TBLD — Institutional owners (13F)

58 filers · $216.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
UBS Group AG $40,964,348 1,856,110 18.93% Shares
DKM Wealth Management, Inc. $21,138,048 957,773 9.77% Shares
STIFEL FINANCIAL CORP $18,473,568 837,046 8.54% Shares
MORGAN STANLEY $17,035,741 771,895 7.87% Shares
Atlas Wealth LLC $15,689,409 710,893 7.25% Shares
RAYMOND JAMES FINANCIAL INC $15,572,556 705,598 7.20% Shares
Advisors Asset Management, Inc. $13,575,641 675,405 6.27% Shares
Kera Capital Partners, Inc. $10,619,978 481,195 4.91% Shares
ROYAL BANK OF CANADA $10,208,000 462,544 4.72% Shares
WELLS FARGO & COMPANY/MN $9,433,461 427,434 4.36% Shares
LPL Financial LLC $7,187,374 325,663 3.32% Shares
Rockefeller Capital Management L.P. $3,555,298 161,091 1.64% Shares
Sanctuary Advisors, LLC $3,078,132 139,471 1.42% Shares
Private Advisor Group, LLC $2,670,958 121,022 1.23% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,635,460 120,616 1.22% Shares
Thomas J. Herzfeld Advisors, Inc. $1,776,172 80,479 0.82% Shares
Alessandra Capital Management, LLC $1,743,664 79,006 0.81% Shares
EVOLVE PRIVATE WEALTH, LLC $1,720,533 77,958 0.80% Shares
Invesco Ltd. $1,713,338 77,632 0.79% Shares
Concurrent Investment Advisors, LLC $1,578,879 71,540 0.73% Shares
D.A. DAVIDSON & CO. $1,528,098 69,238 0.71% Shares
Kestra Advisory Services, LLC $1,487,646 67,406 0.69% Shares
OSAIC HOLDINGS, INC. $1,241,076 56,219 0.57% Shares
FINANCIAL MANAGEMENT NETWORK INC $1,066,715 48,377 0.49% Shares
PMG Family Office LLC $1,061,457 48,095 0.49% Shares
Dakota Wealth Management $1,036,863 46,981 0.48% Shares
Lokken Investment Group LLC $925,063 46,509 0.43% Shares
Advisory Advocates, LLC $760,753 34,470 0.35% Shares
Closed-End Fund Advisors, Inc. $757,818 34,337 0.35% Shares
Steward Partners Investment Advisory, LLC $549,962 24,919 0.25% Shares
OPPENHEIMER & CO INC $512,355 23,215 0.24% Shares
COMERICA BANK $486,420 24,200 0.22% Shares
FIFTH THIRD BANCORP $470,091 21,300 0.22% Shares
DAVENPORT & Co LLC $433,335 19,635 0.20% Shares
NewEdge Advisors, LLC $364,442 16,513 0.17% Shares
BROWN ADVISORY INC $302,800 13,720 0.14% Shares
HICKS CAPITAL MANAGEMENT LLC $283,732 12,856 0.13% Shares
KW WEALTH MANAGEMENT LLC $282,566 14,058 0.13% Shares
Allegheny Financial Group $276,908 12,546 0.13% Shares
&PARTNERS $276,316 12,520 0.13% Shares
LaSalle St. Investment Advisors, LLC $269,364 12,205 0.12% Shares
BROWN BROTHERS HARRIMAN & CO $265,348 12,023 0.12% Shares
Beacon Pointe Advisors, LLC $253,805 11,500 0.12% Shares
Cetera Investment Advisers $243,752 11,045 0.11% Shares
Prosperity Consulting Group, LLC $220,700 10,000 0.10% Shares
TRUIST FINANCIAL CORP $209,694 9,501 0.10% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148,928 6,748 0.07% Shares
US BANCORP \DE\ $110,262 4,996 0.05% Shares
WEBSTER BANK, N. A. $66,210 3,000 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59,103 2,678 0.03% Shares
SOA Wealth Advisors, LLC. $38,162 1,729 0.02% Shares
Clark Wealth Partners $14,567 660 0.01% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13,242 600 0.01% Shares
WHITTIER TRUST CO $11,070 500 0.01% Shares
Janney Montgomery Scott LLC $1,537 69,629 0.00% Shares
WEDBUSH SECURITIES INC $939 42,539 0.00% Shares
Cambridge Investment Research Advisors, Inc. $846 38,344 0.00% Shares
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $584 26,550 0.00% Shares