TMFG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.0% ·
share flow -15.1% ·
net new positions -13.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 63.68K | -9.3% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 44.26K | +3.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 43.67K | -0.7% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 37.28K | +3.9% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 28.53K | -1.7% | $877,258 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Captrust Financial Advisors | 20.48K | +22.8% | $629,848 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 17.76K | +61.2% | $546,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 16.25K | -13.1% | $499,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mariner, LLC | 12.43K | +7.5% | $382,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 12.30K | 0.0% | $378,279 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Hrt Financial Lp | 11.39K | New | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 10.92K | -6.7% | $335,819 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Cetera Investment Advisers | 8.93K | 0.0% | $274,512 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 7.68K | 0.0% | $236,285 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 7.02K | New | $215,850 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.82K | New | $56,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 1.56K | 0.0% | $48,100 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $32,330 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 336 | -87.1% | $10,333 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 227 | 0.0% | $6,981 | 0.0% | Held | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 143 | 0.0% | $4,374 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Us Bancorp \De\ | 40 | 0.0% | $1,230 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $350,000 | 0.0% |
| Quantinno Capital Management… | $215,850 | 0.0% |
| Royal Bank Of Canada | $56,000 | 0.0% |
Exited
| Jane Street Group, Llc | $1.04M | was 0.0% |
| Truist Financial Corp | $503,132 | was 0.0% |
| Mercer Global Advisors Inc… | $280,680 | was 0.0% |
| Ameriprise Financial Inc | $276,910 | was 0.0% |
| AQR Capital Management | $262,869 | was 0.0% |
| UBS Group AG | $2,374 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 718.56K shares, $18.97M 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.