Institutional filer · SEC 13F · Q1 2024
Motiv8 Investments LLC
The reported 13F portfolio of Motiv8 Investments LLC (CIK 2024873) - top holdings, how concentrated the book is, and what changed last quarter.
- $128.6M
- Reported book
- 85
- Positions
- #271
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Motiv8 Investments LLC ranks #271 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $128.6M across 85 positions, a moderately concentrated portfolio.
- $128.6M
- reported 13F value
- 85
- disclosed positions
- 6.3%
- in INNOVATOR ETFS TRUST
- #271
- of 360 filers
Top-5 share 29.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Motiv8 Investments LLC ranks #271 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Motiv8 Investments LLC sits by disclosed position count
Motiv8 Investments LLC reports 85 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Motiv8 Investments LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
85 204th of 360 higher than 156 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Motiv8 Investments LLC reports $0.13B across 85 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2024873 · Q1 2024 $129M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #271/360
- POS-FOCUS 85 names
- CONC-MID 30% top-5
- LEAD-MIX 6.3% top
- PHOTO-FINISH Clear Retirement Adv…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Clear Retirement Advice LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Motiv8 Investments LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$128.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | $8.2M | 6.3% |
| 2 | INNOVATOR ETFS TRUST | $7.8M | 6.0% |
| 3 | INNOVATOR ETFS TRUST | $7.7M | 6.0% |
| 4 | INNOVATOR ETFS TRUST | $7.6M | 5.9% |
| 5 | SPDR S&P 500 ETF TR | $6.9M | 5.3% |
| 6 | VANGUARD BD INDEX FDS | $5.6M | 4.4% |
| 7 | ISHARES TR | $5.6M | 4.4% |
| 8 | INNOVATOR ETFS TRUST | $4.7M | 3.7% |
| 9 | VANGUARD INDEX FDS | $4.0M | 3.1% |
| 10 | VANGUARD INDEX FDS | $3.4M | 2.6% |
| 11 | ISHARES TR | $3.1M | 2.4% |
| 12 | ISHARES TR | $3.0M | 2.3% |
| 13 | INNOVATOR ETFS TRUST | $2.4M | 1.9% |
| 14 | INNOVATOR ETFS TRUST | $2.3M | 1.8% |
| 15 | ISHARES TR | $2.3M | 1.8% |
| 16 | ISHARES TR | $2.0M | 1.5% |
| 17 | CATERPILLAR INC | $1.8M | 1.4% |
| 18 | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.4% |
| 19 | INVESCO EXCH TRADED FD TR II | $1.7M | 1.3% |
| 20 | INNOVATOR ETFS TRUST | $1.5M | 1.1% |
| 21 | INNOVATOR ETFS TRUST | $1.5M | 1.1% |
| 22 | INNOVATOR ETFS TRUST | $1.5M | 1.1% |
| 23 | ISHARES TR | $1.5M | 1.1% |
| 24 | INNOVATOR ETFS TRUST | $1.4M | 1.1% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $1.3M | 1.1% |
Frequently Asked Questions
- How big is Motiv8 Investments LLC's 13F portfolio?
- Motiv8 Investments LLC reports $128.6M of long US-equity positions across 85 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Motiv8 Investments LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Motiv8 Investments LLC ranks #271 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Motiv8 Investments LLC's largest position?
- Motiv8 Investments LLC's largest reported position is INNOVATOR ETFS TRUST at $8.2M, about 6.3% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Motiv8 Investments LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($128.6M here).
Similar holding count
Nearest filers by number of disclosed positions (85 here).
Using this filing
- The rankings sort every tracked filer the same way Motiv8 Investments LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Clear Retirement Advice LLC reported the nearest book value ($128.6M) this quarter, a useful scale comparison for Motiv8 Investments LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.