Who owns TPYP (TPYP)
Which tracked institutional funds hold TPYP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TPYP 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
The tracked-fund tape on TPYP is one-sided between 2025-Q4 and 2026-Q1: 53 added or opened and 6 trimmed or exited — on balance accumulating.
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
TPYP’s largest tracked holder by dollar value, MORGAN STANLEY, 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 TPYP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TPYP 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 145 tracked filers holding TPYP, 78 increased or opened the position and 51 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 TPYP 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 6
- EverSource Wealth Advisors, LLC$15M
- CITADEL ADVISORS LLC$10M
- Foundations Investment Advisors, LLC$2M
- B. Riley Wealth Advisors, Inc.$2M
- MGO ONE SEVEN LLC$1M
- JANE STREET GROUP, LLC$906K
Full exits 4
- FAS Wealth Partners, Inc.$4M
- Global Retirement Partners, LLC$1M
- FLOW TRADERS U.S. LLC$755K
- Diversify Advisory Services, LLC$733K
Largest adds
- MORGAN STANLEY$26M
- TRAPHAGEN INVESTMENT ADVISORS LLC$11M
- Arvest Bank Trust Division$6M
- LPL Financial LLC$6M
- Magnus Financial Group LLC$6M
- ATWOOD & PALMER INC$5M
Largest trims
- Oxbow Advisors, LLC$5M
- NewEdge Advisors, LLC$342K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,438,505 | $146M | 21.5% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 1,065,759 | $45M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 956,356 | $41M | 6.0% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 865,826 | $37M | 5.4% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 850,210 | $36M | 5.3% | 2026-Q1 |
| ATWOOD & PALMER INC added | 667,141 | $28M | 4.2% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 641,022 | $27M | 4.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 47,556 | $15M | 2.2% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. trimmed | 344,037 | $15M | 2.1% | 2026-Q1 |
| CWM, LLC added | 341,034 | $14M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 320,027 | $14M | 2.0% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 285,805 | $12M | 1.8% | 2026-Q1 |
| Busey Bank trimmed | 277,382 | $12M | 1.7% | 2026-Q1 |
| Keudell/Morrison Wealth Management trimmed | 266,945 | $11M | 1.7% | 2026-Q1 |
| UBS Group AG added | 263,695 | $11M | 1.6% | 2026-Q1 |
| Cerity Partners LLC added | 244,199 | $10M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 239,707 | $10M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 236,396 | $10M | 1.5% | 2026-Q1 |
| Creative Planning trimmed | 228,361 | $10M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 227,800 | $10M | 1.4% | 2026-Q1 |
| Triangle Securities Wealth Management added | 227,063 | $10M | 1.4% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 208,402 | $9M | 1.3% | 2026-Q1 |
| Mariner, LLC trimmed | 195,837 | $8M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 189,266 | $8M | 1.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 138,865 | $6M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 136,070 | $6M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 113,017 | $5M | 0.7% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. added | 100,229 | $4M | 0.6% | 2026-Q1 |
| BLUELINE ADVISORS LLC added | 98,755 | $4M | 0.6% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 95,389 | $4M | 0.6% | 2026-Q1 |
| Smith & Howard Wealth Management, LLC trimmed | 94,062 | $4M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 91,608 | $4M | 0.6% | 2026-Q1 |
| Quad-Cities Investment Group, LLC trimmed | 89,713 | $4M | 0.6% | 2026-Q1 |
| Financial Partners Group, Inc added | 87,818 | $4M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 81,612 | $3M | 0.5% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 79,943 | $3M | 0.5% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 80,886 | $3M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 76,284 | $3M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 70,255 | $3M | 0.4% | 2026-Q1 |
| Bollard Group LLC added | 70,058 | $3M | 0.4% | 2026-Q1 |
| Battery Global Advisors, LLC | 68,388 | $3M | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 61,547 | $3M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC added | 56,734 | $2M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 56,275 | $2M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 52,666 | $2M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 48,750 | $2M | 0.3% | 2026-Q1 |
| XML Financial, LLC trimmed | 45,638 | $2M | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. new | 43,905 | $2M | 0.3% | 2026-Q1 |
| ARS Investment Partners, LLC added | 41,982 | $2M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 37,255 | $2M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 37,077 | $2M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP | 37,010 | $2M | 0.2% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 32,899 | $1M | 0.2% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 31,602 | $1M | 0.2% | 2026-Q1 |
| Oxbow Advisors, LLC trimmed | 29,297 | $1M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 28,281 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 26,936 | $1M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC | 26,926 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,180 | $1M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 23,637 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 22,136 | $938K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 21,718 | $920K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,389 | $906K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC | 20,730 | $878K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC trimmed | 20,468 | $867K | 0.1% | 2026-Q1 |
| Objectivity Squared, LLC added | 20,188 | $855K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 18,821 | $797K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 17,513 | $742K | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. trimmed | 17,006 | $720K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 16,120 | $683K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 15,937 | $675K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 15,939 | $673K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 15,218 | $645K | 0.1% | 2026-Q1 |
| 55 North Private Wealth, LLC added | 13,888 | $588K | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 13,337 | $565K | 0.1% | 2026-Q1 |
| Stokes Capital Advisors, LLC added | 12,958 | $549K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 12,703 | $538K | 0.1% | 2026-Q1 |
| Summit Financial, LLC | 12,157 | $515K | 0.1% | 2026-Q1 |
| WESPAC Advisors, LLC new | 11,501 | $487K | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC | 11,328 | $480K | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC trimmed | 10,872 | $469K | 0.1% | 2026-Q1 |
| WealthTrust Axiom LLC trimmed | 9,500 | $402K | 0.1% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 9,498 | $402K | 0.1% | 2026-Q1 |
| Leading Edge Financial Planning LLC trimmed | 9,210 | $390K | 0.1% | 2026-Q1 |
| Strategies Wealth Advisors, LLC | 8,895 | $377K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. | 8,258 | $350K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 8,243 | $349K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 7,838 | $332K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 7,628 | $323K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 7,595 | $322K | 0.0% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. new | 7,456 | $316K | 0.0% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 109,026 | $4M | 0.6% | 2025-Q4 stale |
| COUNTRY CLUB BANK trimmed | 100,895 | $4M | 0.5% | 2025-Q3 stale |
| Verity & Verity, LLC new | 47,176 | $2M | 0.3% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 36,284 | $1M | 0.2% | 2025-Q4 stale |
| BESSEMER GROUP INC added | 23,812 | $868K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 21,402 | $755K | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 20,265 | $733K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. new | 17,500 | $625K | 0.1% | 2025-Q2 stale |
| SteelPeak Wealth, LLC new | 10,429 | $373K | 0.1% | 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.