Motley Fool Small-Cap Growth (TMFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

LPL Financial LLC

INCREASED

Shares47,466 from 46,339

Change+1,127 (+2%)

Value$1.6M (-$124.3K)

Filed 2026-11-06

Davenport & Co LLC

DECREASED

Shares13,000 from 14,650

Change-1,650 (-11%)

Value$424.6K (-$104.8K)

Filed 2026-10-14

Fortitude Advisory Group L.L.C.

INCREASED

Shares9,537 from 9,521

Change+16 (+0%)

Value$311.5K (-$32.6K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares8,261 from 8,087

Change+174 (+2%)

Value$269.8K (-$22.4K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,113 from 2,113

Change0 (0%)

Value$69.0K (-$7.3K)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares824 from 2,174

Change-1,350 (-62%)

Value$26.9K (-$51.6K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

UNCHANGED

Shares620 from 620

Change0 (0%)

Value$20.2K (-$2.2K)

Filed 2026-11-04

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$13.1K (-$1.4K)

Filed 2026-10-29

Bullock Wealth Management Group

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$13.2K (-$1.3K)

Filed 2026-10-09

Golden State Wealth Management, LLC

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$5.9K (-$625)

Filed 2026-11-02

Main Street Group, LTD

INCREASED

Shares121 from 120

Change+1 (+1%)

Value$4.0K (-$384)

Filed 2026-10-28

Rossby Financial, LCC

NEW

Shares85

Change+85

Value$2.8K

Filed 2026-11-05

Essential Investment Partners LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$653 (-$70)

Filed 2026-10-27

Key FInancial Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$490 (-$52)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$181 ($0)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 12,861

Change-12,861 (-100%)

Value$0 (-$465.0K)

Filed 2026-11-02

Raymond James Financial Inc

N/A

Shares— from 14,741

Change-14,741 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,634

Change-10,634 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,376

Change-6,376 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,214

Change-4,214 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,711

Change-2,711 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,546

Change-2,546 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,454

Change-1,454 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,218

Change-1,218 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 885

Change-885 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 93

Change-93 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	47,466	46,339	+1,127	+2%	$1.7M	$1.6M	-$124.3K	2026-11-06
Davenport & Co LLC	DECREASED	13,000	14,650	-1,650	-11%	$529.4K	$424.6K	-$104.8K	2026-10-14
Fortitude Advisory Group L.L.C.	INCREASED	9,537	9,521	+16	+0%	$344.1K	$311.5K	-$32.6K	2026-10-15
Creative Planning	INCREASED	8,261	8,087	+174	+2%	$292.2K	$269.8K	-$22.4K	2026-11-02
PNC Financial Services Group, Inc.	UNCHANGED	2,113	2,113	0	0%	$76.4K	$69.0K	-$7.3K	2026-11-06
IFP Advisors, Inc	DECREASED	824	2,174	-1,350	-62%	$78.6K	$26.9K	-$51.6K	2026-10-16
EverSource Wealth Advisors, LLC	UNCHANGED	620	620	0	0%	$22.4K	$20.2K	-$2.2K	2026-11-04
Rachor Investment Advisory Services, LLC	UNCHANGED	400	400	0	0%	$14.5K	$13.1K	-$1.4K	2026-10-29
Bullock Wealth Management Group	UNCHANGED	400	400	0	0%	$14.5K	$13.2K	-$1.3K	2026-10-09
Golden State Wealth Management, LLC	UNCHANGED	180	180	0	0%	$6.5K	$5.9K	-$625	2026-11-02
Main Street Group, LTD	INCREASED	121	120	+1	+1%	$4.3K	$4.0K	-$384	2026-10-28
Rossby Financial, LCC	NEW	85	—	+85	—	—	$2.8K	—	2026-11-05
Essential Investment Partners LLC	UNCHANGED	20	20	0	0%	$723	$653	-$70	2026-10-27
Key FInancial Inc	UNCHANGED	15	15	0	0%	$542	$490	-$52	2026-11-02
Allworth Financial LP	UNCHANGED	5	5	0	0%	$181	$181	$0	2026-11-06
Cambridge Investment Research Advisors, Inc.	CLOSED	0	12,861	-12,861	-100%	$465.0K	$0	-$465.0K	2026-11-02
Raymond James Financial Inc	N/A	—	14,741	-14,741	-100%	$532.7K	—	—	—
Citadel Advisors LLC	N/A	—	10,634	-10,634	-100%	$384.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,376	-6,376	-100%	$230.4K	—	—	—
Arax Advisory Partners	N/A	—	4,214	-4,214	-100%	$152.3K	—	—	—
Morgan Stanley	N/A	—	2,711	-2,711	-100%	$98.0K	—	—	—
BlackRock, Inc.	N/A	—	2,546	-2,546	-100%	$92.0K	—	—	—
Royal Bank of Canada	N/A	—	1,454	-1,454	-100%	$53.0K	—	—	—
UBS Group AG	N/A	—	1,218	-1,218	-100%	$44.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	885	-885	-100%	$32.0K	—	—	—
AE Wealth Management LLC	N/A	—	204	-204	-100%	$7.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	93	-93	-100%	$3.4K	—	—	—
Vanguard Advisers Inc	N/A	—	10	-10	-100%	$361	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$11	—	—	—

Showing 29 of 29 institutions