TMFM — MOTLEY FOOL MID-CAP GROWTH
As of Q2 2026, 5 SEC-registered investment managers reported holding TMFM (MOTLEY FOOL MID-CAP GROWTH) in their latest 13F filings, with a combined reported value of $523.74K across 24.26K shares. That is +19.0% by share count (+3.87K shares) versus the previous quarter, while reported value moved +27.4%. 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, 2 opened new positions, 1 added to existing stakes, 1 trimmed. 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 | Q2 2026 | 11.29K | $244.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 6.53K | $141.14K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 4.55K | $97.57K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 1.89K | $40.95K | 0.00% | Hold |
| UBS Group AG history | Q4 2025 | 395 | $9.26K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 355 | $8.32K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 1 | $20 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.55K sh · $97.57K
- Wells Fargo & Co 1 sh · $20
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q4 2021 | Q1 2022 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 9.62K | 8.80K | 19.48K | 15.21K | 17.20K | 14.58K | 8.55K | 8.47K | — | 11.67K | 15.24K | — | — | 9.32K | — | — | 22.60K | 12.14K | 11.29K |
| Fidelity Management & Research (FMR) | 6.66K | 6.00K | 5.29K | 3.94K | 3.45K | 2.79K | 2.61K | 2.57K | 2.56K | 2.56K | 2.56K | 2.56K | 2.56K | 2.56K | 2.56K | 2.56K | 2.56K | 6.36K | 6.53K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 398 | — | — | 4.55K |
| Morgan Stanley | — | — | — | — | 733 | 2.13K | 2.13K | 1.89K | 1.89K | 1.90K | 1.90K | 1.90K | 1.90K | 1.90K | 1.89K | 1.90K | 1.89K | 1.90K | 1.89K |
| Wells Fargo & Co | — | — | 20.68K | 20.68K | 21.89K | 400 | 400 | — | 136 | 136 | — | — | — | 199 | 199 | — | — | — | 1 |
| Bank of America Corp | — | 1.90K | 2.26K | 2.26K | 529 | 355 | 355 | 355 | 753 | 355 | 355 | 355 | 355 | 355 | 355 | 355 | 355 | — | — |
| UBS Group AG | 8.44K | 1.31K | 171 | 1.07K | 4.41K | 3.18K | 1.53K | 1.79K | 366 | 82 | 41 | 85 | 674 | — | 17.50K | 7.60K | 395 | — | — |
▲ 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