TCPC — Institutional owners (13F)

124 filers · $77.1M 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
Next Capital Management LLC $10,517,758 3,130,285 13.63% Shares
UBS Group AG $8,794,615 2,617,445 11.40% Shares
Invesco Ltd. $7,981,845 2,375,549 10.35% Shares
VAN ECK ASSOCIATES CORP $7,044,590 2,096,604 9.13% Shares
TWO SIGMA ADVISERS, LP $5,249,023 959,602 6.80% Shares
VICTORY CAPITAL MANAGEMENT INC $4,537,152 1,350,343 5.88% Shares
ARES MANAGEMENT LLC $3,544,031 1,054,771 4.59% Shares
TRANSCEND CAPITAL ADVISORS, LLC $3,020,938 899,089 3.92% Shares
MORGAN STANLEY $2,712,746 807,365 3.52% Shares
Callodine Capital Management, LP $2,359,506 702,234 3.06% Shares
Legal & General Group Plc $2,244,766 669,081 2.91% Shares
BARINGS LLC $1,988,475 591,808 2.58% Shares
BlackRock, Inc. $1,540,220 458,399 2.00% Shares
BANK OF AMERICA CORP /DE/ $1,339,916 398,785 1.74% Shares
TWO SIGMA INVESTMENTS, LP $1,116,854 332,397 1.45% Shares
GatePass Capital, LLC $951,115 283,070 1.23% Shares
Sumitomo Mitsui Trust Group, Inc. $939,137 279,505 1.22% Shares
Muzinich & Co., Inc. $939,136 279,505 1.22% Shares
Alpine Global Management, LLC $886,066 263,710 1.15% Shares
Virtus Investment Advisers, LLC $869,665 258,829 1.13% Shares
LOOMIS SAYLES & CO L P $823,200 245,000 1.07% Shares
ROYAL BANK OF CANADA $548,000 163,199 0.71% Shares
Sunbelt Securities, Inc. $368,109 101,969 0.48% Shares
ROMANO BROTHERS AND COMPANY $338,167 100,645 0.44% Shares
LPL Financial LLC $301,932 89,861 0.39% Shares
United Advisor Group, LLC $301,520 89,738 0.39% Shares
Ethos Financial Group, LLC $301,204 89,644 0.39% Shares
Squarepoint Ops LLC $299,020 88,994 0.39% Shares
Almitas Capital LLC $285,600 85,000 0.37% Shares
Cetera Investment Advisers $285,288 84,907 0.37% Shares
WELLS FARGO & COMPANY/MN $232,879 69,309 0.30% Shares
WOLVERINE TRADING, LLC $197,676 32,300 0.26% Put option
Closed-End Fund Advisors, Inc. $196,604 58,513 0.25% Shares
D.A. DAVIDSON & CO. $177,137 52,719 0.23% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $174,384 51,900 0.23% Shares
INDEPENDENT FINANCIAL GROUP, LLC $170,050 50,610 0.22% Shares
OSAIC HOLDINGS, INC. $168,763 50,222 0.22% Shares
Greenland Capital Management LP $168,000 50,000 0.22% Put option
RAYMOND JAMES FINANCIAL INC $160,706 47,829 0.21% Shares
Van Hulzen Asset Management, LLC $159,600 47,500 0.21% Shares
TWO SIGMA SECURITIES, LLC $145,243 43,227 0.19% Shares
MILLENNIUM MANAGEMENT LLC $145,152 43,200 0.19% Shares
Arkadios Wealth Advisors $137,330 40,872 0.18% Shares
CITADEL ADVISORS LLC $136,896 40,743 0.18% Shares
Curated Wealth Partners LLC $129,652 38,587 0.17% Shares
WOLVERINE TRADING, LLC $114,934 18,780 0.15% Shares
ENVESTNET ASSET MANAGEMENT INC $112,302 33,423 0.15% Shares
H D Vest Advisory Services $99,500 12,922 0.13% Shares
Compound Planning, Inc. $95,835 28,522 0.12% Shares
US BANCORP \DE\ $86,124 25,632 0.11% Shares
Mallini Complete Financial Planning LLC $85,248 25,371 0.11% Shares
Pathstone Holdings, LLC $84,692 25,206 0.11% Shares
SMH CAPITAL ADVISORS INC $83,049 24,717 0.11% Shares
Catalyst Capital Advisors LLC $83,049 24,717 0.11% Shares
M&T Bank Corp $81,050 24,122 0.11% Shares
Creative Planning $80,634 23,998 0.10% Shares
AMERIPRISE FINANCIAL INC $70,859 21,089 0.09% Shares
EIGHT 31 FINANCIAL, LLC $69,986 20,829 0.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $63,380 18,864 0.08% Shares
Jain Global LLC $53,424 15,900 0.07% Shares
Significant Wealth Partners LLC $48,441 14,417 0.06% Shares
OPPENHEIMER & CO INC $48,048 14,300 0.06% Shares
Prospera Financial Services Inc $47,718 14,200 0.06% Shares
Ignite Planners, LLC $47,496 14,136 0.06% Shares
HighTower Advisors, LLC $47,423 14,114 0.06% Shares
CITADEL ADVISORS LLC $46,032 13,700 0.06% Put option
IMC-Chicago, LLC $44,691 13,301 0.06% Shares
Cerity Partners LLC $43,680 13,000 0.06% Shares
Accel Wealth Management $43,320 12,000 0.06% Shares
STIFEL FINANCIAL CORP $42,269 12,580 0.05% Shares
WealthTrust Axiom LLC $42,000 12,500 0.05% Shares
Integras Partners LLC $42,000 12,500 0.05% Shares
Schonfeld Strategic Advisors LLC $41,664 12,400 0.05% Shares
Bogart Wealth, LLC $39,688 11,812 0.05% Shares
JOURNEY STRATEGIC WEALTH LLC $39,082 10,826 0.05% Shares
JANE STREET GROUP, LLC $36,288 10,800 0.05% Put option
BRIGHTON JONES LLC $33,600 10,000 0.04% Shares
Steward Partners Investment Advisory, LLC $32,219 9,589 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $29,733 8,849 0.04% Shares
VSM Wealth Advisory, LLC $24,697 7,350 0.03% Shares
CIBC Private Wealth Group LLC $19,592 3,160 0.03% Shares
Spire Wealth Management $17,355 5,165 0.02% Shares
COMERICA BANK $9,283 1,697 0.01% Shares
Triumph Capital Management $8,457 2,517 0.01% Shares
Wilmington Savings Fund Society, FSB $6,720 2,000 0.01% Shares
PNC Financial Services Group, Inc. $6,720 2,000 0.01% Shares
Burk Holdings LLC $6,196 1,844 0.01% Shares
JONES FINANCIAL COMPANIES LLLP $5,881 1,815 0.01% Shares
FIFTH THIRD BANCORP $5,702 1,697 0.01% Shares
Caitong International Asset Management Co., Ltd $5,406 1,609 0.01% Shares
NewEdge Advisors, LLC $4,482 1,334 0.01% Shares
Arax Advisory Partners $4,049 1,205 0.01% Shares
HARBOUR INVESTMENTS, INC. $3,856 1,148 0.00% Shares
Axiom Investment Management LLC $2,587 770 0.00% Shares
EverSource Wealth Advisors, LLC $2,520 750 0.00% Shares
Institute for Wealth Management, LLC. $2,242 667 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,093 623 0.00% Shares
Cassaday & Co Wealth Management LLC $2,016 600 0.00% Shares
ESL Trust Services, LLC $2,016 600 0.00% Shares
Quarry LP $1,808 538 0.00% Shares
Johnson Financial Group, Inc. $1,402 417 0.00% Shares
HORIZON FINANCIAL SERVICES, LLC $1,401 417 0.00% Shares
LSV ASSET MANAGEMENT $1,378 410,100 0.00% Shares
Community Financial Services Group, LLC $1,007 292 0.00% Shares
TD Waterhouse Canada Inc. $743 215 0.00% Shares
BOKF, NA $699 208 0.00% Shares
IFP Advisors, Inc $672 200 0.00% Shares
BI Asset Management Fondsmaeglerselskab A/S $410 121,960 0.00% Shares
CANADA LIFE ASSURANCE Co $334 99,975 0.00% Shares
JPMORGAN CHASE & CO $312 93 0.00% Shares
Janney Montgomery Scott LLC $250 74,399 0.00% Shares
Elequin Capital, LP $245 73 0.00% Shares
Atlantic Union Bankshares Corp $196 58 0.00% Shares
CITIGROUP INC $141 42 0.00% Shares
Key Financial Inc $87 26 0.00% Shares
HRT FINANCIAL LP $49 14,705 0.00% Shares
Cambridge Investment Research Advisors, Inc. $39 11,576 0.00% Shares
ASSETMARK, INC $24 7 0.00% Shares
State of Alaska, Department of Revenue $13 4,070 0.00% Shares
Russell Investments Group, Ltd. $10 3 0.00% Shares
DANSKE BANK A/S $10 3 0.00% Shares
IFG Advisory, LLC $5 1 0.00% Shares
SIGNATUREFD, LLC $2 1 0.00% Shares
Larson Financial Group LLC $1 0 0.00% Shares