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Institutional Ownership · SEC Form 13F

Who owns TBUX


Which tracked institutional funds hold TBUX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TBUX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

114
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

42 tracked funds added or opened TBUX while 20 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

TBUX’s largest tracked holder by dollar value, ARS Wealth Advisors Group, LLC, sizes it at 13.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 13.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TBUX 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 2026-Q1 and 2026-Q2, across 114 tracked filers holding TBUX, 78 increased or opened the position and 43 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 TBUX between the 2026-Q1 and 2026-Q2 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 9

  • MML INVESTORS SERVICES, LLC$9M
  • JDM Financial Group LLC$4M
  • Mission Financial Group, LLC$4M
  • PARSONS CAPITAL MANAGEMENT INC/RI$3M
  • Carolina Wealth Management Inc$2M
  • Prospera Financial Services Inc$1M

Full exits 6

  • Members Advisory Group LLC$18M
  • Cambridge Investment Research Advisors, Inc.$11M
  • Janney Montgomery Scott LLC$5M
  • Beaumont Financial Advisors, LLC$2M
  • HighTower Advisors, LLC$2M
  • Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$980K

Largest adds

  • Focus Financial Network, Inc.$21M
  • RAYMOND JAMES FINANCIAL INC$11M
  • ARS Wealth Advisors Group, LLC$8M
  • Kestra Advisory Services, LLC$7M
  • JONES FINANCIAL COMPANIES LLLP$6M
  • Harfst & Associates, Inc.$5M

Largest trims

  • 3EDGE Asset Management, LP$11M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
  • Strategic Financial Concepts, LLC$2M
  • GOLDMAN SACHS GROUP INC$2M
  • Sovran Advisors, LLC$2M
  • Encompass More Asset Management$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ARS Wealth Advisors Group, LLC added3,564,289$177M29.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,720,650$86M14.1%2026-Q2
Harfst & Associates, Inc. added509,707$25M4.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added485,703$24M4.0%2026-Q2
Focus Financial Network, Inc. added459,368$23M3.8%2026-Q2
OSAIC HOLDINGS, INC. added450,969$22M3.7%2026-Q2
MCF Advisors LLC added423,617$21M3.5%2026-Q2
WILLIAM JOHN SEMPOLINSKI added315,491$16M2.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added293,637$15M2.4%2026-Q2
STIFEL FINANCIAL CORP added287,348$14M2.4%2026-Q2
Strategic Financial Concepts, LLC trimmed238,317$12M1.9%2026-Q2
MML INVESTORS SERVICES, LLC added179,524$9M1.5%2026-Q2
Kestra Advisory Services, LLC added178,838$9M1.5%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed177,155$9M1.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added164,710$8M1.3%2026-Q2
LPL Financial LLC added127,391$6M1.0%2026-Q2
Walker Financial Services, Inc. trimmed116,637$6M1.0%2026-Q2
CITADEL ADVISORS LLC added110,063$5M0.9%2026-Q2
Cetera Investment Advisers added109,703$5M0.9%2026-Q2
Professional Financial Management, Inc. added102,592$5M0.8%2026-Q2
Sovran Advisors, LLC trimmed102,384$5M0.8%2026-Q2
FISCHER INVESTMENT STRATEGIES, LLC added88,530$4M0.7%2026-Q2
JDM Financial Group LLC new86,276$4M0.7%2026-Q2
Essex Financial Services, Inc. added77,708$4M0.6%2026-Q2
Mission Financial Group, LLC trimmed75,953$4M0.6%2026-Q2
CRA Financial Services, LLC added72,719$4M0.6%2026-Q2
LAWOOD & CO added72,258$4M0.6%2026-Q2
Integrated Wealth Concepts LLC trimmed67,554$3M0.6%2026-Q2
Blom & Howell Financial Planning, Inc. trimmed66,733$3M0.5%2026-Q2
4J Wealth Management LLC added64,295$3M0.5%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added59,463$3M0.5%2026-Q2
Wealthcare Advisory Partners LLC added59,421$3M0.5%2026-Q2
IHT Wealth Management, LLC added55,088$3M0.5%2026-Q2
DAHRING | CUSMANO LLC added54,309$3M0.4%2026-Q2
MidAtlantic Capital Management, Inc. added53,579$3M0.4%2026-Q2
PARSONS CAPITAL MANAGEMENT INC/RI new51,130$3M0.4%2026-Q2
Advisory Services Network, LLC added49,502$2M0.4%2026-Q2
9823 Capital, L.P. trimmed49,002$2M0.4%2026-Q2
3EDGE Asset Management, LP trimmed47,127$2M0.4%2026-Q2
Ameritas Advisory Services, LLC added40,321$2M0.3%2026-Q2
Benchmark Financial, LLC added37,994$2M0.3%2026-Q2
Armor Investment Advisors, LLC trimmed37,045$2M0.3%2026-Q2
ENTREWEALTH, LLC trimmed36,656$2M0.3%2026-Q2
Brookwood Investment Group LLC added35,065$2M0.3%2026-Q2
Investment Partners Asset Management, Inc. added33,989$2M0.3%2026-Q2
Carolina Wealth Management Inc new32,856$2M0.3%2026-Q2
STEPHENS INC /AR/ added32,500$2M0.3%2026-Q2
B & T Capital Management DBA Alpha Capital Management added31,000$2M0.3%2026-Q2
Prospera Financial Services Inc new29,137$1M0.2%2026-Q2
Atlas Wealth LLC added27,616$1M0.2%2026-Q2
Geneos Wealth Management Inc. added26,684$1M0.2%2026-Q2
Allworth Financial LP trimmed26,319$1M0.2%2026-Q2
Turner Financial Group, Inc. new26,234$1M0.2%2026-Q2
Carson Advisory Inc. added24,107$1M0.2%2026-Q2
&PARTNERS new23,885$1M0.2%2026-Q2
LEVEL FOUR ADVISORY SERVICES, LLC added23,439$1M0.2%2026-Q2
INTEGRITY ALLIANCE, LLC. added22,785$1M0.2%2026-Q2
United Advisor Group, LLC added21,035$1M0.2%2026-Q2
MAI Capital Management20,563$1M0.2%2026-Q2
Farther Finance Advisors, LLC added19,939$992K0.2%2026-Q2
Midwest Financial Group LLC added18,957$944K0.2%2026-Q2
TRUIST FINANCIAL CORP added16,504$821K0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed15,856$789K0.1%2026-Q2
Heritage Wealth Management, Inc. added15,677$780K0.1%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added14,564$725K0.1%2026-Q2
Topor & Co. Korea added13,531$673K0.1%2026-Q2
AdvisorNet Financial, Inc trimmed13,379$666K0.1%2026-Q2
BridgePort Financial Solutions, LLC trimmed11,549$575K0.1%2026-Q2
Asset One Wealth Management LLC trimmed11,217$560K0.1%2026-Q2
DAVENPORT & Co LLC new11,024$549K0.1%2026-Q2
Austin Wealth Management, LLC trimmed9,627$480K0.1%2026-Q2
Savvy Advisors, Inc. trimmed9,489$472K0.1%2026-Q2
Kingsview Wealth Management, LLC trimmed9,397$468K0.1%2026-Q2
Encompass More Asset Management trimmed8,839$440K0.1%2026-Q2
N.E.W. Advisory Services LLC trimmed8,479$422K0.1%2026-Q2
Trademark Financial Management, LLC new8,401$418K0.1%2026-Q2
Sanctuary Advisors, LLC added8,264$411K0.1%2026-Q2
Perigon Wealth Management, LLC added8,155$406K0.1%2026-Q2
Retirement Management Systems Inc. added7,541$375K0.1%2026-Q2
Ignite Planners, LLC new7,475$372K0.1%2026-Q2
World Investment Advisors added7,177$357K0.1%2026-Q2
Old Port Advisors7,000$348K0.1%2026-Q2
Triumph Capital Management added6,725$335K0.1%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed6,512$324K0.1%2026-Q2
Kovack Advisors, Inc. trimmed6,146$306K0.1%2026-Q2
Stratos Wealth Advisors, LLC added5,986$298K0.0%2026-Q2
WESPAC Advisors, LLC5,894$293K0.0%2026-Q2
L.K. Benson & Company, P.C.5,571$277K0.0%2026-Q2
StoneX Group Inc. new5,559$277K0.0%2026-Q2
IFG Advisory, LLC added5,220$260K0.0%2026-Q2
ALTFEST L J & CO INC5,027$250K0.0%2026-Q2
TECTONIC ADVISORS LLC trimmed4,658$232K0.0%2026-Q2
Family Investment Center, Inc. trimmed4,644$231K0.0%2026-Q2
Financial Network Wealth Advisors LLC new4,637$231K0.0%2026-Q2
Lineweaver Wealth Advisors, LLC trimmed4,556$227K0.0%2026-Q2
Lynch Investment Planning, LLC new4,419$220K0.0%2026-Q2
PRINCIPAL SECURITIES, INC. added4,289$213K0.0%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC trimmed4,208$209K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added4,129$206K0.0%2026-Q2
Krilogy Financial LLC4,124$205K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership