Institutional Holders (2026 Q2)
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 | 9.24% | 491,077 | $18.8M |
| 2 | New England Capital Financial Advisors LLC | 1.17% | 128,034 | $4.9M |
| 3 | Maia Wealth LLC | 1.02% | 180,940 | $6.9M |
| 4 | Wealth Alliance, LLC | 0.95% | 295,625 | $11.3M |
| 5 | Kickstand Ventures, LLC. | 0.83% | 119,675 | $4.6M |
| 6 | Cordgrass Capital Advisors, LLC | 0.66% | 46,423 | $1.8M |
| 7 | PCG Wealth Advisors, LLC | 0.64% | 75,128 | $2.9M |
| 8 | Smith, Moore & CO. | 0.58% | 234,402 | $9.0M |
| 9 | Peck Wealth Management, LLC | 0.42% | 13,038 | $500K |
| 10 | TPG Advisors LLC | 0.40% | 18,922 | $726K |
| 11 | Sittner & Nelson, LLC | 0.28% | 23,177 | $889K |
| 12 | Harborfront Financial Group LLC | 0.23% | 1,603 | $62K |
| 13 | Thayer Partners, LLC / MA | 0.22% | 13,797 | $529K |
| 14 | United Advisor Group, LLC | 0.18% | 45,170 | $1.7M |
| 15 | Orion Porfolio Solutions, LLC | 0.18% | 597,784 | $22.9M |
| 16 | Walkner Condon Financial Advisors LLC | 0.17% | 39,232 | $1.5M |
| 17 | Francis Financial, Inc. | 0.17% | 26,593 | $1.0M |
| 18 | Eldridge Investment Advisors, Inc. | 0.14% | 19,032 | $730K |
| 19 | Vertex Planning Partners, LLC | 0.12% | 21,861 | $839K |
| 20 | Golden State Wealth Management, LLC | 0.08% | 22,837 | $876K |
| 21 | Integrated Wealth Concepts LLC | 0.07% | 373,298 | $14.3M |
| 22 | Koshinski Asset Management, Inc. | 0.04% | 21,905 | $840K |
| 23 | Atlas Wealth LLC | 0.04% | 7,902 | $303K |
| 24 | Northwest Financial Advisors | 0.03% | 5,830 | $224K |
| 25 | JGP Wealth Management, LLC | 0.03% | 8,605 | $330K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|