Among active 13F managers last quarter, 4 opened and 23 added, while 14 reduced; the largest holder to move was Benjamin Edwards Inc (+36%). No recent Form 4 insider filings for TPHD.
Funds lean in and no leg opposes.
82 tracked 13F filers disclose a position in TPHD as of the latest SEC 13F filings, a combined $134.6M 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 | Westwood Holdings Group Inc | 859K | $36.3M | —Held | Q2 2026 | |
| 2 | LPL Financial LLC | 519K | $21.5M | ▲+5.8% Added · +28K sh | Q1 2026 | |
| 3 | Benjamin Edwards Inc | 139K | $5.9M | ▲+36% Added · +36K sh | Q2 2026 | |
| 4 | CWM, LLC | 106K | $4.4M | ▼−32% Reduced · −51K sh | Q1 2026 | |
| 5 | Ameriprise Financial Inc | 101K | $4.2M | ▼−15% Reduced · −17K sh | Q1 2026 | |
| 6 | Turning Point Benefit Group, Inc. | 99K | $4.2M | ▲+86% Added · +46K sh | Q2 2026 | |
| 7 | Creative Financial Designs Inc | 77K | $3.3M | ▲+8.5% Added · +6K sh | Q2 2026 | |
| 8 | OneAscent Financial Services LLC | 76K | $3.2M | ▼−7.4% Reduced · −6K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 71K | $2.9M | ▲+12% Added · +8K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 67K | $2.8M | ▲+9.1% Added · +6K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 62K | $2.6M | ▲+6.2% Added · +4K sh | Q1 2026 | |
| 12 | Carlson Financial, Inc. | 61K | $2.6M | ▲+1.1% Added · +679 sh | Q2 2026 | |
| 13 | J.W. Cole Advisors, Inc. | 55K | $2.3M | ▲Added Added · +55K sh | Q2 2026 | |
| 14 | Focus Advisor Solutions, LLC | 49K | $2.1M | ▲+13% Added · +6K sh | Q2 2026 | |
| 15 | Family Wealth Partners, LLC | 47K | $2.0M | ▲+13% Added · +6K sh | Q2 2026 | |
| 16 | First Heartland Consultants, Inc. | 47K | $2.0M | ▼−8.5% Reduced · −4K sh | Q2 2026 | |
| 17 | Inspire Advisors, LLC | 41K | $1.8M | ▼−20% Reduced · −10K sh | Q2 2026 | |
| 18 | Frontier Asset Management, LLC | 40K | $1.7M | ▲+8.1% Added · +3K sh | Q2 2026 | |
| 19 | EverSource Wealth Advisors, LLC | 40K | $1.7M | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 20 | Bare Financial Services, Inc | 40K | $1.7M | ▼−0.2% Reduced · −83 sh | Q2 2026 | |
| 21 | Geneos Wealth Management Inc. | 37K | $1.6M | ▲+10% Added · +4K sh | Q2 2026 | |
| 22 | Sound Financial Strategies Group, LLC | 36K | $1.5M | ▲+1.8% Added · +628 sh | Q2 2026 | |
| 23 | WorthPointe, LLC | 36K | $1.5M | ▼−18% Reduced · −8K sh | Q2 2026 | |
| 24 | PNC Financial Services Group, Inc. | 32K | $1.3M | ▲+8.9% Added · +3K sh | Q1 2026 | |
| 25 | Farther Finance Advisors, LLC | 26K | $1.1M | ▲+327% Added · +20K 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, 4 funds opened a new position in TPHD and 23 added to an existing one, while 14 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 |
|---|---|---|
| Broadcom IncAVGO | 45 funds | $1.3B |
| Apple IncAAPL | 44 funds | $4.3B |
| Nvidia CorpNVDA | 44 funds | $3.8B |
| Microsoft CorpMSFT | 44 funds | $2.2B |
| Amazon.com IncAMZN | 44 funds | $2.0B |
| Caterpillar IncCAT | 43 funds | $597.0M |
| Alphabet Inc-CL AGOOGL | 42 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 42 funds | $1.3B |
| JPMorgan Chase & CoJPM | 42 funds | $942.5M |
| Micron Technology IncMU | 42 funds | $871.9M |
| Eli Lilly & CoLLY | 42 funds | $819.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 42 funds | $807.4M |
Ranked by how many of TPHD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TPHD.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 25 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| TPLCmc | 88 funds | $137.0M |
| TPSCmc | 85 funds | $225.5M |
| TPHDthis pagemc | 82 funds | $134.6M |
| TPIFmc | 75 funds | $120.2M |
| TPFCFREE CASH FLOW | 2 funds | $29.8M |
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.