Who owns TUSK
Which tracked institutional funds hold TUSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TUSK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 TUSK is one-sided between 2025-Q4 and 2026-Q1: 11 added or opened and 3 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
TUSK’s largest tracked holder by dollar value, WEXFORD CAPITAL LP, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TUSK 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 89 tracked filers holding TUSK, 55 increased or opened the position and 37 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 TUSK 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 2
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- Peapod Lane Capital LLC$2M
Full exits 1
- VANGUARD GROUP INC$2M
Largest adds
- WEXFORD CAPITAL LP$13M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$3M
- BlackRock, Inc.$839K
- GEODE CAPITAL MANAGEMENT, LLC$413K
- CITADEL ADVISORS LLC$405K
- DIMENSIONAL FUND ADVISORS LP$387K
Largest trims
- Russell Investments Group, Ltd.$291K
- JPMORGAN CHASE & CO$280K
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 |
|---|---|---|---|---|
| WEXFORD CAPITAL LP trimmed | 22,068,212 | $54M | 60.0% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4,575,000 | $11M | 12.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,454,839 | $4M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 819,120 | $2M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 686,199 | $2M | 1.9% | 2026-Q1 |
| Peapod Lane Capital LLC new | 599,805 | $2M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 610,926 | $1M | 1.7% | 2026-Q1 |
| STATE STREET CORP added | 421,922 | $1M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 332,313 | $814K | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 331,367 | $812K | 0.9% | 2026-Q1 |
| Empowered Funds, LLC added | 241,313 | $591K | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 231,972 | $568K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 223,489 | $548K | 0.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 204,105 | $498K | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 187,128 | $458K | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 170,131 | $417K | 0.5% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 163,259 | $400K | 0.4% | 2026-Q1 |
| Boston Partners added | 154,388 | $378K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 152,723 | $374K | 0.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 140,145 | $343K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 132,539 | $325K | 0.4% | 2026-Q1 |
| Centiva Capital, LP added | 111,108 | $272K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 105,572 | $259K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 72,419 | $177K | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 68,415 | $168K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 68,030 | $167K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 66,731 | $163K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 58,861 | $144K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 51,620 | $126K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 36,843 | $90K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,299 | $89K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 29,336 | $84K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 32,863 | $81K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 26,873 | $66K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 25,589 | $63K | 0.1% | 2026-Q1 |
| LEVIN CAPITAL STRATEGIES, L.P. new | 25,000 | $61K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 22,854 | $56K | 0.1% | 2026-Q1 |
| Verdad Advisers, LP new | 22,729 | $56K | 0.1% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT added | 18,360 | $45K | 0.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 18,325 | $45K | 0.0% | 2026-Q1 |
| Creative Planning added | 16,950 | $42K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 16,747 | $41K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 16,676 | $41K | 0.0% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 14,510 | $36K | 0.0% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 13,909 | $34K | 0.0% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 13,579 | $33K | 0.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13,385 | $33K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 12,570 | $31K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 12,522 | $31K | 0.0% | 2026-Q1 |
| FMR LLC added | 12,142 | $30K | 0.0% | 2026-Q1 |
| Archer Investment Corp | 11,200 | $27K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 10,275 | $27K | 0.0% | 2026-Q1 |
| VALUEWORKS LLC trimmed | 10,720 | $26K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,696 | $26K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 9,637 | $24K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 9,469 | $23K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 8,774 | $21K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 10,950 | $20K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 95 | $19K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 7,667 | $19K | 0.0% | 2026-Q1 |
| CWM, LLC added | 5,793 | $14K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 5,720 | $14K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 5,581 | $14K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 5,538 | $14K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 2,179 | $5K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 1,924 | $5K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,416 | $3K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,127 | $3K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 803 | $2K | 0.0% | 2026-Q1 |
| Allianz SE new | 800 | $2K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 500 | $1K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,022,411 | $2M | 2.1% | 2025-Q4 stale |
| Rangeley Capital, LLC trimmed | 205,880 | $420K | 0.5% | 2025-Q1 stale |
| CastleKnight Management LP | 167,433 | $383K | 0.4% | 2025-Q3 stale |
| Corient Private Wealth LLC new | 97,902 | $181K | 0.2% | 2025-Q4 stale |
| DEUTSCHE BANK AG\ added | 72,183 | $165K | 0.2% | 2025-Q3 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 72,619 | $134K | 0.1% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 72,088 | $133K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 65,875 | $122K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 45,235 | $84K | 0.1% | 2025-Q4 stale |
| NBC SECURITIES, INC. trimmed | 36,200 | $83K | 0.1% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 21,851 | $61K | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 30,801 | $57K | 0.1% | 2025-Q4 stale |
| NJ State Employees Deferred Compensation Plan | 24,000 | $55K | 0.1% | 2025-Q3 stale |
| ROYCE & ASSOCIATES LP trimmed | 17,954 | $41K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 20,498 | $38K | 0.0% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 15,076 | $34K | 0.0% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 12,121 | $34K | 0.0% | 2025-Q2 stale |
| Virtu Financial LLC added | 17,973 | $33K | 0.0% | 2025-Q4 stale |
| Penbrook Management LLC | 14,000 | $29K | 0.0% | 2025-Q2 stale |
| INTECH INVESTMENT MANAGEMENT LLC added | 12,175 | $28K | 0.0% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 14,925 | $28K | 0.0% | 2025-Q4 stale |
| PDT Partners, LLC trimmed | 12,074 | $25K | 0.0% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 11,904 | $24K | 0.0% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC trimmed | 10,872 | $23K | 0.0% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 8,164 | $23K | 0.0% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 10,710 | $20K | 0.0% | 2025-Q4 stale |
| Union Bancaire Privee, UBP SA | 4,230 | $10K | 0.0% | 2025-Q3 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,487 | $3K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 762 | $1K | 0.0% | 2025-Q4 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.