—21,854-21,854-100%$498.7K———
GTS Securities LLC
N/A—17,566-17,566-100%$400.9K———
Susquehanna International Group, LLP
N/A—15,672-15,672-100%$357.6K———
Osaic Holdings, Inc.
N/A—627-627-100%$14.3K———
Royal Bank of Canada
N/A—450-450-100%$10.0K———
JPMorgan Chase & Co
N/A—77-77-100%$1.8K———
Morgan Stanley
N/A—2-2-100%$47———
AE Wealth Management LLC
N/A—1-1-100%$19———
Showing 16 of 16 institutions