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-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
8 tracked funds added or opened THIR while 3 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
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 2025-Q4 and 2026-Q1, across 23 tracked filers holding THIR, 15 increased or opened the position and 11 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 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 4
- Bucket List Wealth Management, LLC$3M
- Capital Advisor Network LLC$2M
- CITADEL ADVISORS LLC$987K
- HB Wealth Management, LLC$586K
Largest adds
- HARBOUR INVESTMENTS, INC.$9M
- MBL Wealth, LLC$1M
- J HAGAN CAPITAL, INC.$919K
- Farther Finance Advisors, LLC$435K
Largest trims
- Prostatis Group LLC$11M
- Reyes Financial Architecture, Inc.$4M
- RPS ADVISORY SOLUTIONS LLC$2M
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 | 2,118,859 | $66M | 52.6% | 2026-Q1 |
| J HAGAN CAPITAL, INC. added | 443,932 | $14M | 11.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 291,086 | $9M | 7.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 237,325 | $7M | 5.9% | 2026-Q1 |
| MBL Wealth, LLC added | 184,928 | $6M | 4.6% | 2026-Q1 |
| CMC Financial Group added | 139,802 | $4M | 3.5% | 2026-Q1 |
| Bucket List Wealth Management, LLC new | 98,339 | $3M | 2.4% | 2026-Q1 |
| Capital Advisor Network LLC new | 59,235 | $2M | 1.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 38,508 | $1M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 31,812 | $987K | 0.8% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 28,572 | $886K | 0.7% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 27,825 | $863K | 0.7% | 2026-Q1 |
| Mariner, LLC added | 26,391 | $818K | 0.7% | 2026-Q1 |
| HB Wealth Management, LLC new | 18,882 | $586K | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC | 18,018 | $559K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,030 | $497K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 12,278 | $381K | 0.3% | 2026-Q1 |
| Impact Partnership Wealth, LLC trimmed | 8,937 | $277K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 8,935 | $277K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 8,078 | $251K | 0.2% | 2026-Q1 |
| UBS Group AG added | 6,893 | $214K | 0.2% | 2026-Q1 |
| Reyes Financial Architecture, Inc. trimmed | 2,657 | $82K | 0.1% | 2026-Q1 |
| Dogwood Wealth Management LLC new | 465 | $14K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 90,838 | $3M | 2.1% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 29,640 | $931K | 0.7% | 2025-Q3 stale |
| PARTNERS WEALTH MANAGEMENT, LLC new | 27,832 | $874K | 0.7% | 2025-Q3 stale |
| Defined Financial Planning LLC new | 27,389 | $870K | 0.7% | 2025-Q3 stale |
| CW Advisors, LLC new | 11,123 | $325K | 0.3% | 2025-Q2 stale |
| ZACKS INVESTMENT MANAGEMENT new | 8,398 | $271K | 0.2% | 2025-Q4 stale |
| Pacific Excel Wealth Advisors, Inc. new | 6,218 | $203K | 0.2% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 3,825 | $123K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 71 | $2K | 0.0% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) new | 55 | $2K | 0.0% | 2025-Q4 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.