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Institutional Ownership · SEC Form 13F

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.

180
Institutional holders
9,095,535
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,327,881$88M14.2%2026-Q1
LPL Financial LLC added1,284,713$85M13.8%2026-Q1
Amplius Wealth Advisors, LLC added969,164$64M10.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added881,877$58M9.4%2026-Q1
WELLS FARGO & COMPANY/MN added668,560$44M7.2%2026-Q1
Portfolio Strategies, Inc. trimmed415,504$27M4.4%2026-Q1
Private Advisor Group, LLC trimmed372,162$25M4.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed351,045$23M3.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed175,402$12M1.9%2026-Q1
ROYAL BANK OF CANADA trimmed173,390$11M1.9%2026-Q1
Cetera Investment Advisers added144,179$10M1.5%2026-Q1
GM Advisory Group, LLC added128,580$8M1.4%2026-Q1
Goodman Advisory Group, LLC trimmed125,586$8M1.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added112,700$7M1.2%2026-Q1
PLANWISER FINANCIAL, LLC added87,638$6M1.0%2026-Q1
&PARTNERS trimmed89,836$6M1.0%2026-Q1
Walker Asset Management, LLC added79,642$5M0.9%2026-Q1
IHT Wealth Management, LLC trimmed76,282$5M0.8%2026-Q1
Wealthcare Advisory Partners LLC added71,529$5M0.8%2026-Q1
Visionary Wealth Advisors added70,702$5M0.8%2026-Q1
Elevation Capital Advisory, LLC added70,205$5M0.8%2026-Q1
Larson Financial Group LLC added68,506$5M0.7%2026-Q1
WCG Wealth Advisors LLC added63,343$4M0.7%2026-Q1
Redwood Financial Network Corp added60,261$4M0.6%2026-Q1
Western Wealth Management, LLC added58,553$4M0.6%2026-Q1
Wealthfront Advisers LLC trimmed58,180$4M0.6%2026-Q1
STIFEL FINANCIAL CORP added52,272$3M0.6%2026-Q1
Synergy Financial Group, LTD added51,874$3M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added48,945$3M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed48,064$3M0.5%2026-Q1
NORTHBRIDGE FINANCIAL GROUP, LLC added31,726$2M0.4%2026-Q1
Mutual Advisors, LLC added32,156$2M0.3%2026-Q1
Prospera Financial Services Inc added31,805$2M0.3%2026-Q1
Avidian Wealth Enterprises, LLC28,381$2M0.3%2026-Q1
Dale Q Rice Investment Management Ltd trimmed24,022$2M0.3%2026-Q1
Creative Planning added23,126$2M0.2%2026-Q1
FMR LLC added22,031$1M0.2%2026-Q1
CALTON & ASSOCIATES, INC. trimmed20,521$1M0.2%2026-Q1
STEEL GROVE CAPITAL ADVISORS, LLC19,107$1M0.2%2026-Q1
Janney Montgomery Scott LLC added19,105$1M0.2%2026-Q1
Sound View Wealth Advisors Group, LLC trimmed18,362$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed17,408$1M0.2%2026-Q1
AMERIPRISE FINANCIAL INC new16,562$1M0.2%2026-Q1
GTS SECURITIES LLC added16,279$1M0.2%2026-Q1
First Heartland Consultants, Inc. added16,001$1M0.2%2026-Q1
CITADEL ADVISORS LLC added15,565$1M0.2%2026-Q1
Intrepid Financial Planning Group LLC trimmed14,777$975K0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added14,383$948K0.2%2026-Q1
AE Wealth Management LLC trimmed14,357$947K0.2%2026-Q1
LaSalle St. Investment Advisors, LLC added14,265$941K0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added14,149$933K0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added13,546$894K0.1%2026-Q1
Koshinski Asset Management, Inc. trimmed1,636$882K0.1%2026-Q1
Kestra Advisory Services, LLC added13,344$880K0.1%2026-Q1
Perigon Wealth Management, LLC trimmed13,157$868K0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added12,644$834K0.1%2026-Q1
Independent Advisor Alliance new12,524$826K0.1%2026-Q1
Cerity Partners LLC added11,886$784K0.1%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC11,650$769K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added11,262$751K0.1%2026-Q1
Concurrent Investment Advisors, LLC added11,346$749K0.1%2026-Q1
HARMONY ASSET MANAGEMENT LLC added11,157$736K0.1%2026-Q1
DAVENPORT & Co LLC trimmed10,900$719K0.1%2026-Q1
Signal Advisors Wealth, LLC trimmed10,628$701K0.1%2026-Q1
Spire Wealth Management added9,596$633K0.1%2026-Q1
J.W. COLE ADVISORS, INC. added9,573$632K0.1%2026-Q1
Keystone Financial Group trimmed9,321$616K0.1%2026-Q1
Bison Wealth, LLC added7,473$578K0.1%2026-Q1
Equitable Holdings, Inc. trimmed7,642$548K0.1%2026-Q1
Integrated Advisors Network LLC trimmed8,073$533K0.1%2026-Q1
Stratos Wealth Partners, LTD. added8,032$530K0.1%2026-Q1
Richmond Investment Services, LLC trimmed7,816$516K0.1%2026-Q1
Corps Capital Advisors, LLC added7,768$512K0.1%2026-Q1
HighTower Advisors, LLC trimmed7,489$494K0.1%2026-Q1
Arax Advisory Partners trimmed7,399$488K0.1%2026-Q1
CoreCap Advisors, LLC trimmed7,064$466K0.1%2026-Q1
Brookwood Investment Group LLC added6,756$446K0.1%2026-Q1
Mariner, LLC trimmed6,643$438K0.1%2026-Q1
TRUE Private Wealth Advisors trimmed6,571$434K0.1%2026-Q1
KFA Private Wealth Group, LLC new6,512$430K0.1%2026-Q1
Brookstone Capital Management trimmed6,398$422K0.1%2026-Q1
RFG Advisory, LLC trimmed6,345$419K0.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added5,885$408K0.1%2026-Q1
IFP Advisors, Inc added6,113$403K0.1%2026-Q1
Glassman Wealth Services5,998$396K0.1%2026-Q1
LOWE BROCKENBROUGH & CO INC5,900$389K0.1%2026-Q1
Almanack Investment Partners, LLC.5,772$381K0.1%2026-Q1
Capital Advisory Group Advisory Services, LLC added92,150$7M1.1%2025-Q4 stale
Atria Wealth Solutions, Inc. added89,291$6M0.9%2025-Q2 stale
GOLDMAN SACHS GROUP INC added50,688$4M0.6%2025-Q4 stale
FLAGSTAR ADVISORS INC new41,512$2M0.4%2025-Q1 stale
Strategic Advocates LLC added21,192$2M0.2%2025-Q4 stale
SILVER OAK SECURITIES, INCORPORATED added15,821$1M0.2%2025-Q4 stale
Compound Planning, Inc. trimmed14,297$1M0.2%2025-Q4 stale
Newbridge Financial Services Group, Inc. trimmed13,826$975K0.2%2025-Q3 stale
Envestnet Portfolio Solutions, Inc. added14,419$930K0.2%2025-Q2 stale
RIA Advisory Group LLC trimmed9,814$704K0.1%2025-Q4 stale
MARSHALL WACE, LLP added8,664$559K0.1%2025-Q2 stale
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new6,943$490K0.1%2025-Q3 stale
CAPTRUST FINANCIAL ADVISORS added5,842$419K0.1%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.

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