Who Owns Motley Fool Next Index ETF (TMFX)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$4000100021.4T
% of Float Held
—
QoQ Change in Holders
+5 / -3
Price History
TMFX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Golden State Wealth Management, LLC | New Position | +203 | +$4.0M |
| CWM, LLC | New Position | +118 | +$3K |
| AE Wealth Management LLC | New Position | +1 | +$0 |
| Bogart Wealth, LLC | New Position | +34 | +$0 |
| Smartleaf Asset Management LLC | New Position | +602 | +$0 |
| HARBOUR INVESTMENTS, INC. | Increased | +1 | +$-215.4M |
| GTS SECURITIES LLC | Increased | +24K | +$-632.5M |
TMFX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Cetera Investment Advisers | Decreased | -1K | -$320.1M |
| CITADEL ADVISORS LLC | Decreased | -68 | -$315.8M |
| Advisory Services Network, LLC | Closed Position | -200 | -$4.3M |
| Strategic Wealth Partners, Ltd. | Closed Position | -360 | -$7K |
| BANK OF AMERICA CORP /DE/ | Closed Position | -275 | -$5K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Golden State Wealth Management, LLC | 203 | $4.0M | 0.00% | Share |
| 2 | GTS SECURITIES LLC | 53,587 | $1.0M | 0.03% | Share |
| 3 | HARBOUR INVESTMENTS, INC. | 9,972 | $214K | 0.00% | Share |
| 4 | CWM, LLC | 118 | $3K | 0.00% | Share |
| 5 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 400 | $0 | 0.00% | Share |
| 7 | Bogart Wealth, LLC | 34 | $0 | 0.00% | Share |
| 8 | Smartleaf Asset Management LLC | 602 | $0 | 0.00% | Share |
| 9 | Cetera Investment Advisers | 13,559 | $0 | 0.00% | Share |
| 10 | CITADEL ADVISORS LLC | 14,538 | $0 | 0.00% | Share |
| 11 | AE Wealth Management LLC | 1 | $0 | 0.00% | Share |
TMFX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $5.2M | +2 |
| Q3 2025 | 9 | $1.5B | +2 |
| Q2 2025 | 7 | $839.7M | -2 |
| Q1 2025 | 9 | $1.8B | +1 |
| Q4 2024 | 8 | $1.3B | +1 |
| Q3 2024 | 7 | $1.1B | +1 |
| Q2 2024 | 6 | $463.8B | +1 |
| Q1 2024 | 5 | $416.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold TMFX (Motley Fool Next Index ETF). The largest holder is Golden State Wealth Management, LLC with $4.0M in shares. This quarter, 5 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own TMFX?
As of Q4 2025, 11 institutional investors report holding TMFX (Motley Fool Next Index ETF) in their 13F filings.
Who is the largest institutional holder of TMFX?
The largest institutional holder of TMFX is Golden State Wealth Management, LLC with $4.0M in shares.
Is institutional ownership of TMFX increasing or decreasing?
This quarter, 5 institutions opened new positions in TMFX and 3 closed their positions.