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Institutional Ownership · SEC Form 13F

Who owns TILL


Which tracked institutional funds hold TILL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TILL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

13
Institutional holders
708K
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened TILL while 2 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

TILL’s largest tracked holder by dollar value, Brandywine Financial Group, sizes it at 13.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TILL 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 13 tracked filers holding TILL, 9 increased or opened the position and 5 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 TILL 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 4

  • COMMONWEALTH EQUITY SERVICES, LLC$4M
  • Ridgepath Capital Management LLC$3M
  • GUARDIAN WEALTH ADVISORS, LLC / NC$745K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$656K

Full exits 1

  • Brandywine Financial Group$16M

Largest trims

  • Brookwood Investment Group 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).

FundSharesReported value% of valueQuarter
COMMONWEALTH EQUITY SERVICES, LLC new228,896$4M13.5%2026-Q2
Brookwood Investment Group LLC trimmed169,045$3M10.0%2026-Q2
Ridgepath Capital Management LLC new144,829$3M8.5%2026-Q2
GUARDIAN WEALTH ADVISORS, LLC / NC new43,051$745K2.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added37,904$656K2.2%2026-Q2
JANE STREET GROUP, LLC added24,069$416K1.4%2026-Q2
CITADEL ADVISORS LLC trimmed19,870$344K1.2%2026-Q2
Farther Finance Advisors, LLC15,000$260K0.9%2026-Q2
Guild Investment Management, Inc.15,000$260K0.9%2026-Q2
SIMPLEX TRADING, LLC added4,430$77K0.3%2026-Q2
Geneos Wealth Management Inc. new2,975$51K0.2%2026-Q2
UBS Group AG added2,730$47K0.2%2026-Q2
OSAIC HOLDINGS, INC.50$8650.0%2026-Q2
Brandywine Financial Group new853,915$16M54.0%2026-Q1 stale
MML INVESTORS SERVICES, LLC new17,335$321K1.1%2026-Q1 stale
ENVESTNET ASSET MANAGEMENT INC new13,999$259K0.9%2026-Q1 stale
FLOW TRADERS U.S. LLC added13,146$234K0.8%2025-Q3 stale
Strategic Financial Concepts, LLC trimmed11,532$205K0.7%2025-Q3 stale
Canal Capital Management, LLC new10,000$185K0.6%2026-Q1 stale
Continuum Advisory, LLC trimmed2,350$44K0.2%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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