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Motley Fool Small-Cap Growth (TMFS)

CUSIP: 74933W874 | NYSE | 107 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC47,466
0.0% of portfolio›$1.6M
Davenport & Co LLC13,000
0.0% of portfolio›$424.6K
Fortitude Advisory Group L.L.C.9,537
0.1% of portfolio›$311.5K
Creative Planning8,261
0.0% of portfolio›$269.8K
PNC Financial Services Group, Inc.2,113
0.0% of portfolio›$69.0K
IFP Advisors, Inc824
0.0% of portfolio›$26.9K
EverSource Wealth Advisors, LLC620
0.0% of portfolio›$20.2K
Rachor Investment Advisory Services, LLC400
0.0% of portfolio›$13.1K
Bullock Wealth Management Group400
0.0% of portfolio›$13.2K
Golden State Wealth Management, LLC180
0.0% of portfolio›$5.9K
Main Street Group, LTD121
0.0% of portfolio›$4.0K
Rossby Financial, LCC85
0.0% of portfolio›$2.8K
Essential Investment Partners LLC20
0.0% of portfolio›$653
Key FInancial Inc15
0.0% of portfolio›$490
Allworth Financial LP5
0.0% of portfolio›$181
StyleTurnoverLocationFiled
LPL Financial LLC
47,466$1.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Davenport & Co LLC
13,000$424.6K0.0%CoreMediumRichmond, VA2026-10-14
Fortitude Advisory Group L.L.C.
9,537$311.5K0.1%GrowthMediumGig Harbor, WA2026-10-15
Creative Planning
8,261$269.8K0.0%IndexVery LowOverland Park, KS2026-11-02
PNC Financial Services Group, Inc.
2,113$69.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFP Advisors, Inc
824$26.9K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
620$20.2K0.0%CoreMediumBirmingham, AL2026-11-04
Rachor Investment Advisory Services, LLC
400$13.1K0.0%ETFVery LowLinden, MI2026-10-29
Bullock Wealth Management Group
400$13.2K0.0%GrowthLowBloomington, IN2026-10-09
Golden State Wealth Management, LLC
180$5.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Main Street Group, LTD
121$4.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Rossby Financial, LCC
85$2.8K0.0%ETFMediumMelbourne, FL2026-11-05
Essential Investment Partners LLC
20$6530.0%GrowthLowEnglewood, CO2026-10-27
Key FInancial Inc
15$4900.0%ETFLowWest Chester, PA2026-11-02
Allworth Financial LP
5$1810.0%IndexLowFolsom, CA2026-11-06