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Institutional Ownership · SEC Form 13F

Who owns TPIF (TPIF)


Which tracked institutional funds hold TPIF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TPIF 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.

78
Institutional holders
3,572,676
Shares held (tracked funds)

How the tape is positioned

20 tracked funds added or opened TPIF while 11 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

TPIF’s largest tracked holder by dollar value, CREATIVE FINANCIAL DESIGNS INC /ADV, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TPIF 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 78 tracked filers holding TPIF, 46 increased or opened the position and 30 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 TPIF 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 6

  • AMERIPRISE FINANCIAL INC$4M
  • Ocean Park Asset Management, LLC$3M
  • CITADEL ADVISORS LLC$735K
  • Inspire Advisors, LLC$635K
  • WIN ADVISORS, INC$585K
  • GOLDMAN SACHS GROUP INC$515K

Full exits 2

  • J.W. COLE ADVISORS, INC.$1M
  • 3EDGE Asset Management, LP$1M

Largest adds

  • CREATIVE FINANCIAL DESIGNS INC /ADV$7M
  • BENJAMIN EDWARDS INC$3M
  • Sound Financial Strategies Group, LLC$3M
  • JONES FINANCIAL COMPANIES LLLP$2M
  • LVZ, Inc.$2M
  • Focus Partners Advisor Solutions, LLC$919K

Largest trims

  • JANE STREET GROUP, LLC$8M
  • Strategic Equity Management$7M
  • MONEYWISE, INC.$3M
  • EverSource Wealth Advisors, LLC$2M
  • Turning Point Benefit Group, Inc.$1M
  • CWM, LLC$583K

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
CREATIVE FINANCIAL DESIGNS INC /ADV added778,758$28M21.1%2026-Q1
O'Connor Financial Group LLC trimmed332,811$12M9.0%2026-Q1
CWM, LLC trimmed203,432$7M5.5%2026-Q1
Sound Financial Strategies Group, LLC added177,278$6M4.8%2026-Q1
BENJAMIN EDWARDS INC added130,028$5M3.5%2026-Q1
LVZ, Inc. added129,895$5M3.5%2026-Q1
LPL Financial LLC added125,376$5M3.4%2026-Q1
XY Planning Network, Inc. added117,713$4M3.2%2026-Q1
AMERIPRISE FINANCIAL INC new118,704$4M3.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added111,994$4M3.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added115,152$4M3.0%2026-Q1
Kestra Advisory Services, LLC added102,356$4M2.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added98,184$4M2.7%2026-Q1
Focus Partners Advisor Solutions, LLC added70,875$3M1.9%2026-Q1
Ocean Park Asset Management, LLC new70,614$3M1.9%2026-Q1
FAMILY WEALTH PARTNERS, LLC added70,614$3M1.9%2026-Q1
JANE STREET GROUP, LLC trimmed61,760$2M1.7%2026-Q1
Sound Stewardship, LLC added56,684$2M1.5%2026-Q1
Turning Point Benefit Group, Inc. trimmed44,498$2M1.2%2026-Q1
Cetera Investment Advisers trimmed44,739$2M1.2%2026-Q1
WorthPointe, LLC trimmed41,542$1M1.1%2026-Q1
Geneos Wealth Management Inc. trimmed40,802$1M1.1%2026-Q1
Foundations Investment Advisors, LLC added30,764$1M0.8%2026-Q1
UBS Group AG trimmed29,007$1M0.8%2026-Q1
HARBOUR INVESTMENTS, INC. added23,061$830K0.6%2026-Q1
Christian Investment Advisors, Inc. trimmed22,708$827K0.6%2026-Q1
First Heartland Consultants, Inc. added20,691$746K0.6%2026-Q1
IFP Advisors, Inc added20,623$743K0.6%2026-Q1
CITADEL ADVISORS LLC added20,402$735K0.6%2026-Q1
JPMORGAN CHASE & CO trimmed20,869$729K0.5%2026-Q1
Ridgeline Wealth, LLC trimmed20,201$728K0.5%2026-Q1
Strategic Blueprint, LLC trimmed18,366$662K0.5%2026-Q1
Inspire Advisors, LLC new17,605$635K0.5%2026-Q1
Betterment LLC added16,519$595K0.4%2026-Q1
WIN ADVISORS, INC new16,241$585K0.4%2026-Q1
Farther Finance Advisors, LLC added15,942$582K0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed14,280$515K0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,077$507K0.4%2026-Q1
Faithward Advisors, LLC added12,511$451K0.3%2026-Q1
Strategic Equity Management trimmed12,450$449K0.3%2026-Q1
OSAIC HOLDINGS, INC. added12,416$447K0.3%2026-Q1
MONEYWISE, INC. trimmed11,235$405K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added10,664$384K0.3%2026-Q1
FIRETHORN WEALTH PARTNERS, LLC trimmed10,183$367K0.3%2026-Q1
OneAscent Wealth Management LLC trimmed9,821$354K0.3%2026-Q1
Bedel Financial Consulting, Inc. added8,895$321K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added8,418$303K0.2%2026-Q1
OneAscent Financial Services LLC added8,323$300K0.2%2026-Q1
GWN SECURITIES INC. added8,250$297K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,896$285K0.2%2026-Q1
Waverly Advisors, LLC7,296$263K0.2%2026-Q1
Independent Advisor Alliance trimmed7,185$259K0.2%2026-Q1
KAVAR CAPITAL PARTNERS GROUP, LLC added6,727$242K0.2%2026-Q1
Blue Trust, Inc. trimmed6,594$238K0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added6,437$232K0.2%2026-Q1
Symphony Financial, Ltd. Co. trimmed6,411$227K0.2%2026-Q1
BFI Wealth Solutions, LLC6,195$227K0.2%2026-Q1
SIGMA INVESTMENT COUNSELORS INC added5,798$209K0.2%2026-Q1
SUMMIT WEALTH GROUP LLC / CO trimmed5,578$201K0.2%2026-Q1
FMR LLC added4,539$164K0.1%2026-Q1
Advisory Services Network, LLC added3,352$121K0.1%2026-Q1
Values First Advisors, Inc. trimmed3,104$112K0.1%2026-Q1
EverSource Wealth Advisors, LLC trimmed414$99K0.1%2026-Q1
ASSETMARK, INC2,702$97K0.1%2026-Q1
Larson Financial Group LLC added2,451$88K0.1%2026-Q1
AdvisorNet Financial, Inc trimmed1,618$58K0.0%2026-Q1
BankPlus Trust Department new1,131$41K0.0%2026-Q1
PARK NATIONAL CORP /OH/ new632$23K0.0%2026-Q1
Rockefeller Capital Management L.P.598$22K0.0%2026-Q1
CoreCap Advisors, LLC added590$21K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed339$12K0.0%2026-Q1
PEOPLES FINANCIAL SERVICES CORP. new315$11K0.0%2026-Q1
First PREMIER Bank285$10K0.0%2026-Q1
NewEdge Advisors, LLC added5,841$6K0.0%2026-Q1
Clarity Asset Management, Inc.156$6K0.0%2026-Q1
Smartleaf Asset Management LLC93$3K0.0%2026-Q1
Ameritas Investment Partners, Inc. trimmed67$2K0.0%2026-Q1
MORGAN STANLEY1$640.0%2026-Q1
J.W. COLE ADVISORS, INC. added35,791$1M0.9%2025-Q4 stale
3EDGE Asset Management, LP added29,595$1M0.8%2025-Q4 stale
Efficient Advisors, LLC added17,561$505K0.4%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed15,587$503K0.4%2025-Q2 stale
49 WEALTH MANAGEMENT, LLC added7,976$277K0.2%2025-Q4 stale
HHM Wealth Advisors, LLC7,383$246K0.2%2025-Q3 stale
Frontier Asset Management, LLC trimmed7,496$242K0.2%2025-Q2 stale
Advisory Alpha, LLC6,671$224K0.2%2025-Q3 stale
HFG Wealth Management, LLC new5,995$200K0.2%2025-Q3 stale
WINNOW WEALTH LLC added1,656$58K0.0%2025-Q4 stale
Centricity Wealth Management, LLC1,217$39K0.0%2025-Q2 stale
SILVER OAK SECURITIES, INCORPORATED451$16K0.0%2025-Q4 stale
BANK OF AMERICA CORP /DE/ new52$2K0.0%2025-Q4 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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