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Get Institutions for : 
Motley Fool Global Opportunities Etf (TMFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    0
Total shares held : 
 1,209,028  
% of shares held : 
 6.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 72,238  
% of shares held change : 
   0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 44,155
 3.65%
 
Increased Positions :
14
 148,240
 12.26%
 
Unchanged Positions :
18
 381,025
 31.51%
 
Decreased Positions :
7
-7,511
-0.62%
 
Closed Positions :
5
-112,646
-9.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1890 - 2024-03-31 141,137 $4,278,000 -74
   JANE STREET GROUP LLC 1994 - 2023-12-31 107,180 $2,982,000 107,180
   CAPROCK Group Inc. 90 - 2024-03-31 91,222 $2,765,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1734 - 2024-03-31 67,529 $2,047,000 27,724
   CREATIVE PLANNING 1101 - 2023-12-31 46,408 $1,291,000 1,038
   COMMONWEALTH EQUITY SERVICES LLC. 2073 - 2024-03-31 41,407 $1,255,000 -9,271
   Financial Gravity Wealth Inc. 211 - 2023-12-31 162,374 $1,141,000 0
   Wedmont Private Capital 167 - 2024-03-31 36,508 $1,098,000 0
   Lakeview Capital Partners LLC 136 - 2024-03-31 35,016 $1,061,000 -1,567
   Advisor Group Holdings Inc. 2412 - 2024-03-31 30,250 $917,000 -675
   9258 Wealth Management LLC 139 - 2024-03-31 28,066 $851,000 0
   OLD MISSION CAPITAL LLC 515 *New 2023-12-31 25,783 $717,000 25,783
   CAPTRUST FINANCIAL ADVISORS 1800 - 2023-12-31 16,180 $450,000 0
   Arkadios Wealth Advisors 450 - 2024-03-31 13,147 $398,000 0
   Orion Portfolio Solutions LLC 1407 *New 2024-03-31 11,239 $341,000 11,239
   PURE FINANCIAL ADVISORS, INC. 248 - 2024-03-31 10,287 $312,000 2,853
   MORGAN STANLEY 5375 - 2023-12-31 10,421 $290,000 -749
   EMPIRICAL FINANCIAL SERVICES, LLC 447 - 2024-03-31 9,527 $289,000 0
   ROYAL BANK OF CANADA 4169 - 2023-12-31 10,009 $278,000 7,263
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2742 - 2024-03-31 9,129 $277,000 -2,735
   BROWN BROTHERS HARRIMAN & CO 478 - 2024-03-31 8,617 $261,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 429 - 2024-03-31 8,283 $251,000 -2
   WADE G W & INC 364 - 2023-12-31 8,974 $250,000 -1,751
   BARTLETT & CO. LLC 444 - 2023-12-31 8,285 $231,000 430
   Patten Group Inc. 236 *New 2024-03-31 7,510 $228,000 7,510
   GYL Financial Synergies LLC 352 *New 2023-12-31 7,432 $207,000 7,432
   FMR LLC 2905 - 2023-12-31 5,245 $146,000 0
   Your Advocates Ltd. LLP 32 - 2024-03-31 4,528 $137,000 0
   Blume Capital Management Inc. 130 - 2024-03-31 4,000 $121,000 0
   Key Financial Inc 290 - 2024-03-31 3,975 $111,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 648 - 2024-03-31 2,251 $68,000 0
   Financial Avengers Inc. 63 - 2023-12-31 1,487 $41,000 77
   Scarborough Advisors LLC 114 - 2024-03-31 1,320 $40,000 0
   BANK OF AMERICA CORP /DE/ 5548 *New 2023-12-31 1,383 $38,000 1,383
   Atlantic Trust Group LLC 1871 *New 2024-03-31 982 $30,000 982
   WELLS FARGO & CO/MN 4912 - 2024-03-31 815 $25,000 814
   SJS Investment Consulting Inc. 260 - 2024-03-31 824 $25,000 0
   HANSON MCCLAIN, INC. 1667 - 2024-03-31 796 $24,000 482
   HARBOUR INVESTMENTS INC. 1899 - 2023-12-31 641 $18,000 0
   Parallel Advisors LLC 2127 - 2024-03-31 492 $15,000 0
   CALDWELL SUTTER CAPITAL INC. 540 *New 2024-03-31 358 $11,000 358
   PNC FINANCIAL SERVICES GROUP INC 3701 *New 2024-03-31 336 $10,000 336
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2615 - 2023-12-31 335 $9,000 0
   US BANCORP 3435 - 2024-03-31 214 $6,000 174
   CWM LLC 3580 *New 2024-03-31 184 $6,000 184
   PROEQUITIES INC. 2789 - 2024-03-31 0 $0 0
   Planned Solutions Inc. 210 *Closed 2024-03-31 0 $0 -2,123
   WEBSTER BANK 613 *Closed 2024-03-31 0 $0 -339
   HB Wealth Management LLC 851 *Closed 2024-03-31 0 $0 -9,566
   DHJJ Financial Advisors Ltd. 723 - 2024-03-31 10 $0 0
   GTS SECURITIES LLC 1680 *Closed 2023-12-31 0 $0 -66,541
   Motley Fool Wealth Management LLC 134 *Closed 2024-03-31 0 $0 -254,556
   CITADEL ADVISORS LLC 6431 *Closed 2023-12-31 0 $0 -32,341
   UBS Group AG 8550 *Closed 2023-12-31 0 $0 -2,047
  54 Records found
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