Who owns TUGN
Which tracked institutional funds hold TUGN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TUGN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 TUGN while 2 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
TUGN’s largest tracked holder by dollar value, Q3 Asset Management, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TUGN 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 18 tracked filers holding TUGN, 12 increased or opened the position and 8 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 TUGN 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 2
- Q3 Asset Management$7M
- Private Advisor Group, LLC$675K
Largest adds
- Fifth Third Securities, Inc.$3M
- HBW ADVISORY SERVICES LLC$723K
- PFG Investments, LLC$372K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$339K
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 |
|---|---|---|---|---|
| Fifth Third Securities, Inc. added | 147,079 | $4M | 18.9% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 112,152 | $3M | 14.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 45,090 | $1M | 5.7% | 2026-Q2 |
| Redwood Family Wealth LLC trimmed | 40,058 | $1M | 5.1% | 2026-Q2 |
| PFG Investments, LLC added | 29,527 | $838K | 3.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 16,454 | $467K | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,307 | $321K | 1.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 11,108 | $315K | 1.4% | 2026-Q2 |
| LPL Financial LLC | 9,656 | $274K | 1.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 5,148 | $146K | 0.7% | 2026-Q2 |
| AE Wealth Management LLC | 4,080 | $116K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,817 | $108K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 700 | $20K | 0.1% | 2026-Q2 |
| UBS Group AG added | 455 | $13K | 0.1% | 2026-Q2 |
| Triumph Capital Management | 200 | $6K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $29 | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $28 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $27 | 0.0% | 2026-Q2 |
| Q3 Asset Management added | 288,051 | $7M | 29.9% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 29,400 | $675K | 3.1% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 17,888 | $411K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,728 | $384K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC new | 16,185 | $371K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 17,408 | $441K | 2.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 11,080 | $281K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 392 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OSAIC HOLDINGS, INC. trimmed | 15 | $379 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 1 | $25 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Tactive Advisors, LLC added | 20,243 | $527K | 2.4% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3 | $74 | 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.