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Institutional Ownership · SEC Form 13F

Who owns TWN


Which tracked institutional funds hold TWN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TWN 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.

33
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on TWN is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 2 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

TWN’s largest tracked holder by dollar value, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, sizes it at 10.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TWN 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 33 tracked filers holding TWN, 8 increased or opened the position and 13 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 TWN 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 1

  • Almitas Capital LLC$1M

Largest adds

  • CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$27M
  • Allspring Global Investments Holdings, LLC$5M
  • Saba Capital Management, L.P.$3M
  • MORGAN STANLEY$1M
  • 1607 Capital Partners, LLC$1M
  • Matisse Capital$1M

Largest trims

  • PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9M
  • Thomas J. Herzfeld Advisors, Inc.$2M

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).

FundSharesReported value% of valueQuarter
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed2,240,059$147M48.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed923,807$61M19.9%2026-Q1
Allspring Global Investments Holdings, LLC trimmed493,772$32M10.6%2026-Q1
Saba Capital Management, L.P.226,694$15M4.9%2026-Q1
1607 Capital Partners, LLC trimmed114,489$8M2.5%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed108,047$7M2.3%2026-Q1
Matisse Capital84,000$6M1.8%2026-Q1
Karpus Management, Inc. trimmed75,028$5M1.6%2026-Q1
STRS OHIO70,000$5M1.5%2026-Q1
Rock Creek Group LLC66,210$4M1.4%2026-Q1
Shaker Financial Services, LLC added44,981$3M1.0%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed41,499$3M0.9%2026-Q1
Banque Cantonale Vaudoise25,000$2M0.5%2026-Q1
CSS LLC/IL trimmed22,316$1M0.5%2026-Q1
MORGAN STANLEY added20,135$1M0.4%2026-Q1
Almitas Capital LLC added18,570$1M0.4%2026-Q1
EVOLVE PRIVATE WEALTH, LLC trimmed17,019$1M0.4%2026-Q1
Quantedge Capital Pte Ltd added14,436$949K0.3%2026-Q1
Hudson Portfolio Management LLC8,320$547K0.2%2026-Q1
Logan Stone Capital, LLC4,848$319K0.1%2026-Q1
XTX Topco Ltd new3,657$240K0.1%2026-Q1
RAHLFS CAPITAL, LLC new3,500$230K0.1%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added2,960$195K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.1,680$110K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC1,192$78K0.0%2026-Q1
OSAIC HOLDINGS, INC. added1,119$74K0.0%2026-Q1
UBS Group AG trimmed319$21K0.0%2026-Q1
Ancora Advisors LLC200$13K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP64$4K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed60$4K0.0%2026-Q1
ASSETMARK, INC4$2630.0%2026-Q1
DEUTSCHE BANK AG\1$660.0%2026-Q1
WELLS FARGO & COMPANY/MN0$70.0%2026-Q1
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed10,250$459K0.2%2025-Q2 stale
CIBC Private Wealth Group LLC2,085$111K0.0%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed166$9K0.0%2025-Q4 stale
TOTAL INVESTMENT MANAGEMENT INC new1$450.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership