TMFS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +4.0% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 55.22K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 15.92K | — | $554,442 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Creative Planning | 8.09K | — | $281,565 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 5.85K | — | $203,733 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.15K | +55.4% | $109,686 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | BlackRock ✦ (passive) | 2.55K | New | $88,652 | 0.0% | New | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 2.11K | — | $73,574 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.17K | — | $40,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 885 | — | $30,815 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 400 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 101 | — | $3,505 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 19 | — | $662 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 3 | — | $104 | 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
| BlackRock | $88,652 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 165.51K shares, $4.77M 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.