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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 3,848,366 | $362M | 63.7% | 2026-Q1 |
| Capstone Financial Advisors, Inc. trimmed | 458,202 | $43M | 7.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 371,235 | $35M | 6.1% | 2026-Q1 |
| Harbour Trust & Investment Management Co added | 151,536 | $14M | 2.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 128,452 | $12M | 2.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 108,507 | $10M | 1.8% | 2026-Q1 |
| Cornerstone National Bank & Trust Co trimmed | 103,035 | $10M | 1.7% | 2026-Q1 |
| Creative Planning new | 64,745 | $6M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 63,326 | $6M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 50,292 | $5M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 43,825 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 36,080 | $3M | 0.6% | 2026-Q1 |
| LRI Investments, LLC | 26,436 | $2M | 0.4% | 2026-Q1 |
| First PREMIER Bank | 24,733 | $2M | 0.4% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 22,521 | $2M | 0.4% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC added | 22,352 | $2M | 0.4% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 20,503 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 19,586 | $2M | 0.3% | 2026-Q1 |
| Arlington Trust Co LLC | 17,206 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 15,638 | $1M | 0.3% | 2026-Q1 |
| Trace Wealth Advisors, LLC | 13,432 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,471 | $1M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 10,374 | $975K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 8,755 | $823K | 0.1% | 2026-Q1 |
| Baer Investment Advisory LLC new | 8,717 | $819K | 0.1% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 8,717 | $819K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 8,110 | $816K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 8,334 | $783K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,252 | $776K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 8,207 | $771K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC | 8,170 | $768K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 8,094 | $761K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 7,324 | $688K | 0.1% | 2026-Q1 |
| EJMK Ventures LLC trimmed | 7,207 | $677K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 7,252 | $672K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 7,147 | $672K | 0.1% | 2026-Q1 |
| VestGen Investment Management trimmed | 6,881 | $647K | 0.1% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 6,403 | $602K | 0.1% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 6,186 | $581K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 5,776 | $543K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 5,355 | $503K | 0.1% | 2026-Q1 |
| BOKF, NA trimmed | 5,337 | $502K | 0.1% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 5,212 | $490K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC new | 4,359 | $410K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC | 4,246 | $399K | 0.1% | 2026-Q1 |
| Forum Financial Management, LP | 4,079 | $383K | 0.1% | 2026-Q1 |
| Hudson Portfolio Management LLC new | 4,067 | $382K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC added | 4,062 | $382K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 3,950 | $371K | 0.1% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC | 3,947 | $371K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 3,897 | $370K | 0.1% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,676 | $345K | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 3,483 | $327K | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC | 3,243 | $305K | 0.1% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 3,059 | $287K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,932 | $276K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 2,747 | $258K | 0.0% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 2,519 | $248K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 2,634 | $248K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 2,421 | $228K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO | 2,382 | $227K | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 2,376 | $223K | 0.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 2,316 | $218K | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 2,316 | $218K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,177 | $205K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,940 | $182K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 1,200 | $113K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 1,090 | $102K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 868 | $83K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 884 | $83K | 0.0% | 2026-Q1 |
| UBS Group AG | 765 | $72K | 0.0% | 2026-Q1 |
| CX Institutional added | 653 | $61K | 0.0% | 2026-Q1 |
| FMR LLC | 592 | $56K | 0.0% | 2026-Q1 |
| VESTOR CAPITAL, LLC trimmed | 487 | $46K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 420 | $39K | 0.0% | 2026-Q1 |
| CURIO WEALTH, LLC | 386 | $36K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 360 | $34K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 337 | $33K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 290 | $27K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 258 | $24K | 0.0% | 2026-Q1 |
| SageView Advisory Group, LLC trimmed | 67,406 | $6M | 1.1% | 2025-Q4 stale |
| Sageworth Trust Co trimmed | 41,847 | $4M | 0.7% | 2025-Q4 stale |
| Freedom Investment Management, Inc. added | 11,760 | $981K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 10,950 | $914K | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,622 | $803K | 0.1% | 2025-Q2 stale |
| COMERICA BANK | 7,351 | $682K | 0.1% | 2025-Q4 stale |
| Horizon Family Wealth, Inc. | 5,554 | $464K | 0.1% | 2025-Q2 stale |
| TFB Advisors LLC added | 4,989 | $463K | 0.1% | 2025-Q4 stale |
| Wealthstream Advisors, Inc. added | 3,617 | $321K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 3,365 | $312K | 0.1% | 2025-Q4 stale |
| Callan Capital, LLC added | 3,970 | $297K | 0.1% | 2025-Q1 stale |
| Strategic Blueprint, LLC | 3,461 | $259K | 0.0% | 2025-Q1 stale |
| Financial Harvest, LLC new | 1,162 | $243K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 2,472 | $229K | 0.0% | 2025-Q4 stale |
| Sonoma Private Wealth LLC | 2,733 | $228K | 0.0% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 2,644 | $221K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 2,044 | $190K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 1,706 | $158K | 0.0% | 2025-Q4 stale |
| Kings Path Partners LLC trimmed | 818 | $68K | 0.0% | 2025-Q2 stale |
| MARQUETTE ASSOCIATES, INC. trimmed | 375 | $35K | 0.0% | 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.
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.