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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616,000 | $29M | 14.1% | 2026-Q1 |
| Christian Investment Advisors, Inc. added | 530,510 | $25M | 12.4% | 2026-Q1 |
| LPL Financial LLC added | 348,412 | $16M | 8.0% | 2026-Q1 |
| Bare Financial Services, Inc added | 210,668 | $10M | 4.8% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 191,301 | $9M | 4.4% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 185,236 | $9M | 4.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 167,762 | $8M | 3.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 111,043 | $5M | 2.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 86,889 | $4M | 2.0% | 2026-Q1 |
| LVZ, Inc. added | 86,077 | $4M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 82,896 | $4M | 2.0% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 76,927 | $4M | 1.8% | 2026-Q1 |
| Sowell Financial Services LLC added | 73,233 | $3M | 1.7% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 71,246 | $3M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 62,988 | $3M | 1.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 54,808 | $3M | 1.3% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 46,194 | $2M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 37,335 | $2M | 0.9% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 36,827 | $2M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 32,146 | $1M | 0.7% | 2026-Q1 |
| VICUS CAPITAL added | 28,058 | $1M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 25,437 | $1M | 0.6% | 2026-Q1 |
| Financial Advisory Corp added | 24,674 | $1M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 24,978 | $1M | 0.6% | 2026-Q1 |
| BOS Asset Management, LLC added | 23,785 | $1M | 0.5% | 2026-Q1 |
| OneAscent Financial Services LLC added | 22,405 | $1M | 0.5% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 21,961 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 20,433 | $949K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,996 | $929K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 19,098 | $887K | 0.4% | 2026-Q1 |
| Sound Stewardship, LLC added | 18,991 | $882K | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 17,214 | $799K | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 16,224 | $753K | 0.4% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 15,770 | $732K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,305 | $711K | 0.4% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 15,145 | $703K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,594 | $678K | 0.3% | 2026-Q1 |
| Values First Advisors, Inc. added | 13,453 | $625K | 0.3% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 12,587 | $585K | 0.3% | 2026-Q1 |
| LifeWealth Investments, LLC added | 12,563 | $583K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 12,420 | $577K | 0.3% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 11,212 | $521K | 0.3% | 2026-Q1 |
| Frontier Asset Management, LLC added | 11,124 | $517K | 0.3% | 2026-Q1 |
| Black Diamond Financial, LLC added | 10,980 | $510K | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 10,703 | $497K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 10,359 | $481K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 10,298 | $478K | 0.2% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 9,606 | $446K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,379 | $436K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,545 | $397K | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC | 8,300 | $385K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 8,271 | $384K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 7,821 | $363K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,418 | $356K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,638 | $355K | 0.2% | 2026-Q1 |
| Brookstone Capital Management | 7,588 | $352K | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC added | 7,526 | $350K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 7,100 | $330K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,957 | $323K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 6,934 | $322K | 0.2% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 6,844 | $318K | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC | 6,789 | $315K | 0.2% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 6,773 | $315K | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 6,745 | $313K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 5,702 | $265K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 5,640 | $262K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC | 5,454 | $253K | 0.1% | 2026-Q1 |
| Arkos Global Advisors added | 4,734 | $220K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA | 4,567 | $212K | 0.1% | 2026-Q1 |
| Forge Financial Services LLC trimmed | 4,458 | $207K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. new | 4,331 | $202K | 0.1% | 2026-Q1 |
| ASSETMARK, INC | 4,340 | $202K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 3,140 | $146K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 3,064 | $140K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 3,003 | $139K | 0.1% | 2026-Q1 |
| HILL ISLAND FINANCIAL LLC trimmed | 235,953 | $10M | 5.0% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 80,925 | $4M | 1.8% | 2025-Q4 stale |
| Legacy Wealth Asset Management, LLC added | 52,193 | $2M | 1.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC added | 44,539 | $2M | 0.9% | 2025-Q1 stale |
| TrueWealth Advisors, LLC added | 39,858 | $2M | 0.9% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 21,127 | $960K | 0.5% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 17,247 | $784K | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,559 | $743K | 0.4% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 12,952 | $582K | 0.3% | 2025-Q2 stale |
| Advisory Alpha, LLC trimmed | 11,685 | $525K | 0.3% | 2025-Q2 stale |
| Efficient Advisors, LLC added | 12,038 | $511K | 0.3% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC trimmed | 10,187 | $472K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 9,638 | $432K | 0.2% | 2025-Q2 stale |
| Optivise Advisory Services LLC trimmed | 6,975 | $323K | 0.2% | 2025-Q3 stale |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE new | 7,036 | $320K | 0.2% | 2025-Q4 stale |
| Plan A Wealth LLC trimmed | 6,786 | $308K | 0.2% | 2025-Q4 stale |
| VanderPol Investments L.L.C. added | 6,583 | $299K | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC trimmed | 6,077 | $258K | 0.1% | 2025-Q1 stale |
| Farther Finance Advisors, LLC added | 5,649 | $257K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 5,126 | $240K | 0.1% | 2025-Q4 stale |
| HHM Wealth Advisors, LLC | 5,072 | $235K | 0.1% | 2025-Q3 stale |
| HFG Wealth Management, LLC added | 4,997 | $227K | 0.1% | 2025-Q4 stale |
| Inspire Advisors, LLC trimmed | 4,496 | $208K | 0.1% | 2025-Q3 stale |
| NICOLET BANKSHARES INC | 4,544 | $207K | 0.1% | 2025-Q4 stale |
| OPAL CAPITAL LLC new | 4,236 | $205K | 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.