TPHD — Institutional owners (13F)

97 filers · $160.0M total · As of Sept. 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
WESTWOOD HOLDINGS GROUP INC $36,297,380 858,500 22.68% Shares
LPL Financial LLC $26,105,491 617,443 16.31% Shares
Christian Investment Advisors, Inc. $17,415,625 411,912 10.88% Shares
BENJAMIN EDWARDS INC $5,859,827 138,597 3.66% Shares
Coppell Advisory Solutions LLC $5,014,261 1,941 3.13% Shares
CWM, LLC $4,404,667 106,496 2.75% Shares
Turning Point Benefit Group, Inc. $4,192,086 99,122 2.62% Shares
AMERIPRISE FINANCIAL INC $4,082,664 96,563 2.55% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $3,259,841 77,101 2.04% Shares
OneAscent Financial Services LLC $3,223,737 76,247 2.01% Shares
RAYMOND JAMES FINANCIAL INC $3,211,689 75,962 2.01% Shares
Cetera Investment Advisers $2,725,969 64,474 1.70% Shares
J.W. COLE ADVISORS, INC. $2,328,370 55,070 1.45% Shares
ENVESTNET ASSET MANAGEMENT INC $2,293,616 54,248 1.43% Shares
Focus Partners Advisor Solutions, LLC $2,057,482 48,663 1.29% Shares
First Heartland Consultants, Inc. $1,978,190 46,788 1.24% Shares
Inspire Advisors, LLC $1,750,245 41,397 1.09% Shares
FAMILY WEALTH PARTNERS, LLC $1,728,637 41,795 1.08% Shares
Frontier Asset Management, LLC $1,709,631 40,436 1.07% Shares
Bare Financial Services, Inc $1,671,534 39,535 1.04% Shares
Geneos Wealth Management Inc. $1,576,790 37,294 0.99% Shares
Sound Financial Strategies Group, LLC $1,509,269 35,697 0.94% Shares
WorthPointe, LLC $1,501,300 35,509 0.94% Shares
EverSource Wealth Advisors, LLC $1,481,618 35,043 0.93% Shares
JONES FINANCIAL COMPANIES LLLP $1,255,593 29,492 0.78% Shares
Farther Finance Advisors, LLC $1,163,163 27,511 0.73% Shares
Foundations Investment Advisors, LLC $1,088,145 25,737 0.68% Shares
IFP Advisors, Inc $1,018,652 24,093 0.64% Shares
RFG Advisory, LLC $833,170 19,706 0.52% Shares
UBS Group AG $822,557 19,455 0.51% Shares
Allen Capital Group, LLC $784,886 18,564 0.49% Shares
O'Connor Financial Group LLC $753,091 17,812 0.47% Shares
Kestra Advisory Services, LLC $748,872 17,712 0.47% Shares
OSAIC HOLDINGS, INC. $673,946 15,940 0.42% Shares
COMMONWEALTH EQUITY SERVICES, LLC $656,799 15,535 0.41% Shares
WIN ADVISORS, INC $618,264 14,623 0.39% Shares
SUMMIT WEALTH GROUP LLC / CO $609,213 14,409 0.38% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596,408 14,106 0.37% Shares
Merit Financial Group, LLC $586,660 13,876 0.37% Shares
PNC Financial Services Group, Inc. $524,460 12,404 0.33% Shares
Sigma Planning Corp $505,353 11,953 0.32% Shares
Atria Investments, Inc $481,485 11,388 0.30% Shares
Atria Wealth Solutions, Inc. $433,733 11,254 0.27% Shares
LaSalle St. Investment Advisors, LLC $393,647 9,310 0.25% Shares
LifeWealth Investments, LLC $382,211 9,040 0.24% Shares
Envestnet Portfolio Solutions, Inc. $371,979 8,798 0.23% Shares
GOLDMAN SACHS GROUP INC $369,231 8,733 0.23% Shares
Orion Portfolio Solutions, LLC $354,537 9,424 0.22% Shares
GTS SECURITIES LLC $341,030 8,066 0.21% Shares
Strategic Blueprint, LLC $309,073 7,310 0.19% Shares
Koshinski Asset Management, Inc. $306,530 7,250 0.19% Shares
IHT Wealth Management, LLC $304,689 7,206 0.19% Shares
KAVAR CAPITAL PARTNERS GROUP, LLC $292,831 6,926 0.18% Shares
OneAscent Wealth Management LLC $283,427 6,704 0.18% Shares
Kovack Advisors, Inc. $281,192 6,646 0.18% Shares
Independent Advisor Alliance $271,184 6,414 0.17% Shares
Black Diamond Financial, LLC $270,127 6,389 0.17% Shares
INDEPENDENT FINANCIAL GROUP, LLC $263,700 6,237 0.16% Shares
H D Vest Advisory Services $263,512 6,971 0.16% Shares
VERUS CAPITAL PARTNERS, LLC $260,445 6,160 0.16% Shares
Regal Investment Advisors LLC $251,101 5,939 0.16% Shares
Bank of New York Mellon Corp $232,581 5,501 0.15% Shares
Aptus Capital Advisors, LLC $228,523 5,405 0.14% Shares
MERCER GLOBAL ADVISORS INC /ADV $222,043 5,252 0.14% Shares
Kingsview Wealth Management, LLC $216,896 5,130 0.14% Shares
Ameritas Advisory Services, LLC $212,447 5,025 0.13% Shares
BIP Wealth, LLC $207,945 4,918 0.13% Shares
Faithward Advisors, LLC $201,319 4,762 0.13% Shares
ROYAL BANK OF CANADA $193,000 4,571 0.12% Shares
Nemes Rush Group LLC $157,493 3,725 0.10% Shares
N.E.W. Advisory Services LLC $138,676 3,280 0.09% Shares
Rockefeller Capital Management L.P. $118,807 2,810 0.07% Shares
MORGAN STANLEY $103,650 2,451 0.06% Shares
Arax Advisory Partners $92,256 2,182 0.06% Shares
FMR LLC $65,306 1,545 0.04% Shares
NewEdge Advisors, LLC $63,420 1,500 0.04% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $62,369 1,658 0.04% Shares
HARBOUR INVESTMENTS, INC. $59,488 1,407 0.04% Shares
Bank of New Hampshire $54,964 1,300 0.03% Shares
CoreCap Advisors, LLC $42,238 999 0.03% Shares
SHP Wealth Management $38,982 922 0.02% Shares
FTB Advisors, Inc. $32,848 869 0.02% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $27,482 650 0.02% Shares
FIFTH THIRD BANCORP $25,199 596 0.02% Shares
IFG Advisory, LLC $24,565 581 0.02% Shares
Smartleaf Asset Management LLC $20,574 485 0.01% Shares
JPMORGAN CHASE & CO $20,404 481 0.01% Shares
COMERICA BANK $20,267 526 0.01% Shares
Buck Wealth Strategies, LLC $16,341 387 0.01% Shares
ASSETMARK, INC $6,807 161 0.00% Shares
Cambridge Investment Research Advisors, Inc. $6,026 142,532 0.00% Shares
Blue Trust, Inc. $5,789 137 0.00% Shares
Ameritas Investment Partners, Inc. $2,543 60 0.00% Shares
Janney Montgomery Scott LLC $363 8,581 0.00% Shares
CX Institutional $221 5,458 0.00% Shares
WELLS FARGO & COMPANY/MN $22 1 0.00% Shares
First PREMIER Bank $11 250 0.00% Shares