Institutional Holders (2026 Q2)
28 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in THYF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Turner Financial Group, Inc. | 3.64% | 70,896 | $3.7M |
| 2 | Strategic Financial Concepts, LLC | 2.35% | 153,029 | $7.9M |
| 3 | Sunrise Financial Services, LLC | 1.63% | 53,062 | $2.7M |
| 4 | Kickstand Ventures, LLC. | 1.29% | 137,198 | $7.1M |
| 5 | Elm3 Financial Group, LLC | 1.04% | 29,493 | $1.5M |
| 6 | Souders Financial Advisors | 0.93% | 178,611 | $9.2M |
| 7 | Vines Capital Management, LLC | 0.59% | 13,899 | $717K |
| 8 | Intergy Private Wealth, LLC | 0.44% | 36,635 | $1.9M |
| 9 | Heritage Wealth Management, Inc. | 0.23% | 17,521 | $903K |
| 10 | Tactive Advisors, LLC | 0.10% | 8,028 | $414K |
| 11 | PFG Advisors | 0.09% | 34,560 | $1.8M |
| 12 | AdvisorNet Financial, Inc | 0.03% | 13,243 | $683K |
| 13 | N.E.W. Advisory Services LLC | 0.03% | 7,538 | $389K |
| 14 | Regal Investment Advisors LLC | 0.02% | 5,990 | $309K |
| 15 | LPL Financial LLC | 0.01% | 548,958 | $28.3M |
| 16 | Cetera Investment Advisers | 0.00% | 83,614 | $4.3M |
| 17 | Wealth Enhancement Advisory Services, LLC | 0.00% | 44,977 | $2.3M |
| 18 | Allworth Financial LP | 0.00% | 16,304 | $841K |
| 19 | Private Trust Co NA | 0.00% | 406 | $21K |
| 20 | Mariner, LLC | 0.00% | 15,102 | $779K |
| 21 | Jones Financial Companies Lllp | 0.00% | 21,131 | $1.1M |
| 22 | Steward Partners Investment Advisory, LLC | 0.00% | 1,462 | $75K |
| 23 | HighTower Advisors, LLC | 0.00% | 4,700 | $242K |
| 24 | Envestnet Asset Management Inc | 0.00% | 15,305 | $789K |
| 25 | Integrated Wealth Concepts LLC | 0.00% | 689 | $36K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|