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Security record · archived quarter

TMFC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
37Tracked holders
+2Δ holders
4.77MShares held
$342.62MReported value
+2New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.7% · share flow +27.6% · net new positions +5.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.25M $89.90M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 1.09M +991.0% $77.94M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 1.09M +991.0% $77.94M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.09M +991.0% $77.94M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 1.09M +991.0% $77.94M 0.0% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 775.58K $55.66M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 775.58K $55.66M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 467.22K $33.53M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 467.22K $33.53M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 347.62K $24.95M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 347.62K $24.95M 0.0% n/c 1 SEC ↗
12 Osaic Holdings, Inc. 181.19K $13.01M 0.0% n/c 1 SEC ↗
13 Osaic Holdings, Inc. 181.19K $13.01M 0.0% n/c 1 SEC ↗
14 Two Sigma Investments 111.80K +0.3% $8.02M 0.0% ▲ Add 3 SEC ↗
15 Cetera Investment Advisers 81.83K $5.87M 0.0% n/c 1 SEC ↗
16 Wealthfront Advisers LLC 72.47K $5.20M 0.0% n/c 1 SEC ↗
17 Commonwealth Equity Services, Llc 71.73K $5.15M 0.0% n/c 1 SEC ↗
18 Goldman Sachs Group 50.69K New $3.64M 0.0% New 1 SEC ↗
19 Stifel Financial Corp 50.55K $3.63M 0.0% n/c 1 SEC ↗
20 Envestnet Asset Management Inc 40.26K $2.89M 0.0% n/c 1 SEC ↗
21 Northwestern Mutual Wealth… 32.97K $2.37M 0.0% n/c 1 SEC ↗
22 Creative Planning 21.62K $1.55M 0.0% n/c 1 SEC ↗
23 Fidelity (FMR) 20.65K +0.1% $1.48M 0.0% ▲ Add 3 SEC ↗
24 Mml Investors Services, Llc 20.11K $1.44M 0.0% n/c 1 SEC ↗
25 Susquehanna International Group, Llp 16.21K $1.16M 0.0% n/c 1 SEC ↗
26 Susquehanna International Group, Llp 16.21K $1.16M 0.0% n/c 1 SEC ↗
27 Cerity Partners LLC 11.34K $813,661 0.0% n/c 1 SEC ↗
28 Mariner, LLC 11.25K $807,114 0.0% n/c 1 SEC ↗
29 Wealth Enhancement Advisory… 10.30K $745,646 0.0% n/c 1 SEC ↗
30 HighTower Advisors, LLC 9.61K $689,921 0.0% n/c 1 SEC ↗
31 Captrust Financial Advisors 5.84K $419,269 0.0% n/c 1 SEC ↗
32 Quantinno Capital Management LP 5.55K $398,573 0.0% n/c 1 SEC ↗
33 Cwm, Llc 4.36K $313,000 0.0% n/c 1 SEC ↗
34 Mercer Global Advisors Inc /Adv 4.36K $312,836 0.0% n/c 1 SEC ↗
35 Focus Partners Wealth 3.21K $230,683 0.0% n/c 1 SEC ↗
36 Barclays Plc 2.96K $212,439 0.0% n/c 1 SEC ↗
37 Bank Of Montreal /Can/ 1.30K $93,301 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 1.30K $93,301 0.0% n/c 1 SEC ↗
39 Us Bancorp \De\ 955 $68,540 0.0% n/c 1 SEC ↗
40 Simplex Trading, Llc 720 $51,674 0.0% n/c 1 SEC ↗
41 UBS Group AG 391 $28,063 0.0% n/c 1 SEC ↗
42 UBS Group AG 391 $28,063 0.0% n/c 1 SEC ↗
43 BlackRock (passive) 250 New $17,943 0.0% New 1 SEC ↗
44 Jones Financial Companies Lllp 133 $9,545 0.0% n/c 1 SEC ↗
45 Bank Of America Corp /De/ 50 $3,588 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 9 -99.9% $687 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 9 -99.9% $687 0.0% ▼ Trim 2 SEC ↗
48 Assetmark, Inc 3 $215 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

Goldman Sachs Group $3.64M 0.0%
BlackRock $17,943 0.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API