Cambridge Investment Research Advisors, Inc. TSME THRIVENT

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported THRIVENT (TSME) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows TSME at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in THRIVENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TSME was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held TSME — position size vs. price
% of Fund (quarterly)    TSME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 162,595 +18,940 +13.2% 0.02% $9K 2026-07-30 $47.82
2026 Q1 ADDED 143,655 +24,924 +21.0% 0.02% $6K 2026-04-30 $47.31
2025 Q4 ADDED 118,731 +35,676 +43.0% 0.01% $4.9M 2026-02-05 $44.83
2025 Q3 ADDED 83,055 +12,064 +17.0% 0.01% $3.4M 2025-11-12 $41.14
2025 Q2 REDUCED 17.3% +10.6% 70,991 -14,866 -17.3% 0.01% $2.7M 2025-07-31 $39.88
2025 Q1 ADDED 85,857 +3,559 +4.3% 0.01% $2.9M 2025-04-22 $31.56
2024 Q4 ADDED 82,298 +11,187 +15.7% 0.01% $3.0M 2025-02-14 $37.71
2024 Q3 ADDED 71,111 +17,036 +31.5% 0.01% $2.6M 2024-10-28 $36.95
2024 Q2 ADDED 54,075 +11,844 +28.0% 0.01% $1.8M 2024-07-26 $35.38
2024 Q1 ADDED 42,231 +20 +0.0% 0.01% $1.5M 2024-04-24 $32.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cambridge Investment Research Advisors, Inc. and TSME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning TSME?

Cambridge Investment Research Advisors, Inc. reported TSME across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TSME position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for TSME was 0.02% in 2026 Q2.

What is the latest reported TSME position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 162,595 shares, equal to 0.02% of portfolio, with an estimated market value of $9K.

What does the chart on this TSME ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly TSME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their TSME position?

Based on 13F filing dates vs. subsequent TSME price moves, Cambridge Investment Research Advisors, Inc. correctly timed 10 out of 14 reported position changes (71%). The annualised alpha on TSME relative to SPY over the holding period was +33.2%.

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