TBUX

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Institutional ownership· 13F filers holding TBUX · 2026-Q1 methodology → sources →

104 holders

% of shares outstanding held

—

Shares held (13F)

10,691,827

Reporting holders

104

Top holders

largest 100 of 104 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ARS Wealth Advisors Group, LLC	3,403,2903.4M	$169M	—	ADD 28%
2	RAYMOND JAMES FINANCIAL INC	1,508,8401.5M	$75M	—	ADD 8%
3	MCF Advisors LLC	421,818421,818	$21M	—	NEW
4	OSAIC HOLDINGS, INC.	417,685417,685	$21M	—	ADD 46%
5	Harfst & Associates, Inc.	409,793409,793	$20M	—	ADD 118%
6	JONES FINANCIAL COMPANIES LLLP	373,382373,382	$19M	—	ADD 27%
7	Members Advisory Group LLC	354,730354,730	$18M	—	NEW
8	Strategic Financial Concepts, LLC	286,399286,399	$14M	—	NEW
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	268,343268,343	$13M	—	ADD 29%
10	3EDGE Asset Management, LP	258,852258,852	$13M	—	ADD 878%
11	COMMONWEALTH EQUITY SERVICES, LLC	253,381253,381	$13M	—	ADD 94%
12	STIFEL FINANCIAL CORP	241,524241,524	$12M	—	ADD 15%
13	Cambridge Investment Research Advisors, Inc.	223,533223,533	$11M	—	ADD 35%
14	Sovran Advisors, LLC	139,842139,842	$7M	—	TRIM -4%
15	Walker Financial Services, Inc.	124,568124,568	$6M	—	—
16	Janney Montgomery Scott LLC	106,124106,124	$5M	—	ADD 5%
17	Integrated Wealth Concepts LLC	87,27087,270	$4M	—	NEW
18	CRA Financial Services, LLC	70,49170,491	$4M	—	ADD 23%
19	Essex Financial Services, Inc.	67,34767,347	$3M	—	ADD 66%
20	ENTREWEALTH, LLC	67,30367,303	$3M	—	TRIM -3%
21	Cetera Investment Advisers	65,99965,999	$3M	—	ADD 60%
22	ENVESTNET ASSET MANAGEMENT INC	65,10465,104	$3M	—	ADD 68%
23	LAWOOD & CO	60,80160,801	$3M	—	TRIM -15%
24	Professional Financial Management, Inc.	58,98758,987	$3M	—	ADD 44%
25	GOLDMAN SACHS GROUP INC	58,20358,203	$3M	—	NEW
26	IHT Wealth Management, LLC	54,95454,954	$3M	—	NEW
27	DAHRING \| CUSMANO LLC	51,47151,471	$3M	—	ADD 20%
28	MidAtlantic Capital Management, Inc.	50,85350,853	$3M	—	TRIM -2%
29	9823 Capital, L.P.	49,37449,374	$2M	—	ADD 17%
30	LPL Financial LLC	48,83048,830	$2M	—	TRIM -14%
31	Allworth Financial LP	46,24346,243	$2M	—	ADD 31%
32	Advisory Services Network, LLC	46,01246,012	$2M	—	ADD 36%
33	Focus Financial Network, Inc.	44,31444,314	$2M	—	ADD 47%
34	Encompass More Asset Management	43,75043,750	$2M	—	ADD 930%
35	4J Wealth Management LLC	43,70243,702	$2M	—	ADD 30%
36	INDEPENDENT FINANCIAL GROUP, LLC	43,43343,433	$2M	—	TRIM -19%
37	Beaumont Financial Advisors, LLC	38,86938,869	$2M	—	TRIM -8%
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,91737,917	$2M	—	ADD 79%
39	Armor Investment Advisors, LLC	37,91337,913	$2M	—	TRIM -18%
40	CITADEL ADVISORS LLC	36,04536,045	$2M	—	NEW
41	Investment Partners Asset Management, Inc.	33,96333,963	$2M	—	ADD 20%
42	Kestra Advisory Services, LLC	33,89633,896	$2M	—	TRIM -7%
43	HighTower Advisors, LLC	30,78830,788	$2M	—	NEW
44	Brookwood Investment Group LLC	30,42130,421	$2M	—	ADD 7%
45	STEPHENS INC /AR/	25,55025,550	$1M	—	ADD 93%
46	B & T Capital Management DBA Alpha Capital Management	25,00025,000	$1M	—	NEW
47	Atlas Wealth LLC	23,35823,358	$1M	—	TRIM -18%
48	Carson Advisory Inc.	21,34921,349	$1M	—	TRIM -4%
49	MAI Capital Management	20,56320,563	$1M	—	—
50	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	19,69419,694	$979,788	—	ADD 195%
51	N.E.W. Advisory Services LLC	17,41917,419	$866,617	—	TRIM -28%
52	BridgePort Financial Solutions, LLC	16,55116,551	$823,412	—	TRIM -6%
53	TRUIST FINANCIAL CORP	16,10616,106	$801,251	—	NEW
54	United Advisor Group, LLC	15,81615,816	$786,848	—	TRIM -13%
55	SILVER OAK SECURITIES, INCORPORATED	15,75615,756	$783,873	—	TRIM -20%
56	Ameritas Advisory Services, LLC	14,51314,513	$722,022	—	NEW
57	Heritage Wealth Management, Inc.	14,36514,365	$714,659	—	ADD 9%
58	Family Investment Center, Inc.	13,84613,846	$688,839	—	ADD 92%
59	Geneos Wealth Management Inc.	13,62013,620	$677,595	—	TRIM -2%
60	AdvisorNet Financial, Inc	13,50613,506	$671,900	—	—
61	Midwest Financial Group LLC	12,20012,200	$606,932	—	ADD 92%
62	Asset One Wealth Management LLC	11,29511,295	$563,621	—	NEW
63	Kovack Advisors, Inc.	10,72410,724	$533,412	—	ADD 3%
64	Austin Wealth Management, LLC	10,04510,045	$500,040	—	TRIM -88%
65	Kingsview Wealth Management, LLC	10,03910,039	$499,440	—	ADD 45%
66	Savvy Advisors, Inc.	9,8379,837	$489,389	—	—
67	TECTONIC ADVISORS LLC	9,2589,258	$460,603	—	ADD 18%
68	Topor & Co. Korea	8,7638,763	$435,959	—	TRIM -12%
69	KESTRA PRIVATE WEALTH SERVICES, LLC	7,4787,478	$372,019	—	TRIM -3%
70	INTEGRITY ALLIANCE, LLC.	7,2177,217	$359,092	—	ADD 9%
71	UBS Group AG	7,1927,192	$357,802	—	NEW
72	World Investment Advisors	7,1667,166	$356,509	—	NEW
73	Perigon Wealth Management, LLC	7,1587,158	$356,096	—	NEW
74	Old Port Advisors	7,0007,000	$348,250	—	TRIM -5%
75	Wealthcare Advisory Partners LLC	6,6786,678	$332,230	—	NEW
76	Retirement Management Systems Inc.	6,4516,451	$320,919	—	NEW
77	WESPAC Advisors, LLC	5,8945,894	$293,227	—	TRIM -50%
78	Benchmark Financial, LLC	5,7405,740	$285,565	—	NEW
79	LEVEL FOUR ADVISORY SERVICES, LLC	5,6135,613	$279,247	—	ADD 5%
80	L.K. Benson & Company, P.C.	5,5715,571	$277,158	—	—
81	ALTFEST L J & CO INC	5,0275,027	$250,093	—	—
82	Stratos Wealth Advisors, LLC	4,9284,928	$245,197	—	—
83	PLANNING DIRECTIONS INC	4,3744,374	$217,621	—	—
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,2494,249	$211,388	—	NEW
85	Sanctuary Advisors, LLC	4,2054,205	$209,199	—	—
86	Krilogy Financial LLC	4,1244,124	$205,520	—	—
87	Steward Partners Investment Advisory, LLC	3,7483,748	$186,458	—	ADD 4%
88	IFG Advisory, LLC	3,1603,160	$157,210	—	NEW
89	1620 INVESTMENT ADVISORS, INC.	2,9462,946	$146,601	—	ADD 16%
90	Financial Connections Group, Inc.	2,7362,736	$136,000	—	TRIM -23%
91	Farther Finance Advisors, LLC	2,2462,246	$111,716	—	TRIM -11%
92	Triumph Capital Management	1,6101,610	$80,098	—	NEW
93	Capital Analysts, LLC	952952	$48,000	—	NEW
94	CREATIVE FINANCIAL DESIGNS INC /ADV	716716	$35,598	—	ADD 337%
95	WELLS FARGO & COMPANY/MN	500500	$24,884	—	TRIM -67%
96	Capital Investment Advisory Services, LLC	400400	$19,900	—	ADD 300%
97	BESSEMER GROUP INC	369369	$18,000	—	NEW
98	MORGAN STANLEY	250250	$12,438	—	—
99	Cullen/Frost Bankers, Inc.	200200	$9,950	—	NEW
100	JNBA Financial Advisors	139139	$6,931	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ARS Wealth Advisors Group, LLC

—

1.3M

2.7M

3.4M

$169M

RAYMOND JAMES FINANCIAL INC

723K

753K

920K

1.1M

1.4M

1.5M

$75M

MCF Advisors LLC

—

422K

$21M

OSAIC HOLDINGS, INC.

97K

149K

137K

183K

286K

418K

$21M

Harfst & Associates, Inc.

—

58K

188K

410K

$20M

JONES FINANCIAL COMPANIES LLLP

26K

73K

136K

232K

294K

373K

$19M

Members Advisory Group LLC

—

355K

$18M

Strategic Financial Concepts, LLC

267K

276K

294K

302K

—

286K

$14M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

93K

175K

192K

207K

268K

$13M

3EDGE Asset Management, LP

186K

84K

87K

24K

26K

259K

$13M

COMMONWEALTH EQUITY SERVICES, LLC

28K

162K

236K

114K

130K

253K

$13M

STIFEL FINANCIAL CORP

177K

201K

261K

264K

210K

242K

$12M

Cambridge Investment Research Advisors, Inc.

252K

189K

122K

161K

166K

224K

$11M

Sovran Advisors, LLC

—

100K

151K

146K

140K

$7M

Walker Financial Services, Inc.

—

83K

105K

122K

125K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	104	10,691,827	—	$532M
2025-Q4	89	7,381,121	—	$368M
2025-Q3	72	5,425,572	—	$270M
2025-Q2	63	3,664,063	—	$182M
2025-Q1	53	2,884,447	—	$143M
2024-Q4	41	2,391,210	—	$119M
2024-Q3	32	1,390,549	—	$69M
2024-Q2	28	9,513,148	—	$33M
2024-Q1	21	435,289	—	$21M
2023-Q4	16	348,084	—	$17M
2023-Q3	15	445,521	—	$22M
2023-Q2	16	519,857	—	$25M
2023-Q1	16	461,743	—	$22M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding TBUX · 2026-Q1 methodology → sources →

104 holders

% of shares outstanding held

—

Shares held (13F)

10,691,827

Reporting holders

104

Top holders

largest 100 of 104 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ARS Wealth Advisors Group, LLC	3,403,2903.4M	$169M	—	ADD 28%
2	RAYMOND JAMES FINANCIAL INC	1,508,8401.5M	$75M	—	ADD 8%
3	MCF Advisors LLC	421,818421,818	$21M	—	NEW
4	OSAIC HOLDINGS, INC.	417,685417,685	$21M	—	ADD 46%
5	Harfst & Associates, Inc.	409,793409,793	$20M	—	ADD 118%
6	JONES FINANCIAL COMPANIES LLLP	373,382373,382	$19M	—	ADD 27%
7	Members Advisory Group LLC	354,730354,730	$18M	—	NEW
8	Strategic Financial Concepts, LLC	286,399286,399	$14M	—	NEW
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	268,343268,343	$13M	—	ADD 29%
10	3EDGE Asset Management, LP	258,852258,852	$13M	—	ADD 878%
11	COMMONWEALTH EQUITY SERVICES, LLC	253,381253,381	$13M	—	ADD 94%
12	STIFEL FINANCIAL CORP	241,524241,524	$12M	—	ADD 15%
13	Cambridge Investment Research Advisors, Inc.	223,533223,533	$11M	—	ADD 35%
14	Sovran Advisors, LLC	139,842139,842	$7M	—	TRIM -4%
15	Walker Financial Services, Inc.	124,568124,568	$6M	—	—
16	Janney Montgomery Scott LLC	106,124106,124	$5M	—	ADD 5%
17	Integrated Wealth Concepts LLC	87,27087,270	$4M	—	NEW
18	CRA Financial Services, LLC	70,49170,491	$4M	—	ADD 23%
19	Essex Financial Services, Inc.	67,34767,347	$3M	—	ADD 66%
20	ENTREWEALTH, LLC	67,30367,303	$3M	—	TRIM -3%
21	Cetera Investment Advisers	65,99965,999	$3M	—	ADD 60%
22	ENVESTNET ASSET MANAGEMENT INC	65,10465,104	$3M	—	ADD 68%
23	LAWOOD & CO	60,80160,801	$3M	—	TRIM -15%
24	Professional Financial Management, Inc.	58,98758,987	$3M	—	ADD 44%
25	GOLDMAN SACHS GROUP INC	58,20358,203	$3M	—	NEW
26	IHT Wealth Management, LLC	54,95454,954	$3M	—	NEW
27	DAHRING \| CUSMANO LLC	51,47151,471	$3M	—	ADD 20%
28	MidAtlantic Capital Management, Inc.	50,85350,853	$3M	—	TRIM -2%
29	9823 Capital, L.P.	49,37449,374	$2M	—	ADD 17%
30	LPL Financial LLC	48,83048,830	$2M	—	TRIM -14%
31	Allworth Financial LP	46,24346,243	$2M	—	ADD 31%
32	Advisory Services Network, LLC	46,01246,012	$2M	—	ADD 36%
33	Focus Financial Network, Inc.	44,31444,314	$2M	—	ADD 47%
34	Encompass More Asset Management	43,75043,750	$2M	—	ADD 930%
35	4J Wealth Management LLC	43,70243,702	$2M	—	ADD 30%
36	INDEPENDENT FINANCIAL GROUP, LLC	43,43343,433	$2M	—	TRIM -19%
37	Beaumont Financial Advisors, LLC	38,86938,869	$2M	—	TRIM -8%
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,91737,917	$2M	—	ADD 79%
39	Armor Investment Advisors, LLC	37,91337,913	$2M	—	TRIM -18%
40	CITADEL ADVISORS LLC	36,04536,045	$2M	—	NEW
41	Investment Partners Asset Management, Inc.	33,96333,963	$2M	—	ADD 20%
42	Kestra Advisory Services, LLC	33,89633,896	$2M	—	TRIM -7%
43	HighTower Advisors, LLC	30,78830,788	$2M	—	NEW
44	Brookwood Investment Group LLC	30,42130,421	$2M	—	ADD 7%
45	STEPHENS INC /AR/	25,55025,550	$1M	—	ADD 93%
46	B & T Capital Management DBA Alpha Capital Management	25,00025,000	$1M	—	NEW
47	Atlas Wealth LLC	23,35823,358	$1M	—	TRIM -18%
48	Carson Advisory Inc.	21,34921,349	$1M	—	TRIM -4%
49	MAI Capital Management	20,56320,563	$1M	—	—
50	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	19,69419,694	$979,788	—	ADD 195%
51	N.E.W. Advisory Services LLC	17,41917,419	$866,617	—	TRIM -28%
52	BridgePort Financial Solutions, LLC	16,55116,551	$823,412	—	TRIM -6%
53	TRUIST FINANCIAL CORP	16,10616,106	$801,251	—	NEW
54	United Advisor Group, LLC	15,81615,816	$786,848	—	TRIM -13%
55	SILVER OAK SECURITIES, INCORPORATED	15,75615,756	$783,873	—	TRIM -20%
56	Ameritas Advisory Services, LLC	14,51314,513	$722,022	—	NEW
57	Heritage Wealth Management, Inc.	14,36514,365	$714,659	—	ADD 9%
58	Family Investment Center, Inc.	13,84613,846	$688,839	—	ADD 92%
59	Geneos Wealth Management Inc.	13,62013,620	$677,595	—	TRIM -2%
60	AdvisorNet Financial, Inc	13,50613,506	$671,900	—	—
61	Midwest Financial Group LLC	12,20012,200	$606,932	—	ADD 92%
62	Asset One Wealth Management LLC	11,29511,295	$563,621	—	NEW
63	Kovack Advisors, Inc.	10,72410,724	$533,412	—	ADD 3%
64	Austin Wealth Management, LLC	10,04510,045	$500,040	—	TRIM -88%
65	Kingsview Wealth Management, LLC	10,03910,039	$499,440	—	ADD 45%
66	Savvy Advisors, Inc.	9,8379,837	$489,389	—	—
67	TECTONIC ADVISORS LLC	9,2589,258	$460,603	—	ADD 18%
68	Topor & Co. Korea	8,7638,763	$435,959	—	TRIM -12%
69	KESTRA PRIVATE WEALTH SERVICES, LLC	7,4787,478	$372,019	—	TRIM -3%
70	INTEGRITY ALLIANCE, LLC.	7,2177,217	$359,092	—	ADD 9%
71	UBS Group AG	7,1927,192	$357,802	—	NEW
72	World Investment Advisors	7,1667,166	$356,509	—	NEW
73	Perigon Wealth Management, LLC	7,1587,158	$356,096	—	NEW
74	Old Port Advisors	7,0007,000	$348,250	—	TRIM -5%
75	Wealthcare Advisory Partners LLC	6,6786,678	$332,230	—	NEW
76	Retirement Management Systems Inc.	6,4516,451	$320,919	—	NEW
77	WESPAC Advisors, LLC	5,8945,894	$293,227	—	TRIM -50%
78	Benchmark Financial, LLC	5,7405,740	$285,565	—	NEW
79	LEVEL FOUR ADVISORY SERVICES, LLC	5,6135,613	$279,247	—	ADD 5%
80	L.K. Benson & Company, P.C.	5,5715,571	$277,158	—	—
81	ALTFEST L J & CO INC	5,0275,027	$250,093	—	—
82	Stratos Wealth Advisors, LLC	4,9284,928	$245,197	—	—
83	PLANNING DIRECTIONS INC	4,3744,374	$217,621	—	—
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,2494,249	$211,388	—	NEW
85	Sanctuary Advisors, LLC	4,2054,205	$209,199	—	—
86	Krilogy Financial LLC	4,1244,124	$205,520	—	—
87	Steward Partners Investment Advisory, LLC	3,7483,748	$186,458	—	ADD 4%
88	IFG Advisory, LLC	3,1603,160	$157,210	—	NEW
89	1620 INVESTMENT ADVISORS, INC.	2,9462,946	$146,601	—	ADD 16%
90	Financial Connections Group, Inc.	2,7362,736	$136,000	—	TRIM -23%
91	Farther Finance Advisors, LLC	2,2462,246	$111,716	—	TRIM -11%
92	Triumph Capital Management	1,6101,610	$80,098	—	NEW
93	Capital Analysts, LLC	952952	$48,000	—	NEW
94	CREATIVE FINANCIAL DESIGNS INC /ADV	716716	$35,598	—	ADD 337%
95	WELLS FARGO & COMPANY/MN	500500	$24,884	—	TRIM -67%
96	Capital Investment Advisory Services, LLC	400400	$19,900	—	ADD 300%
97	BESSEMER GROUP INC	369369	$18,000	—	NEW
98	MORGAN STANLEY	250250	$12,438	—	—
99	Cullen/Frost Bankers, Inc.	200200	$9,950	—	NEW
100	JNBA Financial Advisors	139139	$6,931	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ARS Wealth Advisors Group, LLC

—

1.3M

2.7M

3.4M

$169M

RAYMOND JAMES FINANCIAL INC

723K

753K

920K

1.1M

1.4M

1.5M

$75M

MCF Advisors LLC

—

422K

$21M

OSAIC HOLDINGS, INC.

97K

149K

137K

183K

286K

418K

$21M

Harfst & Associates, Inc.

—

58K

188K

410K

$20M

JONES FINANCIAL COMPANIES LLLP

26K

73K

136K

232K

294K

373K

$19M

Members Advisory Group LLC

—

355K

$18M

Strategic Financial Concepts, LLC

267K

276K

294K

302K

—

286K

$14M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

93K

175K

192K

207K

268K

$13M

3EDGE Asset Management, LP

186K

84K

87K

24K

26K

259K

$13M

COMMONWEALTH EQUITY SERVICES, LLC

28K

162K

236K

114K

130K

253K

$13M

STIFEL FINANCIAL CORP

177K

201K

261K

264K

210K

242K

$12M

Cambridge Investment Research Advisors, Inc.

252K

189K

122K

161K

166K

224K

$11M

Sovran Advisors, LLC

—

100K

151K

146K

140K

$7M

Walker Financial Services, Inc.

—

83K

105K

122K

125K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	104	10,691,827	—	$532M
2025-Q4	89	7,381,121	—	$368M
2025-Q3	72	5,425,572	—	$270M
2025-Q2	63	3,664,063	—	$182M
2025-Q1	53	2,884,447	—	$143M
2024-Q4	41	2,391,210	—	$119M
2024-Q3	32	1,390,549	—	$69M
2024-Q2	28	9,513,148	—	$33M
2024-Q1	21	435,289	—	$21M
2023-Q4	16	348,084	—	$17M
2023-Q3	15	445,521	—	$22M
2023-Q2	16	519,857	—	$25M
2023-Q1	16	461,743	—	$22M

Short interest has its own tab now — open SI →

TBUX☆

Institutional ownership· 13F filers holding TBUX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding TBUX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

TBUX