Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 TMFC is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 12 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
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 2026-Q1 and 2026-Q2, across 187 tracked filers holding TMFC, 92 increased or opened the position and 66 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 2026-Q1 and 2026-Q2 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
- Wealthspire Advisors, LLC$10M
- BROWN ADVISORY INC$1M
- Astoria Portfolio Advisors LLC.$681K
Full exits 6
- Cambridge Investment Research Advisors, Inc.$23M
- GM Advisory Group, LLC$8M
- Janney Montgomery Scott LLC$1M
- THOROUGHBRED FINANCIAL SERVICES, LLC$948K
- Independent Advisor Alliance$826K
- Cerity Partners LLC$784K
Largest adds
- MORGAN STANLEY$22M
- LPL Financial LLC$16M
- RAYMOND JAMES FINANCIAL INC$9M
- Amplius Wealth Advisors, LLC$7M
- WELLS FARGO & COMPANY/MN$7M
- OSAIC HOLDINGS, INC.$5M
Largest trims
- Portfolio Strategies, Inc.$27M
- TWO SIGMA INVESTMENTS, LP$6M
- PLANWISER FINANCIAL, LLC$3M
- Elevation Capital Advisory, LLC$2M
- CALTON & ASSOCIATES, INC.$724K
- COLDSTREAM CAPITAL MANAGEMENT INC$430K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,433,752 | $109M | 17.2% | 2026-Q2 |
| LPL Financial LLC added | 1,316,427 | $100M | 15.8% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 936,549 | $71M | 11.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 887,774 | $68M | 10.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 670,717 | $51M | 8.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 378,325 | $29M | 4.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 213,504 | $16M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 172,512 | $13M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 163,846 | $12M | 2.0% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 130,669 | $10M | 1.6% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 128,580 | $10M | 1.5% | 2026-Q2 |
| &PARTNERS added | 101,169 | $8M | 1.2% | 2026-Q2 |
| Walker Asset Management, LLC added | 80,745 | $6M | 1.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 79,942 | $6M | 1.0% | 2026-Q2 |
| Visionary Wealth Advisors added | 75,129 | $6M | 0.9% | 2026-Q2 |
| Larson Financial Group LLC added | 70,506 | $5M | 0.8% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 69,812 | $5M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 68,714 | $5M | 0.8% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 67,232 | $5M | 0.8% | 2026-Q2 |
| Western Wealth Management, LLC added | 60,673 | $5M | 0.7% | 2026-Q2 |
| Redwood Financial Network Corp added | 60,356 | $5M | 0.7% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 55,819 | $4M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 51,969 | $4M | 0.6% | 2026-Q2 |
| Synergy Financial Group, LTD added | 51,883 | $4M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 47,144 | $4M | 0.6% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC trimmed | 40,670 | $3M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 38,862 | $3M | 0.5% | 2026-Q2 |
| FMR LLC added | 36,496 | $3M | 0.4% | 2026-Q2 |
| Elevation Capital Advisory, LLC trimmed | 35,498 | $3M | 0.4% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 34,942 | $3M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc added | 32,762 | $2M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 28,381 | $2M | 0.3% | 2026-Q2 |
| Creative Planning added | 27,957 | $2M | 0.3% | 2026-Q2 |
| Dale Q Rice Investment Management Ltd trimmed | 23,788 | $2M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 23,517 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 21,432 | $2M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 20,800 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 20,730 | $2M | 0.2% | 2026-Q2 |
| Arbor Wealth Management LLC\AZ trimmed | 20,644 | $2M | 0.2% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 19,107 | $1M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 17,997 | $1M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC new | 17,005 | $1M | 0.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 16,744 | $1M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 16,648 | $1M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 16,536 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 16,309 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,981 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 15,220 | $1M | 0.2% | 2026-Q2 |
| Intrepid Financial Planning Group LLC added | 15,011 | $1M | 0.2% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 14,302 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,850 | $1M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 13,212 | $1M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 12,698 | $967K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 12,671 | $965K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 11,881 | $905K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 11,813 | $900K | 0.1% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 11,393 | $868K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 10,763 | $820K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,412 | $810K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 10,312 | $785K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 9,610 | $732K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 9,500 | $724K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 9,148 | $696K | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 9,110 | $694K | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. new | 8,938 | $681K | 0.1% | 2026-Q2 |
| Dala Group, LLC trimmed | 8,588 | $654K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 8,410 | $641K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 8,275 | $630K | 0.1% | 2026-Q2 |
| Corps Capital Advisors, LLC added | 8,105 | $617K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 7,886 | $601K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 7,765 | $591K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC added | 7,526 | $573K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 7,373 | $570K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 7,284 | $555K | 0.1% | 2026-Q2 |
| Portfolio Strategies, Inc. trimmed | 7,162 | $545K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 7,090 | $540K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 6,940 | $529K | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC added | 6,891 | $525K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 6,702 | $510K | 0.1% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 6,615 | $504K | 0.1% | 2026-Q2 |
| GK Wealth Management LLC added | 6,344 | $483K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 6,160 | $469K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 6,160 | $469K | 0.1% | 2026-Q2 |
| UBS Group AG added | 6,141 | $468K | 0.1% | 2026-Q2 |
| Glassman Wealth Services | 5,998 | $457K | 0.1% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC | 5,900 | $449K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 5,800 | $412K | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 5,784 | $441K | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 5,727 | $436K | 0.1% | 2026-Q2 |
| Carrera Capital Advisors | 5,600 | $426K | 0.1% | 2026-Q2 |
| Sherman Wealth Management LLC | 5,511 | $420K | 0.1% | 2026-Q2 |
| Cornell Pochily Investment Advisors, Inc. trimmed | 5,418 | $413K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 5,220 | $398K | 0.1% | 2026-Q2 |
| Abundance Wealth Counselors new | 5,084 | $387K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 4,876 | $371K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,819 | $367K | 0.1% | 2026-Q2 |
| HEADINVEST, LLC added | 4,795 | $365K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 4,788 | $365K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 4,456 | $339K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 1,439 | $806K | 0.1% | 2026-Q2 |
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.