TMFE — MOTLEY FOOL CAPITAL EFFICIE
As of Q2 2026, 4 SEC-registered investment managers reported holding TMFE (MOTLEY FOOL CAPITAL EFFICIE) in their latest 13F filings, with a combined reported value of $530.93K across 17.98K shares. That is -51.4% by share count (-19.00K shares) versus the previous quarter, while reported value moved -47.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q1 2026 | 16.77K | $456.70K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 15.34K | $453.03K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q1 2025 | 3.74K | $95.73K | 0.00% | Hold |
| PNC Financial Services history | Q2 2024 | 2.01K | $49.57K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.44K | $42.47K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 950 | $28.05K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 250 | $7.38K | 0.00% | Hold |
| Wells Fargo & Co history | Q1 2026 | 1 | $21 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Citadel Advisors sold 16.77K sh · $456.70K
- Wells Fargo & Co sold 1 sh · $21
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | — | — | — | 14.78K | 14.78K | 15.34K | 15.34K | 15.34K | — | — | — | 15.67K | 15.34K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | 1.13K | 1.14K | 1.14K | 1.32K | 1.44K |
| UBS Group AG | 62 | 1.77K | 2.69K | 172 | — | — | 28 | 113 | — | — | — | 6.40K | — | 616 | 1.69K | 2.96K | 950 |
| Morgan Stanley | — | 4.11K | 4.11K | 4.11K | 4.11K | 4.11K | 51 | 2 | 2 | 1 | 1 | 1 | 1 | 251 | 250 | 251 | 250 |
| Citadel Advisors | 10.41K | 10.03K | 19.55K | 22.74K | — | — | — | — | — | — | — | — | 12.62K | — | 7.53K | 16.77K | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | 1 | 1 | — | 230 | 1 | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 3.74K | 3.74K | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | 2.01K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details