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Institutional Ownership · SEC Form 13F

Who owns TPSC (TPSC)


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

91
Institutional holders
5,411,267
Shares held (tracked funds)

How the tape is positioned

23 tracked funds added or opened TPSC while 12 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

TPSC’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TPSC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in TPSC 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 91 tracked filers holding TPSC, 52 increased or opened the position and 38 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 TPSC 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 5

  • CreativeOne Wealth, LLC$6M
  • GOLDMAN SACHS GROUP INC$4M
  • Ocean Park Asset Management, LLC$2M
  • Chevy Chase Trust Holdings, LLC$856K
  • Discipline Wealth Solutions, LLC$696K

Full exits 2

  • JANE STREET GROUP, LLC$1M
  • J.W. COLE ADVISORS, INC.$895K

Largest adds

  • LPL Financial LLC$22M
  • Sound Financial Strategies Group, LLC$1M
  • Turning Point Benefit Group, Inc.$1M
  • BENJAMIN EDWARDS INC$1M
  • Kestra Advisory Services, LLC$882K
  • Christian Investment Advisors, Inc.$822K

Largest trims

  • AMERIPRISE FINANCIAL INC$14M
  • EverSource Wealth Advisors, LLC$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • STIFEL FINANCIAL CORP$1M
  • Strategic Equity Management$750K
  • Sowell Financial Services LLC$649K

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
LPL Financial LLC added915,259$39M16.6%2026-Q1
WESTWOOD HOLDINGS GROUP INC580,000$25M10.5%2026-Q1
Christian Investment Advisors, Inc. added339,499$15M6.3%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed289,506$12M5.3%2026-Q1
Bare Financial Services, Inc added262,512$11M4.8%2026-Q1
Faithward Advisors, LLC added184,261$8M3.3%2026-Q1
STIFEL FINANCIAL CORP trimmed182,661$8M3.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed180,293$8M3.3%2026-Q1
Plan A Wealth LLC added176,510$7M3.2%2026-Q1
Kestra Advisory Services, LLC added160,321$7M2.9%2026-Q1
O'Connor Financial Group LLC trimmed153,011$6M2.8%2026-Q1
OneAscent Financial Services LLC added150,978$6M2.7%2026-Q1
CreativeOne Wealth, LLC trimmed138,805$6M2.5%2026-Q1
ASSETMARK, INC added120,412$5M2.2%2026-Q1
Turning Point Benefit Group, Inc. added141,847$5M2.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed101,394$4M1.9%2026-Q1
GOLDMAN SACHS GROUP INC new86,865$4M1.6%2026-Q1
Sound Financial Strategies Group, LLC added72,894$3M1.3%2026-Q1
XY Planning Network, Inc. added53,729$2M1.0%2026-Q1
Investment Research Partners LLC added50,339$2M0.9%2026-Q1
IFP Advisors, Inc added50,166$2M0.9%2026-Q1
Ocean Park Asset Management, LLC new49,510$2M0.9%2026-Q1
FAMILY WEALTH PARTNERS, LLC added49,510$2M0.9%2026-Q1
Focus Partners Advisor Solutions, LLC added49,414$2M0.9%2026-Q1
CWM, LLC trimmed45,132$2M0.8%2026-Q1
Valmark Advisers, Inc. added42,603$2M0.8%2026-Q1
Cetera Investment Advisers added42,153$2M0.8%2026-Q1
BENJAMIN EDWARDS INC added40,277$2M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added39,818$2M0.7%2026-Q1
Frontier Asset Management, LLC added37,858$2M0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added31,722$1M0.6%2026-Q1
RFG Advisory, LLC added29,781$1M0.5%2026-Q1
WorthPointe, LLC trimmed29,713$1M0.5%2026-Q1
Sound Stewardship, LLC added28,707$1M0.5%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added28,410$1M0.5%2026-Q1
First Heartland Consultants, Inc. trimmed28,141$1M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed26,385$1M0.5%2026-Q1
Cerity Partners LLC21,838$927K0.4%2026-Q1
Allworth Financial LP added21,438$910K0.4%2026-Q1
CITADEL ADVISORS LLC trimmed21,399$908K0.4%2026-Q1
Chevy Chase Trust Holdings, LLC new20,170$856K0.4%2026-Q1
SageOak Financial, LLC trimmed20,116$854K0.4%2026-Q1
Sowell Financial Services LLC trimmed17,111$726K0.3%2026-Q1
TrueWealth Advisors, LLC trimmed17,035$723K0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added16,954$720K0.3%2026-Q1
Discipline Wealth Solutions, LLC new16,401$696K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added15,866$673K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added15,760$669K0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed15,316$650K0.3%2026-Q1
OneAscent Wealth Management LLC trimmed14,006$594K0.3%2026-Q1
Farther Finance Advisors, LLC added13,775$589K0.3%2026-Q1
Geneos Wealth Management Inc. added13,667$580K0.2%2026-Q1
UBS Group AG added13,296$564K0.2%2026-Q1
VICUS CAPITAL added12,625$536K0.2%2026-Q1
Betterment LLC added12,065$512K0.2%2026-Q1
World Investment Advisors trimmed11,796$501K0.2%2026-Q1
Strategic Blueprint, LLC added11,435$485K0.2%2026-Q1
Merit Financial Group, LLC added8,878$377K0.2%2026-Q1
KAVAR CAPITAL PARTNERS GROUP, LLC added8,844$375K0.2%2026-Q1
Strategic Equity Management trimmed8,565$364K0.2%2026-Q1
Pioneer Wealth Management Group added7,987$339K0.1%2026-Q1
Advisory Services Network, LLC added7,618$323K0.1%2026-Q1
MONEYWISE, INC. trimmed7,604$323K0.1%2026-Q1
Schwallier Wealth Management LLC trimmed6,605$280K0.1%2026-Q1
Kovack Advisors, Inc. new5,334$228K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added5,324$226K0.1%2026-Q1
Whitaker-Myers Wealth Managers, LTD. trimmed5,247$223K0.1%2026-Q1
BFI Wealth Solutions, LLC5,157$222K0.1%2026-Q1
Values First Advisors, Inc. trimmed4,305$183K0.1%2026-Q1
Rossby Financial, LCC trimmed2,061$88K0.0%2026-Q1
Midwest Capital Advisors, LLC added1,883$80K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed3,192$76K0.0%2026-Q1
Blue Trust, Inc. added1,582$67K0.0%2026-Q1
CX Institutional trimmed1,239$53K0.0%2026-Q1
Nemes Rush Group LLC1,240$53K0.0%2026-Q1
N.E.W. Advisory Services LLC trimmed1,199$51K0.0%2026-Q1
BankPlus Trust Department new957$41K0.0%2026-Q1
AdvisorNet Financial, Inc trimmed777$33K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed765$32K0.0%2026-Q1
PARK NATIONAL CORP /OH/ new511$22K0.0%2026-Q1
MATHER GROUP, LLC. added435$18K0.0%2026-Q1
GeoWealth Management, LLC trimmed370$16K0.0%2026-Q1
CoreCap Advisors, LLC320$14K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed277$12K0.0%2026-Q1
JANE STREET GROUP, LLC added28,765$1M0.5%2025-Q4 stale
J.W. COLE ADVISORS, INC. added21,595$895K0.4%2025-Q4 stale
Arete Wealth Advisors, LLC trimmed11,527$479K0.2%2025-Q3 stale
Atria Wealth Solutions, Inc. added10,892$437K0.2%2025-Q2 stale
Envestnet Portfolio Solutions, Inc. added9,422$391K0.2%2025-Q4 stale
Symphony Financial, Ltd. Co. trimmed8,971$372K0.2%2025-Q3 stale
MOSAIC FAMILY WEALTH PARTNERS, LLC added7,073$293K0.1%2025-Q4 stale
Efficient Advisors, LLC added6,581$244K0.1%2025-Q1 stale
Dynamic Advisor Solutions LLC trimmed5,439$201K0.1%2025-Q1 stale
HHM Wealth Advisors, LLC4,068$169K0.1%2025-Q3 stale
PRINCIPAL SECURITIES, INC. added1,500$62K0.0%2025-Q3 stale
WINNOW WEALTH LLC added1,249$52K0.0%2025-Q4 stale
OLIVER LAGORE VANVALIN INVESTMENT GROUP trimmed1,145$42K0.0%2025-Q2 stale
Larson Financial Group LLC571$24K0.0%2025-Q3 stale
ROYAL BANK OF CANADA added424$18K0.0%2025-Q3 stale
Ameritas Advisory Services, LLC added400$15K0.0%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.

Learn how to read institutional ownership