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Funds Holding TMFG

On this page, we present all of the funds holding TMFG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TMFG, with a link to that fund's top holdings. The next columns indicate the amount of TMFG stock held by each of the funds holding TMFG, followed by the TMFG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 46 funds holding TMFG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Motley Fool Wealth Management LLC. For more details on the positions held by Motley Fool Wealth Management LLC (or by any of the other funds holding TMFG), click the fund name in the "Holder" column of the funds-holding-TMFG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Motley Fool Wealth Management LLC254,556$7,008 12/31/2023
     TMFG254,556$7,008 12/31/2023
Financial Gravity Asset Management Inc.162,374$4,517 12/31/2023
     TMFG162,374$4,517 12/31/2023
LPL Financial LLC141,211$3,928 12/31/2023
     TMFG141,211$3,928 12/31/2023
Jane Street Group LLC107,180$2,982 12/31/2023
     TMFG107,180$2,982 12/31/2023
CAPROCK Group Inc.91,222$2,538 12/31/2023
     TMFG91,222$2,538 12/31/2023
Commonwealth Equity Services LLC50,678$1,410 12/31/2023
     TMFG50,678$1,410 12/31/2023
Creative Planning46,408$1,291 12/31/2023
     TMFG46,408$1,291 12/31/2023
Susquehanna International Group LLP39,805$1,107 12/31/2023
     TMFG39,805$1,107 12/31/2023
Wedmont Private Capital36,508$1,098 03/31/2024
     TMFG36,508$1,098 03/31/2024
Lakeview Capital Partners LLC36,583$1,018 12/31/2023
     TMFG36,583$1,018 12/31/2023
Advisor Group Holdings Inc.30,925$860 12/31/2023
     TMFG30,925$860 12/31/2023
9258 Wealth Management LLC28,066$781 12/31/2023
     TMFG28,066$781 12/31/2023
OLD Mission Capital LLC25,783$717 12/31/2023
     TMFG25,783$717 12/31/2023
Captrust Financial Advisors16,180$450 12/31/2023
     TMFG16,180$450 12/31/2023
Arkadios Wealth Advisors13,147$366 12/31/2023
     TMFG13,147$366 12/31/2023
Pure Financial Advisors Inc.10,287$312 03/31/2024
     TMFG10,287$312 03/31/2024
Morgan Stanley10,421$290 12/31/2023
     TMFG10,421$290 12/31/2023
Royal Bank of Canada10,009$278 12/31/2023
     TMFG10,009$278 12/31/2023
Cambridge Investment Research Advisors Inc.9,129$277 03/31/2024
     TMFG9,129$277 03/31/2024
HB Wealth Management LLC9,566$266 12/31/2023
     TMFG9,566$266 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,527$265 12/31/2023
     TMFG9,527$265 12/31/2023
Wade G W & Inc.8,974$250 12/31/2023
     TMFG8,974$250 12/31/2023
Brown Brothers Harriman & Co.8,617$240 12/31/2023
     TMFG8,617$240 12/31/2023
Bartlett & Co. LLC8,285$231 12/31/2023
     TMFG8,285$231 12/31/2023
Bartlett & CO. Wealth Management LLC8,285$231 12/31/2023
     TMFG8,285$231 12/31/2023
Patten Group Inc.7,510$228 03/31/2024
     TMFG7,510$228 03/31/2024
GYL Financial Synergies LLC7,432$207 12/31/2023
     TMFG7,432$207 12/31/2023
FMR LLC5,245$146 12/31/2023
     TMFG5,245$146 12/31/2023
Your Advocates Ltd. LLP4,528$126 12/31/2023
     TMFG4,528$126 12/31/2023
Blume Capital Management Inc.4,000$111 12/31/2023
     TMFG4,000$111 12/31/2023
Key Financial Inc3,975$111 12/31/2023
     TMFG3,975$111 12/31/2023
Creative Financial Designs Inc. ADV2,251$63 12/31/2023
     TMFG2,251$63 12/31/2023
Planned Solutions Inc.2,123$59 12/31/2023
     TMFG2,123$59 12/31/2023
Financial Avengers Inc.1,487$41 12/31/2023
     TMFG1,487$41 12/31/2023
Bank of America Corp DE1,383$38 12/31/2023
     TMFG1,383$38 12/31/2023
Scarborough Advisors LLC1,320$37 12/31/2023
     TMFG1,320$37 12/31/2023
SJS Investment Consulting Inc.824$25 03/31/2024
     TMFG824$25 03/31/2024
Harbour Investments Inc.641$18 12/31/2023
     TMFG641$18 12/31/2023
Parallel Advisors LLC492$14 12/31/2023
     TMFG492$14 12/31/2023
Caldwell Sutter Capital Inc.358$11 03/31/2024
     TMFG358$11 03/31/2024
Northwestern Mutual Wealth Management Co.335$9 12/31/2023
     TMFG335$9 12/31/2023
Allworth Financial LP314$9 12/31/2023
     TMFG314$9 12/31/2023
CWM LLC184$6 03/31/2024
     TMFG184$6 03/31/2024
US Bancorp DE40$1 12/31/2023
     TMFG40$1 12/31/2023
DHJJ Financial Advisors Ltd.10$0 03/31/2024
     TMFG10$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     TMFG1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TMFG0$0 12/31/2023

See Summary: Institutional Holders of TMFG
See Details: Top 10 Hedge Funds Holding TMFG
Also See: TMFG Holdings Changes

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