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Security record · archived quarter

TUSI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q2 2025 Q1 2025 Q4 2024
15Tracked holders
+4Δ holders
7.37MShares held
$186.26MReported value
+4New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · 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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +4 7.37M $186.26M +4
Q1 2026 12 +2 5.15M $130.33M +2
Q4 2025 10 +1 2.98M $75.45M +1
Q2 2025 1 0 35.36K $895,593
Q1 2025 1 0 46.39K $1.17M
Q4 2024 1 +1 9.85K $249,330 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 2.68M +30.3% $67.68M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 2.68M +30.3% $67.68M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 2.68M +30.3% $67.68M 0.0% ▲ Add 3 SEC ↗
4 LPL Financial LLC 2.38M +35.1% $60.05M 0.0% ▲ Add 3 SEC ↗
5 Wells Fargo & Company/Mn 620.15K New $15.67M 0.0% New 1 SEC ↗
6 Wells Fargo & Company/Mn 620.15K New $15.67M 0.0% New 1 SEC ↗
7 Royal Bank Of Canada 530.18K +2.0% $13.39M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 530.18K +2.0% $13.39M 0.0% ▲ Add 3 SEC ↗
9 Bank of New York Mellon Corp 423.81K New $10.71M 0.0% New 1 SEC ↗
10 Bank of New York Mellon Corp 423.81K New $10.71M 0.0% New 1 SEC ↗
11 Osaic Holdings, Inc. 202.80K +2.2% $5.12M 0.0% ▲ Add 3 SEC ↗
12 Stifel Financial Corp 113.03K -0.3% $2.86M 0.0% ▼ Trim 3 SEC ↗
13 Wealth Enhancement Advisory… 104.01K +69.0% $2.64M 0.0% ▲ Add 3 SEC ↗
14 Jane Street Group, Llc 95.00K +351.9% $2.40M 0.0% ▲ Add 2 SEC ↗
15 Envestnet Asset Management Inc 80.17K New $2.03M 0.0% New 1 SEC ↗
16 Commonwealth Equity Services, Llc 72.24K +66.5% $1.82M 0.0% ▲ Add 3 SEC ↗
17 Citadel Advisors 27.91K +28.2% $705,082 0.0% ▲ Add 2 SEC ↗
18 Goldman Sachs Group 23.50K -58.5% $593,736 0.0% ▼ Trim 3 SEC ↗
19 Truist Financial Corp 15.29K +35.1% $386,150 0.0% ▲ Add 3 SEC ↗
20 Northwestern Mutual Wealth… 8.88K New $224,233 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wells Fargo & Company/Mn $15.67M 0.0%
Wells Fargo & Company/Mn $15.67M 0.0%
Bank of New York Mellon Corp $10.71M 0.0%
Bank of New York Mellon Corp $10.71M 0.0%
Envestnet Asset Management Inc $2.03M 0.0%
Northwestern Mutual Wealth… $224,233 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 12.05M shares, $296.34M 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: Q2 2026 · Methodology · Get this via the API