Who owns TCV
Which tracked institutional funds hold TCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TCV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 TCV is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 3 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
TCV’s largest tracked holder by dollar value, RITHOLTZ WEALTH MANAGEMENT, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TCV 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 29 tracked filers holding TCV, 17 increased or opened the position and 8 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 TCV 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 8
- RITHOLTZ WEALTH MANAGEMENT$48M
- Split Rock Private Trading & Wealth Management, LLC$6M
- GTS SECURITIES LLC$2M
- JANE STREET GROUP, LLC$2M
- Arax Advisory Partners$2M
- ROYAL BANK OF CANADA$2M
Full exits 2
- SANDERS MORRIS HARRIS LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$941K
Largest adds
- TOWLE & CO$1M
- Well Done, LLC$1M
Largest trims
- RAYMOND JAMES FINANCIAL INC$343K
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 |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT new | 1,904,208 | $48M | 57.4% | 2026-Q2 |
| Well Done, LLC trimmed | 284,291 | $9M | 10.8% | 2026-Q2 |
| Split Rock Private Trading & Wealth Management, LLC new | 233,143 | $6M | 7.0% | 2026-Q2 |
| TOWLE & CO added | 89,163 | $3M | 3.4% | 2026-Q2 |
| Arax Advisory Partners new | 77,075 | $2M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 54,661 | $1M | 1.7% | 2026-Q2 |
| GTS SECURITIES LLC new | 50,621 | $1M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 50,520 | $1M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 41,567 | $1M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 34,115 | $1M | 1.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 28,127 | $901K | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 29,349 | $735K | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 20,773 | $666K | 0.8% | 2026-Q2 |
| Mariner, LLC | 18,140 | $581K | 0.7% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 16,397 | $526K | 0.6% | 2026-Q2 |
| CWA Asset Management Group, LLC new | 14,150 | $453K | 0.5% | 2026-Q2 |
| Plancorp, LLC trimmed | 13,495 | $443K | 0.5% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 13,819 | $443K | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC | 11,053 | $354K | 0.4% | 2026-Q2 |
| AMG National Trust Bank | 9,162 | $294K | 0.3% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. | 7,317 | $235K | 0.3% | 2026-Q2 |
| Sankala Group LLC new | 5,002 | $226K | 0.3% | 2026-Q2 |
| Abundance Wealth Counselors new | 6,606 | $212K | 0.3% | 2026-Q2 |
| Pacific Capital Wealth Advisors, Inc. new | 6,556 | $210K | 0.2% | 2026-Q2 |
| IFG Advisors, LLC new | 6,312 | $202K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,994 | $96K | 0.1% | 2026-Q2 |
| UBS Group AG new | 1,877 | $47K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 905 | $23K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 1 | $25 | 0.0% | 2026-Q2 |
| SANDERS MORRIS HARRIS LLC new | 81,776 | $2M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 33,943 | $941K | 1.1% | 2026-Q1 stale (1 quarter 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.