· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $50.22Day −0.29%1Y +11.0%Off 52W high −1.7%Vol (1Y) 11.5%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,818 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover3.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
TPLC is not in the screener universe.
| YTD+10.8% |
| 1Y+11.0% |
| 3Y+39.5% |
| 5Y+46.3% |
| Since incept. (ann.)+11.1% |
Total return through 2026-07-30 · series begins 2019-05-01. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)11.5% |
| Ann. volatility (3Y)14.0% |
| Sharpe (1Y)0.89 |
| Sharpe (3Y)0.87 |
| Max drawdown (1Y)−7.6% |
| Max drawdown (3Y)−18.2% |
| Beta (3Y vs SPY)0.82 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616,000 | $29M | — | +0.0% |
| Christian Investment Advisors, Inc. | 530,510 | $25M | — | +0.6% |
| LPL Financial LLC | 348,412 | $16M | — | +4.3% |
| Bare Financial Services, Inc | 210,668 | $10M | — | +2.8% |
| Geneos Wealth Management Inc. | 191,301 | $9M | — | +3.8% |
| Faithward Advisors, LLC | 185,236 | $9M | — | −0.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 167,762 | $8M | — | +197.8% |
| Cambridge Investment Research Advisors, Inc. | 111,043 | $5M | — | −3.5% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % 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.
No reported quarters on file for TPLC.
