Institutional Holders (2026 Q2)
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 | Nestegg Advisors, INC. | 5.85% | 164,015 | $8.3M |
| 2 | Bridgelight Financial Advisors, Inc. | 4.79% | 109,342 | $5.6M |
| 3 | Flavin Financial Services, Inc. | 4.47% | 155,733 | $7.9M |
| 4 | Castle Wealth Management LLC | 3.99% | 267,075 | $13.5M |
| 5 | My Personal CFO, LLC | 3.60% | 183,192 | $9.2M |
| 6 | 4J Wealth Management LLC | 3.27% | 132,148 | $6.7M |
| 7 | Clarity Retirement & Wealth, LLC | 2.96% | 85,235 | $4.3M |
| 8 | Insight Wealth Strategies, LLC | 2.74% | 557,681 | $28.1M |
| 9 | Strategic Financial Concepts, LLC | 2.53% | 168,403 | $8.5M |
| 10 | Aviso Wealth Management | 1.82% | 106,129 | $5.3M |
| 11 | Red Mountain Financial, LLC | 1.68% | 39,607 | $2.0M |
| 12 | Turning Point Benefit Group, Inc. | 1.16% | 53,292 | $2.7M |
| 13 | Retirement Management Systems Inc. | 1.01% | 98,088 | $4.9M |
| 14 | River Street Advisors LLC | 0.85% | 57,254 | $2.9M |
| 15 | Vicus Capital | 0.47% | 145,340 | $7.3M |
| 16 | 1620 Investment Advisors, INC. | 0.41% | 13,267 | $669K |
| 17 | K2 Financial Inc. | 0.40% | 11,250 | $568K |
| 18 | Dahring | Cusmano LLC | 0.38% | 14,288 | $720K |
| 19 | True Wealth Design, LLC | 0.33% | 27,805 | $1.4M |
| 20 | Fig Financial Advisory Services Inc /Adv | 0.30% | 8,407 | $435K |
| 21 | McNamara Financial Services, Inc. | 0.29% | 33,156 | $1.7M |
| 22 | SteelPeak Wealth, LLC | 0.23% | 176,281 | $8.9M |
| 23 | WealthCare Asset Management, LLC | 0.13% | 6,362 | $321K |
| 24 | Sovran Advisors, LLC | 0.12% | 31,269 | $1.6M |
| 25 | Tempus Wealth Planning, LLC | 0.10% | 10,457 | $527K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|