Who owns TMSL (TMSL)
Which tracked institutional funds hold TMSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMSL 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
The tracked-fund tape on TMSL is one-sided between 2025-Q4 and 2026-Q1: 62 added or opened and 10 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
TMSL’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, 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 TMSL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TMSL 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 150 tracked filers holding TMSL, 113 increased or opened the position and 32 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 TMSL 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 9
- EXCHANGE TRADED CONCEPTS, LLC$7M
- Valmark Advisers, Inc.$4M
- Richard P Slaughter Associates Inc$2M
- GOLDMAN SACHS GROUP INC$1M
- Beacon Financial Advisory LLC$997K
- Advisor OS, LLC$784K
Full exits 5
- Global Retirement Partners, LLC$4M
- Vantage Financial Partners, LLC$4M
- NewEdge Advisors, LLC$3M
- JANE STREET GROUP, LLC$985K
- IFG Advisory, LLC$834K
Largest adds
- RAYMOND JAMES FINANCIAL INC$55M
- PRICE T ROWE ASSOCIATES INC /MD/$47M
- AMERIPRISE FINANCIAL INC$37M
- WELLS FARGO & COMPANY/MN$34M
- ENVESTNET ASSET MANAGEMENT INC$18M
- UBS Group AG$15M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14M
- LPL Financial LLC$9M
- HighPoint Advisor Group LLC$7M
- D.A. DAVIDSON & CO.$4M
- Robertson Stephens Wealth Management, LLC$309K
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 |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,026,187 | $258M | 20.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,962,385 | $145M | 11.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,238,674 | $119M | 9.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,495,292 | $55M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,316,232 | $48M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,062,785 | $39M | 3.1% | 2026-Q1 |
| UBS Group AG added | 948,188 | $35M | 2.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 955,946 | $34M | 2.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 886,985 | $33M | 2.6% | 2026-Q1 |
| Watchman Group, Inc. trimmed | 811,272 | $30M | 2.4% | 2026-Q1 |
| Kendall Capital Management added | 741,348 | $27M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 668,278 | $25M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 646,545 | $24M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 553,628 | $20M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 523,380 | $19M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 520,974 | $19M | 1.5% | 2026-Q1 |
| Asio Capital, LLC added | 505,495 | $19M | 1.5% | 2026-Q1 |
| CMH Wealth Management LLC added | 504,442 | $18M | 1.5% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 433,931 | $16M | 1.3% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 377,464 | $14M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 363,826 | $13M | 1.1% | 2026-Q1 |
| Souders Financial Advisors added | 355,490 | $13M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 300,108 | $11M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 269,142 | $10M | 0.8% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 243,722 | $9M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 235,743 | $9M | 0.7% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 220,395 | $8M | 0.6% | 2026-Q1 |
| DAVENPORT & Co LLC added | 211,705 | $8M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 181,950 | $7M | 0.5% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 181,518 | $7M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 173,771 | $6M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 152,060 | $6M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 147,906 | $5M | 0.4% | 2026-Q1 |
| Atlas Wealth LLC added | 130,764 | $5M | 0.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 130,182 | $5M | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 128,058 | $5M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 123,190 | $5M | 0.4% | 2026-Q1 |
| Pearl Planning LLC added | 120,078 | $4M | 0.4% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 118,979 | $4M | 0.3% | 2026-Q1 |
| Essex Financial Services, Inc. added | 118,162 | $4M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 106,766 | $4M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 101,888 | $4M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. new | 102,453 | $4M | 0.3% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 98,651 | $4M | 0.3% | 2026-Q1 |
| Legacy Capital Group California, Inc. added | 87,811 | $3M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 78,990 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 76,416 | $3M | 0.2% | 2026-Q1 |
| Richard P Slaughter Associates Inc new | 62,661 | $2M | 0.2% | 2026-Q1 |
| PFG Advisors added | 55,791 | $2M | 0.2% | 2026-Q1 |
| Heritage Wealth Management, Inc. added | 53,141 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 52,758 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS added | 47,616 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 47,217 | $2M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 46,507 | $2M | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 45,091 | $2M | 0.1% | 2026-Q1 |
| DAHRING | CUSMANO LLC trimmed | 42,852 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 43,273 | $2M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 36,195 | $1M | 0.1% | 2026-Q1 |
| DKM Wealth Management, Inc. added | 34,584 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 33,455 | $1M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 33,361 | $1M | 0.1% | 2026-Q1 |
| Thayer Partners, LLC / MA added | 32,640 | $1M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 32,496 | $1M | 0.1% | 2026-Q1 |
| StrongBox Wealth, LLC added | 31,364 | $1M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 30,434 | $1M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 30,281 | $1M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 29,551 | $1M | 0.1% | 2026-Q1 |
| Omnitrust Wealth Management, Inc added | 29,522 | $1M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 29,114 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 28,676 | $1M | 0.1% | 2026-Q1 |
| OneAscent Family Office, LLC | 27,938 | $1M | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC new | 27,198 | $997K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 25,777 | $945K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,690 | $942K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC added | 24,103 | $884K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 23,144 | $849K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 22,817 | $837K | 0.1% | 2026-Q1 |
| Advisor OS, LLC trimmed | 21,378 | $784K | 0.1% | 2026-Q1 |
| CWM, LLC added | 20,405 | $748K | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 19,928 | $731K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 18,878 | $692K | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 17,823 | $691K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 18,139 | $665K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 209,030 | $6M | 0.5% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 142,613 | $5M | 0.4% | 2025-Q2 stale |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 155,569 | $5M | 0.4% | 2025-Q1 stale |
| Astor Investment Management LLC trimmed | 141,254 | $5M | 0.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 121,464 | $4M | 0.3% | 2025-Q4 stale |
| Stephens Consulting, LLC trimmed | 109,837 | $4M | 0.3% | 2025-Q2 stale |
| Vantage Financial Partners, LLC added | 97,703 | $4M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 75,518 | $3M | 0.2% | 2025-Q4 stale |
| Tyler-Stone Wealth Management trimmed | 67,259 | $2M | 0.2% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 61,281 | $2M | 0.2% | 2025-Q2 stale |
| Per Stirling Capital Management, LLC. new | 49,239 | $2M | 0.1% | 2025-Q1 stale |
| SFG Wealth Management, LLC. trimmed | 28,642 | $1M | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 27,426 | $985K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 27,091 | $953K | 0.1% | 2025-Q3 stale |
| IFG Advisory, LLC added | 23,228 | $834K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 24,426 | $745K | 0.1% | 2025-Q1 stale |
| HBW ADVISORY SERVICES LLC trimmed | 21,108 | $742K | 0.1% | 2025-Q3 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.