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-Q2 13F filings (latest filed 2026-09-22). 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
15 tracked funds added or opened TUSK while 6 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
TUSK’s largest tracked holder by dollar value, WEXFORD CAPITAL LP, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.4pp 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 2026-Q1 and 2026-Q2, across 89 tracked filers holding TUSK, 56 increased or opened the position and 49 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 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 3
- MARSHALL WACE, LLP$1M
- Johns Hopkins University$1M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$943K
Largest adds
- ADAGE CAPITAL PARTNERS GP, L.L.C.$4M
- JANE STREET GROUP, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- Peapod Lane Capital LLC$1M
- Russell Investments Group, Ltd.$905K
- CITADEL ADVISORS LLC$658K
Largest trims
- WEXFORD CAPITAL LP$15M
- BlackRock, Inc.$2M
- STATE STREET CORP$703K
- GEODE CAPITAL MANAGEMENT, LLC$501K
- GOLDMAN SACHS GROUP INC$369K
- NORTHERN TRUST CORP$273K
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 | 12,071,823 | $39M | 44.7% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4,575,000 | $15M | 16.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,059,603 | $3M | 3.9% | 2026-Q2 |
| Peapod Lane Capital LLC added | 807,804 | $3M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 691,667 | $2M | 2.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 506,662 | $2M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 452,163 | $1M | 1.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 407,976 | $1M | 1.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 395,583 | $1M | 1.5% | 2026-Q2 |
| Johns Hopkins University new | 387,359 | $1M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 332,313 | $1M | 1.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 329,821 | $1M | 1.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 306,028 | $996K | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 292,280 | $950K | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 290,096 | $943K | 1.1% | 2026-Q2 |
| Empowered Funds, LLC | 241,313 | $784K | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 177,824 | $578K | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 161,791 | $526K | 0.6% | 2026-Q2 |
| Round Rock Advisors LLC new | 152,841 | $497K | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 133,560 | $434K | 0.5% | 2026-Q2 |
| Centiva Capital, LP added | 130,870 | $425K | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 124,186 | $404K | 0.5% | 2026-Q2 |
| Marquette Asset Management, LLC new | 109,826 | $357K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 105,572 | $343K | 0.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 101,864 | $331K | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 97,046 | $315K | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 92,964 | $302K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 72,091 | $234K | 0.3% | 2026-Q2 |
| Boston Partners trimmed | 68,935 | $224K | 0.3% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd new | 67,570 | $220K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 62,007 | $202K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 58,859 | $191K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 58,538 | $190K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 57,180 | $186K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 54,928 | $179K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 49,920 | $162K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 49,261 | $160K | 0.2% | 2026-Q2 |
| Walleye Capital LLC new | 49,141 | $160K | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 47,486 | $154K | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 45,997 | $149K | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 44,015 | $143K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 33,706 | $108K | 0.1% | 2026-Q2 |
| UBS Group AG added | 29,518 | $96K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 28,581 | $93K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 26,799 | $87K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 25,553 | $83K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 24,392 | $79K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 22,336 | $73K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 16,864 | $55K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 16,609 | $54K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 13,903 | $45K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 13,477 | $44K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 13,317 | $43K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 13,287 | $43K | 0.0% | 2026-Q2 |
| FMR LLC added | 12,531 | $41K | 0.0% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 11,560 | $38K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,385 | $36K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 10,800 | $35K | 0.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 10,739 | $35K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 8,774 | $29K | 0.0% | 2026-Q2 |
| Archer Investment Corp trimmed | 8,200 | $27K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 7,217 | $23K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,537 | $14K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 3,457 | $11K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,416 | $5K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 843 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 840 | $3K | 0.0% | 2026-Q2 |
| Allianz SE | 800 | $3K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 777 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 524 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 300 | $975 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 276 | $898 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 239 | $777 | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 212 | $689 | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC new | 200 | $650 | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 187 | $608 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 150 | $487 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 107 | $343 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 79 | $257 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 37 | $121 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 31 | $100 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 30 | $98 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 27 | $88 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 17 | $55 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 10 | $32 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC | 9 | $30 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 7 | $23 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 1 | $3 | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 1 | $3 | 0.0% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 204,105 | $498K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 163,259 | $400K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 140,145 | $343K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Squarepoint Ops LLC trimmed | 51,620 | $126K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Nuveen, LLC | 36,843 | $90K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,022,411 | $2M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| Corient Private Wealth LLC new | 97,902 | $181K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 72,619 | $134K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FRANKLIN RESOURCES INC added | 72,088 | $133K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CastleKnight Management LP | 167,433 | $383K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| DEUTSCHE BANK AG\ new | 72,183 | $165K | 0.2% | 2025-Q3 stale (3 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.