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Who owns TANWhat TAN owns — n/a

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Institutional ownership of TAN from SEC Form 13F filings across 181 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

181

13F holders

$599.5M

value, 2026 filers

41.3%

of shares outstanding (10.5M sh)

34

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TAN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JPMORGAN CHASE & CO5.0M$285.9M0.0%19.5%+25.5%
2MORGAN STANLEY688,518$40.7M0.0%2.7%+55.7%
3UBS Group AG636,079$37.6M0.0%2.5%+257.7%
4JANE STREET GROUP, LLC583,523$34.5M0.0%2.3%+638.4%
5D. E. Shaw & Co., Inc.NEW371,304$22.0M0.0%1.5%new
6LPL Financial LLC320,823$19.0M0.0%1.3%+4.2%
7BANK OF AMERICA CORP /DE/305,140$18.0M0.0%1.2%-6.2%
8AE Wealth Management LLC247,534$14.6M0.1%1%+18.4%
9Decker Retirement Planning Inc.212,823$12.6M4.3%0.8%+21.7%
10Cambridge Investment Research Advisors, Inc.202,706$11,9900.0%0.8%+99.8%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP135,332$8.0M0.0%0.5%-16.7%
12ROYAL BANK OF CANADA125,060$7.4M0.0%0.5%+25.9%
13WELLS FARGO & COMPANY/MN118,317$7.0M0.0%0.5%+17.5%
14COMMONWEALTH EQUITY SERVICES, LLC113,075$6.7M0.0%0.4%+171.0%
15RAYMOND JAMES FINANCIAL INC92,980$5.5M0.0%0.4%+14.4%
16OSAIC HOLDINGS, INC.92,840$5.5M0.0%0.4%+3.9%
17GOLDMAN SACHS GROUP INC85,947$5.1M0.0%0.3%+281.6%
18Qube Research & Technologies LtdNEW69,033$4.1M0.0%0.3%new
19Hilltop Holdings Inc.66,036$3.9M0.3%0.3%+43.8%
20PNC Financial Services Group, Inc.56,935$3.4M0.0%0.2%+0.9%
21Cetera Investment Advisers54,169$3.2M0.0%0.2%+26.1%
22Advisory Services Network, LLC51,685$3.1M0.0%0.2%+4.2%
23NATIONAL BANK OF CANADA /FI/50,464$3.0M0.0%0.2%-14.3%
24CITIGROUP INC49,113$2.9M0.0%0.2%-9.8%
25Squarepoint Ops LLC38,873$2.3M0.0%0.2%+463.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.