Institutional Holders (2026 Q1)
101 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TFLR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flavin Financial Services, Inc. | 4.59% | 135,372 | $6.8M |
| 2 | Castle Wealth Management LLC | 4.35% | 266,687 | $13.4M |
| 3 | 4J Wealth Management LLC | 4.05% | 141,376 | $7.1M |
| 4 | My Personal CFO, LLC | 3.77% | 171,151 | $8.6M |
| 5 | Clarity Retirement & Wealth, LLC | 3.05% | 75,012 | $3.8M |
| 6 | Aviso Wealth Management | 2.18% | 96,039 | $4.8M |
| 7 | Red Mountain Financial, LLC | 1.85% | 38,930 | $2.0M |
| 8 | Strategic Financial Concepts, LLC | 1.79% | 143,547 | $7.3M |
| 9 | Insight Wealth Strategies, LLC | 1.55% | 275,770 | $13.9M |
| 10 | Financially in Tune, LLC | 1.19% | 27,442 | $1.4M |
| 11 | Retirement Management Systems Inc. | 1.10% | 90,481 | $4.6M |
| 12 | Turning Point Benefit Group, Inc. | 0.91% | 28,160 | $1.4M |
| 13 | River Street Advisors LLC | 0.90% | 52,817 | $2.7M |
| 14 | Nestegg Advisors, INC. | 0.65% | 14,794 | $745K |
| 15 | True Wealth Design, LLC | 0.53% | 37,597 | $1.9M |
| 16 | 1620 Investment Advisors, INC. | 0.44% | 12,977 | $654K |
| 17 | K2 Financial Inc. | 0.40% | 10,735 | $547K |
| 18 | Dahring | Cusmano LLC | 0.39% | 12,645 | $637K |
| 19 | Vicus Capital | 0.34% | 91,933 | $4.6M |
| 20 | Eaton Financial Holdings Company, LLC | 0.31% | 18,677 | $941K |
| 21 | McNamara Financial Services, Inc. | 0.31% | 32,170 | $1.6M |
| 22 | SteelPeak Wealth, LLC | 0.30% | 192,618 | $9.7M |
| 23 | Advyzon Investment Management, LLC | 0.29% | 63,455 | $3.2M |
| 24 | Clear Investment Research, LLC | 0.20% | 2,591 | $130K |
| 25 | Sovran Advisors, LLC | 0.12% | 29,823 | $1.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|