Who owns TSI
Which tracked institutional funds hold TSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TSI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
11 tracked funds added or opened TSI while 4 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
TSI’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TSI 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 70 tracked filers holding TSI, 35 increased or opened the position and 22 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 TSI 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 2
- TCW GROUP INC$6M
- Quantinno Capital Management LP$664K
Full exits 2
- SeaBridge Investment Advisors LLC$3M
- SEVEN MILE ADVISORY$568K
Largest adds
- SIT INVESTMENT ASSOCIATES INC$35M
- JP Wealth Management, Inc.$4M
- Focus Partners Wealth$4M
- Hara Capital LLC$3M
- 1607 Capital Partners, LLC$2M
- DIVERSIFIED MANAGEMENT INC$1M
Largest trims
- AMERIPRISE FINANCIAL INC$461K
- MORGAN STANLEY$370K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 18,951,319 | $85M | 44.7% | 2026-Q1 |
| JP Wealth Management, Inc. added | 4,480,723 | $20M | 10.6% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 2,609,048 | $12M | 6.1% | 2026-Q1 |
| Focus Partners Wealth added | 2,434,597 | $11M | 5.7% | 2026-Q1 |
| TCW GROUP INC new | 1,408,383 | $6M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,362,075 | $6M | 3.2% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC added | 1,347,288 | $6M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,150,017 | $5M | 2.7% | 2026-Q1 |
| Northside Capital Management, LLC added | 1,030,526 | $5M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 791,474 | $4M | 1.9% | 2026-Q1 |
| Hara Capital LLC added | 738,114 | $3M | 1.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 394,505 | $2M | 0.9% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 290,073 | $1M | 0.7% | 2026-Q1 |
| Noble Wealth Management PBC added | 236,732 | $1M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 206,366 | $927K | 0.5% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 165,778 | $744K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 160,392 | $720K | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP new | 147,982 | $664K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 93,451 | $420K | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 91,306 | $410K | 0.2% | 2026-Q1 |
| Intellus Advisors LLC added | 81,271 | $365K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 75,508 | $339K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 72,899 | $327K | 0.2% | 2026-Q1 |
| RDA Financial Network added | 59,805 | $269K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 50,245 | $226K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 42,339 | $190K | 0.1% | 2026-Q1 |
| Sigma Planning Corp | 41,952 | $188K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 40,594 | $182K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. | 40,028 | $180K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 35,262 | $158K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 34,395 | $154K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC | 33,231 | $149K | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. | 31,212 | $140K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 26,526 | $119K | 0.1% | 2026-Q1 |
| Whitener Capital Management, Inc. trimmed | 25,075 | $113K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 24,588 | $110K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 23,926 | $107K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 23,585 | $106K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 23,336 | $105K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 22,187 | $99K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 21,600 | $97K | 0.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS | 20,202 | $91K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers | 17,190 | $77K | 0.0% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 16,625 | $75K | 0.0% | 2026-Q1 |
| Rareview Capital LLC new | 15,286 | $75K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,452 | $74K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 16,190 | $73K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC | 13,850 | $62K | 0.0% | 2026-Q1 |
| Regal Investment Advisors LLC | 13,350 | $60K | 0.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 13,274 | $60K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 10,770 | $48K | 0.0% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 10,706 | $48K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 10,339 | $46K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,627 | $43K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 8,000 | $36K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 7,839 | $35K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 5,210 | $24K | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 5,000 | $23K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 4,359 | $20K | 0.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 3,258 | $15K | 0.0% | 2026-Q1 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 2,511 | $11K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 2,008 | $9K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,923 | $9K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,680 | $8K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,061 | $5K | 0.0% | 2026-Q1 |
| McIlrath & Eck, LLC | 965 | $4K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 521 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 500 | $2K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 300 | $1K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 0 | $3 | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 1,357,667 | $7M | 3.5% | 2025-Q3 stale |
| SeaBridge Investment Advisors LLC trimmed | 667,324 | $3M | 1.7% | 2025-Q4 stale |
| Invesco Ltd. added | 401,659 | $2M | 1.0% | 2025-Q1 stale |
| SEVEN MILE ADVISORY added | 114,997 | $568K | 0.3% | 2025-Q4 stale |
| IEQ CAPITAL, LLC | 76,049 | $370K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 70,281 | $343K | 0.2% | 2025-Q2 stale |
| Transform Wealth, LLC | 54,448 | $268K | 0.1% | 2025-Q1 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC trimmed | 33,727 | $167K | 0.1% | 2025-Q4 stale |
| Sheaff Brock Investment Advisors, LLC | 23,000 | $112K | 0.1% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC | 21,651 | $105K | 0.1% | 2025-Q1 stale |
| Corient Private Wealth LLC added | 16,740 | $82K | 0.0% | 2025-Q2 stale |
| Tortoise Investment Management, LLC | 16,325 | $80K | 0.0% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 16,400 | $80K | 0.0% | 2025-Q2 stale |
| Litman Gregory Wealth Management LLC | 16,200 | $80K | 0.0% | 2025-Q4 stale |
| &PARTNERS new | 14,349 | $71K | 0.0% | 2025-Q4 stale |
| MB Generational Wealth, LLC trimmed | 12,812 | $63K | 0.0% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,665 | $62K | 0.0% | 2025-Q1 stale |
| XTX Topco Ltd new | 10,444 | $51K | 0.0% | 2025-Q3 stale |
| Creative Planning added | 10,437 | $51K | 0.0% | 2025-Q1 stale |
| Lindbrook Capital, LLC | 10,373 | $50K | 0.0% | 2025-Q1 stale |
| Avidian Wealth Enterprises, LLC added | 10,100 | $50K | 0.0% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 10,008 | $49K | 0.0% | 2025-Q3 stale |
| Elequin Capital, LP trimmed | 6,351 | $31K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 6,000 | $30K | 0.0% | 2025-Q4 stale |
| WFA of San Diego, LLC | 750 | $4K | 0.0% | 2025-Q2 stale |
| ASSETMARK, INC new | 273 | $1K | 0.0% | 2025-Q4 stale |
| BESSEMER GROUP INC trimmed | 280 | $1K | 0.0% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) trimmed | 158 | $771 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.