TFLR

—

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$50.47

+0.03 (+0.06%)

USD · as of 2026-07-29 · marketstack

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

101 holders

% of shares outstanding held

—

Shares held (13F)

6,093,129

Reporting holders

101

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Top holders

largest 100 of 101 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	SEI INVESTMENTS CO	1,294,7671.3M	$65M	—	NEW
2	RAYMOND JAMES FINANCIAL INC	555,096555,096	$28M	—	ADD 59%
3	Insight Wealth Strategies, LLC	275,770275,770	$14M	—	TRIM -43%
4	CASTLE WEALTH MANAGEMENT LLC	266,687266,687	$13M	—	ADD 5%
5	Cetera Investment Advisers	245,133245,133	$12M	—	ADD 11%
6	GOLDMAN SACHS GROUP INC	240,163240,163	$12M	—	NEW
7	COMMONWEALTH EQUITY SERVICES, LLC	216,533216,533	$11M	—	ADD 661%
8	BANK OF AMERICA CORP /DE/	195,153195,153	$10M	—	TRIM -30%
9	SteelPeak Wealth, LLC	192,618192,618	$10M	—	TRIM -3%
10	My Personal CFO, LLC	171,151171,151	$9M	—	ADD 14%
11	STIFEL FINANCIAL CORP	161,896161,896	$8M	—	TRIM -16%
12	Strategic Financial Concepts, LLC	143,547143,547	$7M	—	NEW
13	4J Wealth Management LLC	141,376141,376	$7M	—	TRIM -5%
14	Flavin Financial Services, Inc.	135,372135,372	$7M	—	ADD 5%
15	OSAIC HOLDINGS, INC.	114,258114,258	$6M	—	TRIM -60%
16	ENVESTNET ASSET MANAGEMENT INC	103,277103,277	$5M	—	ADD 80%
17	AVISO WEALTH MANAGEMENT	96,03996,039	$5M	—	—
18	VICUS CAPITAL	91,93391,933	$5M	—	NEW
19	Retirement Management Systems Inc.	90,48190,481	$5M	—	ADD 4%
20	Cambridge Investment Research Advisors, Inc.	78,93178,931	$4M	—	ADD 61%
21	Kestra Advisory Services, LLC	77,50777,507	$4M	—	ADD 91%
22	Clarity Retirement & Wealth, LLC	75,01275,012	$4M	—	ADD 6%
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	70,85170,851	$4M	—	ADD 34%
24	Advyzon Investment Management, LLC	63,45563,455	$3M	—	NEW
25	River Street Advisors LLC	52,81752,817	$3M	—	ADD 74%
26	Clark Capital Management Group, Inc.	52,69552,695	$3M	—	ADD 9%
27	PRINCIPAL SECURITIES, INC.	52,41152,411	$3M	—	ADD 147%
28	OLD MISSION CAPITAL LLC	47,17647,176	$2M	—	NEW
29	JANE STREET GROUP, LLC	41,48241,482	$2M	—	NEW
30	Red Mountain Financial, LLC	38,93038,930	$2M	—	ADD 13%
31	True Wealth Design, LLC	37,59737,597	$2M	—	TRIM -7%
32	CITADEL ADVISORS LLC	35,75335,753	$2M	—	TRIM -8%
33	TRUIST FINANCIAL CORP	33,35633,356	$2M	—	NEW
34	McNamara Financial Services, Inc.	32,17032,170	$2M	—	ADD 7%
35	Farther Finance Advisors, LLC	30,76630,766	$2M	—	ADD 9%
36	Sovran Advisors, LLC	29,82329,823	$2M	—	—
37	Beacon Pointe Advisors, LLC	29,98429,984	$2M	—	NEW
38	Turning Point Benefit Group, Inc.	28,16028,160	$1M	—	TRIM -68%
39	Financially in Tune, LLC	27,44227,442	$1M	—	TRIM -2%
40	Prospera Financial Services Inc	24,85024,850	$1M	—	TRIM -4%
41	N.E.W. Advisory Services LLC	23,88823,888	$1M	—	TRIM -30%
42	LPL Financial LLC	23,67523,675	$1M	—	ADD 2%
43	Mariner, LLC	23,20823,208	$1M	—	ADD 9%
44	OneAscent Financial Services LLC	23,08223,082	$1M	—	TRIM -5%
45	Dynamic Advisor Solutions LLC	21,10521,105	$1M	—	ADD 19%
46	Eaton Financial Holdings Company, LLC	18,67718,677	$940,553	—	ADD 15%
47	MML INVESTORS SERVICES, LLC	17,46817,468	$879,679	—	ADD 17%
48	Merit Financial Group, LLC	17,29717,297	$871,077	—	NEW
49	NESTEGG ADVISORS, INC.	14,79414,794	$745,049	—	NEW
50	Clear Creek Financial Management, LLC	13,54013,540	$681,874	—	—
51	LEVEL FOUR ADVISORY SERVICES, LLC	12,98712,987	$654,057	—	—
52	1620 INVESTMENT ADVISORS, INC.	12,97712,977	$653,533	—	ADD 7%
53	Spire Wealth Management	12,78212,782	$643,721	—	ADD 73%
54	DAHRING \| CUSMANO LLC	12,64512,645	$636,810	—	TRIM -12%
55	Wealthspire Retirement, LLC	11,72411,724	$590,421	—	ADD 22%
56	K2 Financial Inc.	10,73510,735	$546,626	—	NEW
57	Platt Wealth Management LLC	8,5628,562	$431,000	—	ADD 11%
58	Arkadios Wealth Advisors	7,7487,748	$390,206	—	ADD 24%
59	Jefferies Financial Group Inc.	7,6027,602	$382,837	—	ADD 18%
60	GREAT VALLEY ADVISOR GROUP, INC.	7,5147,514	$378,000	—	TRIM -4%
61	Csenge Advisory Group	7,0137,013	$353,175	—	NEW
62	SCHMIDT P J INVESTMENT MANAGEMENT INC	7,0017,001	$352,570	—	NEW
63	HARBOUR INVESTMENTS, INC.	6,1656,165	$310,469	—	ADD 18%
64	D.A. DAVIDSON & CO.	6,0276,027	$303,520	—	TRIM -28%
65	Occidental Asset Management, LLC	5,8205,820	$293,095	—	TRIM -40%
66	United Advisor Group, LLC	5,2405,240	$263,886	—	NEW
67	Retirement Planning Group, LLC	5,1135,113	$257,491	—	NEW
68	Cottage Street Advisors LLC	4,8814,881	$245,812	—	TRIM -4%
69	Allworth Financial LP	4,8754,875	$245,525	—	—
70	Formidable Asset Management, LLC	4,6974,697	$241,446	—	—
71	ALEXANDER LABRUNERIE & CO., INC.	4,6854,685	$235,937	—	TRIM -81%
72	Ameritas Advisory Services, LLC	4,4484,448	$224,001	—	NEW
73	Cranbrook Wealth Management, LLC	3,3333,333	$167,839	—	ADD 3%
74	MORGAN STANLEY	3,0593,059	$154,051	—	ADD 5%
75	CLEAR INVESTMENT RESEARCH, LLC	2,5912,591	$130,480	—	NEW
76	EverSource Wealth Advisors, LLC	2,4462,446	$123,181	—	—
77	TD Waterhouse Canada Inc.	2,1752,175	$109,642	—	ADD 49%
78	ROYAL BANK OF CANADA	2,0722,072	$105,000	—	TRIM -89%
79	OLD SECOND NATIONAL BANK OF AURORA	2,0562,056	$103,540	—	ADD 4%
80	JPMORGAN CHASE & CO	1,4661,466	$73,579	—	NEW
81	WPG Advisers, LLC	1,0871,087	$54,741	—	NEW
82	CoreCap Advisors, LLC	1,0501,050	$52,878	—	—
83	BlackRock, Inc.	1,0001,000	$50,360	—	—
84	Financial Connections Group, Inc.	500500	$25,000	—	—
85	Silver Grove Financial Group, Inc.	427427	$21,504	—	NEW
86	BROWN, LISLE/CUMMINGS, INC.	411411	$20,698	—	ADD 3%
87	Rossby Financial, LCC	351351	$17,697	—	NEW
88	WFA of San Diego, LLC	304304	$15,309	—	—
89	Geneos Wealth Management Inc.	300300	$15,108	—	TRIM -4%
90	Capital Investment Advisory Services, LLC	200200	$10,072	—	—
91	NewEdge Advisors, LLC	7,5677,567	$7,567	—	NEW
92	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	148148	$7,482	—	NEW
93	Advisory Services Network, LLC	5656	$2,820	—	NEW
94	Signature Equity Partners, LLC	4141	$2,070	—	ADD 41%
95	Luken Investment Analytics, LLC	4141	$2,065	—	TRIM -100%
96	Cornerstone Planning Group LLC	1515	$716	—	ADD 7%
97	PRIVATE TRUST CO NA	1313	$655	—	TRIM -62%
98	FMR LLC	1111	$554	—	NEW
99	Triumph Capital Management	77	$353	—	—
100	Park Square Financial Group, LLC	66	$302	—	ADD 20%

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

SEI INVESTMENTS CO

—

1.3M

$65M

RAYMOND JAMES FINANCIAL INC

—

261K

349K

555K

$28M

Insight Wealth Strategies, LLC

—

416K

457K

484K

276K

$14M

CASTLE WEALTH MANAGEMENT LLC

226K

227K

233K

246K

255K

267K

$13M

Cetera Investment Advisers

80K

129K

176K

220K

245K

$12M

GOLDMAN SACHS GROUP INC

—

240K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

27K

40K

50K

52K

28K

217K

$11M

BANK OF AMERICA CORP /DE/

24K

71K

60K

205K

279K

195K

$10M

SteelPeak Wealth, LLC

153K

197K

204K

198K

193K

$10M

My Personal CFO, LLC

—

47K

—

150K

171K

$9M

STIFEL FINANCIAL CORP

180K

209K

212K

235K

192K

162K

$8M

Strategic Financial Concepts, LLC

23K

48K

85K

—

144K

$7M

4J Wealth Management LLC

147K

165K

178K

199K

149K

141K

$7M

Flavin Financial Services, Inc.

53K

68K

50K

119K

129K

135K

$7M

OSAIC HOLDINGS, INC.

95K

147K

163K

291K

288K

114K

$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	101	6,093,129	—	$307M
2025-Q4	84	4,133,548	—	$212M
2025-Q3	72	3,394,976	—	$175M
2025-Q2	68	2,598,812	—	$134M

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 TFLR · 2026-Q1 methodology → sources →

101 holders

% of shares outstanding held

—

Shares held (13F)

6,093,129

Reporting holders

101

Top holders

largest 100 of 101 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	SEI INVESTMENTS CO	1,294,7671.3M	$65M	—	NEW
2	RAYMOND JAMES FINANCIAL INC	555,096555,096	$28M	—	ADD 59%
3	Insight Wealth Strategies, LLC	275,770275,770	$14M	—	TRIM -43%
4	CASTLE WEALTH MANAGEMENT LLC	266,687266,687	$13M	—	ADD 5%
5	Cetera Investment Advisers	245,133245,133	$12M	—	ADD 11%
6	GOLDMAN SACHS GROUP INC	240,163240,163	$12M	—	NEW
7	COMMONWEALTH EQUITY SERVICES, LLC	216,533216,533	$11M	—	ADD 661%
8	BANK OF AMERICA CORP /DE/	195,153195,153	$10M	—	TRIM -30%
9	SteelPeak Wealth, LLC	192,618192,618	$10M	—	TRIM -3%
10	My Personal CFO, LLC	171,151171,151	$9M	—	ADD 14%
11	STIFEL FINANCIAL CORP	161,896161,896	$8M	—	TRIM -16%
12	Strategic Financial Concepts, LLC	143,547143,547	$7M	—	NEW
13	4J Wealth Management LLC	141,376141,376	$7M	—	TRIM -5%
14	Flavin Financial Services, Inc.	135,372135,372	$7M	—	ADD 5%
15	OSAIC HOLDINGS, INC.	114,258114,258	$6M	—	TRIM -60%
16	ENVESTNET ASSET MANAGEMENT INC	103,277103,277	$5M	—	ADD 80%
17	AVISO WEALTH MANAGEMENT	96,03996,039	$5M	—	—
18	VICUS CAPITAL	91,93391,933	$5M	—	NEW
19	Retirement Management Systems Inc.	90,48190,481	$5M	—	ADD 4%
20	Cambridge Investment Research Advisors, Inc.	78,93178,931	$4M	—	ADD 61%
21	Kestra Advisory Services, LLC	77,50777,507	$4M	—	ADD 91%
22	Clarity Retirement & Wealth, LLC	75,01275,012	$4M	—	ADD 6%
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	70,85170,851	$4M	—	ADD 34%
24	Advyzon Investment Management, LLC	63,45563,455	$3M	—	NEW
25	River Street Advisors LLC	52,81752,817	$3M	—	ADD 74%
26	Clark Capital Management Group, Inc.	52,69552,695	$3M	—	ADD 9%
27	PRINCIPAL SECURITIES, INC.	52,41152,411	$3M	—	ADD 147%
28	OLD MISSION CAPITAL LLC	47,17647,176	$2M	—	NEW
29	JANE STREET GROUP, LLC	41,48241,482	$2M	—	NEW
30	Red Mountain Financial, LLC	38,93038,930	$2M	—	ADD 13%
31	True Wealth Design, LLC	37,59737,597	$2M	—	TRIM -7%
32	CITADEL ADVISORS LLC	35,75335,753	$2M	—	TRIM -8%
33	TRUIST FINANCIAL CORP	33,35633,356	$2M	—	NEW
34	McNamara Financial Services, Inc.	32,17032,170	$2M	—	ADD 7%
35	Farther Finance Advisors, LLC	30,76630,766	$2M	—	ADD 9%
36	Sovran Advisors, LLC	29,82329,823	$2M	—	—
37	Beacon Pointe Advisors, LLC	29,98429,984	$2M	—	NEW
38	Turning Point Benefit Group, Inc.	28,16028,160	$1M	—	TRIM -68%
39	Financially in Tune, LLC	27,44227,442	$1M	—	TRIM -2%
40	Prospera Financial Services Inc	24,85024,850	$1M	—	TRIM -4%
41	N.E.W. Advisory Services LLC	23,88823,888	$1M	—	TRIM -30%
42	LPL Financial LLC	23,67523,675	$1M	—	ADD 2%
43	Mariner, LLC	23,20823,208	$1M	—	ADD 9%
44	OneAscent Financial Services LLC	23,08223,082	$1M	—	TRIM -5%
45	Dynamic Advisor Solutions LLC	21,10521,105	$1M	—	ADD 19%
46	Eaton Financial Holdings Company, LLC	18,67718,677	$940,553	—	ADD 15%
47	MML INVESTORS SERVICES, LLC	17,46817,468	$879,679	—	ADD 17%
48	Merit Financial Group, LLC	17,29717,297	$871,077	—	NEW
49	NESTEGG ADVISORS, INC.	14,79414,794	$745,049	—	NEW
50	Clear Creek Financial Management, LLC	13,54013,540	$681,874	—	—
51	LEVEL FOUR ADVISORY SERVICES, LLC	12,98712,987	$654,057	—	—
52	1620 INVESTMENT ADVISORS, INC.	12,97712,977	$653,533	—	ADD 7%
53	Spire Wealth Management	12,78212,782	$643,721	—	ADD 73%
54	DAHRING \| CUSMANO LLC	12,64512,645	$636,810	—	TRIM -12%
55	Wealthspire Retirement, LLC	11,72411,724	$590,421	—	ADD 22%
56	K2 Financial Inc.	10,73510,735	$546,626	—	NEW
57	Platt Wealth Management LLC	8,5628,562	$431,000	—	ADD 11%
58	Arkadios Wealth Advisors	7,7487,748	$390,206	—	ADD 24%
59	Jefferies Financial Group Inc.	7,6027,602	$382,837	—	ADD 18%
60	GREAT VALLEY ADVISOR GROUP, INC.	7,5147,514	$378,000	—	TRIM -4%
61	Csenge Advisory Group	7,0137,013	$353,175	—	NEW
62	SCHMIDT P J INVESTMENT MANAGEMENT INC	7,0017,001	$352,570	—	NEW
63	HARBOUR INVESTMENTS, INC.	6,1656,165	$310,469	—	ADD 18%
64	D.A. DAVIDSON & CO.	6,0276,027	$303,520	—	TRIM -28%
65	Occidental Asset Management, LLC	5,8205,820	$293,095	—	TRIM -40%
66	United Advisor Group, LLC	5,2405,240	$263,886	—	NEW
67	Retirement Planning Group, LLC	5,1135,113	$257,491	—	NEW
68	Cottage Street Advisors LLC	4,8814,881	$245,812	—	TRIM -4%
69	Allworth Financial LP	4,8754,875	$245,525	—	—
70	Formidable Asset Management, LLC	4,6974,697	$241,446	—	—
71	ALEXANDER LABRUNERIE & CO., INC.	4,6854,685	$235,937	—	TRIM -81%
72	Ameritas Advisory Services, LLC	4,4484,448	$224,001	—	NEW
73	Cranbrook Wealth Management, LLC	3,3333,333	$167,839	—	ADD 3%
74	MORGAN STANLEY	3,0593,059	$154,051	—	ADD 5%
75	CLEAR INVESTMENT RESEARCH, LLC	2,5912,591	$130,480	—	NEW
76	EverSource Wealth Advisors, LLC	2,4462,446	$123,181	—	—
77	TD Waterhouse Canada Inc.	2,1752,175	$109,642	—	ADD 49%
78	ROYAL BANK OF CANADA	2,0722,072	$105,000	—	TRIM -89%
79	OLD SECOND NATIONAL BANK OF AURORA	2,0562,056	$103,540	—	ADD 4%
80	JPMORGAN CHASE & CO	1,4661,466	$73,579	—	NEW
81	WPG Advisers, LLC	1,0871,087	$54,741	—	NEW
82	CoreCap Advisors, LLC	1,0501,050	$52,878	—	—
83	BlackRock, Inc.	1,0001,000	$50,360	—	—
84	Financial Connections Group, Inc.	500500	$25,000	—	—
85	Silver Grove Financial Group, Inc.	427427	$21,504	—	NEW
86	BROWN, LISLE/CUMMINGS, INC.	411411	$20,698	—	ADD 3%
87	Rossby Financial, LCC	351351	$17,697	—	NEW
88	WFA of San Diego, LLC	304304	$15,309	—	—
89	Geneos Wealth Management Inc.	300300	$15,108	—	TRIM -4%
90	Capital Investment Advisory Services, LLC	200200	$10,072	—	—
91	NewEdge Advisors, LLC	7,5677,567	$7,567	—	NEW
92	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	148148	$7,482	—	NEW
93	Advisory Services Network, LLC	5656	$2,820	—	NEW
94	Signature Equity Partners, LLC	4141	$2,070	—	ADD 41%
95	Luken Investment Analytics, LLC	4141	$2,065	—	TRIM -100%
96	Cornerstone Planning Group LLC	1515	$716	—	ADD 7%
97	PRIVATE TRUST CO NA	1313	$655	—	TRIM -62%
98	FMR LLC	1111	$554	—	NEW
99	Triumph Capital Management	77	$353	—	—
100	Park Square Financial Group, LLC	66	$302	—	ADD 20%

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

SEI INVESTMENTS CO

—

1.3M

$65M

RAYMOND JAMES FINANCIAL INC

—

261K

349K

555K

$28M

Insight Wealth Strategies, LLC

—

416K

457K

484K

276K

$14M

CASTLE WEALTH MANAGEMENT LLC

226K

227K

233K

246K

255K

267K

$13M

Cetera Investment Advisers

80K

129K

176K

220K

245K

$12M

GOLDMAN SACHS GROUP INC

—

240K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

27K

40K

50K

52K

28K

217K

$11M

BANK OF AMERICA CORP /DE/

24K

71K

60K

205K

279K

195K

$10M

SteelPeak Wealth, LLC

153K

197K

204K

198K

193K

$10M

My Personal CFO, LLC

—

47K

—

150K

171K

$9M

STIFEL FINANCIAL CORP

180K

209K

212K

235K

192K

162K

$8M

Strategic Financial Concepts, LLC

23K

48K

85K

—

144K

$7M

4J Wealth Management LLC

147K

165K

178K

199K

149K

141K

$7M

Flavin Financial Services, Inc.

53K

68K

50K

119K

129K

135K

$7M

OSAIC HOLDINGS, INC.

95K

147K

163K

291K

288K

114K

$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	101	6,093,129	—	$307M
2025-Q4	84	4,133,548	—	$212M
2025-Q3	72	3,394,976	—	$175M
2025-Q2	68	2,598,812	—	$134M

Short interest has its own tab now — open SI →

TFLR☆

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

Top holders

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

Institutional footprint by quarter

TFLR