Among active 13F managers last quarter, 1 opened and 7 added, while 6 reduced; the largest holder to move was Advisors Asset Management, Inc. (−4.1%).
48 tracked 13F filers disclose a position in TBLD as of the latest SEC 13F filings, a combined $193.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.8M | $39.0M | ▲+3.2% Added · +57K sh | Q1 2026 | |
| 2 | DKM Wealth Management, Inc. | 958K | $21.1M | ▼−0.7% Reduced · −7K sh | Q2 2026 | |
| 3 | Stifel Financial Corp | 773K | $16.4M | ▲+7.2% Added · +52K sh | Q1 2026 | |
| 4 | Morgan Stanley | 722K | $15.3M | ▲+23% Added · +135K sh | Q1 2026 | |
| 5 | Atlas Wealth LLC | 711K | $15.7M | ▲New +711K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 627K | $13.3M | ▼−10% Reduced · −71K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | 568K | $12.5M | ▼−4.1% Reduced · −25K sh | Q2 2026 | |
| 8 | Wells Fargo & Company | 484K | $10.2M | ▲+18% Added · +73K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 448K | $9.5M | ▼−8.8% Reduced · −43K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 304K | $6.4M | ▲+16% Added · +43K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | 157K | $3.3M | ▼−0.2% Reduced · −286 sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | 139K | $3.1M | ▲+8.6% Added · +11K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | 121K | $2.7M | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 121K | $2.6M | ▲+65% Added · +47K sh | Q2 2026 | |
| 15 | Hennion & Walsh Asset Management, Inc. | 105K | $2.3M | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 16 | Thomas J. Herzfeld Advisors, Inc. | 80K | $1.8M | ▲+16% Added · +11K sh | Q2 2026 | |
| 17 | Alessandra Capital Management, LLC | 79K | $1.7M | ▼−4.4% Reduced · −4K sh | Q2 2026 | |
| 18 | Evolve Private Wealth, LLC | 78K | $1.7M | ▼−7.0% Reduced · −6K sh | Q2 2026 | |
| 19 | Concurrent Investment Advisors, LLC | 72K | $1.6M | ▼−22% Reduced · −21K sh | Q2 2026 | |
| 20 | D.A. Davidson & Co. | 69K | $1.5M | ▲+0.1% Added · +63 sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | 67K | $1.5M | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 22 | Financial Management Network Inc | 48K | $1.1M | ▲+9.5% Added · +4K sh | Q2 2026 | |
| 23 | PMG Family Office LLC | 48K | $1.1M | ▲+0.9% Added · +415 sh | Q2 2026 | |
| 24 | Dakota Wealth Management | 47K | $1.0M | ▼−0.5% Reduced · −245 sh | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 47K | $985K | ▲+21% Added · +8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in TBLD and 7 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 15 funds | $4.6B |
| JPMorgan Chase & CoJPM | 15 funds | $779.1M |
| Eli Lilly & CoLLY | 15 funds | $418.3M |
| Nvidia CorpNVDA | 14 funds | $2.6B |
| Apple IncAAPL | 14 funds | $2.4B |
| Amazon.com IncAMZN | 14 funds | $2.4B |
| Broadcom IncAVGO | 14 funds | $1.3B |
| Cisco Systems IncCSCO | 14 funds | $284.0M |
| Home Depot IncHD | 14 funds | $274.8M |
| Chevron CorpCVX | 14 funds | $221.8M |
| Goldman Sachs Group IncGS | 14 funds | $200.4M |
| Advanced Micro DevicesAMD | 14 funds | $199.4M |
Ranked by how many of TBLD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TBLD.
Connected entities for TBLD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TBLD/capital-change-brief"
Use Arkolith's capital_change_brief for TBLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TBLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.