33 tracked 13F filers disclose a position in TRFM as of the latest SEC 13F filings, a combined $110.0M 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 | LPL Financial LLC | $72.6M | 1.6M | ▲+25% Added · +311K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $7.6M | 163K | ▲+9.0% Added · +13K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.9M | 84K | ▲+14% Added · +10K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $3.6M | 77K | ▲+74% Added · +33K sh | Q1 2026 | |
| 5 | SeaCrest Wealth Management, LLC | $3.6M | 57K | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 6 | STIFEL FINANCIAL CORP | $2.4M | 51K | ▲+31% Added · +12K sh | Q1 2026 | |
| 7 | Key Client Fiduciary Advisors, LLC | $3.0M | 47K | ▲+0.2% Added · +110 sh | Q2 2026 | |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 29K | ▼−1.0% Reduced · −284 sh | Q2 2026 | |
| 9 | Ausdal Financial Partners, Inc. | $1.3M | 28K | ▲New +28K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 27K | ▼−26% Reduced · −9K sh | Q1 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $1.2M | 19K | ▲+124% Added · +10K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $817K | 18K | ▲+48% Added · +6K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $806K | 17K | ▲+36% Added · +5K sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $750K | 12K | ▲+2.2% Added · +252 sh | Q2 2026 | |
| 15 | Cornerstone Wealth Management, LLC | $740K | 12K | ▲New +12K sh | Q2 2026 | |
| 16 | OPPENHEIMER & CO INC | $575K | 9K | ▲+9.6% Added · +800 sh | Q2 2026 | |
| 17 | PKS Advisory Services, LLC | $559K | 9K | ▲New +9K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | $535K | 8K | ▲New +8K sh | Q2 2026 | |
| 19 | NWF Advisory Services Inc. | $501K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | $364K | 8K | ▲New +8K sh | Q1 2026 | |
| 21 | CHILTON INVESTMENT CO INC. | $349K | 8K | ▲+63% Added · +3K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $448K | 7K | —Held | Q2 2026 | |
| 23 | PRIVATE TRUST CO NA | $379K | 6K | ▲+87% Added · +3K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $224K | 5K | ▲+43% Added · +1K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $220K | 5K | ▼−0.8% Reduced · −40 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 TRFM and 5 added to an existing one, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 14 funds | $1.7B |
| NVIDIA CORPNVDA | 14 funds | $1.5B |
| MICROSOFT CORPMSFT | 14 funds | $1.3B |
| AMAZON.COM INCAMZN | 14 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 14 funds | $826.0M |
| COSTCO WHOLESALE CORPCOST | 14 funds | $622.7M |
| ALPHABET INC-CL CGOOG | 14 funds | $610.6M |
| BROADCOM INCAVGO | 14 funds | $551.6M |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $487.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $478.4M |
| VISA INC-CLASS A SHARESV | 14 funds | $292.4M |
| TESLA INCTSLA | 14 funds | $289.3M |
Ranked by how many of TRFM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 81 funds | $468.0M |
| SMIGFUND | 58 funds | $795.5M |
| IDUBcommon | 45 funds | $484.4M |
| JUCYmc | 42 funds | $272.1M |
| DUBScommon | 35 funds | $354.8M |
| TRFMthis pageETP | 33 funds | $110.0M |
| RIETHOYA CAPT HI DIV | 27 funds | $6.8M |
| DSMCETF | 26 funds | $75.1M |
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 TRFM
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/TRFM/capital-change-brief"
Use Arkolith's capital_change_brief for TRFM. 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 TRFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.