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Security record

TMFC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
37Tracked holders
0Δ holders
5.34MShares held
$406.97MReported value
+4New positions
−4Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 0 5.34M $406.97M +4 −4
Q1 2026 38 +1 5.16M $340.41M +6 −5
Q4 2025 37 +2 4.77M $342.62M +2
Q3 2025 4 -1 238.21K $16.80M −1
Q2 2025 3 +2 135.89K $8.77M +2
Q4 2024 1 0 126.90K $7.63M +1 −1
Q3 2024 1 -1 4.28K $240,469 +1 −2
Q2 2024 2 20.39K $1.10M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.43M +8.0% $109.19M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 1.43M +8.0% $109.19M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 1.43M +8.0% $109.19M 0.0% ▲ Add 4 SEC ↗
4 LPL Financial LLC 1.32M +2.5% $100.26M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 887.77K +0.7% $67.61M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 887.77K +0.7% $67.61M 0.0% ▲ Add 3 SEC ↗
7 Wells Fargo & Company/Mn 670.72K +0.3% $51.08M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 670.72K +0.3% $51.08M 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 213.50K +21.7% $16.26M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 213.50K +21.7% $16.26M 0.0% ▲ Add 3 SEC ↗
11 Cetera Investment Advisers 172.51K +19.6% $13.14M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 163.85K -5.5% $12.48M 0.0% ▼ Trim 3 SEC ↗
13 Royal Bank Of Canada 163.85K -5.5% $12.48M 0.0% ▼ Trim 3 SEC ↗
14 Envestnet Asset Management Inc 68.71K +40.4% $5.23M 0.0% ▲ Add 3 SEC ↗
15 Wealthfront Advisers LLC 55.82K -4.1% $4.25M 0.0% ▼ Trim 3 SEC ↗
16 Commonwealth Equity Services, Llc 51.97K +8.1% $3.96M 0.0% ▲ Add 3 SEC ↗
17 Stifel Financial Corp 47.14K -9.8% $3.59M 0.0% ▼ Trim 3 SEC ↗
18 Fidelity (FMR) 36.50K +65.7% $2.78M 0.0% ▲ Add 5 SEC ↗
19 Creative Planning 27.96K +20.9% $2.13M 0.0% ▲ Add 3 SEC ↗
20 Mml Investors Services, Llc 21.43K +23.1% $1.63M 0.0% ▲ Add 3 SEC ↗
21 Two Sigma Investments 20.80K -81.5% $1.58M 0.0% ▼ Trim 5 SEC ↗
22 Brown Advisory Inc 17.00K New $1.30M 0.0% New 1 SEC ↗
23 Ameriprise Financial Inc 16.31K -1.5% $1.24M 0.0% ▼ Trim 2 SEC ↗
24 Susquehanna International Group, Llp 15.98K +346.9% $1.22M 0.0% ▲ Add 3 SEC ↗
25 Citadel Advisors 13.85K -11.0% $1.05M 0.0% ▼ Trim 2 SEC ↗
26 Northwestern Mutual Wealth… 12.67K -10.4% $965,060 0.0% ▼ Trim 3 SEC ↗
27 Jane Street Group, Llc 10.76K +95.2% $819,710 0.0% ▲ Add 2 SEC ↗
28 Wealth Enhancement Advisory… 10.41K -7.5% $809,760 0.0% ▼ Trim 3 SEC ↗
29 Mariner, LLC 7.89K +18.7% $600,597 0.0% ▲ Add 3 SEC ↗
30 Focus Partners Wealth 7.76K +127.1% $591,427 0.0% ▲ Add 3 SEC ↗
31 HighTower Advisors, LLC 6.52K -13.0% $496,257 0.0% ▼ Trim 3 SEC ↗
32 UBS Group AG 6.14K +97.5% $467,699 0.0% ▲ Add 3 SEC ↗
33 BlackRock (passive) 5.78K +2213.6% $440,509 0.0% ▲ Add 3 SEC ↗
34 Hrt Financial Lp 5.34K New $406,000 0.0% New 1 SEC ↗
35 Fifth Third Bancorp 4.82K -0.8% $367,015 0.0% ▼ Trim 2 SEC ↗
36 Quantinno Capital Management LP 3.85K -30.6% $293,481 0.0% ▼ Trim 3 SEC ↗
37 Empower Advisory Group, LLC 3.47K New $264,047 0.0% New 1 SEC ↗
38 JPMorgan Chase 3.26K +8248.7% $245,783 0.0% ▲ Add 4 SEC ↗
39 JPMorgan Chase 3.26K +8248.7% $245,783 0.0% ▲ Add 4 SEC ↗
40 JPMorgan Chase 3.26K +8248.7% $245,783 0.0% ▲ Add 4 SEC ↗
41 Bank Of Montreal /Can/ 1.10K 0.0% $83,776 0.0% Held 3 SEC ↗
42 Us Bancorp \De\ 955 0.0% $72,733 0.0% Held 3 SEC ↗
43 TD Waterhouse Canada Inc. 550 0.0% $41,888 0.0% Held 2 SEC ↗
44 Assetmark, Inc 103 -47.5% $7,844 0.0% ▼ Trim 3 SEC ↗
45 Russell Investments Group, Ltd. 5 New $381 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

Brown Advisory Inc $1.30M 0.0%
Hrt Financial Lp $406,000 0.0%
Empower Advisory Group, LLC $264,047 0.0%
Russell Investments Group… $381 0.0%

Exited

Cerity Partners LLC $784,133 was 0.0%
Mercer Global Advisors Inc… $240,886 was 0.0%
Jones Financial Companies Lllp $18,368 was 0.0%
Citigroup Inc $66 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 9.10M shares, $576.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API