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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 16,788,652 | $580M | 50.2% | 2026-Q1 |
| LPL Financial LLC added | 2,429,734 | $84M | 7.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,160,823 | $75M | 6.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,327,159 | $46M | 4.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,236,080 | $43M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,041,663 | $36M | 3.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 834,698 | $29M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 685,396 | $24M | 2.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 615,419 | $21M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 628,706 | $21M | 1.8% | 2026-Q1 |
| 4J Wealth Management LLC trimmed | 487,589 | $17M | 1.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 471,658 | $16M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 445,038 | $15M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 288,427 | $10M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 258,976 | $9M | 0.8% | 2026-Q1 |
| SMITH, MOORE & CO. added | 217,229 | $8M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 204,526 | $7M | 0.6% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 192,603 | $7M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 173,161 | $6M | 0.5% | 2026-Q1 |
| Maia Wealth LLC added | 166,783 | $6M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 159,232 | $5M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 124,712 | $4M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC added | 123,623 | $4M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 103,292 | $4M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 97,881 | $3M | 0.3% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 84,211 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 78,163 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,816 | $3M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 74,411 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 63,391 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 56,970 | $2M | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 42,099 | $1M | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 38,207 | $1M | 0.1% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC added | 37,667 | $1M | 0.1% | 2026-Q1 |
| Rubicon Advisors, GP added | 34,821 | $1M | 0.1% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 33,157 | $1M | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 26,142 | $903K | 0.1% | 2026-Q1 |
| Advisor OS, LLC added | 24,945 | $862K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 23,787 | $822K | 0.1% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 21,686 | $749K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 20,948 | $724K | 0.1% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 20,372 | $704K | 0.1% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 19,557 | $676K | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC | 17,977 | $621K | 0.1% | 2026-Q1 |
| TPG Advisors LLC added | 17,886 | $618K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 15,994 | $552K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 14,562 | $503K | 0.0% | 2026-Q1 |
| Peck Wealth Management, LLC trimmed | 13,038 | $450K | 0.0% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 12,808 | $442K | 0.0% | 2026-Q1 |
| Thayer Partners, LLC / MA added | 11,789 | $407K | 0.0% | 2026-Q1 |
| Kovack Advisors, Inc. new | 9,675 | $341K | 0.0% | 2026-Q1 |
| Cornerstone Wealth Management, LLC | 9,354 | $323K | 0.0% | 2026-Q1 |
| DAVENPORT & Co LLC new | 8,995 | $311K | 0.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 8,846 | $306K | 0.0% | 2026-Q1 |
| JGP Wealth Management, LLC | 8,605 | $297K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 7,598 | $262K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC added | 7,408 | $256K | 0.0% | 2026-Q1 |
| &PARTNERS | 7,074 | $244K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 6,219 | $215K | 0.0% | 2026-Q1 |
| Atlas Wealth LLC new | 6,012 | $208K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 1,858 | $64K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 1,760 | $61K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 1,421 | $49K | 0.0% | 2026-Q1 |
| CWM, LLC new | 1,061 | $37K | 0.0% | 2026-Q1 |
| Financial Connections Group, Inc. | 930 | $32K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 425 | $15K | 0.0% | 2026-Q1 |
| UBS Group AG added | 304 | $10K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 189 | $7K | 0.0% | 2026-Q1 |
| Vision Retirement, LLC new | 173 | $6K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 125 | $4K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 50 | $2K | 0.0% | 2026-Q1 |
| NBZ Investment Advisors LLC | 50 | $2K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 25 | $864 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 13 | $449 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 3 | $106 | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC new | 748,389 | $22M | 1.9% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 272,460 | $9M | 0.8% | 2025-Q4 stale |
| Prospera Financial Services Inc new | 102,922 | $3M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 101,508 | $3M | 0.3% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 83,660 | $3M | 0.2% | 2025-Q3 stale |
| Crossmark Global Holdings, Inc. added | 47,468 | $2M | 0.1% | 2025-Q3 stale |
| Tyler-Stone Wealth Management new | 11,390 | $369K | 0.0% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC new | 6,544 | $226K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC new | 2,038 | $70K | 0.0% | 2025-Q4 stale |
| Pinnacle Wealth Planning Services, Inc. new | 1,282 | $44K | 0.0% | 2025-Q4 stale |
| Binnacle Investments Inc new | 385 | $13K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA | 285 | $10K | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 224 | $7K | 0.0% | 2025-Q1 stale |
| Ameritas Investment Partners, Inc. new | 181 | $6K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC trimmed | 76 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.