Security record · archived quarter
TPZ
name pending profile ingest
18Tracked holders
0Δ holders
862.76KShares held
$17.58MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 305.73K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 141.06K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 100.92K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 91.72K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 87.61K | -16.5% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 28.29K | — | $576,628 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 23.61K | — | $481,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 15.26K | — | $310,920 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 15.24K | — | $310,689 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 12.43K | — | $253,384 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 11.60K | — | $236,326 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 10.67K | — | $217,480 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 10.15K | — | $206,775 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 7.54K | -29.7% | $153,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 700 | — | $14,266 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 227 | — | $4,626 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | — | $13 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12 | — | $0 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 1.61M shares, $33.79M 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 ·
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