Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 80 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
TMSL’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 157 tracked filers holding TMSL, 104 increased or opened the position and 62 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 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 11
- Northwest Financial Advisors$22M
- KICKSTAND VENTURES, LLC.$14M
- NewEdge Advisors, LLC$3M
- Ballast, Inc.$1M
- IFG Advisory, LLC$1M
- Global Retirement Partners, LLC$1M
Full exits 12
- Cambridge Investment Research Advisors, Inc.$13M
- CENTAURUS FINANCIAL, INC.$5M
- NATIXIS ADVISORS, LLC$4M
- HighTower Advisors, LLC$3M
- Janney Montgomery Scott LLC$2M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$280M
- LPL Financial LLC$175M
- PRICE T ROWE ASSOCIATES INC /MD/$74M
- AMERIPRISE FINANCIAL INC$64M
- JONES FINANCIAL COMPANIES LLLP$26M
- WELLS FARGO & COMPANY/MN$21M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 9,087,554 | $398M | 19.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,570,406 | $332M | 16.2% | 2026-Q2 |
| LPL Financial LLC added | 7,309,612 | $321M | 15.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,711,193 | $119M | 5.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,581,530 | $69M | 3.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,401,861 | $60M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,223,960 | $54M | 2.6% | 2026-Q2 |
| UBS Group AG added | 1,108,013 | $49M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 883,593 | $39M | 1.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 876,248 | $38M | 1.9% | 2026-Q2 |
| Watchman Group, Inc. added | 813,692 | $36M | 1.7% | 2026-Q2 |
| Kendall Capital Management added | 768,122 | $34M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 732,556 | $32M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 668,278 | $29M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 586,660 | $25M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 584,845 | $26M | 1.2% | 2026-Q2 |
| CMH Wealth Management LLC added | 522,648 | $23M | 1.1% | 2026-Q2 |
| Northwest Financial Advisors added | 494,506 | $22M | 1.1% | 2026-Q2 |
| Asio Capital, LLC trimmed | 470,430 | $21M | 1.0% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 415,489 | $18M | 0.9% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 394,292 | $17M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 356,744 | $16M | 0.8% | 2026-Q2 |
| Souders Financial Advisors trimmed | 348,557 | $15M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 342,425 | $15M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 339,328 | $15M | 0.7% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 330,139 | $14M | 0.7% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 293,426 | $13M | 0.6% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 267,640 | $12M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 235,443 | $10M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 227,799 | $10M | 0.5% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 225,342 | $10M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 179,510 | $8M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 168,117 | $7M | 0.4% | 2026-Q2 |
| Atlas Wealth LLC added | 167,294 | $7M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 163,434 | $7M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 150,813 | $7M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 134,671 | $6M | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 130,668 | $6M | 0.3% | 2026-Q2 |
| Pearl Planning LLC added | 122,457 | $5M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 121,324 | $5M | 0.3% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 120,494 | $5M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 110,083 | $5M | 0.2% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 102,086 | $4M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 98,933 | $4M | 0.2% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 97,244 | $4M | 0.2% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 84,362 | $4M | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. trimmed | 84,145 | $4M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 83,121 | $4M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 81,013 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 78,548 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 60,476 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 60,092 | $3M | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 57,938 | $3M | 0.1% | 2026-Q2 |
| PFG Advisors added | 56,412 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 50,539 | $2M | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 47,255 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 47,107 | $2M | 0.1% | 2026-Q2 |
| DAHRING | CUSMANO LLC trimmed | 41,633 | $2M | 0.1% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 37,001 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 36,515 | $2M | 0.1% | 2026-Q2 |
| StrongBox Wealth, LLC added | 35,155 | $2M | 0.1% | 2026-Q2 |
| DKM Wealth Management, Inc. added | 35,025 | $2M | 0.1% | 2026-Q2 |
| Ballast, Inc. new | 33,000 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 32,487 | $1M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 31,185 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 31,045 | $1M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 30,827 | $1M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 29,543 | $1M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 29,479 | $1M | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 29,380 | $1M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 29,026 | $1M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 28,601 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 28,267 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 25,655 | $1M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC | 24,103 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 23,939 | $1M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 22,990 | $1M | 0.0% | 2026-Q2 |
| Advisor OS, LLC added | 21,983 | $964K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 21,902 | $960K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,743 | $953K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 21,103 | $925K | 0.0% | 2026-Q2 |
| 4J Wealth Management LLC new | 19,534 | $857K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 18,585 | $815K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 18,233 | $793K | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 17,693 | $776K | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 17,559 | $770K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 17,437 | $765K | 0.0% | 2026-Q2 |
| United Advisor Group, LLC added | 17,220 | $755K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 16,935 | $634K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 16,441 | $721K | 0.0% | 2026-Q2 |
| Financial Security Advisor, Inc. trimmed | 15,956 | $700K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 15,870 | $696K | 0.0% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO new | 15,510 | $680K | 0.0% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC | 15,134 | $664K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 14,440 | $633K | 0.0% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 14,431 | $633K | 0.0% | 2026-Q2 |
| Composition Wealth, LLC | 13,701 | $601K | 0.0% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 13,555 | $594K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 12,708 | $557K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 12,011 | $527K | 0.0% | 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.