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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
38Tracked holders
+1Δ holders
5.16MShares held
$340.41MReported value
+6New positions
−5Exits
Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.7% · share flow +8.1% · net new positions +2.6% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 0 5.34M $406.47M +4 −5
Q1 2026 38 +1 5.16M $340.41M +6 −5
Q4 2025 37 +2 4.77M $342.62M +2 n/a
Q3 2025 4 -1 238.21K $16.80M n/a −1
Q2 2025 3 +2 135.89K $8.77M +2 n/a
Q4 2024 1 0 126.90K $7.63M +1 −1
Q3 2024 1 -1 4.28K $240,469 +1 −2
Q2 2024 2 n/a 20.39K $1.10M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.33M +22.3% $87.60M 0.0% ▲ Add 3 SEC ↗ ×4
2 LPL Financial LLC 1.28M +2.6% $84.75M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 881.88K +13.7% $58.18M 0.0% ▲ Add 2 SEC ↗ ×2
4 Wells Fargo & Company/Mn 668.56K +43.1% $44.10M 0.0% ▲ Add 2 SEC ↗ ×2
5 Osaic Holdings, Inc. 175.40K -3.2% $11.57M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Royal Bank Of Canada 173.39K -50.1% $11.44M 0.0% ▼ Trim 2 SEC ↗ ×2
7 Cetera Investment Advisers 144.18K +76.2% $9.51M 0.0% ▲ Add 2 SEC ↗
8 Two Sigma Investments ✦ 112.70K +0.8% $7.43M 0.0% ▲ Add 4 SEC ↗
9 Wealthfront Advisers LLC 58.18K -19.7% $3.84M 0.0% ▼ Trim 2 SEC ↗
10 Stifel Financial Corp 52.27K +3.4% $3.45M 0.0% ▲ Add 2 SEC ↗
11 Envestnet Asset Management Inc 48.95K +21.6% $3.23M 0.0% ▲ Add 2 SEC ↗
12 Commonwealth Equity Services, Llc 48.06K -33.0% $3.17M 0.0% ▼ Trim 2 SEC ↗
13 Creative Planning 23.13K +7.0% $1.53M 0.0% ▲ Add 2 SEC ↗
14 Fidelity (FMR) ✦ 22.03K +6.7% $1.45M 0.0% ▲ Add 4 SEC ↗
15 Mml Investors Services, Llc 17.41K -13.4% $1.15M 0.0% ▼ Trim 2 SEC ↗
16 Ameriprise Financial Inc 16.56K New $1.09M 0.0% New 1 SEC ↗
17 Citadel Advisors ✦ 15.56K New $1.03M 0.0% New 1 SEC ↗
18 Northwestern Mutual Wealth… 14.15K -57.1% $933,387 0.0% ▼ Trim 2 SEC ↗
19 Cerity Partners LLC 11.89K +4.8% $784,133 0.0% ▲ Add 2 SEC ↗ ×2
20 Wealth Enhancement Advisory… 11.26K +9.3% $750,741 0.0% ▲ Add 2 SEC ↗
21 HighTower Advisors, LLC 7.49K -22.1% $494,045 0.0% ▼ Trim 2 SEC ↗
22 Mariner, LLC 6.64K -40.9% $438,238 0.0% ▼ Trim 2 SEC ↗
23 Quantinno Capital Management LP 5.55K 0.0% $366,363 0.0% Held 2 SEC ↗
24 Jane Street Group, Llc 5.51K New $363,759 0.0% New 1 SEC ↗
25 Fifth Third Bancorp 4.86K New $320,614 0.0% New 1 SEC ↗
26 Cwm, Llc 4.60K +5.6% $303,494 0.0% ▲ Add 2 SEC ↗
27 Mercer Global Advisors Inc /Adv 3.65K -16.2% $240,886 0.0% ▼ Trim 2 SEC ↗
28 Susquehanna International Group, Llp 3.58K -77.9% $235,909 0.0% ▼ Trim 2 SEC ↗
29 Focus Partners Wealth 3.42K +6.4% $225,596 0.0% ▲ Add 2 SEC ↗
30 UBS Group AG 3.11K +695.1% $205,101 0.0% ▲ Add 2 SEC ↗ ×2
31 Bank Of Montreal /Can/ 1.10K -15.4% $72,567 0.0% ▼ Trim 2 SEC ↗
32 Us Bancorp \De\ 955 0.0% $63,001 0.0% Held 2 SEC ↗
33 TD Waterhouse Canada Inc. 550 New $36,570 0.0% New 1 SEC ↗
34 Jones Financial Companies Lllp 287 +115.8% $18,368 0.0% ▲ Add 2 SEC ↗
35 BlackRock ✦ (passive) 250 0.0% $16,493 0.0% Held 2 SEC ↗
36 Assetmark, Inc 196 +6433.3% $12,930 0.0% ▲ Add 2 SEC ↗
37 JPMorgan Chase ✦ 39 +333.3% $2,572 0.0% ▲ Add 3 SEC ↗ ×2
38 Citigroup Inc 1 New $66 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

Ameriprise Financial Inc $1.09M 0.0%
Citadel Advisors $1.03M 0.0%
Jane Street Group, Llc $363,759 0.0%
Fifth Third Bancorp $320,614 0.0%
TD Waterhouse Canada Inc. $36,570 0.0%
Citigroup Inc $66 0.0%

Exited

Goldman Sachs Group $3.64M was 0.0%
Captrust Financial Advisors $419,269 was 0.0%
Barclays Plc $212,439 was 0.0%
Simplex Trading, Llc $51,674 was 0.0%
Bank Of America Corp /De/ $3,588 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: Q1 2026 · Methodology · Get this via the API