Among active 13F managers last quarter, 2 added and 6 reduced; the largest holder to move was Bard Associates Inc (−0.3%).
32 tracked 13F filers disclose a position in TPZ as of the latest SEC 13F filings, a combined $32.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 292K | $6.4M | ▼−4.3% Reduced · −13K sh | Q1 2026 | |
| 2 | Bard Associates Inc | 254K | $5.6M | ▼−0.3% Reduced · −810 sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 136K | $3.0M | ▲13× Added · +125K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 99K | $2.2M | ▲+8.2% Added · +8K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | 95K | $2.1M | ▼−6.2% Reduced · −6K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | 93K | $2.0M | ▼−22% Reduced · −26K sh | Q2 2026 | |
| 7 | Morgan Stanley | 82K | $1.8M | ▼−6.4% Reduced · −6K sh | Q1 2026 | |
| 8 | Uhlmann Price Securities, LLC | 73K | $1.6M | ▼−1.0% Reduced · −756 sh | Q2 2026 | |
| 9 | D.A. Davidson & Co. | 67K | $1.5M | ▼−19% Reduced · −16K sh | Q2 2026 | |
| 10 | GTS Securities LLC | 37K | $820K | ▲+42% Added · +11K sh | Q1 2026 | |
| 11 | Evolve Private Wealth, LLC | 35K | $763K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 27K | $580K | ▲+129% Added · +15K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 26K | $567K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 14 | Truist Financial Corp | 26K | $559K | ▼−9.7% Reduced · −3K sh | Q1 2026 | |
| 15 | MAI Capital Management | 16K | $350K | ▼−15% Reduced · −3K sh | Q2 2026 | |
| 16 | Creative Planning | 16K | $343K | ▲+2.7% Added · +418 sh | Q1 2026 | |
| 17 | Raymond James Financial Inc | 15K | $328K | ▼−1.6% Reduced · −239 sh | Q1 2026 | |
| 18 | Old Mission Capital LLC | 15K | $321K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 19 | NWF Advisory Services Inc. | 14K | $313K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 20 | First Trust Advisors LP | 12K | $271K | ▼−0.2% Reduced · −27 sh | Q1 2026 | |
| 21 | McGowan Group Asset Management, Inc. | 12K | $268K | ▲+0.5% Added · +58 sh | Q2 2026 | |
| 22 | Beverly Hills Private Wealth, LLC | 10K | $226K | —Held | Q2 2026 | |
| 23 | Montag A & Associates Inc | 7K | $145K | —Held | Q2 2026 | |
| 24 | Blue Bell Private Wealth Management, LLC | 6K | $132K | ▼−1.5% Reduced · −94 sh | Q2 2026 | |
| 25 | JPMorgan Chase & Co | 5K | $107K | ▼−35% Reduced · −3K 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, 2 funds added to an existing position in TPZ, while 6 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 | 11 funds | $794.2M |
| Tesla IncTSLA | 11 funds | $111.5M |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.5B |
| Microsoft CorpMSFT | 10 funds | $1.3B |
| Apple IncAAPL | 10 funds | $1.3B |
| Amazon.com IncAMZN | 10 funds | $1.1B |
| Broadcom IncAVGO | 10 funds | $395.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $376.3M |
| Meta Platforms Inc-Class AMETA | 10 funds | $339.1M |
| Johnson & JohnsonJNJ | 10 funds | $299.0M |
| Eli Lilly & CoLLY | 10 funds | $250.3M |
| JPMorgan Chase & CoJPM | 10 funds | $232.0M |
Ranked by how many of TPZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TPZ.
| Class | 13F holders | Value held |
|---|---|---|
| TPYPNORTH AMRCN PIPE | 132 funds | $597.0M |
| TNGYUIT EXCHANGE TRADED | 84 funds | $317.3M |
| TCAIETF | 43 funds | $54.1M |
| TPZthis pageFUND | 32 funds | $32.3M |
| TBLUGLOBAL WATER FD | 31 funds | $11.8M |
| TMLPMLP ETF | 11 funds | $25.9M |
| 890930878NUCLEAR RENAISSA | 2 funds | $506K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TPZ
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/TPZ/capital-change-brief"
Use Arkolith's capital_change_brief for TPZ. 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 TPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.