Skip to main content
Equibles
TMFG logo

TMFG · Motley Fool Global Opportunities ETF ETF

Alerts for TMFG

Use TMFG with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$31.24 -0.15 (-0.47%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $1,146,509
Total Shares: 37,280

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2023
Top Holder
100.0%
Dec 2021 → Jun 2026 · range 12.2% – 100.0%
+74.8 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 47.6% – 100.0%
+36.1 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 70.0% – 100.0%
+15.6 pts
HHI
10,000
Dec 2021 → Jun 2026 · range 652 – 10,000
Highly concentrated+8,839

Quarterly Activity

vs Sep 30, 2023
New
0
Increased
1
Decreased
0
Sold Out
31
Unchanged
0
Holder count: -31
Institutional value: -95.4%
Shares held: -96.4%

Top Buyers

vs Sep 30, 2023
Institution Added Now Holds Open
CITADEL ADVISORS LLC +4,939 37,280

Top Sellers

vs Sep 30, 2023
No qualifying movers this quarter.

Top New Positions

vs Sep 30, 2023
No new positions this quarter.

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
Motley Fool Wealth Management, LLC 241,361 $6,314,003
LPL Financial LLC 141,583 $3,703,811
Caprock Group, LLC 91,222 $2,386,367
Financial Gravity Asset Management, Inc. 162,374 $1,868,728
GTS SECURITIES LLC 66,541 $1,740,712
Filter: New 0 Increased 1 Reduced 0 Sold out 31 Unchanged 0
Showing 1 of 1
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC TMFG $1,146,509 100.00% 37,280