Who owns THIR
Which tracked institutional funds hold THIR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THIR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 THIR while 5 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
THIR’s largest tracked holder by dollar value, Prostatis Group LLC, sizes it at 16.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in THIR 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 22 tracked filers holding THIR, 15 increased or opened the position and 12 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 THIR 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
- GOLDMAN SACHS GROUP INC$2M
Full exits 3
- CITADEL ADVISORS LLC$987K
- HB Wealth Management, LLC$586K
- BROWN ADVISORY INC$559K
Largest adds
- Reyes Financial Architecture, Inc.$8M
- Prostatis Group LLC$6M
- J HAGAN CAPITAL, INC.$2M
- Bucket List Wealth Management, LLC$2M
- Farther Finance Advisors, LLC$1M
- MBL Wealth, LLC$1M
Largest trims
- HARBOUR INVESTMENTS, INC.$8M
- RPS ADVISORY SOLUTIONS LLC$496K
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 |
|---|---|---|---|---|
| Prostatis Group LLC trimmed | 2,090,943 | $72M | 52.7% | 2026-Q2 |
| J HAGAN CAPITAL, INC. added | 461,069 | $16M | 11.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 257,030 | $9M | 6.5% | 2026-Q2 |
| Reyes Financial Architecture, Inc. added | 224,703 | $8M | 5.7% | 2026-Q2 |
| MBL Wealth, LLC added | 196,153 | $7M | 4.9% | 2026-Q2 |
| Bucket List Wealth Management, LLC added | 143,111 | $5M | 3.6% | 2026-Q2 |
| CMC Financial Group added | 141,917 | $5M | 3.6% | 2026-Q2 |
| Capital Advisor Network LLC added | 71,401 | $2M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 48,387 | $2M | 1.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 42,863 | $1M | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 41,095 | $1M | 1.0% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 28,435 | $981K | 0.7% | 2026-Q2 |
| Mariner, LLC added | 28,414 | $980K | 0.7% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 11,827 | $408K | 0.3% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 10,630 | $367K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,691 | $334K | 0.2% | 2026-Q2 |
| Impact Partnership Wealth, LLC | 8,937 | $308K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 8,141 | $281K | 0.2% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 5,938 | $205K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,175 | $41K | 0.0% | 2026-Q2 |
| Dogwood Wealth Management LLC | 465 | $16K | 0.0% | 2026-Q2 |
| FMR LLC new | 51 | $2K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 31,812 | $987K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HB Wealth Management, LLC new | 18,882 | $586K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| BROWN ADVISORY INC | 18,018 | $559K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 12,278 | $381K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 8,935 | $277K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 8,078 | $251K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 6,893 | $214K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Pacific Excel Wealth Advisors, Inc. new | 6,218 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TUCKER ASSET MANAGEMENT LLC new | 3,825 | $123K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Tower Research Capital LLC (TRC) new | 55 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Defined Financial Planning LLC new | 27,389 | $870K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 71 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC new | 11,123 | $325K | 0.2% | 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.