24 tracked 13F filers disclose a position in TLF as of the latest SEC 13F filings, a combined $11.2M 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 | Bandera Partners LLC | $6.7M | 2.9M | —Held | Q2 2026 | |
| 2 | JCP Investment Management, LLC | $2.0M | 876K | —Held | Q1 2026 | |
| 3 | FIRST FOUNDATION ADVISORS | $518K | 224K | ▼−50% Reduced · −225K sh | Q1 2026 | |
| 4 | Brooklands Fund Management Ltd | $498K | 216K | ▲+4.9% Added · +10K sh | Q2 2026 | |
| 5 | Value Investment Professionals, LLC | $429K | 184K | —Held | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $304K | 131K | →First observed position No prior filed position | Q1 2026 | |
| 7 | MONEY CONCEPTS CAPITAL CORP | $188K | 81K | —Held | Q2 2026 | |
| 8 | Values First Advisors, Inc. | $135K | 58K | ▼~0% Reduced · −13 sh | Q2 2026 | |
| 9 | GEORGE KAISER FAMILY FOUNDATION | $101K | 43K | ▲+5.6% Added · +2K sh | Q2 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $64K | 28K | →First observed position No prior filed position | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $59K | 25K | ▲+73% Added · +11K sh | Q2 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $42K | 18K | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $39K | 17K | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $29K | 13K | —Held | Q2 2026 | |
| 15 | JAMES INVESTMENT RESEARCH, INC. | $29K | 13K | —Held | Q2 2026 | |
| 16 | STATE STREET CORP | $28K | 12K | —Held | Q2 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $5K | 2K | ▲+34% Added · +545 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2K | 848 | ▲+16% Added · +120 sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $0 | 8 | ▲+14% Added · +1 sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $18 | 7 | —Held | Q1 2026 | |
| 21 | Caitong International Asset Management Co., Ltd | $12 | 5 | ▲New +5 sh | Q2 2026 | |
| 22 | CALDWELL SUTTER CAPITAL, INC. | $5 | 2 | —Held | Q2 2026 | |
| 23 | UBS Group AG | $2 | 1 | ▼−99% Reduced · −107 sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $1 | 1 | —Held | 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 TLF and 3 added to an existing one, while 3 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 |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $89.4M |
| ALPHABET INC-CL AGOOGL | 10 funds | $308.7M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $216.8M |
| APPLE INCAAPL | 9 funds | $1.1B |
| NVIDIA CORPNVDA | 9 funds | $603.2M |
| JPMORGAN CHASE & COJPM | 9 funds | $291.5M |
| MCDONALD'S CORPMCD | 9 funds | $193.7M |
| ADVANCED MICRO DEVICESAMD | 9 funds | $142.5M |
| ELI LILLY & COLLY | 9 funds | $129.0M |
| AMAZON.COM INCAMZN | 9 funds | $127.1M |
| MCKESSON CORPMCK | 9 funds | $109.6M |
| CATERPILLAR INCCAT | 9 funds | $63.4M |
Ranked by how many of TLF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2019 | Carr Janet A | CEO, Director | Buy (P) | 9K | $50K |
| Mar 11, 2019 | Bylinsky Gregory | 10% Owner | Buy (P) | 1K | $7K |
| Mar 11, 2019 | Gramm Jefferson | Director, 10% Owner | Buy (P) | 1K | $7K |
| Nov 20, 2018 | GREENE SHANNON L | Insider | Sell (S) | 25K | $159K |
| Nov 16, 2018 | Angus Mark J | Insider | Sell (S) | 3K | $18K |
| Nov 15, 2018 | Angus Mark J | Insider | Sell (S) | 3K | $20K |
| Nov 14, 2018 | Angus Mark J | Insider | Sell (S) | 2K | $16K |
| Nov 13, 2018 | Angus Mark J | Insider | Sell (S) | 900 | $6K |
| Nov 12, 2018 | Angus Mark J | Insider | Sell (S) | 4K | $31K |
| Oct 10, 2018 | GREENE SHANNON L | Insider | Sell (S) | 13K | $91K |
| Oct 5, 2018 | GREENE SHANNON L | Insider | Sell (S) | 765 | $6K |
| May 17, 2018 | Pappas James C | Director | Buy (P) | 20K | $156K |
Connected entities for TLF
This stock 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/TLF/capital-change-brief"
Use Arkolith's capital_change_brief for TLF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TLF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.