Who owns THRO
Which tracked institutional funds hold THRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THRO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
95 tracked funds added or opened THRO while 181 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
THRO’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.0pp gap the other way — the median holder sizes THRO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in THRO 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 481 tracked filers holding THRO, 147 increased or opened the position and 365 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 THRO 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 18
- Landing Point Financial Group, LLC$8M
- Global Retirement Partners, LLC$8M
- Diversify Advisory Services, LLC$7M
- Plancorp, LLC$6M
- IFG Advisory, LLC$4M
- Schwallier Wealth Management LLC$4M
Full exits 27
- PARK AVENUE SECURITIES LLC$179M
- CWM, LLC$118M
- Janney Montgomery Scott LLC$99M
- Thrivent Financial for Lutherans$37M
- Integrated Wealth Concepts LLC$22M
- Cambridge Investment Research Advisors, Inc.$22M
Largest adds
- NewEdge Advisors, LLC$81M
- Arax Advisory Partners$26M
- Vise Technologies, Inc.$21M
- SOFI WEALTH, LLC$20M
- AMERIPRISE FINANCIAL INC$12M
- Foundations Investment Advisors, LLC$10M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$391M
- BlackRock, Inc.$239M
- LPL Financial LLC$74M
- JPMORGAN CHASE & CO$54M
- Envestnet Portfolio Solutions, Inc.$39M
- Bank of New York Mellon Corp$22M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 37,167,783 | $1.6B | 25.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 17,008,019 | $733M | 11.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,208,264 | $350M | 5.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,236,600 | $226M | 3.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 4,794,919 | $207M | 3.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 3,705,278 | $160M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,088,229 | $133M | 2.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,040,944 | $131M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,830,198 | $122M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 2,630,587 | $113M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,600,912 | $112M | 1.8% | 2026-Q2 |
| SOFI WEALTH, LLC added | 2,412,030 | $104M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,367,879 | $102M | 1.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 1,781,807 | $77M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,679,335 | $72M | 1.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 1,561,075 | $67M | 1.1% | 2026-Q2 |
| Arax Advisory Partners added | 1,541,826 | $66M | 1.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 1,422,921 | $61M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,410,555 | $61M | 1.0% | 2026-Q2 |
| JB Capital LLC trimmed | 1,183,232 | $51M | 0.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 1,157,164 | $50M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 959,237 | $41M | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 851,774 | $37M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 823,625 | $36M | 0.6% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 747,703 | $32M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 720,421 | $31M | 0.5% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 665,525 | $29M | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 662,531 | $29M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 642,030 | $28M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 641,857 | $28M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 583,385 | $25M | 0.4% | 2026-Q2 |
| Ascent Group, LLC trimmed | 582,808 | $25M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 523,858 | $23M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 505,404 | $22M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 503,643 | $22M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 499,935 | $22M | 0.3% | 2026-Q2 |
| MA Private Wealth added | 492,941 | $21M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 490,920 | $21M | 0.3% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 470,283 | $20M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 469,890 | $20M | 0.3% | 2026-Q2 |
| EQ LLC added | 455,898 | $20M | 0.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 445,384 | $19M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 443,334 | $19M | 0.3% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 438,771 | $19M | 0.3% | 2026-Q2 |
| MCMORGAN & CO LLC trimmed | 426,276 | $18M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 407,476 | $18M | 0.3% | 2026-Q2 |
| West Wealth Group, LLC trimmed | 373,988 | $16M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 372,847 | $16M | 0.3% | 2026-Q2 |
| &PARTNERS added | 360,825 | $16M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 348,109 | $15M | 0.2% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 327,282 | $14M | 0.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 314,636 | $14M | 0.2% | 2026-Q2 |
| Frisch Financial Group, Inc. trimmed | 288,023 | $12M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 287,247 | $12M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 283,349 | $12M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 282,158 | $12M | 0.2% | 2026-Q2 |
| Stone House Investment Management, LLC trimmed | 280,833 | $12M | 0.2% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 266,440 | $11M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 265,591 | $11M | 0.2% | 2026-Q2 |
| Kilter Group LLC added | 262,956 | $11M | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 261,673 | $11M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 261,595 | $11M | 0.2% | 2026-Q2 |
| Embree Financial Group trimmed | 245,975 | $11M | 0.2% | 2026-Q2 |
| Shepherd Financial Partners LLC trimmed | 244,960 | $11M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 240,273 | $10M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 235,003 | $10M | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 233,562 | $10M | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 227,816 | $10M | 0.2% | 2026-Q2 |
| Kelly Financial Services LLC trimmed | 227,677 | $10M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 224,059 | $10M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 218,310 | $9M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 215,388 | $9M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 209,686 | $9M | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. trimmed | 201,376 | $9M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 198,520 | $9M | 0.1% | 2026-Q2 |
| Trek Financial, LLC trimmed | 194,558 | $8M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 228,895 | $8M | 0.1% | 2026-Q2 |
| Landing Point Financial Group, LLC new | 190,240 | $8M | 0.1% | 2026-Q2 |
| Keystone Financial Services trimmed | 178,833 | $8M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 174,949 | $8M | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 174,175 | $8M | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 169,820 | $7M | 0.1% | 2026-Q2 |
| Stonebrook Private Inc. trimmed | 168,840 | $7M | 0.1% | 2026-Q2 |
| UBS Group AG added | 166,472 | $7M | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 161,956 | $7M | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 160,264 | $7M | 0.1% | 2026-Q2 |
| SWMG, LLC trimmed | 158,534 | $7M | 0.1% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC added | 4,942,233 | $179M | 2.9% | 2026-Q1 stale |
| CWM, LLC added | 3,266,015 | $118M | 1.9% | 2026-Q1 stale |
| Janney Montgomery Scott LLC added | 2,740,311 | $99M | 1.6% | 2026-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 1,037,217 | $37M | 0.6% | 2026-Q1 stale |
| Austin Private Wealth, LLC added | 738,477 | $28M | 0.5% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC added | 620,592 | $22M | 0.4% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 604,706 | $22M | 0.4% | 2026-Q1 stale |
| High Falls Advisors, Inc added | 336,400 | $13M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 331,604 | $12M | 0.2% | 2025-Q2 stale |
| MLG Wealth Management DBA Pine Grove Financial Group new | 263,813 | $10M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 251,006 | $9M | 0.1% | 2025-Q2 stale |
| TSFG, LLC added | 219,755 | $8M | 0.1% | 2026-Q1 stale |
| SimpliFi, Inc. new | 204,195 | $8M | 0.1% | 2025-Q3 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.