Institutional Holders (2026 Q1)
73 + 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 | 9.57% | 487,589 | $16.8M |
| 2 | Gateway Wealth Partners, LLC | 1.12% | 834,698 | $28.8M |
| 3 | Rubicon Advisors, GP | 1.05% | 34,821 | $1.2M |
| 4 | Maia Wealth LLC | 0.97% | 166,783 | $5.8M |
| 5 | PCG Wealth Advisors, LLC | 0.74% | 84,211 | $2.9M |
| 6 | Wealth Alliance, LLC | 0.66% | 192,603 | $6.7M |
| 7 | Smith, Moore & CO. | 0.55% | 217,229 | $7.5M |
| 8 | Peck Wealth Management, LLC | 0.47% | 14,750 | $496K |
| 9 | TPG Advisors LLC | 0.38% | 17,886 | $618K |
| 10 | New England Capital Financial Advisors LLC | 0.31% | 33,157 | $1.1M |
| 11 | Cordgrass Capital Advisors, LLC | 0.30% | 37,667 | $1.3M |
| 12 | Sittner & Nelson, LLC | 0.23% | 17,977 | $621K |
| 13 | Kingsview Wealth Management, LLC | 0.22% | 471,658 | $16.3M |
| 14 | Thayer Partners, LLC / MA | 0.19% | 11,789 | $407K |
| 15 | Orion Porfolio Solutions, LLC | 0.18% | 615,419 | $21.3M |
| 16 | United Advisor Group, LLC | 0.18% | 42,099 | $1.5M |
| 17 | Walkner Condon Financial Advisors LLC | 0.17% | 38,207 | $1.3M |
| 18 | Eldridge Investment Advisors, Inc. | 0.15% | 19,557 | $676K |
| 19 | Vertex Planning Partners, LLC | 0.15% | 21,686 | $749K |
| 20 | Francis Financial, Inc. | 0.13% | 20,372 | $704K |
| 21 | Golden State Wealth Management, LLC | 0.10% | 26,142 | $903K |
| 22 | Independent Financial Group, LLC | 0.08% | 78,163 | $2.7M |
| 23 | Advisor OS, LLC | 0.06% | 24,945 | $862K |
| 24 | Koshinski Asset Management, Inc. | 0.05% | 23,787 | $822K |
| 25 | Integrated Wealth Concepts LLC | 0.04% | 159,232 | $5.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|