Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
15 tracked funds added or opened TPYP while 22 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
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 2026-Q1 and 2026-Q2, across 138 tracked filers holding TPYP, 61 increased or opened the position and 72 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 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 3
- Eagle Strategies LLC$7M
- Diversify Advisory Services, LLC$3M
- Global Retirement Partners, LLC$1M
Full exits 10
- FOSTER & MOTLEY INC$27M
- CWM, LLC$14M
- Parkside Financial Bank & Trust$12M
- Janney Montgomery Scott LLC$4M
- HighTower Advisors, LLC$3M
- Bollard Group LLC$3M
Largest adds
- Keudell/Morrison Wealth Management$4M
- GTS SECURITIES LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- Bank of New York Mellon Corp$782K
- Sanctuary Advisors, LLC$580K
- UBS Group AG$539K
Largest trims
- EverSource Wealth Advisors, LLC$15M
- Arvest Bank Trust Division$6M
- LPL Financial LLC$6M
- WELLS FARGO & COMPANY/MN$5M
- CITADEL ADVISORS LLC$3M
- RAYMOND JAMES FINANCIAL INC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,484,693 | $146M | 25.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 996,071 | $42M | 7.1% | 2026-Q2 |
| Arvest Bank Trust Division trimmed | 930,151 | $39M | 6.7% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 885,428 | $37M | 6.4% | 2026-Q2 |
| Magnus Financial Group LLC added | 863,496 | $36M | 6.2% | 2026-Q2 |
| ATWOOD & PALMER INC added | 670,333 | $28M | 4.8% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 375,370 | $16M | 2.7% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 345,746 | $14M | 2.5% | 2026-Q2 |
| UBS Group AG added | 279,251 | $12M | 2.0% | 2026-Q2 |
| Busey Bank trimmed | 266,738 | $11M | 1.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 240,203 | $10M | 1.7% | 2026-Q2 |
| Triangle Securities Wealth Management trimmed | 224,795 | $9M | 1.6% | 2026-Q2 |
| Creative Planning trimmed | 224,568 | $9M | 1.6% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 211,148 | $9M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 202,848 | $9M | 1.5% | 2026-Q2 |
| Mariner, LLC added | 199,274 | $8M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 194,195 | $8M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 190,215 | $8M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 175,953 | $7M | 1.3% | 2026-Q2 |
| Eagle Strategies LLC new | 175,309 | $7M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 143,215 | $6M | 1.0% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 135,865 | $6M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 123,199 | $5M | 0.9% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 112,602 | $5M | 0.8% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 107,250 | $4M | 0.8% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 101,206 | $4M | 0.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 97,415 | $4M | 0.7% | 2026-Q2 |
| Smith & Howard Wealth Management, LLC added | 94,978 | $4M | 0.7% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 93,912 | $4M | 0.7% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 88,342 | $4M | 0.6% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 85,179 | $4M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 84,813 | $4M | 0.6% | 2026-Q2 |
| HBK Sorce Advisory LLC | 79,943 | $3M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 78,660 | $3M | 0.6% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 78,369 | $3M | 0.6% | 2026-Q2 |
| Battery Global Advisors, LLC | 68,388 | $3M | 0.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 64,026 | $3M | 0.5% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 64,026 | $3M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 61,125 | $3M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 56,748 | $2M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 54,600 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 45,872 | $2M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 45,517 | $2M | 0.3% | 2026-Q2 |
| ARS Investment Partners, LLC added | 42,445 | $2M | 0.3% | 2026-Q2 |
| XML Financial, LLC trimmed | 42,244 | $2M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 37,134 | $2M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP | 37,010 | $2M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 36,620 | $2M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 32,791 | $1M | 0.2% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 32,231 | $1M | 0.2% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 28,005 | $1M | 0.2% | 2026-Q2 |
| Oxbow Advisors, LLC trimmed | 27,785 | $1M | 0.2% | 2026-Q2 |
| WESBANCO BANK INC trimmed | 26,226 | $1M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 24,586 | $1M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 20,730 | $869K | 0.1% | 2026-Q2 |
| Summit Wealth Partners, LLC trimmed | 19,960 | $837K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 19,305 | $809K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 17,860 | $749K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 17,596 | $738K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. trimmed | 16,886 | $708K | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 16,636 | $698K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 15,969 | $670K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,153 | $647K | 0.1% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 13,902 | $583K | 0.1% | 2026-Q2 |
| Objectivity Squared, LLC trimmed | 13,450 | $564K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 12,703 | $533K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 12,635 | $530K | 0.1% | 2026-Q2 |
| Stokes Capital Advisors, LLC trimmed | 12,616 | $529K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 12,337 | $517K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 11,594 | $486K | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC | 11,328 | $475K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 10,850 | $455K | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 9,964 | $418K | 0.1% | 2026-Q2 |
| WealthTrust Axiom LLC | 9,500 | $398K | 0.1% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 9,383 | $393K | 0.1% | 2026-Q2 |
| Leading Edge Financial Planning LLC trimmed | 9,208 | $386K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. | 8,258 | $346K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 8,104 | $343K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 8,100 | $340K | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 8,012 | $338K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 7,975 | $334K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 7,771 | $326K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 7,647 | $321K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 7,426 | $311K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 7,189 | $301K | 0.1% | 2026-Q2 |
| Zinnia Wealth Advisory, LLC added | 6,709 | $281K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 6,646 | $279K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. | 6,615 | $277K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 6,599 | $277K | 0.0% | 2026-Q2 |
| Sterneck Capital Management, LLC | 6,300 | $264K | 0.0% | 2026-Q2 |
| Family Investment Center, Inc. added | 6,018 | $252K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 5,720 | $240K | 0.0% | 2026-Q2 |
| Segment Wealth Management, LLC | 5,570 | $234K | 0.0% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 5,529 | $232K | 0.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 5,503 | $231K | 0.0% | 2026-Q2 |
| Argent Trust Co | 5,500 | $231K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 5,354 | $224K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ | 5,349 | $224K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,220 | $219K | 0.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 5,052 | $223K | 0.0% | 2026-Q2 |
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.