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-Q2 13F filings (latest filed 2026-08-19). 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
4 tracked funds added or opened TSI while 3 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
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 2026-Q1 and 2026-Q2, across 67 tracked filers holding TSI, 30 increased or opened the position and 23 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 TSI 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
- GUGGENHEIM CAPITAL LLC$707K
Full exits 1
- SIT INVESTMENT ASSOCIATES INC$85M
Largest adds
- Rareview Capital LLC$1M
- Focus Partners Wealth$821K
- TCW GROUP INC$321K
Largest trims
- 1607 Capital Partners, LLC$4M
- BALYASNY ASSET MANAGEMENT L.P.$333K
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 |
|---|---|---|---|---|
| JP Wealth Management, Inc. added | 4,493,487 | $20M | 10.8% | 2026-Q2 |
| Focus Partners Wealth added | 2,605,913 | $12M | 6.3% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 1,809,792 | $8M | 4.3% | 2026-Q2 |
| TCW GROUP INC added | 1,473,369 | $7M | 3.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,364,445 | $6M | 3.3% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC trimmed | 1,300,762 | $6M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,156,221 | $5M | 2.8% | 2026-Q2 |
| Northside Capital Management, LLC | 1,030,526 | $5M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 839,961 | $4M | 2.0% | 2026-Q2 |
| Hara Capital LLC added | 755,114 | $3M | 1.8% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 394,505 | $2M | 0.9% | 2026-Q2 |
| Rareview Capital LLC added | 307,541 | $2M | 0.8% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 298,509 | $1M | 0.7% | 2026-Q2 |
| Noble Wealth Management PBC added | 276,747 | $1M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 201,565 | $909K | 0.5% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 166,871 | $753K | 0.4% | 2026-Q2 |
| UBS Group AG added | 163,904 | $739K | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC new | 156,678 | $707K | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP | 147,982 | $667K | 0.4% | 2026-Q2 |
| Intellus Advisors LLC added | 98,452 | $444K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 77,861 | $351K | 0.2% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 58,079 | $262K | 0.1% | 2026-Q2 |
| RDA Financial Network trimmed | 57,805 | $261K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 46,592 | $210K | 0.1% | 2026-Q2 |
| Sigma Planning Corp | 41,952 | $189K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 40,594 | $183K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 38,028 | $172K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 34,949 | $158K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 34,464 | $155K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC | 33,231 | $150K | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. | 31,212 | $141K | 0.1% | 2026-Q2 |
| Logan Stone Capital, LLC new | 26,926 | $121K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 26,526 | $119K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,388 | $119K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 25,489 | $115K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 24,588 | $111K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 23,600 | $106K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 23,229 | $105K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,911 | $103K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. new | 21,000 | $95K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 20,202 | $91K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 16,994 | $77K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 16,777 | $76K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC | 16,190 | $73K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 15,725 | $71K | 0.0% | 2026-Q2 |
| Whitener Capital Management, Inc. trimmed | 15,185 | $68K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 15,075 | $68K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC | 13,850 | $62K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC | 13,350 | $60K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,704 | $53K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 10,848 | $49K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 10,484 | $47K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 8,000 | $36K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 7,868 | $35K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 5,210 | $23K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5,000 | $23K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,959 | $22K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. | 3,258 | $15K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,008 | $14K | 0.0% | 2026-Q2 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 2,511 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,359 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,923 | $9K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 1,680 | $8K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,061 | $5K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 600 | $3K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 521 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $3 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 18,951,319 | $85M | 45.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 93,451 | $420K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 72,899 | $327K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MML INVESTORS SERVICES, LLC added | 35,262 | $158K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 22,187 | $99K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Flatrock Wealth Partners LLC | 10,706 | $48K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 965 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc | 500 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Signature Equity Partners, LLC trimmed | 300 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SeaBridge Investment Advisors LLC trimmed | 667,324 | $3M | 1.8% | 2025-Q4 stale (2 quarters behind) |
| SEVEN MILE ADVISORY added | 114,997 | $568K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TRANSATLANTIQUE PRIVATE WEALTH LLC trimmed | 33,727 | $167K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Litman Gregory Wealth Management LLC | 16,200 | $80K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| &PARTNERS new | 14,349 | $71K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 6,000 | $30K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 273 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 1,357,667 | $7M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| Tortoise Investment Management, LLC | 16,325 | $80K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MB Generational Wealth, LLC trimmed | 12,812 | $63K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| XTX Topco Ltd new | 10,444 | $51K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Avidian Wealth Enterprises, LLC added | 10,100 | $50K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Corient Private Wealth LLC added | 16,740 | $82K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 16,400 | $80K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP new | 6,351 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| WFA of San Diego, LLC | 750 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Tower Research Capital LLC (TRC) new | 158 | $771 | 0.0% | 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.