Who owns TPHD (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-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
18 tracked funds added or opened TPHD while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.2pp 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 2025-Q4 and 2026-Q1, across 93 tracked filers holding TPHD, 57 increased or opened the position and 37 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 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 2
- Ocean Park Asset Management, LLC$2M
- Allen Capital Group, LLC$742K
Full exits 4
- J.W. COLE ADVISORS, INC.$2M
- Strategic Equity Management$1M
- MONEYWISE, INC.$905K
- MOSAIC FAMILY WEALTH PARTNERS, LLC$885K
Largest adds
- LPL Financial LLC$3M
- BENJAMIN EDWARDS INC$3M
- WESTWOOD HOLDINGS GROUP INC$2M
- Bare Financial Services, Inc$859K
- Christian Investment Advisors, Inc.$849K
- Farther Finance Advisors, LLC$844K
Largest trims
- CWM, LLC$2M
- Inspire Advisors, LLC$2M
- EverSource Wealth Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- CREATIVE FINANCIAL DESIGNS INC /ADV$1M
- WorthPointe, LLC$883K
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 | 20.6% | 2026-Q1 |
| LPL Financial LLC added | 519,412 | $21M | 12.5% | 2026-Q1 |
| Christian Investment Advisors, Inc. trimmed | 427,788 | $17M | 10.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 145,483 | $6M | 3.5% | 2026-Q1 |
| CWM, LLC trimmed | 106,496 | $4M | 2.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 102,262 | $4M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 101,318 | $4M | 2.4% | 2026-Q1 |
| OneAscent Financial Services LLC added | 82,311 | $3M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 71,293 | $3M | 1.7% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 71,055 | $3M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 67,485 | $3M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 61,885 | $3M | 1.5% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 53,195 | $2M | 1.3% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 51,587 | $2M | 1.2% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 51,128 | $2M | 1.2% | 2026-Q1 |
| WorthPointe, LLC trimmed | 43,406 | $2M | 1.0% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 43,141 | $2M | 1.0% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 41,795 | $2M | 1.0% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 41,795 | $2M | 1.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 40,049 | $2M | 1.0% | 2026-Q1 |
| Bare Financial Services, Inc added | 39,618 | $2M | 1.0% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 37,423 | $2M | 0.9% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 36,894 | $2M | 0.9% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 35,069 | $1M | 0.8% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 33,763 | $1M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 31,609 | $1M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 26,169 | $1M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 25,237 | $1M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 22,693 | $939K | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 22,799 | $938K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 19,962 | $826K | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 19,374 | $801K | 0.5% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 18,947 | $784K | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 18,774 | $776K | 0.5% | 2026-Q1 |
| O'Connor Financial Group LLC added | 18,236 | $754K | 0.4% | 2026-Q1 |
| Allen Capital Group, LLC new | 17,940 | $742K | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 16,828 | $696K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,753 | $652K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,909 | $617K | 0.4% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 14,828 | $613K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 14,653 | $606K | 0.4% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 13,439 | $556K | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 11,997 | $496K | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 11,244 | $465K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,420 | $431K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,021 | $414K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 9,898 | $409K | 0.2% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 9,593 | $397K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 8,858 | $366K | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 8,801 | $364K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors added | 8,694 | $360K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC | 8,167 | $338K | 0.2% | 2026-Q1 |
| LifeWealth Investments, LLC added | 8,129 | $336K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 8,066 | $334K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC new | 7,529 | $311K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 7,320 | $303K | 0.2% | 2026-Q1 |
| World Investment Advisors new | 7,143 | $295K | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC | 7,112 | $294K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,923 | $280K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 6,246 | $258K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 6,160 | $255K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 6,109 | $252K | 0.1% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 5,841 | $242K | 0.1% | 2026-Q1 |
| Betterment LLC new | 5,574 | $231K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,441 | $225K | 0.1% | 2026-Q1 |
| Black Diamond Financial, LLC new | 5,271 | $218K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,239 | $217K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 5,083 | $210K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 4,983 | $206K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC new | 4,890 | $202K | 0.1% | 2026-Q1 |
| Nemes Rush Group LLC | 3,725 | $154K | 0.1% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 3,279 | $136K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,810 | $116K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,450 | $101K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 105,899 | $4M | 2.3% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 53,087 | $2M | 1.2% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 51,410 | $2M | 1.1% | 2025-Q2 stale |
| Strategic Equity Management added | 27,930 | $1M | 0.6% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp added | 26,390 | $1M | 0.6% | 2025-Q3 stale |
| MONEYWISE, INC. added | 23,489 | $905K | 0.5% | 2025-Q4 stale |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 22,966 | $885K | 0.5% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 19,579 | $740K | 0.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 18,334 | $693K | 0.4% | 2025-Q2 stale |
| MASTER'S WEALTH MANAGEMENT INC. added | 16,723 | $629K | 0.4% | 2025-Q1 stale |
| SageOak Financial, LLC trimmed | 14,232 | $535K | 0.3% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 11,254 | $434K | 0.3% | 2025-Q2 stale |
| Symphony Financial, Ltd. Co. added | 9,856 | $387K | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 9,424 | $355K | 0.2% | 2025-Q1 stale |
| BCGM Wealth Management, LLC | 8,800 | $346K | 0.2% | 2025-Q3 stale |
| Whitaker-Myers Wealth Managers, LTD. added | 8,694 | $342K | 0.2% | 2025-Q3 stale |
| HHM Wealth Advisors, LLC | 8,568 | $337K | 0.2% | 2025-Q3 stale |
| Optivise Advisory Services LLC trimmed | 8,107 | $319K | 0.2% | 2025-Q3 stale |
| OPAL CAPITAL LLC new | 6,919 | $291K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 7,120 | $279K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,971 | $264K | 0.2% | 2025-Q2 stale |
| Holcombe Financial, Inc. added | 6,990 | $263K | 0.2% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 6,846 | $259K | 0.2% | 2025-Q2 stale |
| TrueWealth Advisors, LLC trimmed | 6,014 | $237K | 0.1% | 2025-Q3 stale |
| Nicholas Wealth, LLC. | 5,980 | $235K | 0.1% | 2025-Q3 stale |
| WINNOW WEALTH LLC new | 3,289 | $128K | 0.1% | 2025-Q4 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.