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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 915,259 | $39M | 16.6% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC | 580,000 | $25M | 10.5% | 2026-Q1 |
| Christian Investment Advisors, Inc. added | 339,499 | $15M | 6.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 289,506 | $12M | 5.3% | 2026-Q1 |
| Bare Financial Services, Inc added | 262,512 | $11M | 4.8% | 2026-Q1 |
| Faithward Advisors, LLC added | 184,261 | $8M | 3.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 182,661 | $8M | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 180,293 | $8M | 3.3% | 2026-Q1 |
| Plan A Wealth LLC added | 176,510 | $7M | 3.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 160,321 | $7M | 2.9% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 153,011 | $6M | 2.8% | 2026-Q1 |
| OneAscent Financial Services LLC added | 150,978 | $6M | 2.7% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 138,805 | $6M | 2.5% | 2026-Q1 |
| ASSETMARK, INC added | 120,412 | $5M | 2.2% | 2026-Q1 |
| Turning Point Benefit Group, Inc. added | 141,847 | $5M | 2.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 101,394 | $4M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 86,865 | $4M | 1.6% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 72,894 | $3M | 1.3% | 2026-Q1 |
| XY Planning Network, Inc. added | 53,729 | $2M | 1.0% | 2026-Q1 |
| Investment Research Partners LLC added | 50,339 | $2M | 0.9% | 2026-Q1 |
| IFP Advisors, Inc added | 50,166 | $2M | 0.9% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 49,510 | $2M | 0.9% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 49,510 | $2M | 0.9% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 49,414 | $2M | 0.9% | 2026-Q1 |
| CWM, LLC trimmed | 45,132 | $2M | 0.8% | 2026-Q1 |
| Valmark Advisers, Inc. added | 42,603 | $2M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 42,153 | $2M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 40,277 | $2M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 39,818 | $2M | 0.7% | 2026-Q1 |
| Frontier Asset Management, LLC added | 37,858 | $2M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,722 | $1M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 29,781 | $1M | 0.5% | 2026-Q1 |
| WorthPointe, LLC trimmed | 29,713 | $1M | 0.5% | 2026-Q1 |
| Sound Stewardship, LLC added | 28,707 | $1M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 28,410 | $1M | 0.5% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 28,141 | $1M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 26,385 | $1M | 0.5% | 2026-Q1 |
| Cerity Partners LLC | 21,838 | $927K | 0.4% | 2026-Q1 |
| Allworth Financial LP added | 21,438 | $910K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,399 | $908K | 0.4% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC new | 20,170 | $856K | 0.4% | 2026-Q1 |
| SageOak Financial, LLC trimmed | 20,116 | $854K | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 17,111 | $726K | 0.3% | 2026-Q1 |
| TrueWealth Advisors, LLC trimmed | 17,035 | $723K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,954 | $720K | 0.3% | 2026-Q1 |
| Discipline Wealth Solutions, LLC new | 16,401 | $696K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 15,866 | $673K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,760 | $669K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,316 | $650K | 0.3% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 14,006 | $594K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 13,775 | $589K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 13,667 | $580K | 0.2% | 2026-Q1 |
| UBS Group AG added | 13,296 | $564K | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 12,625 | $536K | 0.2% | 2026-Q1 |
| Betterment LLC added | 12,065 | $512K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 11,796 | $501K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 11,435 | $485K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 8,878 | $377K | 0.2% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 8,844 | $375K | 0.2% | 2026-Q1 |
| Strategic Equity Management trimmed | 8,565 | $364K | 0.2% | 2026-Q1 |
| Pioneer Wealth Management Group added | 7,987 | $339K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 7,618 | $323K | 0.1% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 7,604 | $323K | 0.1% | 2026-Q1 |
| Schwallier Wealth Management LLC trimmed | 6,605 | $280K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. new | 5,334 | $228K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,324 | $226K | 0.1% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 5,247 | $223K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 5,157 | $222K | 0.1% | 2026-Q1 |
| Values First Advisors, Inc. trimmed | 4,305 | $183K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 2,061 | $88K | 0.0% | 2026-Q1 |
| Midwest Capital Advisors, LLC added | 1,883 | $80K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 3,192 | $76K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. added | 1,582 | $67K | 0.0% | 2026-Q1 |
| CX Institutional trimmed | 1,239 | $53K | 0.0% | 2026-Q1 |
| Nemes Rush Group LLC | 1,240 | $53K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 1,199 | $51K | 0.0% | 2026-Q1 |
| BankPlus Trust Department new | 957 | $41K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 777 | $33K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 765 | $32K | 0.0% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ new | 511 | $22K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. added | 435 | $18K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 370 | $16K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 320 | $14K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 277 | $12K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,765 | $1M | 0.5% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 21,595 | $895K | 0.4% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC trimmed | 11,527 | $479K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 10,892 | $437K | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. added | 9,422 | $391K | 0.2% | 2025-Q4 stale |
| Symphony Financial, Ltd. Co. trimmed | 8,971 | $372K | 0.2% | 2025-Q3 stale |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 7,073 | $293K | 0.1% | 2025-Q4 stale |
| Efficient Advisors, LLC added | 6,581 | $244K | 0.1% | 2025-Q1 stale |
| Dynamic Advisor Solutions LLC trimmed | 5,439 | $201K | 0.1% | 2025-Q1 stale |
| HHM Wealth Advisors, LLC | 4,068 | $169K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 1,500 | $62K | 0.0% | 2025-Q3 stale |
| WINNOW WEALTH LLC added | 1,249 | $52K | 0.0% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP trimmed | 1,145 | $42K | 0.0% | 2025-Q2 stale |
| Larson Financial Group LLC | 571 | $24K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA added | 424 | $18K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC added | 400 | $15K | 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.