Who owns TCAL
Which tracked institutional funds hold TCAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TCAL 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
18 tracked funds added or opened TCAL while 10 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
TCAL’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TCAL 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 66 tracked filers holding TCAL, 47 increased or opened the position and 24 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 TCAL 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 5
- Orion Porfolio Solutions, LLC$2M
- CITADEL ADVISORS LLC$1M
- L2 Asset Management, LLC$828K
- Z3 Capital Partners, LLC$767K
- Harborfront Financial Group LLC$540K
Full exits 4
- Janney Montgomery Scott LLC$4M
- 4J Wealth Management LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Mariner, LLC$896K
Largest adds
- LPL Financial LLC$4M
- ROYAL BANK OF CANADA$2M
- PRINCIPAL SECURITIES, INC.$2M
- JONES FINANCIAL COMPANIES LLLP$1M
- SageGuard Financial Group, LLC$1M
- Concurrent Investment Advisors, LLC$1M
Largest trims
- STIFEL FINANCIAL CORP$4M
- CMC Financial Group$775K
- JANE STREET GROUP, LLC$526K
- Private Advisor Group, LLC$461K
- Carson Advisory Inc.$405K
- Integrated Wealth Concepts LLC$253K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,783,594 | $40M | 25.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 409,733 | $9M | 5.9% | 2026-Q2 |
| Waterfront Wealth Inc. added | 371,256 | $8M | 5.5% | 2026-Q2 |
| CMC Financial Group trimmed | 353,791 | $8M | 5.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 232,671 | $5M | 3.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 229,827 | $5M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 227,595 | $5M | 3.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 218,393 | $5M | 3.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 174,224 | $4M | 2.5% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 156,760 | $3M | 2.3% | 2026-Q2 |
| NCM Capital Management, LLC added | 132,083 | $3M | 1.9% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 131,529 | $3M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 130,103 | $3M | 1.9% | 2026-Q2 |
| Southland Equity Partners LLC added | 128,083 | $3M | 1.9% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 116,346 | $3M | 1.7% | 2026-Q2 |
| Carson Advisory Inc. trimmed | 111,241 | $2M | 1.6% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 105,367 | $2M | 1.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 106,967 | $2M | 1.5% | 2026-Q2 |
| MAI Capital Management added | 100,076 | $2M | 1.4% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 80,325 | $2M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 79,078 | $2M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 54,184 | $1M | 0.8% | 2026-Q2 |
| Western Wealth Management, LLC added | 52,217 | $1M | 0.8% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 47,785 | $1M | 0.7% | 2026-Q2 |
| Annis Gardner Whiting Capital Advisors, LLC added | 43,340 | $964K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 40,003 | $888K | 0.6% | 2026-Q2 |
| L2 Asset Management, LLC new | 37,012 | $828K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 35,644 | $791K | 0.5% | 2026-Q2 |
| Z3 Capital Partners, LLC new | 34,550 | $767K | 0.5% | 2026-Q2 |
| Keystone Financial Group added | 31,871 | $708K | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 24,528 | $545K | 0.4% | 2026-Q2 |
| Harborfront Financial Group LLC added | 24,342 | $540K | 0.4% | 2026-Q2 |
| Wills Financial Group LLC added | 24,053 | $534K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 23,790 | $528K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 22,588 | $501K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 20,265 | $450K | 0.3% | 2026-Q2 |
| Bluesphere Advisors LLC added | 19,917 | $442K | 0.3% | 2026-Q2 |
| Cornerstone Advisory, LLC | 18,072 | $401K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 15,000 | $333K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,984 | $310K | 0.2% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. new | 13,300 | $295K | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 13,180 | $293K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 12,403 | $275K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 11,730 | $260K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,131 | $247K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 11,104 | $247K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 10,937 | $243K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 10,100 | $224K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 10,000 | $222K | 0.1% | 2026-Q2 |
| Essex Bank new | 9,850 | $219K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 9,514 | $211K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ new | 9,156 | $203K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 8,896 | $198K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,410 | $142K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 4,630 | $103K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,470 | $99K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 3,900 | $87K | 0.1% | 2026-Q2 |
| MORGAN STANLEY new | 3,379 | $75K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,500 | $33K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC added | 836 | $19K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 740 | $16K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 600 | $13K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 549 | $12K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 52 | $1K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 42 | $939 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $22 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 200,714 | $4M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| 4J Wealth Management LLC added | 95,981 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 74,554 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 40,071 | $896K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Garden State Investment Advisory Services LLC trimmed | 13,765 | $308K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Kingsview Wealth Management, LLC new | 11,243 | $251K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC new | 11,166 | $250K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Patriot Financial Group Insurance Agency, LLC new | 9,858 | $220K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 9,792 | $219K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HB Wealth Management, LLC new | 9,220 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. added | 1,063 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 71 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC added | 6 | $134 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 8,587 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 8,474 | $202K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lowe Wealth Advisors, LLC added | 56,823 | $1M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| SK Wealth Management, LLC trimmed | 33,635 | $822K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Lighthouse Wealth Management Inc. added | 33,646 | $821K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Pinnacle Wealth Management, LLC new | 119,225 | $3M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.