AI Holders Summary · Q3 2026

21 institutions reported TRLV in Q3 2026. Concurrent Investment Advisors, LLC leads at 27.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Concurrent Investment Advisors, LLC

CIK 0002001015

$1M99K0.01%Q3 2026 02

Prime Capital Investment Advisors, LLC

CIK 0001731446

$770K71K0.01%Q3 2026 03

Y-Intercept (Hong Kong) Ltd

CIK 0001772875

$341K31K0.01%Q3 2026 04

BURNEY CO/

CIK 0000940445

$289K27K0.01%Q3 2026 05

Murphy, Middleton, Hinkle & Parker, Inc.

CIK 0001730521

$289K26K0.12%Q3 2026 06

CHIRON CAPITAL MANAGEMENT, LLC

CIK 0001830922

$233K21K0.23%Q3 2026 07

Farther Finance Advisors, LLC

CIK 0001992825

$203K19K0.00%Q3 2026 08

Legacy Capital Wealth Partners, LLC

CIK 0001766228

$167K15K0.03%Q3 2026 09

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$156K15K0.00%Q3 2026 10

Accurate Wealth Management, LLC

CIK 0001877728

$126K12K0.01%Q3 2026 11

Marion Wealth Management

CIK 0001911097

$109K10K0.02%Q3 2026 12

PFS Partners, LLC

CIK 0002002654

$33K3K0.01%Q3 2026 13

TD Waterhouse Canada Inc.

CIK 0001999606

$21K2K0.00%Q3 2026 14

CoreCap Advisors, LLC

CIK 0001902501

$15K1K0.00%Q3 2026 15

Global Trust Asset Management, LLC

CIK 0001729672

$13K1K0.00%Q3 2026 16

Wilkerson Advisory Group LLC

CIK 0002079661

$8K7180.00%Q3 2026 17

Private Wealth Management Group, LLC

CIK 0002011342

$4K4070.00%Q3 2026 18

Signature Resources Capital Management, LLC

CIK 0001940917

$3K2920.00%Q3 2026 19

Aventus Investment Advisors, Inc.

CIK 0002093055

$2K2000.00%Q3 2026 20

Horrell Capital Management, Inc.

CIK 0001385925

$1K850.00%Q3 2026

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