Who owns TMFC (TMFC)
Which tracked institutional funds hold TMFC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMFC 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 TMFC while 33 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
TMFC’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes TMFC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TMFC 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 180 tracked filers holding TMFC, 87 increased or opened the position and 80 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 TMFC 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 3
- AMERIPRISE FINANCIAL INC$1M
- CITADEL ADVISORS LLC$1M
- Independent Advisor Alliance$826K
Full exits 6
- Capital Advisory Group Advisory Services, LLC$7M
- GOLDMAN SACHS GROUP INC$4M
- Strategic Advocates LLC$2M
- SILVER OAK SECURITIES, INCORPORATED$1M
- Compound Planning, Inc.$1M
- RIA Advisory Group LLC$704K
Largest adds
- WELLS FARGO & COMPANY/MN$11M
- MORGAN STANLEY$10M
- PLANWISER FINANCIAL, LLC$5M
- Cetera Investment Advisers$4M
- RAYMOND JAMES FINANCIAL INC$3M
- Elevation Capital Advisory, LLC$2M
Largest trims
- ROYAL BANK OF CANADA$14M
- LPL Financial LLC$5M
- Private Advisor Group, LLC$3M
- Portfolio Strategies, Inc.$3M
- Cambridge Investment Research Advisors, Inc.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,327,881 | $88M | 14.2% | 2026-Q1 |
| LPL Financial LLC added | 1,284,713 | $85M | 13.8% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 969,164 | $64M | 10.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 881,877 | $58M | 9.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 668,560 | $44M | 7.2% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 415,504 | $27M | 4.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 372,162 | $25M | 4.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 351,045 | $23M | 3.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 175,402 | $12M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 173,390 | $11M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 144,179 | $10M | 1.5% | 2026-Q1 |
| GM Advisory Group, LLC added | 128,580 | $8M | 1.4% | 2026-Q1 |
| Goodman Advisory Group, LLC trimmed | 125,586 | $8M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 112,700 | $7M | 1.2% | 2026-Q1 |
| PLANWISER FINANCIAL, LLC added | 87,638 | $6M | 1.0% | 2026-Q1 |
| &PARTNERS trimmed | 89,836 | $6M | 1.0% | 2026-Q1 |
| Walker Asset Management, LLC added | 79,642 | $5M | 0.9% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 76,282 | $5M | 0.8% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 71,529 | $5M | 0.8% | 2026-Q1 |
| Visionary Wealth Advisors added | 70,702 | $5M | 0.8% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 70,205 | $5M | 0.8% | 2026-Q1 |
| Larson Financial Group LLC added | 68,506 | $5M | 0.7% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 63,343 | $4M | 0.7% | 2026-Q1 |
| Redwood Financial Network Corp added | 60,261 | $4M | 0.6% | 2026-Q1 |
| Western Wealth Management, LLC added | 58,553 | $4M | 0.6% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 58,180 | $4M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 52,272 | $3M | 0.6% | 2026-Q1 |
| Synergy Financial Group, LTD added | 51,874 | $3M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,945 | $3M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,064 | $3M | 0.5% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 31,726 | $2M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 32,156 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 31,805 | $2M | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC | 28,381 | $2M | 0.3% | 2026-Q1 |
| Dale Q Rice Investment Management Ltd trimmed | 24,022 | $2M | 0.3% | 2026-Q1 |
| Creative Planning added | 23,126 | $2M | 0.2% | 2026-Q1 |
| FMR LLC added | 22,031 | $1M | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 20,521 | $1M | 0.2% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 19,107 | $1M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 19,105 | $1M | 0.2% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC trimmed | 18,362 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 17,408 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 16,562 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 16,279 | $1M | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 16,001 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 15,565 | $1M | 0.2% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 14,777 | $975K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 14,383 | $948K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 14,357 | $947K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 14,265 | $941K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 14,149 | $933K | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 13,546 | $894K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 1,636 | $882K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,344 | $880K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 13,157 | $868K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 12,644 | $834K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 12,524 | $826K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 11,886 | $784K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,650 | $769K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,262 | $751K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 11,346 | $749K | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC added | 11,157 | $736K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 10,900 | $719K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 10,628 | $701K | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 9,596 | $633K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 9,573 | $632K | 0.1% | 2026-Q1 |
| Keystone Financial Group trimmed | 9,321 | $616K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC added | 7,473 | $578K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 7,642 | $548K | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 8,073 | $533K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 8,032 | $530K | 0.1% | 2026-Q1 |
| Richmond Investment Services, LLC trimmed | 7,816 | $516K | 0.1% | 2026-Q1 |
| Corps Capital Advisors, LLC added | 7,768 | $512K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 7,489 | $494K | 0.1% | 2026-Q1 |
| Arax Advisory Partners trimmed | 7,399 | $488K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 7,064 | $466K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC added | 6,756 | $446K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 6,643 | $438K | 0.1% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 6,571 | $434K | 0.1% | 2026-Q1 |
| KFA Private Wealth Group, LLC new | 6,512 | $430K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 6,398 | $422K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 6,345 | $419K | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 5,885 | $408K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 6,113 | $403K | 0.1% | 2026-Q1 |
| Glassman Wealth Services | 5,998 | $396K | 0.1% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC | 5,900 | $389K | 0.1% | 2026-Q1 |
| Almanack Investment Partners, LLC. | 5,772 | $381K | 0.1% | 2026-Q1 |
| Capital Advisory Group Advisory Services, LLC added | 92,150 | $7M | 1.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 89,291 | $6M | 0.9% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 50,688 | $4M | 0.6% | 2025-Q4 stale |
| FLAGSTAR ADVISORS INC new | 41,512 | $2M | 0.4% | 2025-Q1 stale |
| Strategic Advocates LLC added | 21,192 | $2M | 0.2% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 15,821 | $1M | 0.2% | 2025-Q4 stale |
| Compound Planning, Inc. trimmed | 14,297 | $1M | 0.2% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. trimmed | 13,826 | $975K | 0.2% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 14,419 | $930K | 0.2% | 2025-Q2 stale |
| RIA Advisory Group LLC trimmed | 9,814 | $704K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 8,664 | $559K | 0.1% | 2025-Q2 stale |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 6,943 | $490K | 0.1% | 2025-Q3 stale |
| CAPTRUST FINANCIAL ADVISORS added | 5,842 | $419K | 0.1% | 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.