26 tracked 13F filers disclose a position in TPZ as of the latest SEC 13F filings, a combined $26.8M 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 | 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 | MORGAN STANLEY | $1.8M | 82K | ▼−6.4% Reduced · −6K sh | Q1 2026 | |
| 7 | UHLMANN PRICE SECURITIES, LLC | $1.6M | 73K | ▼−1.0% Reduced · −756 sh | Q2 2026 | |
| 8 | D.A. DAVIDSON & CO. | $1.5M | 67K | ▼−19% Reduced · −16K sh | Q2 2026 | |
| 9 | EVOLVE PRIVATE WEALTH, LLC | $874K | 40K | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 10 | GTS SECURITIES LLC | $820K | 37K | ▲+42% Added · +11K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $580K | 27K | ▲+129% Added · +15K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $567K | 26K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $559K | 26K | ▼−9.7% Reduced · −3K sh | Q1 2026 | |
| 14 | MAI Capital Management | $412K | 19K | ▲+0.7% Added · +134 sh | Q1 2026 | |
| 15 | Creative Planning | $343K | 16K | ▲+2.7% Added · +418 sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $328K | 15K | ▼−1.6% Reduced · −239 sh | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $321K | 15K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 18 | NWF Advisory Services Inc. | $313K | 14K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $271K | 12K | ▼−0.2% Reduced · −27 sh | Q1 2026 | |
| 20 | MONTAG A & ASSOCIATES INC | $145K | 7K | —Held | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $107K | 5K | ▼−35% Reduced · −3K sh | Q1 2026 | |
| 22 | PRIVATE TRUST CO NA | $66K | 3K | —Held | Q2 2026 | |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $23K | 1K | —Held | Q2 2026 | |
| 24 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $12K | 542 | —Held | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $7K | 309 | —Held | 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, 0 funds opened a new position in TPZ and 1 added to an existing one, while 5 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 | 9 funds | $790.6M |
| RTX CORPRTX | 9 funds | $210.7M |
| ASML HOLDING NV-NY REG SHSASML | 9 funds | $186.0M |
| TESLA INCTSLA | 9 funds | $109.8M |
| LOCKHEED MARTIN CORPLMT | 9 funds | $55.0M |
| SHELL PLC-ADRSHEL | 9 funds | $32.8M |
| NORTHROP GRUMMAN CORPNOC | 9 funds | $15.0M |
| L3HARRIS TECHNOLOGIES INCLHX | 9 funds | $12.0M |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.5B |
| MICROSOFT CORPMSFT | 8 funds | $1.3B |
| APPLE INCAAPL | 8 funds | $1.3B |
| AMAZON.COM INCAMZN | 8 funds | $1.0B |
Ranked by how many of TPZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TPYPNORTH AMRCN PIPE | 117 funds | $576.4M |
| TNGYFUND | 71 funds | $305.7M |
| TCAIETF | 37 funds | $43.3M |
| TBLUGLOBAL WATER FD | 27 funds | $11.6M |
| TPZthis pageFUND | 26 funds | $26.8M |
| 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.