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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC added | 3,564,289 | $177M | 29.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,720,650 | $86M | 14.1% | 2026-Q2 |
| Harfst & Associates, Inc. added | 509,707 | $25M | 4.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 485,703 | $24M | 4.0% | 2026-Q2 |
| Focus Financial Network, Inc. added | 459,368 | $23M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 450,969 | $22M | 3.7% | 2026-Q2 |
| MCF Advisors LLC added | 423,617 | $21M | 3.5% | 2026-Q2 |
| WILLIAM JOHN SEMPOLINSKI added | 315,491 | $16M | 2.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 293,637 | $15M | 2.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 287,348 | $14M | 2.4% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 238,317 | $12M | 1.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 179,524 | $9M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 178,838 | $9M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 177,155 | $9M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 164,710 | $8M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 127,391 | $6M | 1.0% | 2026-Q2 |
| Walker Financial Services, Inc. trimmed | 116,637 | $6M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 110,063 | $5M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 109,703 | $5M | 0.9% | 2026-Q2 |
| Professional Financial Management, Inc. added | 102,592 | $5M | 0.8% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 102,384 | $5M | 0.8% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 88,530 | $4M | 0.7% | 2026-Q2 |
| JDM Financial Group LLC new | 86,276 | $4M | 0.7% | 2026-Q2 |
| Essex Financial Services, Inc. added | 77,708 | $4M | 0.6% | 2026-Q2 |
| Mission Financial Group, LLC trimmed | 75,953 | $4M | 0.6% | 2026-Q2 |
| CRA Financial Services, LLC added | 72,719 | $4M | 0.6% | 2026-Q2 |
| LAWOOD & CO added | 72,258 | $4M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 67,554 | $3M | 0.6% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. trimmed | 66,733 | $3M | 0.5% | 2026-Q2 |
| 4J Wealth Management LLC added | 64,295 | $3M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 59,463 | $3M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 59,421 | $3M | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC added | 55,088 | $3M | 0.5% | 2026-Q2 |
| DAHRING | CUSMANO LLC added | 54,309 | $3M | 0.4% | 2026-Q2 |
| MidAtlantic Capital Management, Inc. added | 53,579 | $3M | 0.4% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI new | 51,130 | $3M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 49,502 | $2M | 0.4% | 2026-Q2 |
| 9823 Capital, L.P. trimmed | 49,002 | $2M | 0.4% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 47,127 | $2M | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 40,321 | $2M | 0.3% | 2026-Q2 |
| Benchmark Financial, LLC added | 37,994 | $2M | 0.3% | 2026-Q2 |
| Armor Investment Advisors, LLC trimmed | 37,045 | $2M | 0.3% | 2026-Q2 |
| ENTREWEALTH, LLC trimmed | 36,656 | $2M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 35,065 | $2M | 0.3% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 33,989 | $2M | 0.3% | 2026-Q2 |
| Carolina Wealth Management Inc new | 32,856 | $2M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ added | 32,500 | $2M | 0.3% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management added | 31,000 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc new | 29,137 | $1M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC added | 27,616 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 26,684 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 26,319 | $1M | 0.2% | 2026-Q2 |
| Turner Financial Group, Inc. new | 26,234 | $1M | 0.2% | 2026-Q2 |
| Carson Advisory Inc. added | 24,107 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS new | 23,885 | $1M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 23,439 | $1M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 22,785 | $1M | 0.2% | 2026-Q2 |
| United Advisor Group, LLC added | 21,035 | $1M | 0.2% | 2026-Q2 |
| MAI Capital Management | 20,563 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 19,939 | $992K | 0.2% | 2026-Q2 |
| Midwest Financial Group LLC added | 18,957 | $944K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,504 | $821K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,856 | $789K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 15,677 | $780K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 14,564 | $725K | 0.1% | 2026-Q2 |
| Topor & Co. Korea added | 13,531 | $673K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 13,379 | $666K | 0.1% | 2026-Q2 |
| BridgePort Financial Solutions, LLC trimmed | 11,549 | $575K | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 11,217 | $560K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC new | 11,024 | $549K | 0.1% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 9,627 | $480K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 9,489 | $472K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 9,397 | $468K | 0.1% | 2026-Q2 |
| Encompass More Asset Management trimmed | 8,839 | $440K | 0.1% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 8,479 | $422K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC new | 8,401 | $418K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 8,264 | $411K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 8,155 | $406K | 0.1% | 2026-Q2 |
| Retirement Management Systems Inc. added | 7,541 | $375K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC new | 7,475 | $372K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 7,177 | $357K | 0.1% | 2026-Q2 |
| Old Port Advisors | 7,000 | $348K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 6,725 | $335K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 6,512 | $324K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 6,146 | $306K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 5,986 | $298K | 0.0% | 2026-Q2 |
| WESPAC Advisors, LLC | 5,894 | $293K | 0.0% | 2026-Q2 |
| L.K. Benson & Company, P.C. | 5,571 | $277K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 5,559 | $277K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 5,220 | $260K | 0.0% | 2026-Q2 |
| ALTFEST L J & CO INC | 5,027 | $250K | 0.0% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 4,658 | $232K | 0.0% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 4,644 | $231K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC new | 4,637 | $231K | 0.0% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC trimmed | 4,556 | $227K | 0.0% | 2026-Q2 |
| Lynch Investment Planning, LLC new | 4,419 | $220K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 4,289 | $213K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,208 | $209K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 4,129 | $206K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC | 4,124 | $205K | 0.0% | 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.
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.