Who owns TOUS
Which tracked institutional funds hold TOUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TOUS 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 TOUS is one-sided between 2026-Q1 and 2026-Q2: 31 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
TOUS’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, 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 TOUS 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 81 tracked filers holding TOUS, 63 increased or opened the position and 24 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 TOUS 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 2
- KICKSTAND VENTURES, LLC.$5M
- J.W. COLE ADVISORS, INC.$812K
Full exits 5
- Capital Analysts, LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- NATIXIS ADVISORS, LLC$3M
- Rubicon Advisors, GP$1M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$78M
- WELLS FARGO & COMPANY/MN$31M
- MORGAN STANLEY$28M
- LPL Financial LLC$12M
- AMERIPRISE FINANCIAL INC$11M
- JONES FINANCIAL COMPANIES LLLP$9M
Largest trims
- JANE STREET GROUP, LLC$44M
- Gateway Wealth Partners, LLC$29M
- Kestra Advisory Services, LLC$8M
- INDEPENDENT FINANCIAL GROUP, LLC$1M
- Advisor OS, LLC$585K
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 | 17,167,478 | $659M | 51.3% | 2026-Q2 |
| LPL Financial LLC added | 2,489,051 | $96M | 7.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,850,406 | $71M | 5.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,758,541 | $67M | 5.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,475,198 | $56M | 4.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 792,472 | $30M | 2.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 790,509 | $30M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 768,116 | $29M | 2.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 597,784 | $23M | 1.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 507,460 | $19M | 1.5% | 2026-Q2 |
| 4J Wealth Management LLC added | 491,077 | $19M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 489,932 | $19M | 1.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 373,298 | $14M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 313,577 | $12M | 0.9% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 295,625 | $11M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 287,155 | $11M | 0.9% | 2026-Q2 |
| SMITH, MOORE & CO. added | 234,402 | $9M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 232,438 | $9M | 0.7% | 2026-Q2 |
| Maia Wealth LLC added | 180,940 | $7M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 169,854 | $7M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,389 | $5M | 0.4% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 128,034 | $5M | 0.4% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 119,675 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 95,052 | $4M | 0.3% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 75,128 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 62,060 | $2M | 0.2% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC added | 46,423 | $2M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 45,170 | $2M | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 39,232 | $2M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 38,637 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 35,900 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 29,494 | $1M | 0.1% | 2026-Q2 |
| Francis Financial, Inc. added | 26,593 | $1M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 23,177 | $889K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 22,837 | $876K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 22,248 | $854K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 21,905 | $840K | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 21,861 | $839K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 21,172 | $812K | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 19,032 | $730K | 0.1% | 2026-Q2 |
| TPG Advisors LLC added | 18,922 | $726K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,630 | $638K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 16,221 | $622K | 0.0% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 13,797 | $529K | 0.0% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 13,058 | $501K | 0.0% | 2026-Q2 |
| Peck Wealth Management, LLC | 13,038 | $500K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 12,965 | $497K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,463 | $478K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 9,856 | $378K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC | 9,354 | $359K | 0.0% | 2026-Q2 |
| JGP Wealth Management, LLC | 8,605 | $330K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 8,575 | $329K | 0.0% | 2026-Q2 |
| Atlas Wealth LLC added | 7,902 | $303K | 0.0% | 2026-Q2 |
| &PARTNERS added | 7,788 | $299K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 7,226 | $277K | 0.0% | 2026-Q2 |
| Advisor OS, LLC trimmed | 7,221 | $277K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 7,108 | $273K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 6,219 | $239K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 5,969 | $229K | 0.0% | 2026-Q2 |
| Summit Financial, LLC new | 5,864 | $225K | 0.0% | 2026-Q2 |
| Northwest Financial Advisors new | 5,830 | $224K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 5,278 | $203K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 5,218 | $200K | 0.0% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 5,158 | $198K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 5,031 | $193K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 3,029 | $116K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,438 | $94K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,669 | $64K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,615 | $62K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 1,603 | $62K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,421 | $55K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 1,071 | $41K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 948 | $36K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 845 | $32K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 607 | $23K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 425 | $16K | 0.0% | 2026-Q2 |
| NorthAvenue LLC new | 345 | $13K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 147 | $6K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 67 | $3K | 0.0% | 2026-Q2 |
| NBZ Investment Advisors LLC | 50 | $2K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 40 | $2K | 0.0% | 2026-Q2 |
| Capital Analysts, LLC added | 123,623 | $4M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 103,292 | $4M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,816 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 74,411 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Rubicon Advisors, GP added | 34,821 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kovack Advisors, Inc. new | 9,675 | $341K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 1,760 | $61K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 1,061 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Connections Group, Inc. | 930 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 272,460 | $9M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC new | 6,544 | $226K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 2,038 | $70K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Wealth Planning Services, Inc. new | 1,282 | $44K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC added | 83,660 | $3M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Crossmark Global Holdings, Inc. added | 47,468 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Binnacle Investments Inc new | 385 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Prospera Financial Services Inc new | 102,922 | $3M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 101,508 | $3M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Tyler-Stone Wealth Management new | 11,390 | $369K | 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.