Who owns TCAF
Which tracked institutional funds hold TCAF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TCAF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on TCAF is one-sided between 2026-Q1 and 2026-Q2: 158 added or opened and 41 trimmed or exited — on balance accumulating.
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
TCAF’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes TCAF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TCAF 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 344 tracked filers holding TCAF, 183 increased or opened the position and 145 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 TCAF 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 17
- McCarthy Asset Management, Inc.$22M
- NewEdge Advisors, LLC$11M
- Planning Strategies Inc.$6M
- Global Retirement Partners, LLC$4M
- Harborfront Financial Group LLC$3M
- QUANTUM FINANCIAL PARTNERS LLC$2M
Full exits 14
- Cambridge Investment Research Advisors, Inc.$73M
- Janney Montgomery Scott LLC$19M
- Capital Analysts, LLC$16M
- HighTower Advisors, LLC$10M
- WEDBUSH SECURITIES INC$6M
- CENTAURUS FINANCIAL, INC.$5M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$206M
- LPL Financial LLC$158M
- RAYMOND JAMES FINANCIAL INC$58M
- OSAIC HOLDINGS, INC.$41M
- MORGAN STANLEY$35M
- COMMONWEALTH EQUITY SERVICES, LLC$29M
Largest trims
- Modern Wealth Management, LLC$40M
- Prospera Financial Services Inc$6M
- Baird Financial Group, Inc.$4M
- WCG Wealth Advisors LLC$3M
- National Wealth Management Group, LLC$2M
- Patriot Financial Group Insurance Agency, LLC$2M
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 |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 26,042,943 | $1.1B | 21.2% | 2026-Q2 |
| LPL Financial LLC added | 17,802,322 | $732M | 14.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,263,657 | $257M | 5.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,291,530 | $217M | 4.3% | 2026-Q2 |
| MORGAN STANLEY added | 4,374,634 | $180M | 3.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,912,954 | $161M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,317,184 | $136M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,632,176 | $108M | 2.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 2,299,196 | $94M | 1.9% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 2,212,197 | $91M | 1.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,148,749 | $87M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,029,086 | $83M | 1.6% | 2026-Q2 |
| CPC Advisors, LLC trimmed | 1,815,841 | $75M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,759,021 | $72M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,687,627 | $69M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,623,535 | $67M | 1.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 1,577,702 | $65M | 1.3% | 2026-Q2 |
| Creative Planning trimmed | 1,571,427 | $65M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,233,665 | $52M | 1.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,253,110 | $52M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 865,145 | $47M | 0.9% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 1,114,596 | $46M | 0.9% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 1,065,990 | $46M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 950,353 | $39M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 877,274 | $36M | 0.7% | 2026-Q2 |
| PYA Waltman Capital, LLC added | 870,538 | $36M | 0.7% | 2026-Q2 |
| Souders Financial Advisors added | 810,097 | $33M | 0.7% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 803,919 | $33M | 0.7% | 2026-Q2 |
| EASTERN BANK added | 687,377 | $28M | 0.6% | 2026-Q2 |
| ADE, LLC added | 629,052 | $26M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 583,194 | $24M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 565,892 | $23M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 558,819 | $23M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 544,433 | $22M | 0.4% | 2026-Q2 |
| McCarthy Asset Management, Inc. trimmed | 537,516 | $22M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 471,096 | $19M | 0.4% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 467,660 | $19M | 0.4% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 456,246 | $19M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 451,652 | $19M | 0.4% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 448,691 | $18M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 425,905 | $18M | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 420,410 | $17M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 406,410 | $17M | 0.3% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 395,751 | $16M | 0.3% | 2026-Q2 |
| Arcus Capital Partners, LLC trimmed | 387,651 | $16M | 0.3% | 2026-Q2 |
| Harfst & Associates, Inc. added | 373,428 | $15M | 0.3% | 2026-Q2 |
| DKM Wealth Management, Inc. trimmed | 369,501 | $15M | 0.3% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 345,953 | $14M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 331,356 | $14M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 309,648 | $13M | 0.3% | 2026-Q2 |
| Forge Financial Services LLC trimmed | 306,884 | $13M | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 291,464 | $12M | 0.2% | 2026-Q2 |
| MTM Investment Management, LLC added | 290,407 | $12M | 0.2% | 2026-Q2 |
| &PARTNERS added | 289,127 | $12M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 288,090 | $12M | 0.2% | 2026-Q2 |
| Advocate Investing Services LLC trimmed | 282,278 | $12M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 276,967 | $11M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 265,218 | $11M | 0.2% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 263,057 | $11M | 0.2% | 2026-Q2 |
| NCM Capital Management, LLC added | 262,743 | $11M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 260,779 | $11M | 0.2% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 255,998 | $11M | 0.2% | 2026-Q2 |
| Keystone Financial Group trimmed | 254,143 | $10M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 250,394 | $10M | 0.2% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 241,682 | $10M | 0.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 240,897 | $10M | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 240,168 | $10M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 236,272 | $10M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 230,144 | $9M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 229,787 | $9M | 0.2% | 2026-Q2 |
| Carson Advisory Inc. added | 227,419 | $9M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 260,209 | $9M | 0.2% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 224,052 | $9M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 223,617 | $9M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 221,657 | $9M | 0.2% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 215,446 | $9M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 218,817 | $9M | 0.2% | 2026-Q2 |
| V2 Financial group LLC added | 215,949 | $9M | 0.2% | 2026-Q2 |
| Financial Security Advisor, Inc. added | 207,371 | $9M | 0.2% | 2026-Q2 |
| 4J Wealth Management LLC trimmed | 205,529 | $8M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 202,679 | $8M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 198,084 | $8M | 0.2% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 194,248 | $8M | 0.2% | 2026-Q2 |
| Harbor Group, Inc. added | 182,380 | $7M | 0.1% | 2026-Q2 |
| Lighthouse Financial LLC added | 177,289 | $7M | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 174,970 | $7M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 173,819 | $7M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 172,344 | $7M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 171,089 | $7M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 169,305 | $7M | 0.1% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 2,048,446 | $73M | 1.4% | 2026-Q1 stale |
| TTP Investments, Inc. trimmed | 824,289 | $32M | 0.6% | 2025-Q4 stale |
| Beaumont Financial Advisors, LLC trimmed | 525,983 | $20M | 0.4% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 521,603 | $19M | 0.4% | 2026-Q1 stale |
| Capital Analysts, LLC added | 455,037 | $16M | 0.3% | 2026-Q1 stale |
| MENORA MIVTACHIM HOLDINGS LTD. added | 390,873 | $15M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 379,262 | $13M | 0.3% | 2025-Q2 stale |
| HighTower Advisors, LLC added | 291,582 | $10M | 0.2% | 2026-Q1 stale |
| Grant/GrossMendelsohn, LLC trimmed | 248,089 | $8M | 0.2% | 2025-Q1 stale |
| CAROLINAS WEALTH CONSULTING LLC added | 441,362 | $7M | 0.1% | 2025-Q1 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.