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-Q1 13F filings (latest filed 2026-05-15). 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 TUGN is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 4 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 18 tracked filers holding TUGN, 10 increased or opened the position and 14 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 2025-Q4 and 2026-Q1 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 1
- OLD MISSION CAPITAL LLC$532K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$657K
- Private Advisor Group, LLC$490K
- Q3 Asset Management$402K
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 |
|---|---|---|---|---|
| Q3 Asset Management added | 288,051 | $7M | 35.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 107,200 | $2M | 13.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 67,113 | $2M | 8.2% | 2026-Q1 |
| Redwood Family Wealth LLC trimmed | 42,134 | $967K | 5.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 39,890 | $929K | 4.9% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 29,400 | $675K | 3.6% | 2026-Q1 |
| PFG Investments, LLC added | 20,326 | $467K | 2.5% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 17,888 | $411K | 2.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 16,728 | $384K | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 16,185 | $371K | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,771 | $247K | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 9,656 | $222K | 1.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 5,753 | $132K | 0.7% | 2026-Q1 |
| AE Wealth Management LLC | 4,080 | $94K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,975 | $91K | 0.5% | 2026-Q1 |
| Triumph Capital Management trimmed | 200 | $5K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 68 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $5 | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 21,029 | $532K | 2.8% | 2025-Q4 stale |
| Tactive Advisors, LLC added | 20,243 | $527K | 2.8% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 17,408 | $441K | 2.3% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 18,646 | $401K | 2.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 17,108 | $369K | 2.0% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. added | 16,282 | $351K | 1.9% | 2025-Q1 stale |
| JANE STREET GROUP, LLC new | 11,080 | $281K | 1.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 12,767 | $275K | 1.5% | 2025-Q1 stale |
| CWM, LLC new | 392 | $10K | 0.1% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. trimmed | 15 | $379 | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 3 | $74 | 0.0% | 2025-Q2 stale |
| MORGAN STANLEY trimmed | 1 | $44 | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 1 | $25 | 0.0% | 2025-Q4 stale |
| FMR LLC | 1 | $22 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.