Who owns TAC
Which tracked institutional funds hold TAC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
69 tracked funds added or opened TAC while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAC’s largest tracked holder by dollar value, BROOKFIELD Corp /ON/, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 178 tracked filers holding TAC, 101 increased or opened the position and 74 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- VANGUARD CAPITAL MANAGEMENT LLC$102M
- Value Aligned Research Advisors, LLC$34M
- VANGUARD FIDUCIARY TRUST CO$31M
- Two Seas Capital LP$21M
- BALYASNY ASSET MANAGEMENT L.P.$21M
- Vanguard Global Advisers, LLC$11M
Full exits 12
- VANGUARD GROUP INC$127M
- NORGES BANK$45M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9M
- TUDOR INVESTMENT CORP ET AL$5M
- BlueCrest Capital Management Ltd$5M
- Y-Intercept (Hong Kong) Ltd$3M
Largest adds
- BANK OF MONTREAL /CAN/$65M
- GOLDMAN SACHS GROUP INC$37M
- TORONTO DOMINION BANK$28M
- MORGAN STANLEY$24M
- MACKENZIE FINANCIAL CORP$16M
- BROOKFIELD Corp /ON/$14M
Largest trims
- FMR LLC$123M
- BANK OF AMERICA CORP /DE/$35M
- Sculptor Capital LP$31M
- UBS Group AG$15M
- Potrero Capital Research LLC$11M
- JANE STREET GROUP, LLC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROOKFIELD Corp /ON/ added | 26,954,624 | $354M | 11.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 25,307,692 | $332M | 10.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 17,714,553 | $233M | 7.5% | 2026-Q1 |
| Rubric Capital Management LP | 17,781,325 | $233M | 7.5% | 2026-Q1 |
| FMR LLC trimmed | 13,450,075 | $177M | 5.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 8,318,000 | $109M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,957,029 | $104M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,739,481 | $102M | 3.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,526,563 | $99M | 3.2% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP | 6,415,253 | $84M | 2.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 6,304,689 | $83M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 5,244,199 | $69M | 2.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 4,684,204 | $62M | 2.0% | 2026-Q1 |
| TORONTO DOMINION BANK added | 4,580,887 | $60M | 1.9% | 2026-Q1 |
| Arvin Capital Management LP added | 4,488,235 | $59M | 1.9% | 2026-Q1 |
| Value Aligned Research Advisors, LLC added | 2,596,273 | $34M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,362,425 | $31M | 1.0% | 2026-Q1 |
| Rokos Capital Management LLP | 2,293,069 | $30M | 1.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 2,283,297 | $30M | 1.0% | 2026-Q1 |
| Man Group plc added | 2,118,547 | $28M | 0.9% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 2,088,238 | $27M | 0.9% | 2026-Q1 |
| Artemis Investment Management LLP added | 1,875,520 | $25M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 1,818,976 | $24M | 0.8% | 2026-Q1 |
| Yaupon Capital Management LP added | 1,788,700 | $24M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,632,890 | $21M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,629,540 | $21M | 0.7% | 2026-Q1 |
| Two Seas Capital LP new | 1,597,900 | $21M | 0.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,585,000 | $21M | 0.7% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 1,449,000 | $19M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,428,195 | $19M | 0.6% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 1,338,554 | $18M | 0.6% | 2026-Q1 |
| STATE STREET CORP added | 1,189,366 | $16M | 0.5% | 2026-Q1 |
| TD Asset Management Inc added | 1,101,123 | $14M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 975,899 | $13M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 896,927 | $12M | 0.4% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 844,709 | $11M | 0.4% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 793,222 | $10M | 0.3% | 2026-Q1 |
| Potrero Capital Research LLC trimmed | 790,373 | $10M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 703,450 | $9M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 669,084 | $9M | 0.3% | 2026-Q1 |
| Clayton Partners LLC added | 631,406 | $8M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 579,588 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank | 557,700 | $7M | 0.2% | 2026-Q1 |
| Sculptor Capital LP trimmed | 533,600 | $7M | 0.2% | 2026-Q1 |
| Purpose Unlimited Inc. added | 514,589 | $7M | 0.2% | 2026-Q1 |
| Capital Wealth Planning, LLC new | 500,960 | $7M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 477,102 | $6M | 0.2% | 2026-Q1 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 475,000 | $6M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 448,698 | $6M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 440,947 | $6M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 434,433 | $6M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 415,048 | $5M | 0.2% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 290,819 | $5M | 0.2% | 2026-Q1 |
| SIG North Trading, ULC added | 322,752 | $4M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 319,167 | $4M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 302,340 | $4M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 279,817 | $4M | 0.1% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP added | 275,000 | $4M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 269,878 | $4M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 268,650 | $4M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc added | 254,855 | $3M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 236,167 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 241,211 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 226,624 | $3M | 0.1% | 2026-Q1 |
| Melqart Asset Management (UK) Ltd new | 227,406 | $3M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 225,864 | $3M | 0.1% | 2026-Q1 |
| Tacita Capital Inc added | 222,601 | $3M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 212,983 | $3M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 211,875 | $3M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 203,710 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 203,675 | $3M | 0.1% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 182,660 | $2M | 0.1% | 2026-Q1 |
| BTG Pactual Asset Management US LLC trimmed | 169,173 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 146,947 | $2M | 0.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 140,688 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,058,231 | $127M | 4.1% | 2025-Q4 stale |
| NORGES BANK new | 3,581,371 | $45M | 1.5% | 2025-Q4 stale |
| Aventail Capital Group, LP added | 2,829,643 | $39M | 1.2% | 2025-Q3 stale |
| Valiant Capital Management, L.P. new | 960,092 | $9M | 0.3% | 2025-Q1 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 700,000 | $9M | 0.3% | 2025-Q4 stale |
| Jain Global LLC new | 618,976 | $8M | 0.3% | 2025-Q3 stale |
| MAPLELANE CAPITAL, LLC trimmed | 608,500 | $8M | 0.3% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 404,429 | $5M | 0.2% | 2025-Q4 stale |
| BlueCrest Capital Management Ltd added | 393,880 | $5M | 0.2% | 2025-Q4 stale |
| Waratah Capital Advisors Ltd. trimmed | 334,994 | $5M | 0.1% | 2025-Q3 stale |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 450,000 | $4M | 0.1% | 2025-Q1 stale |
| Cinctive Capital Management LP added | 264,361 | $4M | 0.1% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 270,754 | $3M | 0.1% | 2025-Q4 stale |
| MOORE CAPITAL MANAGEMENT, LP | 303,000 | $3M | 0.1% | 2025-Q2 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 192,590 | $3M | 0.1% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 186,700 | $3M | 0.1% | 2025-Q3 stale |
| SONA ASSET MANAGEMENT (US) LLC | 200,000 | $3M | 0.1% | 2025-Q4 stale |
| LOUISBOURG INVESTMENTS INC. added | 267,100 | $2M | 0.1% | 2025-Q1 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 229,797 | $2M | 0.1% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP | 225,231 | $2M | 0.1% | 2025-Q2 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 222,215 | $2M | 0.1% | 2025-Q2 stale |
| PINNBROOK CAPITAL MANAGEMENT LP trimmed | 172,238 | $2M | 0.1% | 2025-Q3 stale |
| Heronetta Management, L.P. | 122,000 | $2M | 0.1% | 2025-Q4 stale |
| Greenland Capital Management LP added | 181,126 | $2M | 0.1% | 2025-Q2 stale |
| Brevan Howard Capital Management LP added | 142,620 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.