Who owns TSEC
Which tracked institutional funds hold TSEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TSEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 TSEC is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 0 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
TSEC’s largest tracked holder by dollar value, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TSEC 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 19 tracked filers holding TSEC, 14 increased or opened the position and 6 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 TSEC 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
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$3M
Largest adds
- Retirement Planning Group, LLC$10M
- Steward Partners Investment Advisory, LLC$1M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$743K
- CITADEL ADVISORS LLC$632K
- STIFEL FINANCIAL CORP$516K
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 |
|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 3,925,408 | $101M | 70.3% | 2026-Q2 |
| Retirement Planning Group, LLC added | 758,554 | $20M | 13.6% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 159,117 | $4M | 2.8% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 134,910 | $3M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 108,895 | $3M | 2.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 106,514 | $3M | 1.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 95,058 | $2M | 1.7% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 53,603 | $1M | 1.0% | 2026-Q2 |
| Alteri Wealth LLC added | 35,883 | $926K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,325 | $886K | 0.6% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 22,554 | $582K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 19,291 | $498K | 0.3% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 11,083 | $286K | 0.2% | 2026-Q2 |
| Avantax Planning Partners, Inc. new | 9,863 | $255K | 0.2% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 9,479 | $245K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,491 | $194K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,225 | $32K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 1,000 | $26K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 20 | $517 | 0.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 15,984 | $412K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Vestmark Advisory Solutions, Inc. new | 15,984 | $412K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 18,863 | $494K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,437 | $510K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 5,928 | $156K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC new | 13,227 | $346K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.