Institutional Holders (2026 Q2)
20 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAFL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Advisory Resource Group | 0.32% | 83,964 | $2.1M |
| 2 | Heck Capital Advisors, LLC | 0.21% | 138,037 | $3.5M |
| 3 | Capital Investment Counsel, Inc | 0.11% | 41,500 | $1.1M |
| 4 | Koshinski Asset Management, Inc. | 0.10% | 75,272 | $1.9M |
| 5 | HighTower Advisors, LLC | 0.01% | 446,115 | $11.3M |
| 6 | Spire Wealth Management | 0.01% | 13,192 | $334K |
| 7 | Alliancebernstein L.P. | 0.01% | 714,889 | $17.8M |
| 8 | Cary Street Partners Financial LLC | 0.00% | 8,159 | $207K |
| 9 | Fiduciary Financial Advisors | 0.00% | 1,450 | $37K |
| 10 | HB Wealth Management, LLC | 0.00% | 25,848 | $655K |
| 11 | Truist Financial Corp | 0.00% | 100,302 | $2.5M |
| 12 | Commonwealth Equity Services, LLC | 0.00% | 84,309 | $2.1M |
| 13 | Beacon Pointe Advisors, LLC | 0.00% | 19,724 | $500K |
| 14 | Osaic Holdings, INC. | 0.00% | 63,179 | $1.6M |
| 15 | Capital Investment Advisory Services, LLC | 0.00% | 1,200 | $30K |
| 16 | Wealth Enhancement Advisory Services, LLC | 0.00% | 42,323 | $1.1M |
| 17 | Envestnet Asset Management Inc | 0.00% | 93,872 | $2.4M |
| 18 | Jpmorgan Chase & Co | 0.00% | 56,445 | $1.4M |
| 19 | Jane Street Group, LLC | 0.00% | 32,715 | $829K |
| 20 | UBS Group AG | 0.00% | 96 | $2K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|