Institutional Holders (2026 Q1)
316 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TBIL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Generation Capital Management LLC | 9.42% | 258,647 | $12.9M |
| 2 | Sterling Group Wealth Management, LLC | 6.49% | 275,302 | $13.7M |
| 3 | TCFG Investment Advisors, LLC | 5.59% | 300,070 | $15.0M |
| 4 | Tcfg Wealth Management, LLC | 5.59% | 300,070 | $15.0M |
| 5 | Family Office Research LLC | 5.02% | 231,612 | $11.5M |
| 6 | Vision Financial Markets LLC | 5.02% | 103,088 | $5.1M |
| 7 | Coign Capital Advisors LLC | 4.84% | 184,828 | $9.2M |
| 8 | Strait & Sound Wealth Management LLC | 4.43% | 238,775 | $11.9M |
| 9 | Kw Wealth Management LLC | 4.33% | 57,160 | $2.9M |
| 10 | Obermeyer Wealth Partners | 3.21% | 1,398,165 | $69.7M |
| 11 | Proactive Wealth Strategies LLC | 3.10% | 331,021 | $16.5M |
| 12 | Pinnacle Wealth Management Group, Inc. | 3.04% | 124,179 | $6.2M |
| 13 | F/m Investments LLC | 3.02% | 911,142 | $45.4M |
| 14 | Capital Investment Counsel, Inc | 2.80% | 458,779 | $22.9M |
| 15 | Copia Wealth Management | 2.70% | 78,709 | $3.9M |
| 16 | Bright Futures Wealth Management, LLC. | 2.43% | 71,253 | $3.6M |
| 17 | Total Investment Management Inc | 2.27% | 391,225 | $19.5M |
| 18 | Crew Capital Management, Ltd | 1.90% | 57,545 | $2.9M |
| 19 | Ibex Wealth Advisors | 1.81% | 390,826 | $19.5M |
| 20 | Redwood Family Wealth LLC | 1.79% | 36,848 | $1.8M |
| 21 | Ruggiero Investments, Inc. | 1.74% | 36,065 | $1.8M |
| 22 | Alpine Bank Wealth Management | 1.60% | 220,212 | $11.0M |
| 23 | Compass Financial Group, Inc. (Ohio) | 1.54% | 42,212 | $2.1M |
| 24 | Longview Financial Advisors, Inc. | 1.50% | 49,331 | $2.5M |
| 25 | Cypress Capital, LLC | 1.50% | 105,573 | $5.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|