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Institutional Ownership · SEC Form 13F

Who owns TMF (TMF)


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

46
Institutional holders
3,729,021
Shares held (tracked funds)

How the tape is positioned

13 tracked funds added or opened TMF while 14 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

TMF’s largest tracked holder by dollar value, Maple Rock Capital Partners Inc., sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TMF 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 46 tracked filers holding TMF, 24 increased or opened the position and 31 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 TMF 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 5

  • HRT FINANCIAL LP$15M
  • Walleye Trading LLC$4M
  • Optiver Holding B.V.$4M
  • RAFFLES ASSOCIATES LP$2M
  • Encompass More Asset Management$550K

Full exits 6

  • Quadrature Capital Ltd$7M
  • Marex Group plc$5M
  • IMC-Chicago, LLC$1M
  • FLOW TRADERS U.S. LLC$1M
  • BLUEFIN CAPITAL MANAGEMENT, LLC$511K
  • SUMMIT SECURITIES GROUP LLC$504K

Largest adds

  • BANK OF MONTREAL /CAN/$16M
  • CITADEL ADVISORS LLC$12M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • SIMPLEX TRADING, LLC$2M
  • ROYAL BANK OF CANADA$512K
  • PPSC Investment Service Corp$479K

Largest trims

  • GROUP ONE TRADING LLC$4M
  • UBS Group AG$4M
  • SBI Securities Co., Ltd.$3M
  • JPMORGAN CHASE & CO$2M
  • CITIGROUP INC$2M
  • PING CAPITAL MANAGEMENT, INC.$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
SBI Securities Co., Ltd. trimmed510,223$18M7.3%2026-Q1
BANK OF MONTREAL /CAN/ added480,050$17M6.8%2026-Q1
CITADEL ADVISORS LLC added471,166$17M6.7%2026-Q1
HRT FINANCIAL LP added424,509$15M6.0%2026-Q1
PPSC Investment Service Corp added292,079$11M4.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added219,969$8M3.1%2026-Q1
SIMPLEX TRADING, LLC added173,012$6M2.5%2026-Q1
JPMORGAN CHASE & CO trimmed136,652$5M1.9%2026-Q1
UBS Group AG trimmed132,734$5M1.9%2026-Q1
Walleye Trading LLC added118,800$4M1.7%2026-Q1
SG Americas Securities, LLC trimmed112,994$4M1.6%2026-Q1
Optiver Holding B.V. added105,461$4M1.5%2026-Q1
GROUP ONE TRADING LLC trimmed104,392$4M1.5%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT trimmed66,968$2M1.0%2026-Q1
Capital Investment Counsel, Inc added53,200$2M0.8%2026-Q1
RAFFLES ASSOCIATES LP new50,000$2M0.7%2026-Q1
CITIGROUP INC trimmed47,730$2M0.7%2026-Q1
ROYAL BANK OF CANADA added42,029$2M0.6%2026-Q1
XTX Topco Ltd added28,374$1M0.4%2026-Q1
PING CAPITAL MANAGEMENT, INC. trimmed28,000$1M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed22,695$818K0.3%2026-Q1
Encompass More Asset Management new15,240$550K0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC new12,792$461K0.2%2026-Q1
Vontobel Holding Ltd. trimmed10,532$380K0.1%2026-Q1
Steele Capital Management, Inc.10,327$372K0.1%2026-Q1
PMV Capital Advisers, LLC added10,153$366K0.1%2026-Q1
Farther Finance Advisors, LLC added8,239$296K0.1%2026-Q1
Cerity Partners LLC new8,010$289K0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC8,000$288K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed6,589$238K0.1%2026-Q1
LifeGuide Financial Advisors, LLC trimmed6,315$228K0.1%2026-Q1
Simplicity Wealth,LLC trimmed6,029$217K0.1%2026-Q1
JTC Employer Solutions Trustee Ltd1,500$54K0.0%2026-Q1
MORGAN STANLEY trimmed1,099$40K0.0%2026-Q1
Cassaday & Co Wealth Management LLC new702$25K0.0%2026-Q1
IMG Wealth Management, Inc.613$22K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added485$17K0.0%2026-Q1
OSAIC HOLDINGS, INC. added302$11K0.0%2026-Q1
PayPay Securities Corp trimmed259$9K0.0%2026-Q1
Tower Research Capital LLC (TRC) added195$7K0.0%2026-Q1
Federation des caisses Desjardins du Quebec195$7K0.0%2026-Q1
TD Waterhouse Canada Inc. new150$5K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.100$4K0.0%2026-Q1
Parallel Advisors, LLC91$3K0.0%2026-Q1
AMERIFLEX GROUP, INC. new54$2K0.0%2026-Q1
Maple Rock Capital Partners Inc. new945,000$42M16.4%2025-Q1 stale
Jump Financial, LLC added482,070$19M7.5%2025-Q2 stale
Quadrature Capital Ltd trimmed187,401$7M2.8%2025-Q4 stale
GTS SECURITIES LLC trimmed146,502$6M2.3%2025-Q2 stale
Marex Group plc added131,475$5M1.9%2025-Q4 stale
BARCLAYS PLC added82,236$5M1.9%2025-Q3 stale
IHT Wealth Management, LLC added95,400$4M1.5%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC new94,540$4M1.5%2025-Q2 stale
NORTHERN TRUST CORP new80,000$3M1.2%2025-Q2 stale
MARSHALL WACE, LLP new71,000$3M1.1%2025-Q2 stale
Lighthouse Investment Partners, LLC new60,000$3M1.0%2025-Q1 stale
Virtu Financial LLC trimmed63,534$3M1.0%2025-Q3 stale
WOLVERINE TRADING, LLC added55,600$2M0.9%2025-Q3 stale
IMC-Chicago, LLC trimmed38,528$1M0.6%2025-Q4 stale
CANTOR FITZGERALD, L. P. trimmed32,195$1M0.5%2025-Q3 stale
FLOW TRADERS U.S. LLC added33,720$1M0.5%2025-Q4 stale
SIH Partners, LLLP new25,000$1M0.4%2025-Q3 stale
J. Safra Sarasin Holding AG new24,017$965K0.4%2025-Q3 stale
SURIENCE PRIVATE WEALTH LLC new22,102$888K0.4%2025-Q3 stale
Belvedere Trading LLC added22,232$872K0.3%2025-Q2 stale
Inscription Capital, LLC added14,050$766K0.3%2025-Q1 stale
Scientech Research LLC new18,135$712K0.3%2025-Q2 stale
Mariner, LLC added16,141$649K0.3%2025-Q3 stale
INTEGRITY ALLIANCE, LLC. trimmed15,000$589K0.2%2025-Q2 stale
BLUEFIN CAPITAL MANAGEMENT, LLC new13,700$511K0.2%2025-Q4 stale
SUMMIT SECURITIES GROUP LLC new13,500$504K0.2%2025-Q4 stale
Ground Swell Capital, LLC new10,431$419K0.2%2025-Q3 stale
Innova Wealth Partners trimmed7,852$346K0.1%2025-Q1 stale
RHS Financial, LLC new7,914$311K0.1%2025-Q2 stale
PRELUDE CAPITAL MANAGEMENT, LLC new7,430$292K0.1%2025-Q2 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,037$283K0.1%2025-Q3 stale
X-Square Capital, LLC trimmed7,000$281K0.1%2025-Q3 stale
FNY Investment Advisers, LLC new7,400$276K0.1%2025-Q4 stale
TWO SIGMA SECURITIES, LLC added6,008$264K0.1%2025-Q1 stale
Bank of New York Mellon Corp trimmed6,002$241K0.1%2025-Q3 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed5,021$221K0.1%2025-Q1 stale
Arkadios Wealth Advisors5,200$209K0.1%2025-Q3 stale
Morse Asset Management, Inc4,000$149K0.1%2025-Q4 stale
Pilgrim Partners Asia Pte Ltd new3,600$145K0.1%2025-Q3 stale
Hillsdale Investment Management Inc. trimmed2,988$117K0.0%2025-Q2 stale
SSA SWISS ADVISORS AG2,930$110K0.0%2025-Q4 stale
TUCKER ASSET MANAGEMENT LLC trimmed2,116$79K0.0%2025-Q4 stale
EverSource Wealth Advisors, LLC1,000$39K0.0%2025-Q2 stale
CIBC Private Wealth Group LLC added722$27K0.0%2025-Q4 stale
Sequoia Financial Advisors, LLC new481$18K0.0%2025-Q4 stale
AE Wealth Management LLC418$17K0.0%2025-Q3 stale
NewEdge Advisors, LLC388$14K0.0%2025-Q4 stale
SouthState Corp new94$4K0.0%2025-Q1 stale
Qube Research & Technologies Ltd trimmed92$4K0.0%2025-Q1 stale
BNP PARIBAS FINANCIAL MARKETS trimmed100$4K0.0%2025-Q4 stale
Frazier Financial Advisors, LLC new100$4K0.0%2025-Q4 stale
IFP Advisors, Inc trimmed50$2K0.0%2025-Q2 stale
Kings Path Partners LLC trimmed35$1K0.0%2025-Q2 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new20$7460.0%2025-Q4 stale
Blue Trust, Inc.13$5100.0%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