Institutional Holders (2026 Q3)
114 + 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 | Nestegg Advisors, INC. | 7.55% | 227,349 | $11.5M |
| 2 | Flavin Financial Services, Inc. | 5.59% | 204,909 | $10.3M |
| 3 | Bridgelight Financial Advisors, Inc. | 5.00% | 144,219 | $7.3M |
| 4 | Castle Wealth Management LLC | 4.25% | 267,551 | $13.5M |
| 5 | My Personal CFO, LLC | 3.54% | 195,175 | $9.9M |
| 6 | Clarity Retirement & Wealth, LLC | 3.10% | 89,588 | $4.5M |
| 7 | 4J Wealth Management LLC | 2.75% | 117,953 | $6.0M |
| 8 | Aviso Wealth Management | 2.36% | 122,069 | $6.2M |
| 9 | Insight Wealth Strategies, LLC | 1.92% | 383,452 | $19.4M |
| 10 | Red Mountain Financial, LLC | 1.65% | 39,056 | $2.0M |
| 11 | Stratos Investment Management, LLC | 1.59% | 753,778 | $38.1M |
| 12 | Onyx Bridge Wealth Group LLC | 1.36% | 307,285 | $15.5M |
| 13 | Retirement Management Systems Inc. | 0.99% | 100,908 | $5.1M |
| 14 | Turning Point Benefit Group, Inc. | 0.98% | 47,768 | $2.4M |
| 15 | LGT Financial Advisors LLC | 0.91% | 10,046 | $507K |
| 16 | River Street Advisors LLC | 0.90% | 57,472 | $2.9M |
| 17 | Legacy Wealth Managment, LLC/ID | 0.57% | 24,609 | $1.2M |
| 18 | 1620 Investment Advisors, INC. | 0.50% | 15,902 | $803K |
| 19 | Vicus Capital | 0.49% | 152,541 | $7.7M |
| 20 | K2 Financial Inc. | 0.41% | 11,717 | $590K |
| 21 | Great Valley Advisor Group, INC. | 0.36% | 491,671 | $24.8M |
| 22 | Dahring | Cusmano LLC | 0.33% | 14,283 | $721K |
| 23 | True Wealth Design, LLC | 0.32% | 27,026 | $1.4M |
| 24 | McNamara Financial Services, Inc. | 0.30% | 34,542 | $1.7M |
| 25 | Verus Capital Partners, LLC | 0.26% | 97,371 | $4.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|