The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query TPZ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TPZ"
Use Arkolith to show who owns TPZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $6.4M | 292K | ▼−4.3% Reduced · −13K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $3.0M | 136K | ▲13× Added · +125K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $2.6M | 120K | ▼−0.4% Reduced · −509 sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.2M | 99K | ▲+8.2% Added · +8K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | $2.1M | 95K | ▼−6.2% Reduced · −6K sh | Q1 2026 | |
| 6 | D.A. DAVIDSON & CO. | $1.8M | 82K | ▼−30% Reduced · −35K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.8M | 82K | ▼−6.4% Reduced · −6K sh | Q1 2026 | |
| 8 | EVOLVE PRIVATE WEALTH, LLC | $874K | 40K | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 9 | GTS SECURITIES LLC | $820K | 37K | ▲+42% Added · +11K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $580K | 27K | ▲+129% Added · +15K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $567K | 26K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $559K | 26K | ▼−9.7% Reduced · −3K sh | Q1 2026 | |
| 13 | MAI Capital Management | $412K | 19K | ▲+0.7% Added · +134 sh | Q1 2026 | |
| 14 | Creative Planning | $343K | 16K | ▲+2.7% Added · +418 sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $328K | 15K | ▼−1.6% Reduced · −239 sh | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $321K | 15K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $271K | 12K | ▼−0.2% Reduced · −27 sh | Q1 2026 | |
| 18 | MONTAG A & ASSOCIATES INC | $145K | 7K | —Held | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $107K | 5K | ▼−35% Reduced · −3K sh | Q1 2026 | |
| 20 | Sound Income Strategies, LLC | $31K | 1K | ▲New +1K sh | Q1 2026 | |
| 21 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $12K | 542 | —Held | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $7K | 309 | —Held | Q1 2026 | |
| 23 | UBS Group AG | $2K | 102 | ▼−55% Reduced · −125 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 12, 2025 | Iseman Andrew J | Director | Buy (P) | 2K | $42K |
| Dec 26, 2024 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 1.0M | $20.1M |
| Dec 24, 2024 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 347K | $4.8M |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 10 funds | $4.3B |
| MICROSOFT CORPMSFT | 10 funds | $4.1B |
| NVIDIA CORPNVDA | 10 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 10 funds | $3.4B |
| AMAZON.COM INCAMZN | 10 funds | $3.0B |
| BROADCOM INCAVGO | 10 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.3B |
| VISA INC-CLASS A SHARESV | 10 funds | $1.2B |
| COSTCO WHOLESALE CORPCOST | 10 funds | $1.1B |
| MASTERCARD INC - AMA | 10 funds | $1.0B |
Ranked by how many of TPZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.