Who owns TPHD
Which tracked institutional funds hold TPHD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TPHD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
13 tracked funds added or opened TPHD while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
TPHD’s largest tracked holder by dollar value, WESTWOOD HOLDINGS GROUP INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TPHD 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 88 tracked filers holding TPHD, 50 increased or opened the position and 39 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 TPHD 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
- Coppell Advisory Solutions LLC$5M
- J.W. COLE ADVISORS, INC.$2M
Full exits 5
- Cambridge Investment Research Advisors, Inc.$6M
- CWM, LLC$4M
- Ocean Park Asset Management, LLC$2M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$652K
Largest adds
- LPL Financial LLC$5M
- Turning Point Benefit Group, Inc.$2M
- BENJAMIN EDWARDS INC$2M
- EverSource Wealth Advisors, LLC$1M
- WESTWOOD HOLDINGS GROUP INC$790K
- CREATIVE FINANCIAL DESIGNS INC /ADV$321K
Largest trims
- Atria Investments, Inc$1M
- PNC Financial Services Group, Inc.$783K
- Independent Advisor Alliance$773K
- OneAscent Wealth Management LLC$500K
- ENVESTNET ASSET MANAGEMENT INC$498K
- Inspire Advisors, LLC$383K
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 |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 858,500 | $36M | 19.9% | 2026-Q2 |
| LPL Financial LLC added | 617,443 | $26M | 14.3% | 2026-Q2 |
| Christian Investment Advisors, Inc. trimmed | 411,912 | $17M | 9.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 138,597 | $6M | 3.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 1,941 | $5M | 2.8% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 99,122 | $4M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 96,563 | $4M | 2.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 77,101 | $3M | 1.8% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 76,247 | $3M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 75,962 | $3M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 64,474 | $3M | 1.5% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 60,871 | $3M | 1.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 55,070 | $2M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 54,248 | $2M | 1.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 48,663 | $2M | 1.1% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC added | 47,433 | $2M | 1.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 46,788 | $2M | 1.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 41,397 | $2M | 1.0% | 2026-Q2 |
| Frontier Asset Management, LLC added | 40,436 | $2M | 0.9% | 2026-Q2 |
| Bare Financial Services, Inc trimmed | 39,535 | $2M | 0.9% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 37,294 | $2M | 0.9% | 2026-Q2 |
| Sound Financial Strategies Group, LLC added | 35,697 | $2M | 0.8% | 2026-Q2 |
| WorthPointe, LLC trimmed | 35,509 | $2M | 0.8% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 35,043 | $1M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,492 | $1M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27,511 | $1M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 25,737 | $1M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 24,093 | $1M | 0.6% | 2026-Q2 |
| RFG Advisory, LLC added | 19,706 | $833K | 0.5% | 2026-Q2 |
| UBS Group AG added | 19,455 | $823K | 0.5% | 2026-Q2 |
| Allen Capital Group, LLC added | 18,564 | $785K | 0.4% | 2026-Q2 |
| O'Connor Financial Group LLC trimmed | 17,812 | $753K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 17,712 | $749K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 15,940 | $674K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,535 | $657K | 0.4% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 14,623 | $618K | 0.3% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 14,409 | $609K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 14,106 | $596K | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 13,876 | $587K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 12,404 | $524K | 0.3% | 2026-Q2 |
| Sigma Planning Corp trimmed | 11,953 | $505K | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 11,388 | $481K | 0.3% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 9,310 | $394K | 0.2% | 2026-Q2 |
| LifeWealth Investments, LLC added | 9,040 | $382K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 8,798 | $372K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,733 | $369K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC | 8,066 | $341K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 7,310 | $309K | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. new | 7,250 | $307K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 7,206 | $305K | 0.2% | 2026-Q2 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 6,926 | $293K | 0.2% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 6,704 | $283K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 6,646 | $281K | 0.2% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 6,414 | $271K | 0.1% | 2026-Q2 |
| Black Diamond Financial, LLC added | 6,389 | $270K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 6,237 | $264K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC | 6,160 | $260K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 5,939 | $251K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 5,501 | $233K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 5,405 | $229K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,252 | $222K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 5,130 | $217K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 5,025 | $212K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 4,918 | $208K | 0.1% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 4,762 | $201K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,571 | $193K | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC | 3,725 | $157K | 0.1% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 3,280 | $139K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,810 | $119K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,451 | $104K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 2,182 | $92K | 0.1% | 2026-Q2 |
| FMR LLC added | 1,545 | $65K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,500 | $63K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,407 | $59K | 0.0% | 2026-Q2 |
| Bank of New Hampshire | 1,300 | $55K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 999 | $42K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 922 | $39K | 0.0% | 2026-Q2 |
| Coastline Trust Co new | 749 | $32K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 650 | $27K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 596 | $25K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 581 | $25K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 485 | $21K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 481 | $20K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 387 | $16K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 161 | $7K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 137 | $6K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 60 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $22 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 145,483 | $6M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 106,496 | $4M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Ocean Park Asset Management, LLC new | 41,795 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 36,894 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Strategic Equity Management added | 27,930 | $1M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| MONEYWISE, INC. added | 23,489 | $905K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 22,966 | $885K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp added | 26,390 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| STIFEL FINANCIAL CORP added | 105,899 | $4M | 2.2% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management added | 51,410 | $2M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| StoneX Group Inc. trimmed | 19,579 | $740K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| JANE STREET GROUP, LLC added | 18,334 | $693K | 0.4% | 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.