AI Holders Summary · Q4 2025

39 institutions reported TPZ in Q4 2025. Focus Partners Wealth leads at 18.5% 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

Focus Partners Wealth

CIK 0001542153

$6M306K0.01%Q4 2025 02

BARD ASSOCIATES INC

CIK 0001105907

$6M255K1.40%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$3M136K0.00%Q1 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$3M120K0.04%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$2M99K0.00%Q1 2026 06

Rockefeller Capital Management L.P.

CIK 0001739439

$2M95K0.00%Q1 2026 07

D.A. DAVIDSON & CO.

CIK 0001080107

$2M82K0.01%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$2M82K0.00%Q1 2026 09

UHLMANN PRICE SECURITIES, LLC

CIK 0001035344

$2M74K0.11%Q1 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M70K0.00%Q1 2026 11

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$874K40K0.05%Q1 2026 12

GTS SECURITIES LLC

CIK 0001452765· Market maker

$820K37K0.03%Q1 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$580K27K0.00%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$567K26K0.00%Q1 2026 15

TRUIST FINANCIAL CORP

CIK 0000092230

$559K26K0.00%Q1 2026 16

MAI Capital Management

CIK 0001040197

$412K19K0.00%Q1 2026 17

Concorde Asset Management, LLC

CIK 0001631773

$383K18K0.19%Q1 2026 18

NWF Advisory Services Inc.

CIK 0002045735

$354K16K0.04%Q1 2026 19

Creative Planning

CIK 0001540235

$343K16K0.00%Q1 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$328K15K0.00%Q1 2026

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