13F Insight
DOSSIER · 13F Holders · Q3 2026
THLV

THOR FINL TECHNOLOGIES TR

18 institutions still hold THOR FINL TECHNOLOGIES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 885155101·18 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$28M
visible holders
Holders
18
filers reporting
Concentration
65.52%
Compound Planning, Inc. #1
top holder share
AI Holders Summary · Q3 2026

18 institutions reported THLV in Q3 2026. Compound Planning, Inc. leads at 65.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Compound Planning, Inc.
CIK 0001978879
$18M590K0.47%Q3 202602
Capital Advisor Network LLC
CIK 0002131047
$2M65K2.72%Q2 202603
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M45K0.03%Q2 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M35K0.00%Q2 202605
J HAGAN CAPITAL, INC.
CIK 0002059107
$903K27K0.42%Q2 202606
Prostatis Group LLC
CIK 0001649186
$724K22K0.17%Q2 202607
Savvy Advisors, Inc.
CIK 0002003633
$713K23K0.01%Q3 202608
Trilogy Capital Inc.
CIK 0001722512
$637K20K0.02%Q3 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$497K15K0.00%Q2 202610
Triad Wealth Partners, LLC
CIK 0002012717
$398K13K0.02%Q3 202611
Baird Financial Group, Inc.
CIK 0001648711
$384K12K0.00%Q2 202612
Luminist Capital LLC
CIK 0001807270
$213K7K0.21%Q3 202613
Ausdal Financial Partners, Inc.
CIK 0001667146
$201K6K0.01%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$149K5K0.00%Q3 202615
UBS Group AG
CIK 0001610520
$42K1K0.00%Q3 202616
Golden State Wealth Management, LLC
CIK 0001776033
$6K2040.00%Q3 202617
Farther Finance Advisors, LLC
CIK 0001992825
$2K560.00%Q3 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025