% of shares outstanding is not shown for TUSI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for TUSI 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 |
|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.1M | 2.2M | 2.2M | 2.2M | 2.4M | 2.3M | $59M |
| RAYMOND JAMES FINANCIAL INC | — | 258K | 160K | 549K | 865K | 2.1M | $52M |
| LPL Financial LLC | 56K | 87K | 348K | 588K | 1.1M | 1.8M | $45M |
| Steward Partners Investment Advisory, LLC | 1K | 590 | 277K | 405K | 805K | 634K | $16M |
| ROYAL BANK OF CANADA | — | 4K | 514K | 405K | 600K | 520K | $13M |
| Allen Capital Group, LLC | — | — | — | — | — | 480K | $12M |
| Integrated Wealth Concepts LLC | 9K | — | — | — | 8K | 314K | $8M |
| Teucrium Investment Advisors, LLC | — | — | — | — | 317K | 310K | $8M |
| Private Advisor Group, LLC | — | 12K | 20K | 186K | 236K | 297K | $8M |
| CWM, LLC | — | — | — | — | 12K | 285K | $7M |
| Janney Montgomery Scott LLC | 153K | 141K | 162K | 218K | 253K | 280K | $7M |
| ELEVATION POINT WEALTH PARTNERS, LLC | — | — | — | — | 188K | 246K | $6M |
| Vestmark Advisory Solutions, Inc. | — | — | — | — | 186K | 242K | $6M |
| Parkway Wealth Management Group, LLC | — | — | — | — | 187K | 209K | $5M |
| OSAIC HOLDINGS, INC. | 68K | 122K | 160K | 144K | 160K | 198K | $5M |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 53 | 12,163,381 | — | $306M |
| 2025-Q4 | 45 | 8,972,322 | — | $227M |
| 2025-Q3 | 32 | 6,024,294 | — | $153M |
| 2025-Q2 |
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 | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +1,190,902 | $30M | ADD |
| LPL Financial LLC | +695,663 | $18M | ADD |
| Allen Capital Group, LLC | +479,836 | $12M | OPEN |
| Integrated Wealth Concepts LLC | +305,923 | $8M | ADD |
| CWM, LLC | +272,831 | $7M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | −170,555 | $4M | TRIM |
| Coppell Advisory Solutions LLC | −82,207 | $2M | CLOSE |
| ROYAL BANK OF CANADA | −80,482 | $2M | TRIM |
| PUFF WEALTH MANAGEMENT, LLC | −72,439 | $2M | CLOSE |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | −44,750 | $1M | — |
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).
| 29 |
| 5,021,029 |
| — |
| $127M |
| 2025-Q1 | 20 | 3,744,971 | — | $95M |
| 2024-Q4 | 19 | 2,881,022 | — | $73M |
| 2024-Q3 | 7 | 2,500,295 | — | $64M |
| 2024-Q2 | 5 | 2,413,293 | — | $61M |
| 2024-Q1 | 8 | 2,447,769 | — | $62M |
| 2023-Q4 | 4 | 2,321,731 | — | $58M |
| 2023-Q3 | 3 | 2,078,217 | — | $52M |
| 2023-Q2 | 2 | 2,034,754 | — | $51M |
| 2023-Q1 | 2 | 2,035,203 | — | $51M |
| 2022-Q4 | 2 | 2,036,791 | — | $51M |
| 2022-Q3 | 2 | 1,937,083 | — | $48M |
