Who owns TLTW
Which tracked institutional funds hold TLTW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TLTW 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.
How the tape is positioned
The tracked-fund tape on TLTW is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 15 trimmed or exited — on balance accumulating.
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
TLTW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes TLTW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TLTW 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 130 tracked filers holding TLTW, 100 increased or opened the position and 41 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 TLTW 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 10
- VanWeelden Wealth Management, LLC$7M
- Sentinel Advisory Group, LLC$6M
- FIFTH THIRD BANCORP$4M
- MATHER GROUP, LLC.$3M
- TRANSCEND CAPITAL ADVISORS, LLC$2M
- Apella Capital, LLC$2M
Full exits 9
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- JANE STREET GROUP, LLC$5M
- Quadrature Capital Ltd$4M
- COMERICA BANK$3M
- Elequin Capital, LP$1M
- NerdWallet Wealth Partners, LLC$1M
Largest adds
- MORGAN STANLEY$19M
- ENVESTNET ASSET MANAGEMENT INC$10M
- PFG Advisors$8M
- BANK OF AMERICA CORP /DE/$6M
- UBS Group AG$5M
- BlackRock, Inc.$5M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5M
- PINEBRIDGE INVESTMENTS LLC$1M
- Corient Private Wealth LLC$475K
- OSAIC HOLDINGS, INC.$463K
- Federation des caisses Desjardins du Quebec$284K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,288,145 | $52M | 9.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,962,094 | $44M | 8.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,935,635 | $44M | 8.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,383,323 | $31M | 5.9% | 2026-Q1 |
| LPL Financial LLC added | 1,318,188 | $30M | 5.7% | 2026-Q1 |
| UBS Group AG added | 833,469 | $19M | 3.6% | 2026-Q1 |
| BlackRock, Inc. added | 758,897 | $17M | 3.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 739,101 | $17M | 3.2% | 2026-Q1 |
| Hamilton Wealth, LLC added | 724,400 | $16M | 3.1% | 2026-Q1 |
| Columbus Macro, LLC added | 675,779 | $15M | 2.9% | 2026-Q1 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 463,942 | $10M | 2.0% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 415,618 | $9M | 1.8% | 2026-Q1 |
| PFG Advisors added | 377,977 | $9M | 1.6% | 2026-Q1 |
| WealthShield Partners, LLC added | 375,807 | $9M | 1.6% | 2026-Q1 |
| ASSETMARK, INC added | 355,174 | $8M | 1.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 330,756 | $7M | 1.4% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 312,558 | $7M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 295,482 | $7M | 1.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 289,245 | $7M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 269,932 | $6M | 1.2% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 266,898 | $6M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 259,079 | $6M | 1.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 245,150 | $6M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 239,395 | $5M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 211,925 | $5M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 210,848 | $5M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 193,582 | $4M | 0.8% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 190,536 | $4M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 181,625 | $4M | 0.8% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 171,218 | $4M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 147,210 | $3M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 144,778 | $3M | 0.6% | 2026-Q1 |
| MATHER GROUP, LLC. new | 140,524 | $3M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 125,762 | $3M | 0.5% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC added | 118,846 | $3M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 116,141 | $3M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 112,943 | $3M | 0.5% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 103,300 | $2M | 0.4% | 2026-Q1 |
| Apella Capital, LLC new | 103,032 | $2M | 0.4% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 101,004 | $2M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 92,483 | $2M | 0.4% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 92,404 | $2M | 0.4% | 2026-Q1 |
| Triumph Capital Management added | 90,313 | $2M | 0.4% | 2026-Q1 |
| Secure Asset Management, LLC added | 87,753 | $2M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 85,809 | $2M | 0.4% | 2026-Q1 |
| Aspen Investment Management Inc added | 83,515 | $2M | 0.4% | 2026-Q1 |
| Sovran Advisors, LLC added | 83,871 | $2M | 0.4% | 2026-Q1 |
| FWG Holdings, LLC trimmed | 81,750 | $2M | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 74,133 | $2M | 0.3% | 2026-Q1 |
| Caitlin John, LLC added | 71,580 | $2M | 0.3% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 69,860 | $2M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 69,445 | $2M | 0.3% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 65,072 | $1M | 0.3% | 2026-Q1 |
| Alpine Bank Wealth Management added | 60,032 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 55,442 | $1M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 52,496 | $1M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 51,544 | $1M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 50,955 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 48,627 | $1M | 0.2% | 2026-Q1 |
| DOVER ADVISORS, LLC added | 38,486 | $871K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 36,942 | $836K | 0.2% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 34,058 | $770K | 0.1% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 34,058 | $770K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 32,292 | $730K | 0.1% | 2026-Q1 |
| NCM Capital Management, LLC added | 32,138 | $727K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 31,473 | $712K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. new | 31,292 | $708K | 0.1% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 31,250 | $707K | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 31,163 | $705K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 30,558 | $691K | 0.1% | 2026-Q1 |
| Coordinated Financial Services, Inc. added | 30,025 | $679K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 28,585 | $647K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,274 | $617K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 24,466 | $553K | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 24,240 | $548K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 24,096 | $545K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,368 | $506K | 0.1% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co trimmed | 21,948 | $496K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 21,948 | $496K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 261,531 | $6M | 1.2% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 235,116 | $5M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 233,010 | $5M | 1.0% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 177,082 | $4M | 0.8% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 129,179 | $3M | 0.6% | 2025-Q3 stale |
| COMERICA BANK added | 130,542 | $3M | 0.6% | 2025-Q4 stale |
| Pacific Point Advisors, LLC new | 22,872 | $2M | 0.4% | 2025-Q1 stale |
| CWM, LLC added | 60,001 | $1M | 0.3% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 57,323 | $1M | 0.3% | 2025-Q3 stale |
| Elequin Capital, LP new | 54,389 | $1M | 0.2% | 2025-Q4 stale |
| NerdWallet Wealth Partners, LLC trimmed | 13,116 | $1M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 48,500 | $1M | 0.2% | 2025-Q2 stale |
| CacheTech Inc. new | 49,162 | $1M | 0.2% | 2025-Q4 stale |
| Claris Financial LLC trimmed | 47,866 | $1M | 0.2% | 2025-Q4 stale |
| Fox Hill Wealth Management trimmed | 23,646 | $553K | 0.1% | 2025-Q3 stale |
| Fortis Capital Advisors, LLC trimmed | 22,966 | $537K | 0.1% | 2025-Q3 stale |
| Belpointe Asset Management LLC trimmed | 22,966 | $537K | 0.1% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 21,331 | $513K | 0.1% | 2025-Q1 stale |
| Lloyd Advisory Services, LLC. added | 22,537 | $511K | 0.1% | 2025-Q4 stale |
| QUANTIFY CHAOS ADVISORS, LLC new | 20,874 | $473K | 0.1% | 2025-Q4 stale |
| SHELTON WEALTH MANAGEMENT, LLC | 5,000 | $455K | 0.1% | 2025-Q1 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.