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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 778,758 | $28M | 21.1% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 332,811 | $12M | 9.0% | 2026-Q1 |
| CWM, LLC trimmed | 203,432 | $7M | 5.5% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 177,278 | $6M | 4.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 130,028 | $5M | 3.5% | 2026-Q1 |
| LVZ, Inc. added | 129,895 | $5M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 125,376 | $5M | 3.4% | 2026-Q1 |
| XY Planning Network, Inc. added | 117,713 | $4M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 118,704 | $4M | 3.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 111,994 | $4M | 3.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 115,152 | $4M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 102,356 | $4M | 2.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 98,184 | $4M | 2.7% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 70,875 | $3M | 1.9% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 70,614 | $3M | 1.9% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 70,614 | $3M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 61,760 | $2M | 1.7% | 2026-Q1 |
| Sound Stewardship, LLC added | 56,684 | $2M | 1.5% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 44,498 | $2M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 44,739 | $2M | 1.2% | 2026-Q1 |
| WorthPointe, LLC trimmed | 41,542 | $1M | 1.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 40,802 | $1M | 1.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 30,764 | $1M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 29,007 | $1M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 23,061 | $830K | 0.6% | 2026-Q1 |
| Christian Investment Advisors, Inc. trimmed | 22,708 | $827K | 0.6% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 20,691 | $746K | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 20,623 | $743K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,402 | $735K | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,869 | $729K | 0.5% | 2026-Q1 |
| Ridgeline Wealth, LLC trimmed | 20,201 | $728K | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 18,366 | $662K | 0.5% | 2026-Q1 |
| Inspire Advisors, LLC new | 17,605 | $635K | 0.5% | 2026-Q1 |
| Betterment LLC added | 16,519 | $595K | 0.4% | 2026-Q1 |
| WIN ADVISORS, INC new | 16,241 | $585K | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 15,942 | $582K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 14,280 | $515K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,077 | $507K | 0.4% | 2026-Q1 |
| Faithward Advisors, LLC added | 12,511 | $451K | 0.3% | 2026-Q1 |
| Strategic Equity Management trimmed | 12,450 | $449K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 12,416 | $447K | 0.3% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 11,235 | $405K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,664 | $384K | 0.3% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 10,183 | $367K | 0.3% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 9,821 | $354K | 0.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 8,895 | $321K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,418 | $303K | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 8,323 | $300K | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. added | 8,250 | $297K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,896 | $285K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC | 7,296 | $263K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 7,185 | $259K | 0.2% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 6,727 | $242K | 0.2% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 6,594 | $238K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 6,437 | $232K | 0.2% | 2026-Q1 |
| Symphony Financial, Ltd. Co. trimmed | 6,411 | $227K | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 6,195 | $227K | 0.2% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 5,798 | $209K | 0.2% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 5,578 | $201K | 0.2% | 2026-Q1 |
| FMR LLC added | 4,539 | $164K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 3,352 | $121K | 0.1% | 2026-Q1 |
| Values First Advisors, Inc. trimmed | 3,104 | $112K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 414 | $99K | 0.1% | 2026-Q1 |
| ASSETMARK, INC | 2,702 | $97K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 2,451 | $88K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 1,618 | $58K | 0.0% | 2026-Q1 |
| BankPlus Trust Department new | 1,131 | $41K | 0.0% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ new | 632 | $23K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 598 | $22K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 590 | $21K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 339 | $12K | 0.0% | 2026-Q1 |
| PEOPLES FINANCIAL SERVICES CORP. new | 315 | $11K | 0.0% | 2026-Q1 |
| First PREMIER Bank | 285 | $10K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 5,841 | $6K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. | 156 | $6K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC | 93 | $3K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 67 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $64 | 0.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 35,791 | $1M | 0.9% | 2025-Q4 stale |
| 3EDGE Asset Management, LP added | 29,595 | $1M | 0.8% | 2025-Q4 stale |
| Efficient Advisors, LLC added | 17,561 | $505K | 0.4% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 15,587 | $503K | 0.4% | 2025-Q2 stale |
| 49 WEALTH MANAGEMENT, LLC added | 7,976 | $277K | 0.2% | 2025-Q4 stale |
| HHM Wealth Advisors, LLC | 7,383 | $246K | 0.2% | 2025-Q3 stale |
| Frontier Asset Management, LLC trimmed | 7,496 | $242K | 0.2% | 2025-Q2 stale |
| Advisory Alpha, LLC | 6,671 | $224K | 0.2% | 2025-Q3 stale |
| HFG Wealth Management, LLC new | 5,995 | $200K | 0.2% | 2025-Q3 stale |
| WINNOW WEALTH LLC added | 1,656 | $58K | 0.0% | 2025-Q4 stale |
| Centricity Wealth Management, LLC | 1,217 | $39K | 0.0% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED | 451 | $16K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 52 | $2K | 0.0% | 2025-Q4 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.