74 tracked 13F filers disclose a position in TPHD as of the latest SEC 13F filings, a combined $126.3M 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 | WESTWOOD HOLDINGS GROUP INC | $35.5M | 859K | —Held | Q1 2026 | |
| 2 | LPL Financial LLC | $21.5M | 519K | ▲+5.8% Added · +28K sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $5.9M | 139K | ▲+36% Added · +36K sh | Q2 2026 | |
| 4 | CWM, LLC | $4.4M | 106K | ▼−32% Reduced · −51K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $4.2M | 101K | ▼−15% Reduced · −17K sh | Q1 2026 | |
| 6 | Turning Point Benefit Group, Inc. | $4.2M | 99K | ▲+86% Added · +46K sh | Q2 2026 | |
| 7 | OneAscent Financial Services LLC | $3.4M | 82K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.3M | 77K | ▲+8.5% Added · +6K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.9M | 71K | ▲+12% Added · +8K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 67K | ▲+9.1% Added · +6K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.6M | 62K | ▲+6.2% Added · +4K sh | Q1 2026 | |
| 12 | J.W. COLE ADVISORS, INC. | $2.3M | 55K | ▲Added Added · +55K sh | Q2 2026 | |
| 13 | Inspire Advisors, LLC | $2.1M | 52K | ▼−47% Reduced · −46K sh | Q1 2026 | |
| 14 | FAMILY WEALTH PARTNERS, LLC | $2.0M | 47K | ▲+13% Added · +6K sh | Q2 2026 | |
| 15 | First Heartland Consultants, Inc. | $2.0M | 47K | ▼−8.5% Reduced · −4K sh | Q2 2026 | |
| 16 | Focus Partners Advisor Solutions, LLC | $1.8M | 43K | ▲+51% Added · +15K sh | Q1 2026 | |
| 17 | EverSource Wealth Advisors, LLC | $1.7M | 40K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 18 | Bare Financial Services, Inc | $1.7M | 40K | ▼−0.2% Reduced · −83 sh | Q2 2026 | |
| 19 | WorthPointe, LLC | $1.5M | 36K | ▼−18% Reduced · −8K sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | $1.4M | 34K | ▲+28% Added · +7K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3M | 32K | ▲+8.9% Added · +3K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $1.1M | 26K | ▲+327% Added · +20K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $1.0M | 24K | ▲+6.2% Added · +1K sh | Q2 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $938K | 23K | ▲+25% Added · +5K sh | Q1 2026 | |
| 25 | RFG Advisory, LLC | $833K | 20K | ▲+17% Added · +3K sh | Q2 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, 3 funds opened a new position in TPHD and 18 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $6.2B |
| APPLE INCAAPL | 37 funds | $4.7B |
| AMAZON.COM INCAMZN | 37 funds | $3.3B |
| MICROSOFT CORPMSFT | 37 funds | $2.8B |
| BROADCOM INCAVGO | 37 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 37 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 36 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $1.7B |
| TESLA INCTSLA | 36 funds | $1.3B |
| ELI LILLY & COLLY | 36 funds | $864.4M |
| CATERPILLAR INCCAT | 36 funds | $624.4M |
Ranked by how many of TPHD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| TPLCmc | 75 funds | $141.2M |
| TPSCmc | 74 funds | $211.0M |
| TPHDthis pagemc | 74 funds | $126.3M |
| TPIFmc | 70 funds | $110.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TPHD
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/TPHD/capital-change-brief"
Use Arkolith's capital_change_brief for TPHD. 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 TPHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.