Institutional Holders (2026 Q2)
181 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCHP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Armstrong, Fleming & Moore, Inc | 9.62% | 580,080 | $29.1M |
| 2 | John & Kathleen Schreiber Foundation | 5.83% | 111,349 | $5.6M |
| 3 | Mjp Associates Inc /Adv | 5.31% | 969,375 | $48.6M |
| 4 | Advisor OS, LLC | 4.11% | 1,230,918 | $61.7M |
| 5 | Mars Jewett Financial Group, INC. | 3.71% | 365,559 | $18.3M |
| 6 | Harbor Group, Inc. | 3.26% | 553,441 | $27.7M |
| 7 | Hopwood Financial Services, Inc. | 3.04% | 104,749 | $5.2M |
| 8 | Croban | 2.50% | 113,403 | $5.7M |
| 9 | National Wealth Management Group, LLC | 1.96% | 126,336 | $6.3M |
| 10 | Comprehensive Financial Planning, Inc./PA | 1.70% | 63,633 | $3.2M |
| 11 | Souders Financial Advisors | 1.62% | 321,483 | $16.1M |
| 12 | Glenview Trust Co | 1.43% | 2,061,290 | $91.1M |
| 13 | REDW Wealth LLC | 1.40% | 78,276 | $3.9M |
| 14 | Ducere Wealth Management LLC | 1.39% | 92,119 | $4.6M |
| 15 | Thayer Partners, LLC / MA | 1.27% | 61,365 | $3.1M |
| 16 | NBZ Investment Advisors LLC | 1.23% | 63,188 | $3.2M |
| 17 | CMH Wealth Management LLC | 1.20% | 157,576 | $7.9M |
| 18 | Koshinski Asset Management, Inc. | 0.91% | 341,636 | $17.1M |
| 19 | Ellerson Group Inc /Adv | 0.82% | 27,652 | $1.4M |
| 20 | Saxony Capital Management, LLC | 0.81% | 35,201 | $1.8M |
| 21 | Greenline Wealth Management LLC | 0.71% | 17,198 | $861K |
| 22 | Linscomb Wealth, Inc. | 0.63% | 289,957 | $14.5M |
| 23 | Sound Income Strategies, LLC | 0.61% | 271,438 | $13.6M |
| 24 | Heritage Trust Co | 0.56% | 128,332 | $6.4M |
| 25 | Copper Harbor Investment Advisors, LLC | 0.55% | 51,464 | $2.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|