Institutional Holders (2026 Q1)
118 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TSPA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Provident Wealth Management, LLC | 16.96% | 1,371,224 | $56.1M |
| 2 | Alpha Financial Advisors, LLC | 10.08% | 804,003 | $32.9M |
| 3 | Prodigy Asset Management LLC | 9.60% | 702,698 | $28.7M |
| 4 | NBZ Investment Advisors LLC | 5.99% | 335,256 | $13.7M |
| 5 | Eaton Financial Holdings Company, LLC | 5.10% | 380,766 | $15.6M |
| 6 | Frontier Asset Management, LLC | 4.12% | 480,744 | $19.7M |
| 7 | Future Financial Wealth Managment LLC | 3.41% | 119,727 | $5.3M |
| 8 | Garden State Investment Advisory Services LLC | 2.95% | 328,097 | $13.4M |
| 9 | Hopwood Financial Services, Inc. | 2.55% | 92,350 | $3.8M |
| 10 | Bryant Woods Investment Advisors, LLC | 2.23% | 148,453 | $6.1M |
| 11 | Forvis Mazars Wealth Advisors, LLC | 2.10% | 2,700,185 | $110.4M |
| 12 | Dahring | Cusmano LLC | 2.03% | 80,822 | $3.3M |
| 13 | Rogco, LP | 2.02% | 147,685 | $6.0M |
| 14 | James J. Burns & Company, LLC | 1.55% | 279,461 | $11.4M |
| 15 | Rollins Financial Advisors, LLC | 1.18% | 182,989 | $7.5M |
| 16 | Comprehensive Financial Planning, Inc./PA | 1.18% | 41,754 | $1.7M |
| 17 | Lincoln Capital Corp | 1.06% | 70,275 | $2.9M |
| 18 | First National Trust Co | 1.05% | 756,516 | $30.9M |
| 19 | N.E.W. Advisory Services LLC | 1.04% | 339,094 | $13.9M |
| 20 | 4J Wealth Management LLC | 1.00% | 42,864 | $1.8M |
| 21 | Cox Capital Mgt LLC | 0.96% | 35,389 | $1.4M |
| 22 | M&T Bank Corp | 0.80% | 5,694,404 | $232.9M |
| 23 | Marshall Financial Group, LLC | 0.74% | 112,670 | $4.6M |
| 24 | Allworth Financial LP | 0.56% | 3,386,812 | $138.5M |
| 25 | Strategic Blueprint, LLC | 0.55% | 231,150 | $9.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|