TPHD

—

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$43.46

-0.42 (-0.96%)

USD · as of 2026-07-29 · marketstack

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

92 holders

% of shares outstanding held

—

Shares held (13F)

3,723,973

Reporting holders

Top holders

largest 92 of 92 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WESTWOOD HOLDINGS GROUP INC	858,500858,500	$36M	—	—
2	LPL Financial LLC	519,412519,412	$21M	—	ADD 6%
3	Christian Investment Advisors, Inc.	427,788427,788	$17M	—	—
4	Cambridge Investment Research Advisors, Inc.	145,483145,483	$6M	—	TRIM -4%
5	CWM, LLC	106,496106,496	$4M	—	TRIM -32%
6	BENJAMIN EDWARDS INC	102,262102,262	$4M	—	ADD 136%
7	AMERIPRISE FINANCIAL INC	101,318101,318	$4M	—	TRIM -15%
8	OneAscent Financial Services LLC	82,31182,311	$3M	—	ADD 6%
9	RAYMOND JAMES FINANCIAL INC	71,29371,293	$3M	—	ADD 12%
10	CREATIVE FINANCIAL DESIGNS INC /ADV	71,05571,055	$3M	—	TRIM -34%
11	ENVESTNET ASSET MANAGEMENT INC	67,48567,485	$3M	—	ADD 9%
12	Cetera Investment Advisers	61,88561,885	$3M	—	ADD 6%
13	Turning Point Benefit Group, Inc.	53,19553,195	$2M	—	TRIM -10%
14	Inspire Advisors, LLC	51,58751,587	$2M	—	TRIM -47%
15	First Heartland Consultants, Inc.	51,12851,128	$2M	—	TRIM -7%
16	WorthPointe, LLC	43,40643,406	$2M	—	TRIM -38%
17	Focus Partners Advisor Solutions, LLC	43,14143,141	$2M	—	ADD 51%
18	FAMILY WEALTH PARTNERS, LLC	41,79541,795	$2M	—	ADD 53%
19	Atria Investments, Inc	40,04940,049	$2M	—	TRIM -12%
20	EverSource Wealth Advisors, LLC	39,94439,944	$2M	—	TRIM -11%
21	Bare Financial Services, Inc	39,61839,618	$2M	—	ADD 96%
22	Frontier Asset Management, LLC	37,42337,423	$2M	—	TRIM -15%
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	36,89436,894	$2M	—	ADD 31%
24	Sound Financial Strategies Group, LLC	35,06935,069	$1M	—	ADD 20%
25	Geneos Wealth Management Inc.	33,76333,763	$1M	—	ADD 28%
26	PNC FINANCIAL SERVICES GROUP, INC.	31,60931,609	$1M	—	ADD 9%
27	Farther Finance Advisors, LLC	26,16926,169	$1M	—	ADD 327%
28	Independent Advisor Alliance	25,23725,237	$1M	—	ADD 195%
29	IFP Advisors, Inc	22,69322,693	$938,582	—	ADD 3%
30	JONES FINANCIAL COMPANIES LLLP	22,79922,799	$938,197	—	ADD 25%
31	Kestra Advisory Services, LLC	19,96219,962	$825,622	—	TRIM -17%
32	UBS Group AG	19,37419,374	$801,309	—	TRIM -9%
33	OneAscent Wealth Management LLC	18,94718,947	$783,630	—	TRIM -10%
34	Foundations Investment Advisors, LLC	18,77418,774	$776,474	—	ADD 20%
35	O'Connor Financial Group LLC	18,23618,236	$754,241	—	—
36	Allen Capital Group, LLC	17,94017,940	$741,998	—	NEW
37	RFG Advisory, LLC	16,82816,828	$696,006	—	ADD 14%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,75315,753	$651,544	—	TRIM -20%
39	COMMONWEALTH EQUITY SERVICES, LLC	14,90914,909	$616,637	—	ADD 8%
40	WIN ADVISORS, INC	14,82814,828	$613,300	—	TRIM -25%
41	OSAIC HOLDINGS, INC.	14,65314,653	$606,020	—	TRIM -13%
42	SUMMIT WEALTH GROUP LLC / CO	13,43913,439	$555,837	—	ADD 5%
43	Sigma Planning Corp	11,99711,997	$496,179	—	—
44	Merit Financial Group, LLC	11,24411,244	$465,032	—	ADD 7%
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10,42010,420	$430,978	—	ADD 116%
46	GOLDMAN SACHS GROUP INC	10,02110,021	$414,469	—	TRIM -78%
47	CreativeOne Wealth, LLC	9,8989,898	$409,372	—	NEW
48	49 WEALTH MANAGEMENT, LLC	9,5939,593	$396,768	—	TRIM -49%
49	LaSalle St. Investment Advisors, LLC	8,8588,858	$366,370	—	ADD 23%
50	Envestnet Portfolio Solutions, Inc.	8,8018,801	$364,009	—	—
51	Ascentis Independent Advisors	8,6948,694	$359,584	—	ADD 4%
52	Janney Montgomery Scott LLC	8,1678,167	$338,000	—	—
53	LifeWealth Investments, LLC	8,1298,129	$336,215	—	ADD 8%
54	GTS SECURITIES LLC	8,0668,066	$333,610	—	TRIM -73%
55	IHT Wealth Management, LLC	7,5297,529	$311,415	—	NEW
56	Strategic Blueprint, LLC	7,3207,320	$302,739	—	TRIM -8%
57	World Investment Advisors	7,1437,143	$295,434	—	NEW
58	Regal Investment Advisors LLC	7,1127,112	$294,153	—	—
59	Kovack Advisors, Inc.	6,2466,246	$257,897	—	ADD 5%
60	VERUS CAPITAL PARTNERS, LLC	6,1606,160	$254,778	—	TRIM -50%
61	ROYAL BANK OF CANADA	6,1096,109	$252,000	—	ADD 34%
62	KAVAR CAPITAL PARTNERS GROUP, LLC	5,8415,841	$241,584	—	ADD 13%
63	Betterment LLC	5,5745,574	$231,000	—	NEW
64	CITADEL ADVISORS LLC	5,4415,441	$225,040	—	NEW
65	INDEPENDENT FINANCIAL GROUP, LLC	5,3995,399	$223,303	—	NEW
66	Black Diamond Financial, LLC	5,2715,271	$218,008	—	NEW
67	MERCER GLOBAL ADVISORS INC /ADV	5,2395,239	$216,668	—	—
68	Kingsview Wealth Management, LLC	4,9834,983	$206,097	—	NEW
69	BIP Wealth, LLC	4,8904,890	$202,234	—	NEW
70	Nemes Rush Group LLC	3,7253,725	$154,066	—	—
71	N.E.W. Advisory Services LLC	3,2793,279	$135,636	—	TRIM -5%
72	Rockefeller Capital Management L.P.	2,8102,810	$116,222	—	ADD 170%
73	MORGAN STANLEY	2,4502,450	$101,332	—	ADD 244900%
74	Arax Advisory Partners	1,4601,460	$60,386	—	—
75	HARBOUR INVESTMENTS, INC.	1,4071,407	$58,194	—	—
76	Bank of New Hampshire	1,3001,300	$53,768	—	—
77	FMR LLC	1,2101,210	$50,043	—	ADD 118%
78	Advisory Services Network, LLC	1,0481,048	$43,345	—	NEW
79	CoreCap Advisors, LLC	999999	$41,319	—	NEW
80	MAI Capital Management	987987	$40,823	—	ADD 23%
81	SHP Wealth Management	922922	$38,134	—	—
82	PARK NATIONAL CORP /OH/	670670	$27,711	—	NEW
83	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	650650	$26,884	—	—
84	FIFTH THIRD BANCORP	541541	$22,376	—	NEW
85	Smartleaf Asset Management LLC	485485	$19,938	—	—
86	JPMORGAN CHASE & CO	481481	$19,774	—	ADD 106%
87	IFG Advisory, LLC	331331	$13,690	—	NEW
88	First PREMIER Bank	250250	$10,000	—	—
89	ASSETMARK, INC	161161	$6,659	—	ADD 39%
90	Blue Trust, Inc.	136136	$5,630	—	ADD 20%
91	Ameritas Investment Partners, Inc.	7575	$3,108	—	—
92	WELLS FARGO & COMPANY/MN	11	$26	—	NEW

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

WESTWOOD HOLDINGS GROUP INC

—

859K

$36M

LPL Financial LLC

432K

452K

459K

454K

491K

519K

$21M

Christian Investment Advisors, Inc.

15K

16K

556K

431K

429K

428K

$17M

Cambridge Investment Research Advisors, Inc.

88K

93K

101K

108K

152K

145K

$6M

CWM, LLC

137K

162K

166K

152K

157K

106K

$4M

BENJAMIN EDWARDS INC

—

43K

102K

$4M

AMERIPRISE FINANCIAL INC

134K

129K

126K

114K

119K

101K

$4M

OneAscent Financial Services LLC

82K

155K

163K

210K

77K

82K

$3M

RAYMOND JAMES FINANCIAL INC

55K

59K

60K

61K

64K

71K

$3M

CREATIVE FINANCIAL DESIGNS INC /ADV

215K

222K

89K

91K

108K

71K

$3M

ENVESTNET ASSET MANAGEMENT INC

73K

75K

62K

67K

$3M

Cetera Investment Advisers

45K

47K

48K

58K

62K

$3M

Turning Point Benefit Group, Inc.

11K

20K

27K

28K

59K

53K

$2M

Inspire Advisors, LLC

62K

77K

99K

104K

98K

52K

$2M

First Heartland Consultants, Inc.

40K

34K

36K

55K

51K

$2M

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	92	3,723,973	—	$154M
2025-Q4	89	3,850,216	—	$148M
2025-Q3	85	2,902,931	—	$115M
2025-Q2	86	3,266,225	—	$124M
2025-Q1	87	3,192,951	—	$120M
2024-Q4	87	3,280,525	—	$119M
2024-Q3	76	2,941,860	—	$111M
2024-Q2	74	2,976,869	—	$104M
2024-Q1	72	3,692,461	—	$133M
2023-Q4	69	4,005,180	—	$132M
2023-Q3	67	3,768,954	—

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 TPHD · 2026-Q1 methodology → sources →

92 holders

% of shares outstanding held

—

Shares held (13F)

3,723,973

Reporting holders

Top holders

largest 92 of 92 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WESTWOOD HOLDINGS GROUP INC	858,500858,500	$36M	—	—
2	LPL Financial LLC	519,412519,412	$21M	—	ADD 6%
3	Christian Investment Advisors, Inc.	427,788427,788	$17M	—	—
4	Cambridge Investment Research Advisors, Inc.	145,483145,483	$6M	—	TRIM -4%
5	CWM, LLC	106,496106,496	$4M	—	TRIM -32%
6	BENJAMIN EDWARDS INC	102,262102,262	$4M	—	ADD 136%
7	AMERIPRISE FINANCIAL INC	101,318101,318	$4M	—	TRIM -15%
8	OneAscent Financial Services LLC	82,31182,311	$3M	—	ADD 6%
9	RAYMOND JAMES FINANCIAL INC	71,29371,293	$3M	—	ADD 12%
10	CREATIVE FINANCIAL DESIGNS INC /ADV	71,05571,055	$3M	—	TRIM -34%
11	ENVESTNET ASSET MANAGEMENT INC	67,48567,485	$3M	—	ADD 9%
12	Cetera Investment Advisers	61,88561,885	$3M	—	ADD 6%
13	Turning Point Benefit Group, Inc.	53,19553,195	$2M	—	TRIM -10%
14	Inspire Advisors, LLC	51,58751,587	$2M	—	TRIM -47%
15	First Heartland Consultants, Inc.	51,12851,128	$2M	—	TRIM -7%
16	WorthPointe, LLC	43,40643,406	$2M	—	TRIM -38%
17	Focus Partners Advisor Solutions, LLC	43,14143,141	$2M	—	ADD 51%
18	FAMILY WEALTH PARTNERS, LLC	41,79541,795	$2M	—	ADD 53%
19	Atria Investments, Inc	40,04940,049	$2M	—	TRIM -12%
20	EverSource Wealth Advisors, LLC	39,94439,944	$2M	—	TRIM -11%
21	Bare Financial Services, Inc	39,61839,618	$2M	—	ADD 96%
22	Frontier Asset Management, LLC	37,42337,423	$2M	—	TRIM -15%
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	36,89436,894	$2M	—	ADD 31%
24	Sound Financial Strategies Group, LLC	35,06935,069	$1M	—	ADD 20%
25	Geneos Wealth Management Inc.	33,76333,763	$1M	—	ADD 28%
26	PNC FINANCIAL SERVICES GROUP, INC.	31,60931,609	$1M	—	ADD 9%
27	Farther Finance Advisors, LLC	26,16926,169	$1M	—	ADD 327%
28	Independent Advisor Alliance	25,23725,237	$1M	—	ADD 195%
29	IFP Advisors, Inc	22,69322,693	$938,582	—	ADD 3%
30	JONES FINANCIAL COMPANIES LLLP	22,79922,799	$938,197	—	ADD 25%
31	Kestra Advisory Services, LLC	19,96219,962	$825,622	—	TRIM -17%
32	UBS Group AG	19,37419,374	$801,309	—	TRIM -9%
33	OneAscent Wealth Management LLC	18,94718,947	$783,630	—	TRIM -10%
34	Foundations Investment Advisors, LLC	18,77418,774	$776,474	—	ADD 20%
35	O'Connor Financial Group LLC	18,23618,236	$754,241	—	—
36	Allen Capital Group, LLC	17,94017,940	$741,998	—	NEW
37	RFG Advisory, LLC	16,82816,828	$696,006	—	ADD 14%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,75315,753	$651,544	—	TRIM -20%
39	COMMONWEALTH EQUITY SERVICES, LLC	14,90914,909	$616,637	—	ADD 8%
40	WIN ADVISORS, INC	14,82814,828	$613,300	—	TRIM -25%
41	OSAIC HOLDINGS, INC.	14,65314,653	$606,020	—	TRIM -13%
42	SUMMIT WEALTH GROUP LLC / CO	13,43913,439	$555,837	—	ADD 5%
43	Sigma Planning Corp	11,99711,997	$496,179	—	—
44	Merit Financial Group, LLC	11,24411,244	$465,032	—	ADD 7%
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10,42010,420	$430,978	—	ADD 116%
46	GOLDMAN SACHS GROUP INC	10,02110,021	$414,469	—	TRIM -78%
47	CreativeOne Wealth, LLC	9,8989,898	$409,372	—	NEW
48	49 WEALTH MANAGEMENT, LLC	9,5939,593	$396,768	—	TRIM -49%
49	LaSalle St. Investment Advisors, LLC	8,8588,858	$366,370	—	ADD 23%
50	Envestnet Portfolio Solutions, Inc.	8,8018,801	$364,009	—	—
51	Ascentis Independent Advisors	8,6948,694	$359,584	—	ADD 4%
52	Janney Montgomery Scott LLC	8,1678,167	$338,000	—	—
53	LifeWealth Investments, LLC	8,1298,129	$336,215	—	ADD 8%
54	GTS SECURITIES LLC	8,0668,066	$333,610	—	TRIM -73%
55	IHT Wealth Management, LLC	7,5297,529	$311,415	—	NEW
56	Strategic Blueprint, LLC	7,3207,320	$302,739	—	TRIM -8%
57	World Investment Advisors	7,1437,143	$295,434	—	NEW
58	Regal Investment Advisors LLC	7,1127,112	$294,153	—	—
59	Kovack Advisors, Inc.	6,2466,246	$257,897	—	ADD 5%
60	VERUS CAPITAL PARTNERS, LLC	6,1606,160	$254,778	—	TRIM -50%
61	ROYAL BANK OF CANADA	6,1096,109	$252,000	—	ADD 34%
62	KAVAR CAPITAL PARTNERS GROUP, LLC	5,8415,841	$241,584	—	ADD 13%
63	Betterment LLC	5,5745,574	$231,000	—	NEW
64	CITADEL ADVISORS LLC	5,4415,441	$225,040	—	NEW
65	INDEPENDENT FINANCIAL GROUP, LLC	5,3995,399	$223,303	—	NEW
66	Black Diamond Financial, LLC	5,2715,271	$218,008	—	NEW
67	MERCER GLOBAL ADVISORS INC /ADV	5,2395,239	$216,668	—	—
68	Kingsview Wealth Management, LLC	4,9834,983	$206,097	—	NEW
69	BIP Wealth, LLC	4,8904,890	$202,234	—	NEW
70	Nemes Rush Group LLC	3,7253,725	$154,066	—	—
71	N.E.W. Advisory Services LLC	3,2793,279	$135,636	—	TRIM -5%
72	Rockefeller Capital Management L.P.	2,8102,810	$116,222	—	ADD 170%
73	MORGAN STANLEY	2,4502,450	$101,332	—	ADD 244900%
74	Arax Advisory Partners	1,4601,460	$60,386	—	—
75	HARBOUR INVESTMENTS, INC.	1,4071,407	$58,194	—	—
76	Bank of New Hampshire	1,3001,300	$53,768	—	—
77	FMR LLC	1,2101,210	$50,043	—	ADD 118%
78	Advisory Services Network, LLC	1,0481,048	$43,345	—	NEW
79	CoreCap Advisors, LLC	999999	$41,319	—	NEW
80	MAI Capital Management	987987	$40,823	—	ADD 23%
81	SHP Wealth Management	922922	$38,134	—	—
82	PARK NATIONAL CORP /OH/	670670	$27,711	—	NEW
83	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	650650	$26,884	—	—
84	FIFTH THIRD BANCORP	541541	$22,376	—	NEW
85	Smartleaf Asset Management LLC	485485	$19,938	—	—
86	JPMORGAN CHASE & CO	481481	$19,774	—	ADD 106%
87	IFG Advisory, LLC	331331	$13,690	—	NEW
88	First PREMIER Bank	250250	$10,000	—	—
89	ASSETMARK, INC	161161	$6,659	—	ADD 39%
90	Blue Trust, Inc.	136136	$5,630	—	ADD 20%
91	Ameritas Investment Partners, Inc.	7575	$3,108	—	—
92	WELLS FARGO & COMPANY/MN	11	$26	—	NEW

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

WESTWOOD HOLDINGS GROUP INC

—

859K

$36M

LPL Financial LLC

432K

452K

459K

454K

491K

519K

$21M

Christian Investment Advisors, Inc.

15K

16K

556K

431K

429K

428K

$17M

Cambridge Investment Research Advisors, Inc.

88K

93K

101K

108K

152K

145K

$6M

CWM, LLC

137K

162K

166K

152K

157K

106K

$4M

BENJAMIN EDWARDS INC

—

43K

102K

$4M

AMERIPRISE FINANCIAL INC

134K

129K

126K

114K

119K

101K

$4M

OneAscent Financial Services LLC

82K

155K

163K

210K

77K

82K

$3M

RAYMOND JAMES FINANCIAL INC

55K

59K

60K

61K

64K

71K

$3M

CREATIVE FINANCIAL DESIGNS INC /ADV

215K

222K

89K

91K

108K

71K

$3M

ENVESTNET ASSET MANAGEMENT INC

73K

75K

62K

67K

$3M

Cetera Investment Advisers

45K

47K

48K

58K

62K

$3M

Turning Point Benefit Group, Inc.

11K

20K

27K

28K

59K

53K

$2M

Inspire Advisors, LLC

62K

77K

99K

104K

98K

52K

$2M

First Heartland Consultants, Inc.

40K

34K

36K

55K

51K

$2M

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	92	3,723,973	—	$154M
2025-Q4	89	3,850,216	—	$148M
2025-Q3	85	2,902,931	—	$115M
2025-Q2	86	3,266,225	—	$124M
2025-Q1	87	3,192,951	—	$120M
2024-Q4	87	3,280,525	—	$119M
2024-Q3	76	2,941,860	—	$111M
2024-Q2	74	2,976,869	—	$104M
2024-Q1	72	3,692,461	—	$133M
2023-Q4	69	4,005,180	—	$132M
2023-Q3	67	3,768,954	—

Short interest has its own tab now — open SI →

TPHD☆

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

Top holders

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

Institutional footprint by quarter

TPHD