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Institutional Ownership · SEC Form 13F

Who owns TOUS (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

75
Institutional holders
32,230,637
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on TOUS is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 8 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 2025-Q4 and 2026-Q1, across 75 tracked filers holding TOUS, 55 increased or opened the position and 16 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 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 1

  • Gateway Wealth Partners, LLC$29M

Full exits 1

  • FLOW TRADERS U.S. LLC$9M

Largest adds

  • JANE STREET GROUP, LLC$69M
  • MORGAN STANLEY$40M
  • WELLS FARGO & COMPANY/MN$14M
  • LPL Financial LLC$9M
  • JONES FINANCIAL COMPANIES LLLP$9M
  • RAYMOND JAMES FINANCIAL INC$8M

Largest trims

  • PRICE T ROWE ASSOCIATES INC /MD/$9M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
  • Kingsview Wealth Management, LLC$4M
  • Orion Porfolio Solutions, LLC$1M
  • Signature Equity Partners, LLC$845K
  • Steward Partners Investment Advisory, LLC$469K

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).

FundSharesReported value% of valueQuarter
PRICE T ROWE ASSOCIATES INC /MD/ trimmed16,788,652$580M50.2%2026-Q1
LPL Financial LLC added2,429,734$84M7.3%2026-Q1
JANE STREET GROUP, LLC added2,160,823$75M6.5%2026-Q1
AMERIPRISE FINANCIAL INC added1,327,159$46M4.0%2026-Q1
MORGAN STANLEY added1,236,080$43M3.7%2026-Q1
WELLS FARGO & COMPANY/MN added1,041,663$36M3.1%2026-Q1
Gateway Wealth Partners, LLC new834,698$29M2.5%2026-Q1
Cetera Investment Advisers added685,396$24M2.0%2026-Q1
Orion Porfolio Solutions, LLC trimmed615,419$21M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added628,706$21M1.8%2026-Q1
4J Wealth Management LLC trimmed487,589$17M1.5%2026-Q1
Kingsview Wealth Management, LLC trimmed471,658$16M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added445,038$15M1.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed288,427$10M0.9%2026-Q1
Kestra Advisory Services, LLC added258,976$9M0.8%2026-Q1
SMITH, MOORE & CO. added217,229$8M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added204,526$7M0.6%2026-Q1
WEALTH ALLIANCE, LLC added192,603$7M0.6%2026-Q1
JPMORGAN CHASE & CO added173,161$6M0.5%2026-Q1
Maia Wealth LLC added166,783$6M0.5%2026-Q1
Integrated Wealth Concepts LLC added159,232$5M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added124,712$4M0.4%2026-Q1
Capital Analysts, LLC added123,623$4M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added103,292$4M0.3%2026-Q1
OSAIC HOLDINGS, INC. added97,881$3M0.3%2026-Q1
PCG Wealth Advisors, LLC added84,211$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added78,163$3M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added74,816$3M0.2%2026-Q1
NATIXIS ADVISORS, LLC added74,411$3M0.2%2026-Q1
Equitable Holdings, Inc. added63,391$2M0.2%2026-Q1
CITADEL ADVISORS LLC added56,970$2M0.2%2026-Q1
United Advisor Group, LLC added42,099$1M0.1%2026-Q1
Walkner Condon Financial Advisors LLC added38,207$1M0.1%2026-Q1
Cordgrass Capital Advisors, LLC added37,667$1M0.1%2026-Q1
Rubicon Advisors, GP added34,821$1M0.1%2026-Q1
New England Capital Financial Advisors LLC added33,157$1M0.1%2026-Q1
Golden State Wealth Management, LLC added26,142$903K0.1%2026-Q1
Advisor OS, LLC added24,945$862K0.1%2026-Q1
Koshinski Asset Management, Inc. added23,787$822K0.1%2026-Q1
Vertex Planning Partners, LLC added21,686$749K0.1%2026-Q1
BENJAMIN EDWARDS INC20,948$724K0.1%2026-Q1
Francis Financial, Inc. trimmed20,372$704K0.1%2026-Q1
Eldridge Investment Advisors, Inc. added19,557$676K0.1%2026-Q1
SITTNER & NELSON, LLC17,977$621K0.1%2026-Q1
TPG Advisors LLC added17,886$618K0.1%2026-Q1
TRUIST FINANCIAL CORP added15,994$552K0.0%2026-Q1
Private Advisor Group, LLC added14,562$503K0.0%2026-Q1
Peck Wealth Management, LLC trimmed13,038$450K0.0%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV new12,808$442K0.0%2026-Q1
Thayer Partners, LLC / MA added11,789$407K0.0%2026-Q1
Kovack Advisors, Inc. new9,675$341K0.0%2026-Q1
Cornerstone Wealth Management, LLC9,354$323K0.0%2026-Q1
DAVENPORT & Co LLC new8,995$311K0.0%2026-Q1
First Heartland Consultants, Inc. added8,846$306K0.0%2026-Q1
JGP Wealth Management, LLC8,605$297K0.0%2026-Q1
Steward Partners Investment Advisory, LLC trimmed7,598$262K0.0%2026-Q1
GeoWealth Management, LLC added7,408$256K0.0%2026-Q1
&PARTNERS7,074$244K0.0%2026-Q1
D. E. Shaw & Co., Inc. trimmed6,219$215K0.0%2026-Q1
Atlas Wealth LLC new6,012$208K0.0%2026-Q1
PRIVATE TRUST CO NA new1,858$64K0.0%2026-Q1
Root Financial Partners, LLC1,760$61K0.0%2026-Q1
Allworth Financial LP added1,421$49K0.0%2026-Q1
CWM, LLC new1,061$37K0.0%2026-Q1
Financial Connections Group, Inc.930$32K0.0%2026-Q1
Farther Finance Advisors, LLC425$15K0.0%2026-Q1
UBS Group AG added304$10K0.0%2026-Q1
ASSETMARK, INC new189$7K0.0%2026-Q1
Vision Retirement, LLC new173$6K0.0%2026-Q1
Signature Equity Partners, LLC trimmed125$4K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new50$2K0.0%2026-Q1
NBZ Investment Advisors LLC50$2K0.0%2026-Q1
Aptus Capital Advisors, LLC trimmed25$8640.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new13$4490.0%2026-Q1
MAI Capital Management new3$1060.0%2026-Q1
Orion Portfolio Solutions, LLC new748,389$22M1.9%2025-Q1 stale
FLOW TRADERS U.S. LLC added272,460$9M0.8%2025-Q4 stale
Prospera Financial Services Inc new102,922$3M0.3%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. new101,508$3M0.3%2025-Q2 stale
GTS SECURITIES LLC added83,660$3M0.2%2025-Q3 stale
Crossmark Global Holdings, Inc. added47,468$2M0.1%2025-Q3 stale
Tyler-Stone Wealth Management new11,390$369K0.0%2025-Q2 stale
Stratos Wealth Advisors, LLC new6,544$226K0.0%2025-Q4 stale
SageView Advisory Group, LLC new2,038$70K0.0%2025-Q4 stale
Pinnacle Wealth Planning Services, Inc. new1,282$44K0.0%2025-Q4 stale
Binnacle Investments Inc new385$13K0.0%2025-Q3 stale
ROYAL BANK OF CANADA285$10K0.0%2025-Q4 stale
COLDSTREAM CAPITAL MANAGEMENT INC new224$7K0.0%2025-Q1 stale
Ameritas Investment Partners, Inc. new181$6K0.0%2025-Q2 stale
Ameritas Advisory Services, LLC trimmed76$3K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

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