Who owns TCHP
Which tracked institutional funds hold TCHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TCHP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 TCHP is one-sided between 2026-Q1 and 2026-Q2: 65 added or opened and 19 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
TCHP’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TCHP 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 177 tracked filers holding TCHP, 94 increased or opened the position and 79 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 TCHP 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 6
- Copper Harbor Investment Advisors, LLC$3M
- GOLDMAN SACHS GROUP INC$2M
- FIDUCIARY FINANCIAL ADVISORS$1M
- Bleakley Financial Group, LLC$855K
- D. E. Shaw & Co., Inc.$749K
- QUANTUM FINANCIAL PARTNERS LLC$651K
Full exits 11
- CWM, LLC$60M
- Trust Co of Kansas$40M
- Janney Montgomery Scott LLC$18M
- Cambridge Investment Research Advisors, Inc.$4M
- Capital Advisors, Ltd. LLC$4M
- Capital Analysts, LLC$3M
Largest adds
- Cetera Investment Advisers$35M
- PRICE T ROWE ASSOCIATES INC /MD/$32M
- Glenview Trust Co$24M
- ENVESTNET ASSET MANAGEMENT INC$17M
- JONES FINANCIAL COMPANIES LLLP$17M
- BANK OF AMERICA CORP /DE/$16M
Largest trims
- OneAscent Financial Services LLC$3M
- National Wealth Management Group, LLC$3M
- Lighthouse Wealth Management Inc.$1M
- Empire Life Investments Inc.$1M
- Kingsview Wealth Management, LLC$706K
- PRECEDENT WEALTH PARTNERS, LLC$432K
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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 4,164,087 | $209M | 13.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,254,691 | $163M | 10.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,922,582 | $146M | 9.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,306,717 | $116M | 7.5% | 2026-Q2 |
| Glenview Trust Co added | 2,291,715 | $115M | 7.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,617,520 | $81M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,580,445 | $79M | 5.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,436,652 | $69M | 4.5% | 2026-Q2 |
| Advisor OS, LLC added | 1,230,918 | $62M | 4.0% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 969,375 | $49M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 819,263 | $41M | 2.7% | 2026-Q2 |
| Armstrong, Fleming & Moore, Inc added | 580,080 | $29M | 1.9% | 2026-Q2 |
| Harbor Group, Inc. added | 553,441 | $28M | 1.8% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. trimmed | 365,559 | $18M | 1.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 341,636 | $17M | 1.1% | 2026-Q2 |
| Creative Planning added | 332,300 | $17M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 324,040 | $16M | 1.1% | 2026-Q2 |
| Souders Financial Advisors added | 321,483 | $16M | 1.0% | 2026-Q2 |
| &PARTNERS added | 293,996 | $15M | 1.0% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 289,957 | $15M | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 276,134 | $14M | 0.9% | 2026-Q2 |
| Sound Income Strategies, LLC added | 271,438 | $14M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 243,600 | $12M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 214,558 | $11M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 175,085 | $9M | 0.6% | 2026-Q2 |
| CMH Wealth Management LLC added | 157,576 | $8M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 147,175 | $7M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 134,476 | $7M | 0.4% | 2026-Q2 |
| Heritage Trust Co added | 128,332 | $6M | 0.4% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 126,336 | $6M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 113,835 | $6M | 0.4% | 2026-Q2 |
| CROBAN added | 113,403 | $6M | 0.4% | 2026-Q2 |
| John & Kathleen Schreiber Foundation | 111,349 | $6M | 0.4% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 109,955 | $6M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 106,608 | $5M | 0.3% | 2026-Q2 |
| Hopwood Financial Services, Inc. added | 104,749 | $5M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 92,634 | $5M | 0.3% | 2026-Q2 |
| Ducere Wealth Management LLC added | 92,119 | $5M | 0.3% | 2026-Q2 |
| REDW Wealth LLC added | 78,276 | $4M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 76,401 | $4M | 0.2% | 2026-Q2 |
| MATRIX ASSET ADVISORS INC/NY trimmed | 76,038 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 71,206 | $4M | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 66,257 | $3M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 66,099 | $3M | 0.2% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA | 63,633 | $3M | 0.2% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 63,188 | $3M | 0.2% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 61,365 | $3M | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 59,854 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 59,690 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 58,378 | $3M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 56,890 | $3M | 0.2% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 54,182 | $3M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 51,756 | $3M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 51,464 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 49,662 | $2M | 0.2% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 46,611 | $2M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 43,070 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 39,196 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 38,669 | $2M | 0.1% | 2026-Q2 |
| Roundview Capital LLC added | 37,020 | $2M | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC added | 35,201 | $2M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 33,702 | $2M | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. trimmed | 32,409 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 30,465 | $2M | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 27,808 | $1M | 0.1% | 2026-Q2 |
| ELLERSON GROUP INC /ADV | 27,652 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 27,385 | $1M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 25,602 | $1M | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 25,084 | $1M | 0.1% | 2026-Q2 |
| Empire Life Investments Inc. trimmed | 24,828 | $1M | 0.1% | 2026-Q2 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC added | 24,638 | $1M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 24,205 | $1M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 21,873 | $1M | 0.1% | 2026-Q2 |
| Associated Banc-Corp added | 21,822 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 21,804 | $1M | 0.1% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 21,727 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 19,453 | $974K | 0.1% | 2026-Q2 |
| Ted Buchan & Co trimmed | 19,269 | $965K | 0.1% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC trimmed | 19,200 | $962K | 0.1% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT trimmed | 18,363 | $920K | 0.1% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 17,757 | $889K | 0.1% | 2026-Q2 |
| Greenline Wealth Management LLC trimmed | 17,198 | $861K | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC new | 17,076 | $855K | 0.1% | 2026-Q2 |
| NOVEM GROUP | 17,061 | $855K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 16,035 | $803K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 15,167 | $760K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 14,961 | $749K | 0.0% | 2026-Q2 |
| MAI Capital Management trimmed | 14,438 | $723K | 0.0% | 2026-Q2 |
| WNY Asset Management, LLC | 13,648 | $684K | 0.0% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 13,309 | $667K | 0.0% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 13,000 | $651K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 12,913 | $647K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 11,716 | $587K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 11,547 | $578K | 0.0% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 11,329 | $567K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 10,987 | $550K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 10,198 | $511K | 0.0% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 10,119 | $507K | 0.0% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 10,011 | $501K | 0.0% | 2026-Q2 |
| Maple Capital Management, Inc. trimmed | 9,989 | $500K | 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.