Who owns TLG
Which tracked institutional funds hold TLG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TLG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
TLG’s largest tracked holder by dollar value, Sendero Wealth Management, LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TLG 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sendero Wealth Management, LLC new | 1,089,354 | $25M | 55.2% | 2026-Q1 |
| Curated Wealth Partners LLC new | 689,311 | $16M | 35.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 44,212 | $1M | 2.2% | 2026-Q1 |
| LPL Financial LLC new | 29,728 | $694K | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 19,703 | $460K | 1.0% | 2026-Q1 |
| Manchester Capital Management LLC new | 19,243 | $449K | 1.0% | 2026-Q1 |
| US BANCORP \DE\ new | 17,264 | $403K | 0.9% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC new | 15,736 | $368K | 0.8% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC new | 13,410 | $313K | 0.7% | 2026-Q1 |
| Overbrook Management Corp new | 12,052 | $281K | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP new | 11,484 | $268K | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 4,698 | $110K | 0.2% | 2026-Q1 |
| UBS Group AG new | 3,835 | $90K | 0.2% | 2026-Q1 |
| MORGAN STANLEY new | 1,312 | $31K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 409 | $10K | 0.0% | 2026-Q1 |
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.