AI Holders Summary · Q2 2026

37 institutions reported TPZ in Q2 2026. BARD ASSOCIATES INC leads at 16.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

BARD ASSOCIATES INC

CIK 0001105907

$6M254K1.23%Q2 2026 02

Focus Partners Wealth

CIK 0001542153

$5M237K0.01%Q2 2026 03

Cetera Investment Advisers

CIK 0001666741

$3M135K0.00%Q2 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$3M120K0.04%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$2M95K0.00%Q2 2026 06

Rockefeller Capital Management L.P.

CIK 0001739439

$2M94K0.00%Q2 2026 07

OLD MISSION CAPITAL LLC

CIK 0001455915

$2M85K0.03%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$2M74K0.00%Q2 2026 09

UHLMANN PRICE SECURITIES, LLC

CIK 0001035344

$2M73K0.06%Q2 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M70K0.00%Q1 2026 11

D.A. DAVIDSON & CO.

CIK 0001080107

$1M67K0.01%Q2 2026 12

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$763K35K0.05%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$725K33K0.00%Q2 2026 14

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$699K32K0.00%Q2 2026 15

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$580K27K0.00%Q1 2026 16

TRUIST FINANCIAL CORP

CIK 0000092230

$524K24K0.00%Q2 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$447K20K0.00%Q2 2026 18

Concorde Asset Management, LLC

CIK 0001631773

$383K18K0.22%Q2 2026 19

MAI Capital Management

CIK 0001040197

$350K16K0.00%Q2 2026 20

Creative Planning

CIK 0001540235

$346K16K0.00%Q2 2026

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