Who owns TSME
Which tracked institutional funds hold TSME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TSME 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
7 tracked funds added or opened TSME while 5 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
TSME’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TSME 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 31 tracked filers holding TSME, 20 increased or opened the position and 20 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 TSME 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.
Full exits 3
- Thrivent Financial for Lutherans$13M
- Cambridge Investment Research Advisors, Inc.$6M
- Sunbelt Securities, Inc.$1M
Largest adds
- ROYAL BANK OF CANADA$37M
- STIFEL FINANCIAL CORP$8M
- LPL Financial LLC$4M
- Aspire Capital Advisors LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- OSAIC HOLDINGS, INC.$643K
Largest trims
- Clarity Asset Management, Inc.$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,577,110 | $344M | 75.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 713,956 | $37M | 8.2% | 2026-Q2 |
| Aspire Capital Advisors LLC trimmed | 275,341 | $14M | 3.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 228,195 | $12M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 173,678 | $9M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 172,512 | $9M | 2.0% | 2026-Q2 |
| BAILARD, INC. trimmed | 36,279 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,178 | $952K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 16,318 | $855K | 0.2% | 2026-Q2 |
| Legacy Wealth Management, LLC / MS | 14,494 | $759K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 10,294 | $539K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,315 | $435K | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 7,420 | $389K | 0.1% | 2026-Q2 |
| BNB Wealth Management, LLC added | 6,986 | $366K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 6,388 | $335K | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC new | 5,823 | $305K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,426 | $284K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 4,278 | $224K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 4,140 | $217K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 4,005 | $210K | 0.0% | 2026-Q2 |
| Safeguard Investment Advisory Group, LLC new | 3,880 | $203K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 912 | $48K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 533 | $28K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 502 | $26K | 0.0% | 2026-Q2 |
| LGT Financial Advisors LLC | 439 | $23K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 305 | $16K | 0.0% | 2026-Q2 |
| TD Capital Management LLC trimmed | 303 | $16K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 298 | $16K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 209 | $11K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 200 | $10K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 122 | $6K | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans trimmed | 320,634 | $13M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 143,655 | $6M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 32,236 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 11,688 | $486K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 10,584 | $440K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Apella Capital, LLC | 5,107 | $239K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. new | 4,819 | $200K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RMG Wealth Management LLC new | 2,293 | $39K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC | 750 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 363 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Winch Advisory Services, LLC new | 327 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 21 | $873 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 6,394 | $266K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY added | 633 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 546 | $23K | 0.0% | 2025-Q4 stale (2 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.