Who owns TOTR
Which tracked institutional funds hold TOTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TOTR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 TOTR is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 1 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
TOTR’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TOTR 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 18 tracked filers holding TOTR, 11 increased or opened the position and 6 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 TOTR 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 1
- LPL Financial LLC$15M
Largest adds
- RAYMOND JAMES FINANCIAL INC$15M
- Landmark Wealth Management, LLC$727K
- JONES FINANCIAL COMPANIES LLLP$579K
- JPMORGAN CHASE & CO$407K
Largest trims
- CITADEL ADVISORS LLC$1M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 427,404 | $17M | 28.9% | 2026-Q2 |
| LPL Financial LLC new | 381,079 | $15M | 25.8% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 247,447 | $10M | 16.7% | 2026-Q2 |
| BankPlus Wealth Management LLC added | 110,869 | $4M | 7.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 79,217 | $3M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 71,081 | $3M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 50,143 | $2M | 3.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,885 | $636K | 1.1% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 13,429 | $538K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,797 | $433K | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,669 | $429K | 0.7% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 10,669 | $427K | 0.7% | 2026-Q2 |
| Blume Capital Management, Inc. | 9,318 | $373K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,934 | $318K | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,558 | $62K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 274 | $11K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 256 | $10K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 80 | $3K | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $40 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 29,135 | $1M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| MORGAN STANLEY | 1 | $50 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.