42 tracked 13F filers disclose a position in TBLD as of the latest SEC 13F filings, a combined $189.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | $39.0M | 1.8M | ▲+3.2% Added · +57K sh | Q1 2026 | |
| 2 | DKM Wealth Management, Inc. | $21.1M | 958K | ▼−0.7% Reduced · −7K sh | Q2 2026 | |
| 3 | STIFEL FINANCIAL CORP | $16.4M | 773K | ▲+7.2% Added · +52K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $15.3M | 722K | ▲+23% Added · +135K sh | Q1 2026 | |
| 5 | Atlas Wealth LLC | $15.7M | 711K | ▲New +711K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $13.3M | 627K | ▼−10% Reduced · −71K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $12.5M | 593K | ▼−12% Reduced · −83K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $10.2M | 484K | ▲+18% Added · +73K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $9.5M | 448K | ▼−8.8% Reduced · −43K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $6.4M | 304K | ▲+16% Added · +43K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $3.3M | 157K | ▼−0.2% Reduced · −286 sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $2.7M | 128K | ▲+50% Added · +43K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $2.7M | 121K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 121K | ▲+65% Added · +47K sh | Q2 2026 | |
| 15 | Hennion & Walsh Asset Management, Inc. | $2.3M | 105K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $1.8M | 84K | ▲~0% Added · +32 sh | Q1 2026 | |
| 17 | Alessandra Capital Management, LLC | $1.7M | 79K | ▼−4.4% Reduced · −4K sh | Q2 2026 | |
| 18 | Concurrent Investment Advisors, LLC | $1.6M | 72K | ▼−22% Reduced · −21K sh | Q2 2026 | |
| 19 | D.A. DAVIDSON & CO. | $1.5M | 69K | ▲+0.1% Added · +63 sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $1.5M | 67K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 21 | PMG Family Office LLC | $1.1M | 48K | ▲+0.9% Added · +415 sh | Q2 2026 | |
| 22 | Dakota Wealth Management | $999K | 47K | ▼−5.1% Reduced · −3K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $985K | 47K | ▲+21% Added · +8K sh | Q1 2026 | |
| 24 | Closed-End Fund Advisors, Inc. | $758K | 34K | ▼−4.3% Reduced · −2K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $574K | 27K | ▲+22% Added · +5K 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 3 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 12 funds | $767.6M |
| ELI LILLY & COLLY | 12 funds | $403.8M |
| CISCO SYSTEMS INCCSCO | 12 funds | $274.9M |
| NVIDIA CORPNVDA | 11 funds | $2.6B |
| APPLE INCAAPL | 11 funds | $2.4B |
| AMAZON.COM INCAMZN | 11 funds | $2.4B |
| BROADCOM INCAVGO | 11 funds | $1.3B |
| MERCK & CO. INC.MRK | 11 funds | $351.2M |
| WALMART INCWMT | 11 funds | $340.9M |
| HOME DEPOT INCHD | 11 funds | $265.1M |
| CHEVRON CORPCVX | 11 funds | $225.9M |
Ranked by how many of TBLD's institutional holders also hold each name, a cross-fund conviction signal.
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.