Who owns TFLO (TFLO)
Which tracked institutional funds hold TFLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TFLO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
104 tracked funds added or opened TFLO while 96 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
TFLO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes TFLO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TFLO 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 2025-Q4 and 2026-Q1, across 416 tracked filers holding TFLO, 205 increased or opened the position and 222 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 TFLO between the 2025-Q4 and 2026-Q1 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 23
- FORM Wealth Advisors, LLC$30M
- MOULTON WEALTH MANAGEMENT, INC$23M
- Thrivent Financial for Lutherans$15M
- Worth Asset Management, LLC$9M
- Split Rock Private Trading & Wealth Management, LLC$6M
- NATIONAL BANK OF CANADA /FI/$6M
Full exits 19
- AXXCESS WEALTH MANAGEMENT, LLC$50M
- Global Retirement Partners, LLC$15M
- Elevation Capital Advisory, LLC$7M
- ORG Partners LLC$3M
- ACUTE INVESTMENT ADVISORY, LLC$3M
- SG Trading Solutions, LLC$3M
Largest adds
- BANK OF AMERICA CORP /DE/$98M
- Vertex Planning Partners, LLC$36M
- GeoWealth Management, LLC$23M
- Omnitrust Wealth Management, Inc$23M
- WELLS FARGO & COMPANY/MN$16M
- Mutual Advisors, LLC$15M
Largest trims
- Jaffetilchin Investment Partners, LLC$27M
- Wealthspire Retirement, LLC$25M
- MML INVESTORS SERVICES, LLC$19M
- COMMONWEALTH EQUITY SERVICES, LLC$15M
- ROYAL BANK OF CANADA$12M
- BIP Wealth, LLC$10M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 7,745,149 | $392M | 10.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 6,750,827 | $342M | 9.5% | 2026-Q1 |
| MORGAN STANLEY added | 3,638,870 | $184M | 5.1% | 2026-Q1 |
| UBS Group AG trimmed | 2,042,045 | $103M | 2.9% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 1,792,834 | $91M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,750,356 | $89M | 2.5% | 2026-Q1 |
| Mariner, LLC trimmed | 1,561,623 | $79M | 2.2% | 2026-Q1 |
| Financial Advisory Corp trimmed | 1,494,464 | $76M | 2.1% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 1,337,826 | $68M | 1.9% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 1,303,001 | $66M | 1.8% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,182,871 | $60M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,164,797 | $59M | 1.6% | 2026-Q1 |
| Northwest Quadrant Wealth Management, LLC added | 1,135,747 | $58M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,072,659 | $54M | 1.5% | 2026-Q1 |
| Brookstone Capital Management added | 1,065,200 | $54M | 1.5% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 1,038,819 | $53M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,035,906 | $52M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,023,783 | $52M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 997,985 | $51M | 1.4% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO trimmed | 907,031 | $46M | 1.3% | 2026-Q1 |
| Stash Investments, LLC added | 906,988 | $46M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 856,299 | $43M | 1.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 832,366 | $42M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 827,191 | $42M | 1.2% | 2026-Q1 |
| Rinkey Investments trimmed | 796,761 | $40M | 1.1% | 2026-Q1 |
| Walker Financial Services, Inc. added | 776,704 | $39M | 1.1% | 2026-Q1 |
| Facet Wealth, Inc. added | 699,741 | $35M | 1.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 658,900 | $33M | 0.9% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 636,839 | $32M | 0.9% | 2026-Q1 |
| GeoWealth Management, LLC added | 624,744 | $32M | 0.9% | 2026-Q1 |
| Omnitrust Wealth Management, Inc added | 619,183 | $31M | 0.9% | 2026-Q1 |
| FORM Wealth Advisors, LLC new | 585,477 | $30M | 0.8% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 515,848 | $26M | 0.7% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 514,649 | $26M | 0.7% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 494,090 | $25M | 0.7% | 2026-Q1 |
| J2 Capital Management Inc added | 483,683 | $24M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 464,752 | $24M | 0.7% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC added | 461,402 | $23M | 0.6% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 449,808 | $23M | 0.6% | 2026-Q1 |
| Luminist Capital LLC added | 445,105 | $23M | 0.6% | 2026-Q1 |
| ARK & TLK INVESTMENTS, LLC trimmed | 436,853 | $22M | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 431,963 | $22M | 0.6% | 2026-Q1 |
| MKT Advisors LLC added | 425,165 | $21M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 416,662 | $21M | 0.6% | 2026-Q1 |
| SUMMITRY LLC added | 412,293 | $21M | 0.6% | 2026-Q1 |
| Betterment LLC added | 406,901 | $21M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 399,043 | $20M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 383,553 | $19M | 0.5% | 2026-Q1 |
| Weaver Consulting Group trimmed | 377,801 | $19M | 0.5% | 2026-Q1 |
| St. Louis Financial Planners Asset Management, LLC trimmed | 360,431 | $18M | 0.5% | 2026-Q1 |
| Portfolio Design Labs, LLC added | 339,302 | $17M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 317,993 | $16M | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC added | 303,924 | $15M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 296,312 | $15M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 292,273 | $15M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 291,138 | $15M | 0.4% | 2026-Q1 |
| Ascent Group, LLC added | 277,035 | $14M | 0.4% | 2026-Q1 |
| Wellington Grp LLC added | 268,379 | $14M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 253,469 | $13M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 248,525 | $13M | 0.4% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 246,845 | $12M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 247,360 | $12M | 0.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 245,240 | $12M | 0.3% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 244,181 | $12M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 242,208 | $12M | 0.3% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 241,455 | $12M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 238,560 | $12M | 0.3% | 2026-Q1 |
| Optivise Advisory Services LLC added | 230,838 | $12M | 0.3% | 2026-Q1 |
| Arta Finance Wealth Management LLC trimmed | 228,780 | $12M | 0.3% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 221,679 | $11M | 0.3% | 2026-Q1 |
| Glenview Trust Co added | 213,753 | $11M | 0.3% | 2026-Q1 |
| HARTLINE INVESTMENT CORP/ added | 213,380 | $11M | 0.3% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 199,657 | $10M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 199,512 | $10M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 183,323 | $9M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 181,867 | $9M | 0.3% | 2026-Q1 |
| Worth Asset Management, LLC new | 174,572 | $9M | 0.2% | 2026-Q1 |
| Generation Capital Management LLC added | 172,371 | $9M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 170,670 | $9M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 166,683 | $8M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 166,110 | $8M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 164,760 | $8M | 0.2% | 2026-Q1 |
| LANDAAS & CO /WI /ADV trimmed | 160,320 | $8M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 159,090 | $8M | 0.2% | 2026-Q1 |
| Element Wealth, LLC trimmed | 158,119 | $8M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 156,296 | $8M | 0.2% | 2026-Q1 |
| HAMEL ASSOCIATES, INC. trimmed | 154,390 | $8M | 0.2% | 2026-Q1 |
| Markin Asset Management, LP trimmed | 152,152 | $8M | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC trimmed | 149,518 | $8M | 0.2% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 145,961 | $7M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 144,795 | $7M | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 144,678 | $7M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 144,556 | $7M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,266,700 | $115M | 3.2% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 998,661 | $50M | 1.4% | 2025-Q4 stale |
| SPC Financial, Inc. trimmed | 843,550 | $43M | 1.2% | 2025-Q3 stale |
| Grant/GrossMendelsohn, LLC added | 352,296 | $18M | 0.5% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 303,285 | $15M | 0.4% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 207,944 | $11M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 149,028 | $8M | 0.2% | 2025-Q2 stale |
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.