Institutional Holders (2026 Q3)
83 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TOUS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | 4J Wealth Management LLC | 9.50% | 534,583 | $20.5M |
| 2 | Wealth Alliance, LLC | 1.62% | 525,938 | $20.2M |
| 3 | New England Capital Financial Advisors LLC | 1.19% | 132,670 | $5.1M |
| 4 | Maia Wealth LLC | 1.06% | 199,328 | $7.7M |
| 5 | Kickstand Ventures, LLC. | 0.91% | 134,500 | $5.2M |
| 6 | Cordgrass Capital Advisors, LLC | 0.70% | 49,355 | $1.9M |
| 7 | Synergy Investment Management, LLC | 0.63% | 73,307 | $2.8M |
| 8 | Smith, Moore & CO. | 0.61% | 243,395 | $9.4M |
| 9 | PCG Wealth Advisors, LLC | 0.60% | 72,976 | $2.8M |
| 10 | TPG Advisors LLC | 0.44% | 21,644 | $832K |
| 11 | Peck Wealth Management, LLC | 0.42% | 13,038 | $501K |
| 12 | Blue Capital, Inc. | 0.37% | 15,532 | $597K |
| 13 | Kingsview Wealth Management, LLC | 0.23% | 506,057 | $19.4M |
| 14 | Thayer Partners, LLC / MA | 0.23% | 14,447 | $555K |
| 15 | United Advisor Group, LLC | 0.18% | 48,060 | $1.8M |
| 16 | Walkner Condon Financial Advisors LLC | 0.16% | 39,087 | $1.5M |
| 17 | Francis Financial, Inc. | 0.16% | 26,593 | $1.0M |
| 18 | Eldridge Investment Advisors, Inc. | 0.14% | 19,032 | $731K |
| 19 | Vertex Planning Partners, LLC | 0.13% | 23,829 | $916K |
| 20 | Orion Porfolio Solutions, LLC | 0.13% | 580,964 | $22.3M |
| 21 | James T. Borello RIA | 0.10% | 12,137 | $466K |
| 22 | Koshinski Asset Management, Inc. | 0.04% | 21,870 | $840K |
| 23 | Atlas Wealth LLC | 0.04% | 7,902 | $304K |
| 24 | Harborfront Financial Group LLC | 0.04% | 246 | $8K |
| 25 | JGP Wealth Management, LLC | 0.03% | 8,605 | $331K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|