Who owns TSPA
Which tracked institutional funds hold TSPA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TSPA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 TSPA is one-sided between 2026-Q1 and 2026-Q2: 67 added or opened and 9 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
TSPA’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes TSPA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TSPA 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 130 tracked filers holding TSPA, 86 increased or opened the position and 45 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 TSPA 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 11
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$431M
- KICKSTAND VENTURES, LLC.$36M
- Circle Wealth Management, LLC$2M
- Arete Wealth Advisors, LLC$1M
- United Advisor Group, LLC$1M
- Balefire, LLC$873K
Full exits 7
- HighTower Advisors, LLC$16M
- Cambridge Investment Research Advisors, Inc.$14M
- Capital Analysts, LLC$10M
- Platt Wealth Management LLC$3M
- CENTAURUS FINANCIAL, INC.$2M
- Bank of Jackson Hole Trust$522K
Largest adds
- JPMORGAN CHASE & CO$479M
- LPL Financial LLC$413M
- National Pension Service$63M
- M&T Bank Corp$49M
- Forvis Mazars Wealth Advisors, LLC$34M
- MORGAN STANLEY$24M
Largest trims
- Allworth Financial LP$19M
- Eaton Financial Holdings Company, LLC$1M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 10,481,903 | $493M | 14.5% | 2026-Q2 |
| National Pension Service | 9,513,375 | $452M | 13.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 9,073,468 | $431M | 12.7% | 2026-Q2 |
| LPL Financial LLC added | 8,699,086 | $413M | 12.2% | 2026-Q2 |
| M&T Bank Corp added | 5,930,767 | $282M | 8.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,747,072 | $178M | 5.3% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 3,042,932 | $145M | 4.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 2,509,835 | $119M | 3.5% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 1,349,256 | $64M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,292,825 | $61M | 1.8% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 1,232,717 | $59M | 1.7% | 2026-Q2 |
| Alpha Financial Advisors, LLC added | 814,490 | $39M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 802,773 | $38M | 1.1% | 2026-Q2 |
| Frontier Asset Management, LLC added | 774,615 | $37M | 1.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 763,165 | $36M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 742,214 | $35M | 1.0% | 2026-Q2 |
| First National Trust Co trimmed | 733,528 | $35M | 1.0% | 2026-Q2 |
| Prodigy Asset Management LLC added | 708,088 | $34M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 684,742 | $33M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 651,985 | $31M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 598,965 | $28M | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 497,990 | $24M | 0.7% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 443,420 | $21M | 0.6% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 403,001 | $19M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 398,823 | $18M | 0.5% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 343,427 | $16M | 0.5% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 328,035 | $16M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 326,256 | $16M | 0.5% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC trimmed | 300,175 | $14M | 0.4% | 2026-Q2 |
| James J. Burns & Company, LLC trimmed | 278,970 | $13M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 269,855 | $13M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 245,872 | $12M | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 238,231 | $11M | 0.3% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 210,215 | $10M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 209,698 | $10M | 0.3% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 194,882 | $9M | 0.3% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC added | 165,486 | $8M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 158,074 | $8M | 0.2% | 2026-Q2 |
| ROGCO, LP trimmed | 147,360 | $7M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 127,880 | $6M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 122,428 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 117,509 | $6M | 0.2% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 115,478 | $5M | 0.2% | 2026-Q2 |
| Marshall Financial Group, LLC added | 115,475 | $5M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 106,962 | $5M | 0.2% | 2026-Q2 |
| Hopwood Financial Services, Inc. added | 97,818 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 95,340 | $5M | 0.1% | 2026-Q2 |
| DAHRING | CUSMANO LLC trimmed | 80,479 | $4M | 0.1% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 71,039 | $3M | 0.1% | 2026-Q2 |
| 4J Wealth Management LLC added | 65,184 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 55,995 | $3M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 53,165 | $3M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 52,518 | $2M | 0.1% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA added | 47,416 | $2M | 0.1% | 2026-Q2 |
| Circle Wealth Management, LLC new | 42,090 | $2M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 41,413 | $2M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 41,156 | $2M | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel added | 39,215 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 37,687 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 36,986 | $2M | 0.1% | 2026-Q2 |
| Cox Capital Mgt LLC trimmed | 34,590 | $2M | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 30,824 | $1M | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 30,635 | $1M | 0.0% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 28,822 | $1M | 0.0% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. | 25,346 | $1M | 0.0% | 2026-Q2 |
| Arete Wealth Advisors, LLC new | 24,966 | $1M | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,609 | $1M | 0.0% | 2026-Q2 |
| United Advisor Group, LLC new | 22,680 | $1M | 0.0% | 2026-Q2 |
| Atria Investments, Inc trimmed | 19,586 | $931K | 0.0% | 2026-Q2 |
| Balefire, LLC new | 18,365 | $873K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 17,297 | $822K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 15,853 | $753K | 0.0% | 2026-Q2 |
| SageGuard Financial Group, LLC new | 15,234 | $724K | 0.0% | 2026-Q2 |
| Gryphon Financial Partners LLC added | 14,882 | $707K | 0.0% | 2026-Q2 |
| Asset One Wealth Management LLC | 13,933 | $665K | 0.0% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC new | 12,588 | $598K | 0.0% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 12,341 | $505K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 12,078 | $574K | 0.0% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 11,430 | $543K | 0.0% | 2026-Q2 |
| NBH Bank new | 11,110 | $528K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 10,309 | $490K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC | 10,259 | $488K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 10,050 | $478K | 0.0% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 9,317 | $454K | 0.0% | 2026-Q2 |
| Welch Group, LLC | 9,238 | $439K | 0.0% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. | 8,975 | $427K | 0.0% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 8,937 | $425K | 0.0% | 2026-Q2 |
| Advisor OS, LLC | 8,739 | $415K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,732 | $415K | 0.0% | 2026-Q2 |
| Ducere Wealth Management LLC | 8,646 | $411K | 0.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 8,473 | $403K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,052 | $383K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. added | 7,796 | $371K | 0.0% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 7,116 | $338K | 0.0% | 2026-Q2 |
| MainStreet Investment Advisors LLC added | 6,975 | $332K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 6,564 | $312K | 0.0% | 2026-Q2 |
| Bluesphere Advisors LLC new | 6,520 | $310K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 6,297 | $299K | 0.0% | 2026-Q2 |
| Fiduciary Wealth Partners, LLC new | 6,228 | $296K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 6,090 | $289K | 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.