Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
27 tracked funds added or opened TPSC while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 91 tracked filers holding TPSC, 59 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 2026-Q1 and 2026-Q2 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
- J.W. COLE ADVISORS, INC.$1M
Full exits 7
- CreativeOne Wealth, LLC$6M
- XY Planning Network, Inc.$2M
- Ocean Park Asset Management, LLC$2M
- CWM, LLC$2M
- Cerity Partners LLC$927K
- Cambridge Investment Research Advisors, Inc.$673K
Largest adds
- STIFEL FINANCIAL CORP$10M
- LPL Financial LLC$6M
- EverSource Wealth Advisors, LLC$5M
- WESTWOOD HOLDINGS GROUP INC$3M
- CREATIVE FINANCIAL DESIGNS INC /ADV$2M
- Bare Financial Services, Inc$2M
Largest trims
- Turning Point Benefit Group, Inc.$1M
- Frontier Asset Management, LLC$878K
- GOLDMAN SACHS GROUP INC$852K
- CITADEL ADVISORS LLC$667K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$352K
- OneAscent Wealth Management LLC$295K
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 | 939,102 | $45M | 16.3% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC | 580,000 | $28M | 10.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 374,020 | $18M | 6.5% | 2026-Q2 |
| Christian Investment Advisors, Inc. trimmed | 338,432 | $16M | 5.9% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 302,545 | $15M | 5.2% | 2026-Q2 |
| Bare Financial Services, Inc added | 271,703 | $13M | 4.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 200,039 | $10M | 3.5% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 183,599 | $9M | 3.2% | 2026-Q2 |
| Plan A Wealth LLC added | 182,718 | $9M | 3.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 166,301 | $8M | 2.9% | 2026-Q2 |
| OneAscent Financial Services LLC added | 160,784 | $8M | 2.8% | 2026-Q2 |
| O'Connor Financial Group LLC added | 153,956 | $7M | 2.7% | 2026-Q2 |
| ASSETMARK, INC added | 122,525 | $6M | 2.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 120,039 | $6M | 2.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 104,830 | $5M | 1.8% | 2026-Q2 |
| Sound Financial Strategies Group, LLC added | 74,136 | $4M | 1.3% | 2026-Q2 |
| Turning Point Benefit Group, Inc. trimmed | 72,706 | $3M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 59,080 | $3M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 58,745 | $3M | 1.0% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC added | 56,018 | $3M | 1.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 55,914 | $3M | 1.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 54,341 | $3M | 0.9% | 2026-Q2 |
| Investment Research Partners LLC added | 51,415 | $2M | 0.9% | 2026-Q2 |
| IFP Advisors, Inc added | 51,150 | $2M | 0.9% | 2026-Q2 |
| Valmark Advisers, Inc. added | 47,517 | $2M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 40,640 | $2M | 0.7% | 2026-Q2 |
| RFG Advisory, LLC added | 34,583 | $2M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 33,435 | $2M | 0.6% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 29,710 | $1M | 0.5% | 2026-Q2 |
| Sound Stewardship, LLC trimmed | 27,749 | $1M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,248 | $1M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,580 | $1M | 0.5% | 2026-Q2 |
| WorthPointe, LLC trimmed | 25,701 | $1M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 22,862 | $1M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 22,439 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,726 | $994K | 0.4% | 2026-Q2 |
| SageOak Financial, LLC trimmed | 19,502 | $936K | 0.3% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC trimmed | 19,398 | $931K | 0.3% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 19,147 | $919K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,064 | $867K | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC added | 17,963 | $862K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 17,566 | $843K | 0.3% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 16,906 | $811K | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 15,943 | $765K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 15,688 | $753K | 0.3% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 15,187 | $729K | 0.3% | 2026-Q2 |
| VICUS CAPITAL added | 13,942 | $669K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 11,287 | $542K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 10,890 | $523K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 10,836 | $520K | 0.2% | 2026-Q2 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 9,504 | $456K | 0.2% | 2026-Q2 |
| Pioneer Wealth Management Group added | 9,306 | $447K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,240 | $443K | 0.2% | 2026-Q2 |
| Strategic Equity Management trimmed | 8,081 | $388K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,672 | $368K | 0.1% | 2026-Q2 |
| MONEYWISE, INC. trimmed | 7,323 | $351K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 7,284 | $349K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 6,438 | $309K | 0.1% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 6,232 | $299K | 0.1% | 2026-Q2 |
| Values First Advisors, Inc. added | 5,196 | $296K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 6,159 | $295K | 0.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 5,507 | $264K | 0.1% | 2026-Q2 |
| Demars Financial Group, LLC new | 5,369 | $258K | 0.1% | 2026-Q2 |
| Abundance Wealth Counselors new | 5,194 | $249K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,025 | $241K | 0.1% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 4,973 | $239K | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. trimmed | 4,728 | $225K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. new | 4,456 | $214K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,885 | $186K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 2,581 | $124K | 0.0% | 2026-Q2 |
| BankPlus Trust Department added | 2,220 | $107K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 2,044 | $98K | 0.0% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 1,889 | $91K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 1,582 | $76K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 1,410 | $68K | 0.0% | 2026-Q2 |
| Nemes Rush Group LLC | 1,240 | $59K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 1,209 | $58K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 763 | $37K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 576 | $28K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 500 | $24K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 463 | $22K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 435 | $21K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 320 | $15K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 279 | $13K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 277 | $13K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 259 | $12K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 104 | $5K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 79 | $4K | 0.0% | 2026-Q2 |
| Main Street Group, LTD new | 44 | $2K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 6 | $286 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 4 | $192 | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 138,805 | $6M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| XY Planning Network, Inc. added | 53,729 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Ocean Park Asset Management, LLC new | 49,510 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 45,132 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC | 21,838 | $927K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 15,866 | $673K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 12,065 | $512K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Arete Wealth Advisors, LLC trimmed | 11,527 | $479K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 10,892 | $437K | 0.2% | 2025-Q2 stale (4 quarters behind) |
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.