TBUX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +25.3% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 4.30M | $214.13M | +1 | −2 |
| Q1 2026 | 20 | +4 | 3.43M | $170.85M | +8 | −4 |
| Q4 2025 | 16 | -4 | 2.71M | $134.85M | — | −4 |
| Q3 2025 | 5 | 0 | 119.46K | $5.95M | — | — |
| Q2 2025 | 2 | +1 | 16.88K | $839,462 | +1 | — |
| Q4 2024 | 1 | 0 | 42.15K | $2.09M | — | — |
| Q3 2024 | 1 | +1 | 5.35K | $266,017 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 485.70K | +30.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 450.97K | +8.0% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 450.97K | +8.0% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 293.64K | +15.9% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 287.35K | +19.0% | $14.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 179.52K | New | $8.93M | 0.0% | New | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 177.16K | -34.0% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 164.71K | +153.0% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 127.39K | +160.9% | $6.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 110.06K | +205.3% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 109.70K | +66.2% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 102.62K | +233.3% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 59.46K | +56.8% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 16.50K | +2.5% | $821,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 15.86K | -72.8% | $789,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 599 | +139.6% | $29,812 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 118 | 0.0% | $5,873 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 5 | -84.4% | $249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | -99.8% | $47 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $8.93M | 0.0% |
Exited
| UBS Group AG | $357,802 | was 0.0% |
| Susquehanna International… | $211,388 | 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.