Who owns TUSI
Which tracked institutional funds hold TUSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TUSI 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
The tracked-fund tape on TUSI is one-sided between 2026-Q1 and 2026-Q2: 32 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
TUSI’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 gap the other way — the median holder sizes TUSI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TUSI 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 65 tracked filers holding TUSI, 50 increased or opened the position and 18 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 TUSI 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 10
- WELLS FARGO & COMPANY/MN$16M
- Sanctuary Advisors, LLC$12M
- Bank of New York Mellon Corp$11M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Coppell Advisory Solutions LLC$2M
- Northwest Financial Advisors$1M
Full exits 3
- CWM, LLC$7M
- Janney Montgomery Scott LLC$7M
- Independent Advisor Alliance$735K
Largest adds
- Integrated Wealth Concepts LLC$17M
- RAYMOND JAMES FINANCIAL INC$16M
- LPL Financial LLC$16M
- RHL GROUP, LLC$11M
- Stratos Wealth Partners, LTD.$10M
- Retirement Planning Group, LLC$8M
Largest trims
- Allen Capital Group, LLC$3M
- ELEVATION POINT WEALTH PARTNERS, LLC$2M
- Vestmark Advisory Solutions, Inc.$2M
- Teucrium Investment Advisors, LLC$899K
- GOLDMAN SACHS GROUP INC$839K
- Atlas Wealth LLC$811K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 2,679,145 | $68M | 14.9% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 2,562,900 | $65M | 14.3% | 2026-Q2 |
| LPL Financial LLC added | 2,377,125 | $60M | 13.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 993,483 | $25M | 5.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 742,645 | $19M | 4.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 620,152 | $16M | 3.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 530,548 | $13M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 530,178 | $13M | 3.0% | 2026-Q2 |
| RHL GROUP, LLC added | 511,259 | $13M | 2.8% | 2026-Q2 |
| Retirement Planning Group, LLC added | 473,334 | $12M | 2.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 460,904 | $12M | 2.6% | 2026-Q2 |
| Bank of New York Mellon Corp new | 423,814 | $11M | 2.4% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 372,475 | $9M | 2.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 298,257 | $8M | 1.7% | 2026-Q2 |
| Teucrium Investment Advisors, LLC trimmed | 275,538 | $7M | 1.5% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 253,199 | $6M | 1.4% | 2026-Q2 |
| &PARTNERS added | 208,886 | $5M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 202,801 | $5M | 1.1% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 192,840 | $5M | 1.1% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC added | 177,568 | $4M | 1.0% | 2026-Q2 |
| Hamilton Wealth, LLC added | 167,664 | $4M | 0.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 157,937 | $4M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 157,937 | $4M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 113,028 | $3M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 112,209 | $3M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 108,856 | $3M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 108,770 | $3M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 104,008 | $3M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 94,998 | $2M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 85,684 | $2M | 0.5% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 80,174 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 80,172 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 72,236 | $2M | 0.4% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 118,646 | $2M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 66,461 | $2M | 0.4% | 2026-Q2 |
| Northwest Financial Advisors new | 57,197 | $1M | 0.3% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 56,603 | $1M | 0.3% | 2026-Q2 |
| Forge Financial Services LLC added | 53,967 | $1M | 0.3% | 2026-Q2 |
| Madison Park Capital Advisors, LLC trimmed | 22,684 | $1M | 0.3% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 42,663 | $1M | 0.2% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 42,004 | $1M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 40,900 | $1M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 39,408 | $995K | 0.2% | 2026-Q2 |
| Advisor OS, LLC new | 39,091 | $987K | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 34,600 | $874K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,913 | $705K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 24,193 | $611K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 23,505 | $594K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 23,416 | $591K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 21,182 | $535K | 0.1% | 2026-Q2 |
| Keystone Financial Group new | 16,810 | $425K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 16,000 | $404K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 15,287 | $386K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. new | 14,473 | $366K | 0.1% | 2026-Q2 |
| Guilbault Capital LLC trimmed | 13,227 | $334K | 0.1% | 2026-Q2 |
| Bolthouse Investments, LLC | 12,709 | $321K | 0.1% | 2026-Q2 |
| ZEGA Investments, LLC added | 12,577 | $318K | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. new | 10,066 | $254K | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 9,105 | $230K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 8,877 | $224K | 0.0% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 8,703 | $220K | 0.0% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 8,184 | $207K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,400 | $61K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 1,000 | $25K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 157 | $4K | 0.0% | 2026-Q2 |
| CWM, LLC added | 285,123 | $7M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 280,016 | $7M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 29,012 | $735K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC trimmed | 11,736 | $297K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Summit Financial Strategies, Inc. | 11,359 | $288K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Opal Wealth Advisors, LLC new | 861 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gladstone Institutional Advisory LLC new | 13,242 | $336K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 466 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMERICA BANK | 299 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC new | 120,000 | $3M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Family Legacy Financial Solutions, LLC new | 1,997 | $51K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 200 | $5K | 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.