Security record · archived quarter
TMFS
name pending profile ingest
13Tracked holders
0Δ holders
107.24KShares held
$3.43MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 47.38K | -14.2% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 16.54K | +3.9% | $529,216 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 13.24K | New | $423,744 | 0.0% | New | 1 | SEC ↗ |
| 4 | Creative Planning | 9.09K | +12.4% | $290,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 8.26K | New | $264,288 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.79K | -11.6% | $89,152 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | BlackRock ✦ (passive) | 2.55K | 0.0% | $81,472 | 0.0% | Held | 2 | SEC ↗ |
| 8 | UBS Group AG | 2.30K | +12000.0% | $73,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 2.11K | 0.0% | $67,616 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 1.46K | +25.0% | $46,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 885 | 0.0% | $28,320 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Cwm, Llc | 650 | +62.5% | $20,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | -99.0% | $21 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $423,744 | 0.0% |
| Citadel Advisors | $264,288 | 0.0% |
Exited
| Stifel Financial Corp | $203,733 | was 0.0% |
| Northwestern Mutual Wealth… | $104 | was 0.0% |
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.
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 ·
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