13FBOX
MOTLEY FOOL · 13F Institutional Holdings
Options Calculator Rankings
M

MOTLEY FOOL

TMFG
Institutions
58
Combined AUM (Q2 2026)
$20.0M
Combined Shares (Q2 2026)
650,353
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+69,533
17 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-136,276
24 · 12 Exit · ≈
⚖️ Net
-66,743
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.0M
Institutions
58
New Buys
7
Adds
10
Reduces
12
Exits
12
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#36$2.0M63,679$2.0M70,230-6,551-9.33%Reduce
Caprock Group, LLC
0.03%0.03%#3$1.4M46,105$1.3M46,10500.00%Unchanged
FLOW TRADERS U.S. LLC
0.06%0.04%#1$1.4M45,221$1.2M41,091+4,130+10.05%Add
Creative Planning
<0.01%<0.01%#29$1.4M44,256$1.2M42,589+1,667+3.91%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#19$1.3M43,668$1.2M43,954-286-0.65%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#44$1.1M37,280$1.0M35,870+1,410+3.93%Add
Wedmont Private Capital
0.03%0.03%#4$988,38731,622$1.1M36,508-4,886-13.38%Reduce
GTS SECURITIES LLC
0.02%0.02%#7$907,64329,513$704,25324,924+4,589+18.41%Add
Waverly Advisors, LLC
0.01%0.01%#13$877,42028,530$806,14728,53000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$877,25828,527$819,92729,012-485-1.67%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#11$731,16923,775$700,43024,631-856-3.48%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#24$629,84820,480$471,28316,679+3,801+22.79%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$546,25817,762$311,35411,019+6,743+61.19%Add
Focus Partners Wealth
<0.01%<0.01%#35$499,76016,250$528,37618,699-2,449-13.10%Reduce
Mariner, LLC
<0.01%<0.01%#37$382,25312,429$326,56311,557+872+7.55%Add
MORGAN STANLEY
<0.01%<0.01%#51$378,27912,300$320,08610,690+1,610+15.06%Add
HRT FINANCIAL LP
<0.01%#31$350,29111,390$00+11,390New Buy
FMR LLC
<0.01%<0.01%#52$335,81910,919$330,72811,705-786-6.72%Reduce
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#12$309,14210,052$284,03010,05200.00%Unchanged
Pure Financial Advisors, LLC
<0.01%<0.01%#15$299,0759,725$226,4488,014+1,711+21.35%Add
Arkadios Wealth Advisors
<0.01%<0.01%#14$288,8449,392$289,48410,245-853-8.33%Reduce
Cetera Investment Advisers
<0.01%<0.01%#42$274,5128,926$252,2138,92600.00%Unchanged
BROWN BROTHERS HARRIMAN & CO
<0.01%<0.01%#21$263,3808,564$241,9858,56400.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#20$262,3928,532$89,3713,163+5,369+169.74%Add
EP Wealth Advisors, LLC
<0.01%#25$251,2778,170$00+8,170New Buy
Lido Advisors, LLC
<0.01%<0.01%#30$236,2857,683$217,0927,68300.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$227,3977,394$224,0007,934-540-6.81%Reduce
Quantinno Capital Management LP
<0.01%#41$215,8507,018$00+7,018New Buy
Simplicity Wealth,LLC
0.01%#9$205,7106,689$00+6,689New Buy
Wilkerson Advisory Group LLC
0.05%0.05%#2$148,0204,813$135,9974,81300.00%Unchanged
Aptus Capital Advisors, LLC
<0.01%<0.01%#26$138,9794,519$127,6894,51900.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$134,6554,378$280,6809,933-5,555-55.92%Reduce
Key FInancial Inc
0.02%0.02%#5$122,2483,975$112,3183,97500.00%Unchanged
Global Retirement Partners, LLC
<0.01%#22$74,3092,416$00+2,416New Buy
Allworth Financial LP
<0.01%<0.01%#39$66,3682,158$64,8022,293-135-5.89%Reduce
ROYAL BANK OF CANADA
<0.01%#54$56,0001,818$00+1,818New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#50$48,1001,564$44,1931,56400.00%Unchanged
Financial Avengers, Inc.
0.02%0.02%#6$43,9451,555$43,9451,55500.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#53$32,3301,051$29,7041,05100.00%Unchanged
Kingdom Financial Group LLC.
0.01%0.01%#10$26,891874$24,70687400.00%Unchanged
SJS Investment Consulting Inc.
<0.01%<0.01%#17$25,342824$23,28482400.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#40$19,714641$18,11264100.00%Unchanged
Smartleaf Asset Management LLC
<0.01%<0.01%#32$18,566607$16,72660700.00%Unchanged
Walsh & Associates, LLC
0.01%0.01%#8$14,178461$13,02646100.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#27$12,732414$11,69841400.00%Unchanged
VANGUARD ADVISERS INC
<0.01%<0.01%#48$11,164363$10,25736300.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#55$10,333336$73,7202,609-2,273-87.12%Reduce
CALDWELL SUTTER CAPITAL, INC.
<0.01%<0.01%#16$9,534310$8,75931000.00%Unchanged
Physician Wealth Advisors, Inc.
<0.01%<0.01%#28$7,180233$6,59623300.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#57$6,981227$6,41422700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow