Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns TLTD (TLTD)


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

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

83
Institutional holders
5,861,159
Shares held (tracked funds)

How the tape is positioned

13 tracked funds added or opened TLTD while 8 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

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

Book-share is each fund’s reported value in TLTD 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 83 tracked filers holding TLTD, 37 increased or opened the position and 36 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 TLTD 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 8

  • Creative Planning$6M
  • JANE STREET GROUP, LLC$4M
  • GOLDMAN SACHS GROUP INC$1M
  • WealthPlan Investment Management, LLC$975K
  • Baer Investment Advisory LLC$819K
  • VestGen Advisors, LLC$816K

Full exits 3

  • SageView Advisory Group, LLC$6M
  • Sageworth Trust Co$4M
  • COMERICA BANK$682K

Largest adds

  • Harbour Trust & Investment Management Co$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$735K
  • NORTHERN TRUST CORP$535K
  • BRIDGES INVESTMENT MANAGEMENT INC$518K
  • Capstone Financial Advisors, Inc.$429K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
  • ENVESTNET ASSET MANAGEMENT INC$6M
  • MML INVESTORS SERVICES, LLC$3M
  • Cornerstone National Bank & Trust Co$568K
  • Efficient Advisors, LLC$498K

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
NORTHERN TRUST CORP trimmed3,848,366$362M63.7%2026-Q1
Capstone Financial Advisors, Inc. trimmed458,202$43M7.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed371,235$35M6.1%2026-Q1
Harbour Trust & Investment Management Co added151,536$14M2.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added128,452$12M2.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed108,507$10M1.8%2026-Q1
Cornerstone National Bank & Trust Co trimmed103,035$10M1.7%2026-Q1
Creative Planning new64,745$6M1.1%2026-Q1
LPL Financial LLC trimmed63,326$6M1.0%2026-Q1
MORGAN STANLEY added50,292$5M0.8%2026-Q1
JANE STREET GROUP, LLC added43,825$4M0.7%2026-Q1
Cetera Investment Advisers trimmed36,080$3M0.6%2026-Q1
LRI Investments, LLC26,436$2M0.4%2026-Q1
First PREMIER Bank24,733$2M0.4%2026-Q1
Discipline Wealth Solutions, LLC added22,521$2M0.4%2026-Q1
BRIDGES INVESTMENT MANAGEMENT INC added22,352$2M0.4%2026-Q1
Efficient Advisors, LLC trimmed20,503$2M0.3%2026-Q1
Baird Financial Group, Inc. added19,586$2M0.3%2026-Q1
Arlington Trust Co LLC17,206$2M0.3%2026-Q1
GOLDMAN SACHS GROUP INC new15,638$1M0.3%2026-Q1
Trace Wealth Advisors, LLC13,432$1M0.2%2026-Q1
JPMORGAN CHASE & CO added13,471$1M0.2%2026-Q1
WealthPlan Investment Management, LLC new10,374$975K0.2%2026-Q1
Integrated Wealth Concepts LLC added8,755$823K0.1%2026-Q1
Baer Investment Advisory LLC new8,717$819K0.1%2026-Q1
VICTORY FINANCIAL GROUP, LLC added8,717$819K0.1%2026-Q1
VestGen Advisors, LLC new8,110$816K0.1%2026-Q1
Cyndeo Wealth Partners, LLC trimmed8,334$783K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed8,252$776K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added8,207$771K0.1%2026-Q1
Corient Private Wealth LLC8,170$768K0.1%2026-Q1
BANK OF MONTREAL /CAN/ added8,094$761K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed7,324$688K0.1%2026-Q1
EJMK Ventures LLC trimmed7,207$677K0.1%2026-Q1
Vise Technologies, Inc.7,252$672K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added7,147$672K0.1%2026-Q1
VestGen Investment Management trimmed6,881$647K0.1%2026-Q1
Herold Advisors, Inc. trimmed6,403$602K0.1%2026-Q1
PARK NATIONAL CORP /OH/ trimmed6,186$581K0.1%2026-Q1
BLAIR WILLIAM & CO/IL trimmed5,776$543K0.1%2026-Q1
OSAIC HOLDINGS, INC. added5,355$503K0.1%2026-Q1
BOKF, NA trimmed5,337$502K0.1%2026-Q1
Wealth Architects, LLC trimmed5,212$490K0.1%2026-Q1
SeaCrest Wealth Management, LLC new4,359$410K0.1%2026-Q1
Retirement Planning Group, LLC4,246$399K0.1%2026-Q1
Forum Financial Management, LP4,079$383K0.1%2026-Q1
Hudson Portfolio Management LLC new4,067$382K0.1%2026-Q1
AlphaCore Capital LLC added4,062$382K0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC added3,950$371K0.1%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC3,947$371K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new3,897$370K0.1%2026-Q1
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/3,676$345K0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added3,483$327K0.1%2026-Q1
BESSEMER GROUP INC3,243$305K0.1%2026-Q1
Greenspring Advisors, LLC trimmed3,059$287K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed2,932$276K0.0%2026-Q1
CoreCap Advisors, LLC trimmed2,747$258K0.0%2026-Q1
Chicago Partners Investment Group LLC added2,519$248K0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS2,634$248K0.0%2026-Q1
Kestra Advisory Services, LLC trimmed2,421$228K0.0%2026-Q1
WHITTIER TRUST CO2,382$227K0.0%2026-Q1
Gladstone Institutional Advisory LLC added2,376$223K0.0%2026-Q1
First Heartland Consultants, Inc. added2,316$218K0.0%2026-Q1
Atria Investments, Inc added2,316$218K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added2,177$205K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added1,940$182K0.0%2026-Q1
GeoWealth Management, LLC trimmed1,200$113K0.0%2026-Q1
Allworth Financial LP1,090$102K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed868$83K0.0%2026-Q1
ROYAL BANK OF CANADA884$83K0.0%2026-Q1
UBS Group AG765$72K0.0%2026-Q1
CX Institutional added653$61K0.0%2026-Q1
FMR LLC592$56K0.0%2026-Q1
VESTOR CAPITAL, LLC trimmed487$46K0.0%2026-Q1
HIGHLINE WEALTH PARTNERS LLC new420$39K0.0%2026-Q1
CURIO WEALTH, LLC386$36K0.0%2026-Q1
Parallel Advisors, LLC360$34K0.0%2026-Q1
Cornerstone Planning Group LLC added337$33K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added290$27K0.0%2026-Q1
PRIVATE TRUST CO NA258$24K0.0%2026-Q1
SageView Advisory Group, LLC trimmed67,406$6M1.1%2025-Q4 stale
Sageworth Trust Co trimmed41,847$4M0.7%2025-Q4 stale
Freedom Investment Management, Inc. added11,760$981K0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added10,950$914K0.2%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added9,622$803K0.1%2025-Q2 stale
COMERICA BANK7,351$682K0.1%2025-Q4 stale
Horizon Family Wealth, Inc.5,554$464K0.1%2025-Q2 stale
TFB Advisors LLC added4,989$463K0.1%2025-Q4 stale
Wealthstream Advisors, Inc. added3,617$321K0.1%2025-Q3 stale
FLOW TRADERS U.S. LLC trimmed3,365$312K0.1%2025-Q4 stale
Callan Capital, LLC added3,970$297K0.1%2025-Q1 stale
Strategic Blueprint, LLC3,461$259K0.0%2025-Q1 stale
Financial Harvest, LLC new1,162$243K0.0%2025-Q1 stale
BANK OF AMERICA CORP /DE/ trimmed2,472$229K0.0%2025-Q4 stale
Sonoma Private Wealth LLC2,733$228K0.0%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed2,644$221K0.0%2025-Q2 stale
Global Retirement Partners, LLC trimmed2,044$190K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC1,706$158K0.0%2025-Q4 stale
Kings Path Partners LLC trimmed818$68K0.0%2025-Q2 stale
MARQUETTE ASSOCIATES, INC. trimmed375$35K0.0%2025-Q4 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