Among active 13F managers last quarter, 7 opened and 8 added, while none reduced or exited; the largest holder to move was Key Client Fiduciary Advisors, LLC (+0.2%).
40 tracked 13F filers disclose a position in TRFM as of the latest SEC 13F filings, a combined $116.5M 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 | LPL Financial LLC | 1.6M | $72.6M | ▲+25% Added · +311K sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 163K | $7.6M | ▲+9.0% Added · +13K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 84K | $3.9M | ▲+14% Added · +10K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 77K | $3.6M | ▲+74% Added · +33K sh | Q1 2026 | |
| 5 | SeaCrest Wealth Management, LLC | 57K | $3.6M | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 6 | Stifel Financial Corp | 51K | $2.4M | ▲+31% Added · +12K sh | Q1 2026 | |
| 7 | Key Client Fiduciary Advisors, LLC | 47K | $3.0M | ▲+0.2% Added · +110 sh | Q2 2026 | |
| 8 | Ausdal Financial Partners, Inc. | 33K | $2.1M | ▲+19% Added · +5K sh | Q2 2026 | |
| 9 | Kestra Private Wealth Services, LLC | 29K | $1.8M | ▼−1.0% Reduced · −284 sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 27K | $1.3M | ▼−26% Reduced · −9K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 26K | $1.6M | ▲New +26K sh | Q2 2026 | |
| 12 | Farmers & Merchants Trust Co of Long Beach | 20K | $1.3M | ▼−4.7% Reduced · −1K sh | Q2 2026 | |
| 13 | Principal Securities, Inc. | 19K | $1.2M | ▲+124% Added · +10K sh | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 18K | $817K | ▲+48% Added · +6K sh | Q1 2026 | |
| 15 | Truist Financial Corp | 17K | $806K | ▲+36% Added · +5K sh | Q1 2026 | |
| 16 | MML Investors Services, LLC | 15K | $955K | ▲New +15K sh | Q2 2026 | |
| 17 | Chilton Investment Co Inc. | 12K | $785K | ▲+65% Added · +5K sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 12K | $750K | ▲+2.2% Added · +252 sh | Q2 2026 | |
| 19 | Cornerstone Wealth Management, LLC | 12K | $740K | ▲New +12K sh | Q2 2026 | |
| 20 | Oppenheimer & Co Inc | 9K | $575K | ▲+9.6% Added · +800 sh | Q2 2026 | |
| 21 | PKS Advisory Services, LLC | 9K | $559K | ▲New +9K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | 8K | $535K | ▲New +8K sh | Q2 2026 | |
| 23 | Equitable Holdings, Inc. | 8K | $507K | ▲+2.4% Added · +185 sh | Q2 2026 | |
| 24 | NWF Advisory Services Inc. | 8K | $501K | ▲New +8K sh | Q2 2026 | |
| 25 | Prospera Financial Services Inc | 7K | $448K | —Held | Q2 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 8 added to an existing one, while none reduced or exited. 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 | 17 funds | $4.2B |
| Apple IncAAPL | 17 funds | $4.1B |
| Amazon.com IncAMZN | 17 funds | $3.9B |
| Microsoft CorpMSFT | 17 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 17 funds | $2.1B |
| Broadcom IncAVGO | 17 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 17 funds | $1.6B |
| Advanced Micro DevicesAMD | 17 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 17 funds | $1.2B |
| Costco Wholesale CorpCOST | 17 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $1.0B |
| Tesla IncTSLA | 17 funds | $850.7M |
Ranked by how many of TRFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TRFM.
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 + the live filing stream, joined for TRFM. Filings are public domain, sourced to SEC EDGAR.