% 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.
Crowding percentile withheld — no market cap for TPLC in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | — | — | — | — | 616K | 616K | $29M |
| Christian Investment Advisors, Inc. | 643K | 648K | 618K | 499K | 527K | 531K | $25M |
| LPL Financial LLC | 257K | 270K | 279K | 297K | 334K | 348K | $16M |
| Bare Financial Services, Inc | 226K | 254K | 267K | 199K | 205K | 211K | $10M |
| Geneos Wealth Management Inc. | 175K | 383K | 183K | 182K | 184K | 191K | $9M |
| Faithward Advisors, LLC | 194K | 192K | 190K | 189K | 185K | 185K | $9M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 105K | 122K | 40K | 46K | 56K | 168K | $8M |
| Cambridge Investment Research Advisors, Inc. | 81K | 86K | 98K | 89K | 115K | 111K | $5M |
| BENJAMIN EDWARDS INC | — | — | — | — | 35K | 87K | $4M |
| LVZ, Inc. | 68K | 63K | 61K | 84K | 85K | 86K | $4M |
| AMERIPRISE FINANCIAL INC | 86K | 114K | 117K | 119K | 70K | 83K | $4M |
| Sound Financial Strategies Group, LLC | 20K | 67K | 63K | 60K | 62K | 77K | $4M |
| Sowell Financial Services LLC | — | — | — | 64K | 64K | 73K | $3M |
| First Heartland Consultants, Inc. | 53K | 49K | 49K | 50K | 71K | 71K | $3M |
| Cetera Investment Advisers | 16K | 17K | 19K | 50K | 60K | 63K | $3M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | +111,421 | $5M | ADD |
| BENJAMIN EDWARDS INC | +51,390 | $2M | ADD |
| Tulsa Wealth Advisors, INC | +15,770 | $732,359 | OPEN |
| Sound Financial Strategies Group, LLC | +14,723 | $683,736 | ADD |
| LPL Financial LLC | +14,366 | $667,157 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | −80,925 | $4M | CLOSE |
| SILVER OAK SECURITIES, INCORPORATED | −77,512 | $4M | TRIM |
| TrueWealth Advisors, LLC | −39,858 | $2M | CLOSE |
| Turning Point Benefit Group, Inc. | −24,287 | $1M | TRIM |
| GOLDMAN SACHS GROUP INC | −17,247 | $800,951 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 97 | 3,807,265 | — | $177M |
| 2025-Q4 | 103 | 3,783,240 | — | $172M |
| 2025-Q3 | 90 | 2,962,963 | — | $137M |
| 2025-Q2 | 91 | 3,195,742 | — | $144M |
| 2025-Q1 | 91 | 3,853,832 | — | $164M |
| 2024-Q4 | 98 | 3,994,722 | — | $171M |
| 2024-Q3 | 90 | 3,236,761 | — | $141M |
| 2024-Q2 | 81 | 2,937,844 | — | $120M |
| 2024-Q1 | 75 | 3,007,158 | — | $126M |
| 2023-Q4 | 72 | 3,051,881 | — | $117M |
| 2023-Q3 | 65 | 2,540,573 | — | $88M |
| 2023-Q2 | 64 | 2,780,329 | — | $99M |
| 2023-Q1 | 60 | 2,405,086 | — | $83M |
| 2022-Q4 | 51 | 2,202,149 | — | $74M |
| 2022-Q3 | 51 | 2,248,030 | — | $68M |
| 2022-Q2 | 45 | 1,840,097 | — | $58M |
| 2022-Q1 | 39 | 1,613,877 | — | $59M |
| 2021-Q4 | 41 | 1,550,524 | — | $60M |
| 2021-Q3 | 29 | 1,268,766 | — | $44M |
| 2021-Q2 | 33 | 1,433,920 | — | $50M |
| 2021-Q1 | 30 | 1,425,429 | — | $47M |
| 2020-Q4 | 29 | 984,159 | — | $30M |
| 2020-Q3 | 23 | 1,675,108 | — | $45M |
| 2020-Q2 | 21 | 1,577,958 | — | $39M |
| 2020-Q1 | 20 | 2,072,119 | — | $43M |
| 2019-Q4 | 15 | 1,708,272 | — | $46M |
| 2019-Q3 | 10 | 142,570 | — | $4M |
| 2019-Q2 | 3 | 31,002 | — | $786,000 |
