Who owns TTEQ
Which tracked institutional funds hold TTEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TTEQ 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 TTEQ is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 7 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
TTEQ’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TTEQ 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 44 tracked filers holding TTEQ, 38 increased or opened the position and 11 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 TTEQ 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 5
- SageGuard Financial Group, LLC$6M
- Modern Wealth Management, LLC$5M
- JANE STREET GROUP, LLC$3M
- Joel Isaacson & Co., LLC$2M
- NewEdge Advisors, LLC$1M
Full exits 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Integrity Wealth Partners, LLC$1M
- Janney Montgomery Scott LLC$1M
- GTS SECURITIES LLC$607K
- Cambridge Investment Research Advisors, Inc.$573K
Largest adds
- LPL Financial LLC$42M
- RAYMOND JAMES FINANCIAL INC$7M
- JONES FINANCIAL COMPANIES LLLP$6M
- HighPoint Advisor Group LLC$4M
- 4J Wealth Management LLC$4M
- Integrated Wealth Concepts LLC$3M
Largest trims
- Baird Financial Group, Inc.$3M
- CITADEL ADVISORS LLC$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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,208,854 | $54M | 30.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 309,858 | $14M | 7.9% | 2026-Q2 |
| 4J Wealth Management LLC added | 237,210 | $11M | 6.0% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 212,820 | $9M | 5.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 148,738 | $6M | 3.6% | 2026-Q2 |
| SageGuard Financial Group, LLC new | 140,186 | $6M | 3.6% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 131,358 | $6M | 3.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 112,543 | $5M | 2.9% | 2026-Q2 |
| Modern Wealth Management, LLC new | 107,537 | $5M | 2.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 82,833 | $4M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 76,722 | $3M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 72,786 | $3M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 59,753 | $3M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 58,464 | $3M | 1.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 52,901 | $2M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 45,958 | $2M | 1.2% | 2026-Q2 |
| United Advisor Group, LLC added | 42,933 | $2M | 1.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC new | 35,700 | $2M | 0.9% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 32,072 | $1M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 30,847 | $1M | 0.8% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 25,105 | $1M | 0.6% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 23,692 | $1M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC new | 22,587 | $1M | 0.6% | 2026-Q2 |
| Bluesphere Advisors LLC added | 14,346 | $640K | 0.4% | 2026-Q2 |
| RM Financial Services, LLC | 12,674 | $565K | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 12,089 | $539K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,856 | $484K | 0.3% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 10,677 | $476K | 0.3% | 2026-Q2 |
| Asio Capital, LLC new | 10,330 | $461K | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 6,676 | $298K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 5,588 | $249K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 5,575 | $249K | 0.1% | 2026-Q2 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV new | 5,358 | $239K | 0.1% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC new | 4,829 | $215K | 0.1% | 2026-Q2 |
| Family Office Research LLC new | 4,596 | $205K | 0.1% | 2026-Q2 |
| Berbice Capital Management LLC new | 2,800 | $125K | 0.1% | 2026-Q2 |
| Realta Investment Advisors new | 1,600 | $71K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 956 | $43K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC new | 580 | $26K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 450 | $20K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 407 | $18K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 250 | $11K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp new | 23 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 10 | $446 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 54,955 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Integrity Wealth Partners, LLC new | 40,067 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 37,565 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 20,077 | $607K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 18,934 | $573K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 1,498 | $45K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 491 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 474,914 | $15M | 8.8% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 49,670 | $4M | 2.3% | 2025-Q4 stale (2 quarters behind) |
| Insight Advisors, LLC/ PA new | 9,598 | $312K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Waverly Advisors, LLC new | 6,234 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| PRIVATE TRUST CO NA new | 1,192 | $39K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 565 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Aptus Capital Advisors, LLC new | 5 | $163 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMERIFLEX GROUP, INC. new | 2,233 | $64K | 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.