Who owns 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-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
94 tracked funds added or opened TFLO while 120 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
TFLO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.7% 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 2026-Q1 and 2026-Q2, across 409 tracked filers holding TFLO, 186 increased or opened the position and 250 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 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 23
- AXXCESS WEALTH MANAGEMENT, LLC$59M
- Midwest Financial Partners Investments, Inc.$19M
- Global Retirement Partners, LLC$18M
- Capital Advantage, Inc.$14M
- Financial Gravity Companies, Inc.$5M
- BAILARD, INC.$5M
Full exits 22
- Cambridge Investment Research Advisors, Inc.$43M
- Omnitrust Wealth Management, Inc$31M
- HighTower Advisors, LLC$21M
- Betterment LLC$21M
- Thrivent Financial for Lutherans$15M
- Janney Montgomery Scott LLC$8M
Largest adds
- AllGen Financial Advisors, Inc.$16M
- HARTLINE INVESTMENT CORP/$16M
- RAYMOND JAMES FINANCIAL INC$15M
- BIP Wealth, LLC$11M
- MAGNOLIA CAPITAL ADVISORS LLC$11M
- Rinkey Investments$8M
Largest trims
- BANK OF AMERICA CORP /DE/$108M
- ENVESTNET ASSET MANAGEMENT INC$36M
- FORM Wealth Advisors, LLC$27M
- MORGAN STANLEY$24M
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$22M
- LPL Financial LLC$17M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 6,421,895 | $325M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,611,310 | $284M | 9.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,160,243 | $160M | 5.2% | 2026-Q2 |
| UBS Group AG added | 2,083,520 | $105M | 3.4% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 1,599,878 | $81M | 2.6% | 2026-Q2 |
| Financial Advisory Corp added | 1,590,060 | $81M | 2.6% | 2026-Q2 |
| Mariner, LLC added | 1,585,917 | $80M | 2.6% | 2026-Q2 |
| BIP Wealth, LLC added | 1,521,470 | $77M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,359,807 | $69M | 2.2% | 2026-Q2 |
| Arbor Investment Advisors, LLC trimmed | 1,326,255 | $67M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,289,440 | $65M | 2.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,216,166 | $62M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,177,131 | $60M | 1.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,171,791 | $59M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,100,724 | $56M | 1.8% | 2026-Q2 |
| Brookstone Capital Management added | 1,096,345 | $56M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,037,507 | $53M | 1.7% | 2026-Q2 |
| Stash Investments, LLC added | 1,011,545 | $51M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 994,734 | $50M | 1.6% | 2026-Q2 |
| Rinkey Investments added | 961,211 | $49M | 1.6% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO trimmed | 890,317 | $45M | 1.5% | 2026-Q2 |
| Northwest Quadrant Wealth Management, LLC trimmed | 863,892 | $44M | 1.4% | 2026-Q2 |
| Walker Financial Services, Inc. added | 851,969 | $43M | 1.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 816,775 | $41M | 1.3% | 2026-Q2 |
| Vertex Planning Partners, LLC trimmed | 763,672 | $39M | 1.3% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 686,514 | $35M | 1.1% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 659,801 | $33M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 647,251 | $33M | 1.1% | 2026-Q2 |
| HARTLINE INVESTMENT CORP/ added | 530,820 | $27M | 0.9% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 478,794 | $24M | 0.8% | 2026-Q2 |
| ASSETMARK, INC trimmed | 466,404 | $24M | 0.8% | 2026-Q2 |
| MKT Advisors LLC added | 451,670 | $23M | 0.7% | 2026-Q2 |
| Portfolio Design Labs, LLC added | 438,029 | $22M | 0.7% | 2026-Q2 |
| J2 Capital Management Inc trimmed | 434,161 | $22M | 0.7% | 2026-Q2 |
| SUMMITRY LLC added | 413,352 | $21M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 395,727 | $20M | 0.6% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 380,865 | $19M | 0.6% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 373,979 | $19M | 0.6% | 2026-Q2 |
| Cardinal Point Capital Management ULC trimmed | 373,096 | $19M | 0.6% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. new | 370,480 | $19M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 363,276 | $18M | 0.6% | 2026-Q2 |
| Ascent Group, LLC added | 359,827 | $18M | 0.6% | 2026-Q2 |
| Global Retirement Partners, LLC added | 354,341 | $18M | 0.6% | 2026-Q2 |
| Weaver Consulting Group trimmed | 340,292 | $17M | 0.6% | 2026-Q2 |
| AllGen Financial Advisors, Inc. added | 334,914 | $17M | 0.5% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC trimmed | 310,150 | $16M | 0.5% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 304,025 | $15M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 298,546 | $15M | 0.5% | 2026-Q2 |
| Luminist Capital LLC trimmed | 283,555 | $18M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 277,698 | $14M | 0.5% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC trimmed | 271,371 | $14M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 271,100 | $14M | 0.4% | 2026-Q2 |
| Capital Advantage, Inc. new | 270,246 | $14M | 0.4% | 2026-Q2 |
| Wellington Grp LLC | 268,379 | $14M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 266,461 | $13M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 262,299 | $13M | 0.4% | 2026-Q2 |
| Sugar Maple Asset Management, LLC added | 260,362 | $13M | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 257,186 | $13M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 251,628 | $13M | 0.4% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 238,994 | $12M | 0.4% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 225,528 | $11M | 0.4% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 223,131 | $11M | 0.4% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 221,166 | $11M | 0.4% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 220,857 | $11M | 0.4% | 2026-Q2 |
| Arta Finance Wealth Management LLC trimmed | 216,130 | $11M | 0.4% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC added | 215,534 | $11M | 0.4% | 2026-Q2 |
| Glenview Trust Co trimmed | 212,666 | $11M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 209,744 | $11M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 202,063 | $10M | 0.3% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 198,773 | $10M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 194,928 | $10M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 188,384 | $10M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 185,588 | $9M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 185,230 | $9M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 182,129 | $9M | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 179,613 | $9M | 0.3% | 2026-Q2 |
| Generation Capital Management LLC added | 178,490 | $9M | 0.3% | 2026-Q2 |
| Aquire Wealth Advisors, LLC added | 177,566 | $9M | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 167,898 | $9M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 146,718 | $7M | 0.2% | 2026-Q2 |
| Element Wealth, LLC trimmed | 145,806 | $7M | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 144,911 | $7M | 0.2% | 2026-Q2 |
| Split Rock Private Trading & Wealth Management, LLC added | 143,396 | $7M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 141,195 | $7M | 0.2% | 2026-Q2 |
| HAMEL ASSOCIATES, INC. trimmed | 140,840 | $7M | 0.2% | 2026-Q2 |
| Sankala Group LLC trimmed | 138,507 | $7M | 0.2% | 2026-Q2 |
| Markin Asset Management, LP trimmed | 138,285 | $7M | 0.2% | 2026-Q2 |
| Montecito Bank & Trust added | 132,863 | $7M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 132,442 | $7M | 0.2% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 131,894 | $7M | 0.2% | 2026-Q2 |
| Capital Wealth Alliance, LLC trimmed | 126,484 | $6M | 0.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 125,782 | $6M | 0.2% | 2026-Q2 |
| Lunt Capital Management, Inc. added | 125,678 | $6M | 0.2% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 124,817 | $6M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 115,846 | $6M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 112,820 | $6M | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 105,496 | $5M | 0.2% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 104,797 | $5M | 0.2% | 2026-Q2 |
| BAILARD, INC. new | 104,315 | $5M | 0.2% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 104,239 | $5M | 0.2% | 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.