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Institutional Ownership · SEC Form 13F

Who owns TPLC (TPLC)


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

97
Institutional holders
3,758,173
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened TPLC while 6 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

TPLC’s largest tracked holder by dollar value, WESTWOOD HOLDINGS GROUP INC, sizes it at 0.2% 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 TPLC 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 97 tracked filers holding TPLC, 53 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 TPLC 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

  • Tulsa Wealth Advisors, INC$732K

Full exits 3

  • J.W. COLE ADVISORS, INC.$4M
  • TrueWealth Advisors, LLC$2M
  • GOLDMAN SACHS GROUP INC$784K

Largest adds

  • CREATIVE FINANCIAL DESIGNS INC /ADV$5M
  • BENJAMIN EDWARDS INC$2M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
  • Christian Investment Advisors, Inc.$1M
  • LPL Financial LLC$998K
  • AMERIPRISE FINANCIAL INC$789K

Largest trims

  • SILVER OAK SECURITIES, INCORPORATED$4M
  • EverSource Wealth Advisors, LLC$2M
  • Turning Point Benefit Group, Inc.$1M

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
WESTWOOD HOLDINGS GROUP INC616,000$29M14.1%2026-Q1
Christian Investment Advisors, Inc. added530,510$25M12.4%2026-Q1
LPL Financial LLC added348,412$16M8.0%2026-Q1
Bare Financial Services, Inc added210,668$10M4.8%2026-Q1
Geneos Wealth Management Inc. added191,301$9M4.4%2026-Q1
Faithward Advisors, LLC trimmed185,236$9M4.3%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added167,762$8M3.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed111,043$5M2.6%2026-Q1
BENJAMIN EDWARDS INC added86,889$4M2.0%2026-Q1
LVZ, Inc. added86,077$4M2.0%2026-Q1
AMERIPRISE FINANCIAL INC added82,896$4M2.0%2026-Q1
Sound Financial Strategies Group, LLC added76,927$4M1.8%2026-Q1
Sowell Financial Services LLC added73,233$3M1.7%2026-Q1
First Heartland Consultants, Inc. added71,246$3M1.6%2026-Q1
Cetera Investment Advisers added62,988$3M1.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added54,808$3M1.3%2026-Q1
Cornerstone Financial Management LLC added46,194$2M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added37,335$2M0.9%2026-Q1
O'Connor Financial Group LLC trimmed36,827$2M0.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added32,146$1M0.7%2026-Q1
VICUS CAPITAL added28,058$1M0.6%2026-Q1
Allworth Financial LP added25,437$1M0.6%2026-Q1
Financial Advisory Corp added24,674$1M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added24,978$1M0.6%2026-Q1
BOS Asset Management, LLC added23,785$1M0.5%2026-Q1
OneAscent Financial Services LLC added22,405$1M0.5%2026-Q1
Turning Point Benefit Group, Inc. trimmed21,961$1M0.5%2026-Q1
UBS Group AG trimmed20,433$949K0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,996$929K0.5%2026-Q1
Kestra Advisory Services, LLC trimmed19,098$887K0.4%2026-Q1
Sound Stewardship, LLC added18,991$882K0.4%2026-Q1
CoreCap Advisors, LLC added17,214$799K0.4%2026-Q1
Foundations Investment Advisors, LLC added16,224$753K0.4%2026-Q1
Tulsa Wealth Advisors, INC new15,770$732K0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed15,305$711K0.4%2026-Q1
SIGMA INVESTMENT COUNSELORS INC added15,145$703K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added14,594$678K0.3%2026-Q1
Values First Advisors, Inc. added13,453$625K0.3%2026-Q1
WIN ADVISORS, INC trimmed12,587$585K0.3%2026-Q1
LifeWealth Investments, LLC added12,563$583K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed12,420$577K0.3%2026-Q1
FOUNDERS GROVE WEALTH PARTNERS, LLC added11,212$521K0.3%2026-Q1
Frontier Asset Management, LLC added11,124$517K0.3%2026-Q1
Black Diamond Financial, LLC added10,980$510K0.3%2026-Q1
World Investment Advisors trimmed10,703$497K0.2%2026-Q1
Independent Advisor Alliance added10,359$481K0.2%2026-Q1
Sunbelt Securities, Inc. trimmed10,298$478K0.2%2026-Q1
KAVAR CAPITAL PARTNERS GROUP, LLC added9,606$446K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed9,379$436K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added8,545$397K0.2%2026-Q1
BCGM Wealth Management, LLC8,300$385K0.2%2026-Q1
Atria Investments, Inc trimmed8,271$384K0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed7,821$363K0.2%2026-Q1
EverSource Wealth Advisors, LLC trimmed1,418$356K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed7,638$355K0.2%2026-Q1
Brookstone Capital Management7,588$352K0.2%2026-Q1
Regal Investment Advisors LLC added7,526$350K0.2%2026-Q1
LaSalle St. Investment Advisors, LLC added7,100$330K0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed6,957$323K0.2%2026-Q1
Thrivent Financial for Lutherans new6,934$322K0.2%2026-Q1
49 WEALTH MANAGEMENT, LLC trimmed6,844$318K0.2%2026-Q1
Harvest Investment Services, LLC6,789$315K0.2%2026-Q1
OneAscent Wealth Management LLC trimmed6,773$315K0.2%2026-Q1
3EDGE Asset Management, LP added6,745$313K0.2%2026-Q1
Sigma Planning Corp added5,702$265K0.1%2026-Q1
Ameritas Investment Partners, Inc. added5,640$262K0.1%2026-Q1
Strategic Blueprint, LLC5,454$253K0.1%2026-Q1
Arkos Global Advisors added4,734$220K0.1%2026-Q1
ROYAL BANK OF CANADA4,567$212K0.1%2026-Q1
Forge Financial Services LLC trimmed4,458$207K0.1%2026-Q1
Kovack Advisors, Inc. new4,331$202K0.1%2026-Q1
ASSETMARK, INC4,340$202K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed3,140$146K0.1%2026-Q1
JPMORGAN CHASE & CO new3,064$140K0.1%2026-Q1
IFP Advisors, Inc added3,003$139K0.1%2026-Q1
HILL ISLAND FINANCIAL LLC trimmed235,953$10M5.0%2025-Q1 stale
J.W. COLE ADVISORS, INC. added80,925$4M1.8%2025-Q4 stale
Legacy Wealth Asset Management, LLC added52,193$2M1.1%2025-Q1 stale
Belpointe Asset Management LLC added44,539$2M0.9%2025-Q1 stale
TrueWealth Advisors, LLC added39,858$2M0.9%2025-Q4 stale
Atria Wealth Solutions, Inc. added21,127$960K0.5%2025-Q2 stale
GOLDMAN SACHS GROUP INC added17,247$784K0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed16,559$743K0.4%2025-Q2 stale
Financial Advocates Investment Management added12,952$582K0.3%2025-Q2 stale
Advisory Alpha, LLC trimmed11,685$525K0.3%2025-Q2 stale
Efficient Advisors, LLC added12,038$511K0.3%2025-Q1 stale
Arete Wealth Advisors, LLC trimmed10,187$472K0.2%2025-Q3 stale
StoneX Group Inc. trimmed9,638$432K0.2%2025-Q2 stale
Optivise Advisory Services LLC trimmed6,975$323K0.2%2025-Q3 stale
SMITHBRIDGE ASSET MANAGEMENT INC/DE new7,036$320K0.2%2025-Q4 stale
Plan A Wealth LLC trimmed6,786$308K0.2%2025-Q4 stale
VanderPol Investments L.L.C. added6,583$299K0.1%2025-Q4 stale
CreativeOne Wealth, LLC trimmed6,077$258K0.1%2025-Q1 stale
Farther Finance Advisors, LLC added5,649$257K0.1%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new5,126$240K0.1%2025-Q4 stale
HHM Wealth Advisors, LLC5,072$235K0.1%2025-Q3 stale
HFG Wealth Management, LLC added4,997$227K0.1%2025-Q4 stale
Inspire Advisors, LLC trimmed4,496$208K0.1%2025-Q3 stale
NICOLET BANKSHARES INC4,544$207K0.1%2025-Q4 stale
OPAL CAPITAL LLC new4,236$205K0.1%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.

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.

Learn how to read institutional ownership