Who owns TEQI
Which tracked institutional funds hold TEQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TEQI 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
10 tracked funds added or opened TEQI while 8 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
TEQI’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, 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 TEQI 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 44 tracked filers holding TEQI, 25 increased or opened the position and 22 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 TEQI 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 1
- QUANTUM FINANCIAL PARTNERS LLC$6M
Full exits 5
- CWM, LLC$4M
- M Holdings Securities, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$1M
- GOLDMAN SACHS GROUP INC$799K
- Janney Montgomery Scott LLC$556K
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$17M
- OSAIC HOLDINGS, INC.$2M
- BANK OF AMERICA CORP /DE/$2M
- LANDAAS & CO /WI /ADV$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- Lantz Financial LLC$1M
Largest trims
- Aprio Wealth Management, LLC$4M
- Merit Financial Group, LLC$2M
- Kestra Advisory Services, LLC$341K
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 | 3,187,979 | $161M | 62.3% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 274,025 | $14M | 5.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 253,209 | $13M | 4.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 148,726 | $7M | 2.9% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 139,320 | $7M | 2.7% | 2026-Q2 |
| Lantz Financial LLC added | 131,073 | $7M | 2.6% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 118,669 | $6M | 2.3% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 97,083 | $5M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 62,563 | $3M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,166 | $3M | 1.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 48,943 | $2M | 1.0% | 2026-Q2 |
| Associated Banc-Corp added | 43,782 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 43,437 | $2M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 33,402 | $2M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 28,274 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,003 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 20,165 | $1M | 0.4% | 2026-Q2 |
| Triangle Securities Wealth Management added | 19,863 | $1M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,287 | $821K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 13,475 | $679K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,116 | $661K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 12,591 | $634K | 0.2% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. added | 11,752 | $592K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 11,425 | $576K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 8,697 | $438K | 0.2% | 2026-Q2 |
| Mariner, LLC new | 8,170 | $412K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 6,865 | $346K | 0.1% | 2026-Q2 |
| OARSMAN CAPITAL, INC. trimmed | 6,657 | $335K | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. | 6,472 | $326K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 5,989 | $302K | 0.1% | 2026-Q2 |
| Core Wealth Advisors, Inc. | 5,346 | $269K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 4,933 | $249K | 0.1% | 2026-Q2 |
| BEACON INVESTMENT ADVISORS LLC new | 4,121 | $208K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 3,801 | $192K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 3,486 | $176K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,425 | $72K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 1,172 | $59K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 1,055 | $53K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 950 | $48K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 569 | $29K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 557 | $28K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 400 | $20K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 400 | $20K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $56 | 0.0% | 2026-Q2 |
| CWM, LLC added | 78,773 | $4M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. added | 49,860 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 32,915 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 17,740 | $799K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 12,350 | $556K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 10,141 | $457K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group new | 4,933 | $222K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Connections Group, Inc. | 3,219 | $144K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Johnson Financial Group, Inc. new | 536 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. | 448 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ashton Thomas Private Wealth, LLC new | 400 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 360 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ORG Partners LLC added | 10,172 | $459K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Empowered Funds, LLC new | 2,877 | $130K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC trimmed | 10,254 | $450K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ethos Financial Group, LLC | 5,748 | $252K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Capital Analysts, LLC new | 200 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 87 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 22,144 | $942K | 0.4% | 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.