Among active 13F managers last quarter, 7 opened and 25 added, while 11 reduced; the largest holder to move was Creative Financial Designs Inc (−38%).
75 tracked 13F filers disclose a position in TPIF as of the latest SEC 13F filings, a combined $120.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Financial Designs Inc | 481K | $18.0M | ▼−38% Reduced · −298K sh | Q2 2026 | |
| 2 | O'Connor Financial Group LLC | 328K | $12.2M | ▼−1.4% Reduced · −5K sh | Q2 2026 | |
| 3 | CWM, LLC | 203K | $7.3M | ▼−11% Reduced · −25K sh | Q1 2026 | |
| 4 | Sound Financial Strategies Group, LLC | 179K | $6.7M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 5 | Benjamin Edwards Inc | 179K | $6.7M | ▲+38% Added · +49K sh | Q2 2026 | |
| 6 | United Capital Financial Advisors, LLC | 132K | $4.9M | ▲+18% Added · +20K sh | Q2 2026 | |
| 7 | LVZ, Inc. | 130K | $4.8M | ▼−0.1% Reduced · −96 sh | Q2 2026 | |
| 8 | LPL Financial LLC | 125K | $4.5M | ▲+13% Added · +14K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 119K | $4.3M | ▲New +119K sh | Q1 2026 | |
| 10 | Jones Financial Companies LLLP | 115K | $4.0M | ▲+89% Added · +54K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | 104K | $3.9M | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 12 | Turning Point Benefit Group, Inc. | 104K | $3.9M | ▲+133% Added · +59K sh | Q2 2026 | |
| 13 | Family Wealth Partners, LLC | 80K | $3.0M | ▲+14% Added · +10K sh | Q2 2026 | |
| 14 | Focus Advisor Solutions, LLC | 80K | $3.0M | ▲+13% Added · +9K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 62K | $2.2M | ▼−78% Reduced · −219K sh | Q1 2026 | |
| 16 | Sound Stewardship, LLC | 55K | $2.1M | ▼−2.2% Reduced · −1K sh | Q2 2026 | |
| 17 | Summit Wealth Group LLC / Co | 55K | $2.1M | ▲+889% Added · +50K sh | Q2 2026 | |
| 18 | EverSource Wealth Advisors, LLC | 55K | $2.0M | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | 45K | $1.6M | ▼−1.7% Reduced · −771 sh | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | 41K | $1.5M | ▲+1.4% Added · +578 sh | Q2 2026 | |
| 21 | Foundations Investment Advisors, LLC | 41K | $1.5M | ▲+34% Added · +11K sh | Q2 2026 | |
| 22 | J.W. Cole Advisors, Inc. | 37K | $1.4M | ▲Added Added · +37K sh | Q2 2026 | |
| 23 | WorthPointe, LLC | 34K | $1.3M | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 24 | First Heartland Consultants, Inc. | 29K | $1.1M | ▲+43% Added · +9K sh | Q2 2026 | |
| 25 | UBS Group AG | 29K | $1.0M | ▼−0.7% Reduced · −219 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, 7 funds opened a new position in TPIF and 25 added to an existing one, while 11 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 |
|---|---|---|
| Nvidia CorpNVDA | 41 funds | $3.4B |
| Apple IncAAPL | 40 funds | $3.8B |
| Microsoft CorpMSFT | 40 funds | $2.0B |
| Broadcom IncAVGO | 40 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 39 funds | $1.2B |
| Ishares Core S&P 500 ETFIVV | 38 funds | $4.3B |
| Vanguard S&P 500 ETFVOO | 38 funds | $2.2B |
| Amazon.com IncAMZN | 38 funds | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 38 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 38 funds | $1.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 38 funds | $709.3M |
| Caterpillar IncCAT | 38 funds | $605.3M |
Ranked by how many of TPIF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TPIF.
| Class | 13F holders | Value held |
|---|---|---|
| TPLCmc | 88 funds | $137.0M |
| TPSCmc | 85 funds | $225.5M |
| TPHDmc | 82 funds | $134.6M |
| TPIFthis pagemc | 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 TPIF
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/TPIF/capital-change-brief"
Use Arkolith's capital_change_brief for TPIF. 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 TPIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.