Who owns TFPN
Which tracked institutional funds hold TFPN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TFPN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on TFPN is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 1 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
TFPN’s largest tracked holder by dollar value, Blueprint Investment Partners LLC, sizes it at 9.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TFPN 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 17 tracked filers holding TFPN, 10 increased or opened the position and 4 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 TFPN 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 1
- Cetera Investment Advisers$644K
Full exits 1
- JANE STREET GROUP, LLC$894K
Largest adds
- Blueprint Investment Partners LLC$9M
- Blueprint Financial Advisors LLC$8M
- Brightwater Advisory LLC$616K
- Spartan Planning & Wealth Management$564K
- STAPP WEALTH MANAGEMENT, PLLC$527K
- Ausdal Financial Partners, Inc.$388K
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 |
|---|---|---|---|---|
| Blueprint Investment Partners LLC added | 3,439,041 | $96M | 45.4% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 3,018,173 | $84M | 39.9% | 2026-Q1 |
| STAPP WEALTH MANAGEMENT, PLLC added | 234,195 | $7M | 3.1% | 2026-Q1 |
| Brightwater Advisory LLC added | 211,091 | $6M | 2.8% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 206,620 | $6M | 2.7% | 2026-Q1 |
| Spartan Planning & Wealth Management added | 185,637 | $5M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers new | 23,155 | $644K | 0.3% | 2026-Q1 |
| Bellecapital International Ltd. added | 16,584 | $461K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 12,602 | $350K | 0.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 9,235 | $257K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 8,045 | $224K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC added | 2,527 | $70K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 1,674 | $47K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,390 | $39K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 239 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC | 234 | $7K | 0.0% | 2026-Q1 |
| Solstein Capital, LLC | 24 | $667 | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 97,223 | $2M | 1.0% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 34,808 | $894K | 0.4% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 21,709 | $488K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 17,848 | $401K | 0.2% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,571 | $350K | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 15,129 | $340K | 0.2% | 2025-Q1 stale |
| AE Wealth Management LLC added | 14,495 | $326K | 0.2% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 11,784 | $265K | 0.1% | 2025-Q1 stale |
| Maridea Wealth Management LLC trimmed | 9,159 | $210K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 1,010 | $23K | 0.0% | 2025-Q1 stale |
| EverSource Wealth Advisors, LLC new | 335 | $8K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) new | 78 | $2K | 0.0% | 2025-Q2 stale |
| ORG Partners LLC trimmed | 79 | $2K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 1 | $25 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.