TRFM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +3 | 2.74M | $173.00M | +3 | — |
| Q1 2026 | 13 | -1 | 2.01M | $93.26M | +1 | −2 |
| Q4 2025 | 14 | +1 | 1.66M | $79.00M | +1 | — |
| Q3 2025 | 1 | — | 298 | $14,433 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.74M | +11.2% | $109.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 454.04K | +178.9% | $28.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 104.86K | +25.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 104.86K | +25.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 101.18K | +98.8% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 99.97K | +29.1% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 92.68K | +1856.1% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 92.68K | +1856.1% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 31.38K | +78.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 30.26K | +11.6% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 25.76K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 23.43K | +1229.8% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 19.86K | +14.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 15.12K | New | $955,446 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 497 | +66.2% | $31,403 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 497 | +66.2% | $31,403 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 241 | New | $15,224 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 241 | New | $15,224 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 38 | 0.0% | $2,420 | 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
| Citadel Advisors | $1.63M | 0.0% |
| Mml Investors Services, Llc | $955,446 | 0.0% |
| UBS Group AG | $15,224 | 0.0% |
| UBS Group AG | $15,224 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 2.27M shares, $105.32M 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.