TBUX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +27.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 59.29K | $2.95M | n/a | n/a |
| Q2 2026 | 18 | -1 | 4.20M | $209.02M | +1 | −3 |
| Q1 2026 | 20 | +4 | 3.43M | $170.85M | +8 | −4 |
| Q4 2025 | 16 | -4 | 2.71M | $134.85M | n/a | −4 |
| Q3 2025 | 5 | 0 | 119.46K | $5.95M | n/a | n/a |
| Q2 2025 | 2 | +1 | 16.88K | $839,462 | +1 | n/a |
| Q4 2024 | 1 | 0 | 42.15K | $2.09M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.35K | $266,017 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.51M | +7.9% | $75.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Osaic Holdings, Inc. | 417.69K | +46.2% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Jones Financial Companies Lllp | 373.38K | +27.0% | $18.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 268.34K | +29.3% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 253.38K | +94.2% | $12.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 241.52K | +14.9% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 66.00K | +59.7% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 65.10K | +68.4% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 58.20K | New | $2.90M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 48.83K | -14.3% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 37.92K | +79.5% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 36.05K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 30.79K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 16.11K | New | $801,251 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 7.19K | New | $357,802 | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 4.25K | New | $211,388 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 500 | -66.9% | $24,884 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 250 | 0.0% | $12,438 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 118 | New | $5,871 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 32 | New | $1,592 | 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
| Goldman Sachs Group | $2.90M | 0.0% |
| Citadel Advisors | $1.79M | 0.0% |
| HighTower Advisors, LLC | $1.53M | 0.0% |
| Truist Financial Corp | $801,251 | 0.0% |
| UBS Group AG | $357,802 | 0.0% |
| Susquehanna International… | $211,388 | 0.0% |
| Fifth Third Bancorp | $5,871 | 0.0% |
| Fidelity (FMR) | $1,592 | 0.0% |
Exited
| Jane Street Group, Llc | $249,300 | was 0.0% |
| Mml Investors Services, Llc | $244,638 | was 0.0% |
| Hrt Financial Lp | $239,000 | was 0.0% |
| Mariner, LLC | $232,052 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 10.66M shares, $513.78M 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.