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Institutional Ownership · SEC Form 13F

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.

416
Institutional holders
74,610,595
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added7,745,149$392M10.9%2026-Q1
LPL Financial LLC trimmed6,750,827$342M9.5%2026-Q1
MORGAN STANLEY added3,638,870$184M5.1%2026-Q1
UBS Group AG trimmed2,042,045$103M2.9%2026-Q1
Wealthspire Advisors, LLC added1,792,834$91M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,750,356$89M2.5%2026-Q1
Mariner, LLC trimmed1,561,623$79M2.2%2026-Q1
Financial Advisory Corp trimmed1,494,464$76M2.1%2026-Q1
Arbor Investment Advisors, LLC added1,337,826$68M1.9%2026-Q1
BIP Wealth, LLC trimmed1,303,001$66M1.8%2026-Q1
Capital Asset Advisory Services LLC added1,182,871$60M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added1,164,797$59M1.6%2026-Q1
Northwest Quadrant Wealth Management, LLC added1,135,747$58M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,072,659$54M1.5%2026-Q1
Brookstone Capital Management added1,065,200$54M1.5%2026-Q1
Vertex Planning Partners, LLC added1,038,819$53M1.5%2026-Q1
Cetera Investment Advisers trimmed1,035,906$52M1.5%2026-Q1
ROYAL BANK OF CANADA trimmed1,023,783$52M1.4%2026-Q1
OSAIC HOLDINGS, INC. added997,985$51M1.4%2026-Q1
STOCK YARDS BANK & TRUST CO trimmed907,031$46M1.3%2026-Q1
Stash Investments, LLC added906,988$46M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed856,299$43M1.2%2026-Q1
AlphaCore Capital LLC trimmed832,366$42M1.2%2026-Q1
STIFEL FINANCIAL CORP added827,191$42M1.2%2026-Q1
Rinkey Investments trimmed796,761$40M1.1%2026-Q1
Walker Financial Services, Inc. added776,704$39M1.1%2026-Q1
Facet Wealth, Inc. added699,741$35M1.0%2026-Q1
ASSETMARK, INC trimmed658,900$33M0.9%2026-Q1
Laurel Wealth Advisors LLC added636,839$32M0.9%2026-Q1
GeoWealth Management, LLC added624,744$32M0.9%2026-Q1
Omnitrust Wealth Management, Inc added619,183$31M0.9%2026-Q1
FORM Wealth Advisors, LLC new585,477$30M0.8%2026-Q1
Ifrah Financial Services, Inc. trimmed515,848$26M0.7%2026-Q1
Cardinal Point Capital Management ULC added514,649$26M0.7%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added494,090$25M0.7%2026-Q1
J2 Capital Management Inc added483,683$24M0.7%2026-Q1
OneDigital Investment Advisors LLC trimmed464,752$24M0.7%2026-Q1
MOULTON WEALTH MANAGEMENT, INC added461,402$23M0.6%2026-Q1
BEACON FINANCIAL GROUP added449,808$23M0.6%2026-Q1
Luminist Capital LLC added445,105$23M0.6%2026-Q1
ARK & TLK INVESTMENTS, LLC trimmed436,853$22M0.6%2026-Q1
Mutual Advisors, LLC added431,963$22M0.6%2026-Q1
MKT Advisors LLC added425,165$21M0.6%2026-Q1
HighTower Advisors, LLC trimmed416,662$21M0.6%2026-Q1
SUMMITRY LLC added412,293$21M0.6%2026-Q1
Betterment LLC added406,901$21M0.6%2026-Q1
Farther Finance Advisors, LLC added399,043$20M0.6%2026-Q1
Creative Planning trimmed383,553$19M0.5%2026-Q1
Weaver Consulting Group trimmed377,801$19M0.5%2026-Q1
St. Louis Financial Planners Asset Management, LLC trimmed360,431$18M0.5%2026-Q1
Portfolio Design Labs, LLC added339,302$17M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed317,993$16M0.4%2026-Q1
Castle Rock Wealth Management, LLC added303,924$15M0.4%2026-Q1
IFP Advisors, Inc added296,312$15M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed292,273$15M0.4%2026-Q1
Thrivent Financial for Lutherans added291,138$15M0.4%2026-Q1
Ascent Group, LLC added277,035$14M0.4%2026-Q1
Wellington Grp LLC added268,379$14M0.4%2026-Q1
J.W. COLE ADVISORS, INC. trimmed253,469$13M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed248,525$13M0.4%2026-Q1
Elmwood Wealth Management, Inc. added246,845$12M0.3%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added247,360$12M0.3%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed245,240$12M0.3%2026-Q1
WESCAP Management Group, Inc. added244,181$12M0.3%2026-Q1
JPMORGAN CHASE & CO added242,208$12M0.3%2026-Q1
Sugar Maple Asset Management, LLC added241,455$12M0.3%2026-Q1
Private Advisor Group, LLC trimmed238,560$12M0.3%2026-Q1
Optivise Advisory Services LLC added230,838$12M0.3%2026-Q1
Arta Finance Wealth Management LLC trimmed228,780$12M0.3%2026-Q1
Hutchens & Kramer Investment Management Group, LLC added221,679$11M0.3%2026-Q1
Glenview Trust Co added213,753$11M0.3%2026-Q1
HARTLINE INVESTMENT CORP/ added213,380$11M0.3%2026-Q1
Legacy Wealth Asset Management, LLC added199,657$10M0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed199,512$10M0.3%2026-Q1
Waverly Advisors, LLC trimmed183,323$9M0.3%2026-Q1
Equitable Holdings, Inc. trimmed181,867$9M0.3%2026-Q1
Worth Asset Management, LLC new174,572$9M0.2%2026-Q1
Generation Capital Management LLC added172,371$9M0.2%2026-Q1
Meridian Wealth Management, LLC added170,670$9M0.2%2026-Q1
SEEDS INVESTOR LLC added166,683$8M0.2%2026-Q1
Sovran Advisors, LLC added166,110$8M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added164,760$8M0.2%2026-Q1
LANDAAS & CO /WI /ADV trimmed160,320$8M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed159,090$8M0.2%2026-Q1
Element Wealth, LLC trimmed158,119$8M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed156,296$8M0.2%2026-Q1
HAMEL ASSOCIATES, INC. trimmed154,390$8M0.2%2026-Q1
Markin Asset Management, LP trimmed152,152$8M0.2%2026-Q1
Stonebridge Financial Group, LLC trimmed149,518$8M0.2%2026-Q1
ANDERSON HOAGLAND & CO added145,961$7M0.2%2026-Q1
Perigon Wealth Management, LLC added144,795$7M0.2%2026-Q1
Sankala Group LLC added144,678$7M0.2%2026-Q1
Cerity Partners LLC trimmed144,556$7M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added2,266,700$115M3.2%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed998,661$50M1.4%2025-Q4 stale
SPC Financial, Inc. trimmed843,550$43M1.2%2025-Q3 stale
Grant/GrossMendelsohn, LLC added352,296$18M0.5%2025-Q1 stale
Global Retirement Partners, LLC trimmed303,285$15M0.4%2025-Q4 stale
Orion Portfolio Solutions, LLC added207,944$11M0.3%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed149,028$8M0.2%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.

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