TBLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +3.4% ·
net new positions +6.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.84M | +3.2% | $38.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Stifel Financial Corp | 773.38K | +7.2% | $16.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 722.20K | +23.1% | $15.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 626.91K | -10.1% | $13.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 483.81K | +17.9% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 447.95K | -8.8% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 303.73K | +16.5% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 157.05K | -0.2% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 79.29K | +18.2% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 73.22K | -52.7% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 46.58K | +20.9% | $985,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Fifth Third Bancorp | 21.30K | New | $450,390 | 0.0% | New | 1 | SEC ↗ |
| 13 | Brown Advisory Inc | 13.72K | 0.0% | $289,355 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 10.17K | New | $215,027 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.68K | New | $56,627 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $450,390 | 0.0% |
| Cetera Investment Advisers | $215,027 | 0.0% |
| Northwestern Mutual Wealth… | $56,627 | 0.0% |
Exited
| Commonwealth Equity Services… | $410,840 | was 0.0% |
| Bank Of America Corp /De/ | $269,481 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 9.01M shares, $186.59M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 300 sh @ 20.78 · $6,234
Other · 3.44K sh @ 22.20 · $76,368
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology