TFLR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +2.6% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 138.54K | $6.99M | n/a | −1 |
| Q2 2026 | 24 | +1 | 4.20M | $211.84M | +2 | −1 |
| Q1 2026 | 23 | +5 | 3.38M | $170.31M | +6 | −1 |
| Q4 2025 | 18 | +2 | 1.59M | $81.67M | +2 | n/a |
| Q3 2025 | 1 | -2 | 2.92K | $150,146 | n/a | −2 |
| Q2 2025 | 2 | 0 | 31.50K | $1.62M | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.28K | $524,589 | n/a | n/a |
| Q4 2024 | 1 | 0 | 10.10K | $522,204 | n/a | n/a |
| Q3 2024 | 1 | +1 | 4.75K | $244,984 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 348.81K | n/a | $17.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 288.32K | n/a | $14.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 279.29K | n/a | $14.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 220.03K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 192.09K | n/a | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 57.28K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 52.77K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 38.75K | New | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 28.46K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 23.15K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 21.20K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 18.23K | n/a | $937,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Mml Investors Services, Llc | 14.91K | n/a | $766,281 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.93K | +0.3% | $150,411 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | TD Waterhouse Canada Inc. | 1.46K | n/a | $75,044 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 1.00K | New | $51,404 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 6 | n/a | $308 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | n/a | $6 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.99M | 0.0% |
| BlackRock | $51,404 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 6.10M shares, $301.99M 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.