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-Q1 13F filings (latest filed 2026-05-27). 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
25 tracked funds added or opened TUSI while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
TUSI’s largest tracked holder by dollar value, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 53 tracked filers holding TUSI, 37 increased or opened the position and 16 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 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.
New buyers 8
- Allen Capital Group, LLC$12M
- OneDigital Investment Advisors LLC$2M
- &PARTNERS$1M
- Independent Advisor Alliance$735K
- Forge Financial Services LLC$556K
- Arkadios Wealth Advisors$552K
Full exits 2
- Coppell Advisory Solutions LLC$2M
- PUFF WEALTH MANAGEMENT, LLC$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$30M
- LPL Financial LLC$18M
- Integrated Wealth Concepts LLC$8M
- CWM, LLC$7M
- Stratos Wealth Partners, LTD.$3M
- Hamilton Wealth, LLC$2M
Largest trims
- Steward Partners Investment Advisory, LLC$4M
- ROYAL BANK OF CANADA$2M
- NewEdge Advisors, LLC$2M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$1M
- RPS ADVISORY SOLUTIONS LLC$1M
- Atlas Wealth LLC$952K
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 |
|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 2,332,362 | $59M | 18.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,055,544 | $52M | 16.6% | 2026-Q1 |
| LPL Financial LLC added | 1,759,005 | $45M | 14.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 634,236 | $16M | 5.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 519,901 | $13M | 4.2% | 2026-Q1 |
| Allen Capital Group, LLC new | 479,836 | $12M | 3.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 314,033 | $8M | 2.5% | 2026-Q1 |
| Teucrium Investment Advisors, LLC trimmed | 310,398 | $8M | 2.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 296,812 | $8M | 2.4% | 2026-Q1 |
| CWM, LLC added | 285,123 | $7M | 2.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 280,016 | $7M | 2.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 245,589 | $6M | 2.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 241,661 | $6M | 1.9% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 209,260 | $5M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 198,446 | $5M | 1.6% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 167,453 | $4M | 1.3% | 2026-Q1 |
| Retirement Planning Group, LLC added | 156,666 | $4M | 1.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 138,491 | $4M | 1.1% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 115,189 | $3M | 0.9% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 113,670 | $3M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 113,429 | $3M | 0.9% | 2026-Q1 |
| Atlas Wealth LLC trimmed | 112,018 | $3M | 0.9% | 2026-Q1 |
| Hamilton Wealth, LLC added | 102,290 | $3M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 85,684 | $2M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 78,073 | $2M | 0.6% | 2026-Q1 |
| RHL GROUP, LLC added | 70,233 | $2M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 61,560 | $2M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 59,824 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 56,567 | $1M | 0.5% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 44,317 | $1M | 0.4% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. trimmed | 43,569 | $1M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 43,394 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS new | 40,650 | $1M | 0.3% | 2026-Q1 |
| Madison Park Capital Advisors, LLC added | 36,499 | $924K | 0.3% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 29,829 | $755K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 29,012 | $735K | 0.2% | 2026-Q1 |
| Forge Financial Services LLC new | 21,966 | $556K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors new | 21,816 | $552K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,773 | $551K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,024 | $532K | 0.2% | 2026-Q1 |
| Guilbault Capital LLC added | 20,367 | $516K | 0.2% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 18,462 | $467K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 16,482 | $417K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 83,927 | $405K | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 15,800 | $400K | 0.1% | 2026-Q1 |
| Bolthouse Investments, LLC | 12,709 | $322K | 0.1% | 2026-Q1 |
| ZEGA Investments, LLC new | 12,492 | $316K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 11,736 | $297K | 0.1% | 2026-Q1 |
| Summit Financial Strategies, Inc. | 11,359 | $288K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 11,311 | $286K | 0.1% | 2026-Q1 |
| Opal Wealth Advisors, LLC new | 861 | $22K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 500 | $13K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 157 | $4K | 0.0% | 2026-Q1 |
| WEDBUSH SECURITIES INC new | 120,000 | $3M | 1.0% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 82,207 | $2M | 0.7% | 2025-Q4 stale |
| PUFF WEALTH MANAGEMENT, LLC added | 72,439 | $2M | 0.6% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 20,406 | $517K | 0.2% | 2025-Q1 stale |
| Gladstone Institutional Advisory LLC new | 13,242 | $336K | 0.1% | 2025-Q3 stale |
| Sanctuary Advisors, LLC added | 9,650 | $244K | 0.1% | 2025-Q4 stale |
| Family Legacy Financial Solutions, LLC new | 1,997 | $51K | 0.0% | 2025-Q2 stale |
| UBS Group AG added | 466 | $12K | 0.0% | 2025-Q3 stale |
| COMERICA BANK | 299 | $8K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 200 | $5K | 0.0% | 2025-Q2 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.