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Institutional Ownership · SEC Form 13F

Who owns TECL


Which tracked institutional funds hold TECL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TECL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

87
Institutional holders
833K
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on TECL is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 12 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

TECL’s largest tracked holder by dollar value, CITADEL ADVISORS 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 TECL 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 87 tracked filers holding TECL, 41 increased or opened the position and 53 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 TECL 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

  • BlackRock, Inc.$5M
  • Allworth Financial LP$5M
  • Vise Technologies, Inc.$2M
  • CPR Investments Inc.$1M
  • Belpointe Asset Management LLC$853K
  • J. M. Brown & Associates Inc.$755K

Full exits 8

  • CITADEL ADVISORS LLC$81M
  • GTS SECURITIES LLC$21M
  • Quadrature Capital Ltd$6M
  • OGBORNE CAPITAL MANAGEMENT, LLC$2M
  • HRT FINANCIAL LP$2M
  • Bannerstone Capital Management, LLC$887K

Largest adds

  • SBI Securities Co., Ltd.$19M
  • Traynor Capital Management, Inc.$11M
  • Gotham Asset Management, LLC$10M
  • PNC Financial Services Group, Inc.$9M
  • Mariner, LLC$7M
  • IMC-Chicago, LLC$5M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • OSAIC HOLDINGS, INC.$1M
  • Squarepoint Ops LLC$795K
  • Tower Research Capital LLC (TRC)$417K

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).

FundSharesReported value% of valueQuarter
SBI Securities Co., Ltd. trimmed157,773$36M11.3%2026-Q2
Traynor Capital Management, Inc. trimmed74,282$17M5.3%2026-Q2
Gotham Asset Management, LLC71,492$16M5.1%2026-Q2
PNC Financial Services Group, Inc. trimmed61,964$14M4.4%2026-Q2
Mariner, LLC trimmed55,511$13M4.0%2026-Q2
EP Wealth Advisors, LLC trimmed35,380$8M2.5%2026-Q2
IMC-Chicago, LLC added28,581$7M2.0%2026-Q2
Stratos Wealth Advisors, LLC trimmed23,229$5M1.7%2026-Q2
BlackRock, Inc. new21,606$5M1.5%2026-Q2
TRUE Private Wealth Advisors added21,077$5M1.5%2026-Q2
GOLDMAN SACHS GROUP INC trimmed19,862$5M1.4%2026-Q2
Allworth Financial LP new19,796$5M1.4%2026-Q2
XTX Topco Ltd added16,174$4M1.2%2026-Q2
Grandview Asset Management LLC15,000$3M1.1%2026-Q2
Blue Sky Capital Consultants Group, Inc. trimmed12,028$3M0.9%2026-Q2
UBS Group AG added10,722$2M0.8%2026-Q2
Focus Partners Wealth added10,663$2M0.8%2026-Q2
Squarepoint Ops LLC trimmed10,650$2M0.8%2026-Q2
LPL Financial LLC trimmed8,938$2M0.6%2026-Q2
Vise Technologies, Inc. new8,145$2M0.6%2026-Q2
Crescent Grove Advisors, LLC added7,923$2M0.6%2026-Q2
Summit Financial, LLC trimmed7,470$2M0.5%2026-Q2
Sage Capital Management, LLC added6,710$2M0.5%2026-Q2
Donalies Financial Planning, LLC6,240$1M0.4%2026-Q2
CPR Investments Inc. trimmed5,585$1M0.4%2026-Q2
Trinity Legacy Partners, LLC6,900$1M0.4%2026-Q2
Plotkin Financial Advisors, LLC5,180$1M0.4%2026-Q2
Osbon Capital Management LLC added5,174$1M0.4%2026-Q2
Modern Wealth Management, LLC added4,396$1M0.3%2026-Q2
Stonebridge Financial Group, LLC trimmed4,015$927K0.3%2026-Q2
WEST MICHIGAN ADVISORS, LLC trimmed4,000$923K0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed3,798$876K0.3%2026-Q2
Farther Finance Advisors, LLC trimmed3,763$868K0.3%2026-Q2
Belpointe Asset Management LLC added3,695$853K0.3%2026-Q2
Creative Planning trimmed3,683$850K0.3%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC trimmed3,681$849K0.3%2026-Q2
Retirement Planning Co of New England, Inc. trimmed3,518$812K0.3%2026-Q2
Millington Financial Advisors, LLC trimmed4,385$779K0.2%2026-Q2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,280$757K0.2%2026-Q2
J. M. Brown & Associates Inc. new3,271$755K0.2%2026-Q2
BURNEY CO/3,229$745K0.2%2026-Q2
Socha Financial Group, LLC trimmed2,661$614K0.2%2026-Q2
Main Street Group, LTD trimmed2,608$602K0.2%2026-Q2
Onyx Bridge Wealth Group LLC added2,506$578K0.2%2026-Q2
Kelly Financial Services LLC added2,460$568K0.2%2026-Q2
APS Management Group, Inc. added2,412$557K0.2%2026-Q2
James J. Burns & Company, LLC2,331$538K0.2%2026-Q2
Westmount Partners, LLC added2,202$508K0.2%2026-Q2
360 Financial, Inc. trimmed1,987$459K0.1%2026-Q2
NorthCoast Asset Management LLC trimmed1,782$411K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,935$410K0.1%2026-Q2
J. Safra Sarasin Holding AG new1,707$394K0.1%2026-Q2
HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed1,665$384K0.1%2026-Q2
Herold Advisors, Inc. trimmed1,575$363K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed1,488$343K0.1%2026-Q2
Koshinski Asset Management, Inc. new1,400$323K0.1%2026-Q2
RPG Investment Advisory, LLC new1,400$323K0.1%2026-Q2
JPMORGAN CHASE & CO added1,505$322K0.1%2026-Q2
Facet Wealth, Inc. new1,361$314K0.1%2026-Q2
PFG Investments, LLC trimmed1,313$303K0.1%2026-Q2
Leeward Financial Partners, LLC new1,300$300K0.1%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed1,299$300K0.1%2026-Q2
LWM ADVISORS INC new1,100$254K0.1%2026-Q2
Retirement Planning Group, LLC new1,074$248K0.1%2026-Q2
StoneX Group Inc. trimmed1,491$243K0.1%2026-Q2
Wealthspire Advisors, LLC added1,020$235K0.1%2026-Q2
Corient Private Wealth LP trimmed1,004$232K0.1%2026-Q2
Advisors Capital Management, LLC new997$230K0.1%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC trimmed980$226K0.1%2026-Q2
Dynamic Advisor Solutions LLC new965$223K0.1%2026-Q2
MORGAN STANLEY trimmed385$89K0.0%2026-Q2
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed330$76K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO301$69K0.0%2026-Q2
Larson Financial Group LLC262$61K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.250$58K0.0%2026-Q2
BLAIR WILLIAM & CO/IL new249$57K0.0%2026-Q2
BANK OF MONTREAL /CAN/111$26K0.0%2026-Q2
TOTH FINANCIAL ADVISORY CORP107$25K0.0%2026-Q2
JDM Financial Group LLC trimmed105$24K0.0%2026-Q2
SIGNATUREFD, LLC trimmed100$23K0.0%2026-Q2
WPG Advisers, LLC78$18K0.0%2026-Q2
TORONTO DOMINION BANK trimmed20$5K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed20$5K0.0%2026-Q2
ROYAL BANK OF CANADA new13$3K0.0%2026-Q2
Steward Partners Investment Advisory, LLC12$3K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed6$1K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added2$4250.0%2026-Q2
CITADEL ADVISORS LLC added934,600$81M25.1%2026-Q1 stale (1 quarter behind)
GTS SECURITIES LLC added245,977$21M6.6%2026-Q1 stale (1 quarter behind)
Quadrature Capital Ltd added64,210$6M1.7%2026-Q1 stale (1 quarter behind)
OGBORNE CAPITAL MANAGEMENT, LLC trimmed20,000$2M0.5%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added18,681$2M0.5%2026-Q1 stale (1 quarter behind)
Janney Montgomery Scott LLC40,190$5M1.5%2025-Q4 stale (2 quarters behind)
Virtu Financial LLC added28,660$3M1.0%2025-Q4 stale (2 quarters behind)
SIMPLEX TRADING, LLC added15,468$2M0.6%2025-Q4 stale (2 quarters behind)
ROVIN CAPITAL /UT/ /ADV added11,240$1M0.4%2025-Q4 stale (2 quarters behind)
WOLVERINE TRADING, LLC trimmed27,193$3M1.0%2025-Q3 stale (3 quarters behind)
X-Square Capital, LLC new20,500$2M0.6%2025-Q3 stale (3 quarters behind)
RENAISSANCE TECHNOLOGIES LLC new13,700$2M0.5%2025-Q3 stale (3 quarters behind)
Headlands Technologies LLC added10,910$1M0.4%2025-Q3 stale (3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership