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Who owns TLHWhat TLH owns — n/a

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Institutional ownership of TLH from SEC Form 13F filings across 334 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.

334

13F holders

$8.39B

value, 2026 filers

74.6%

of shares outstanding (87.0M sh)

37

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 TLH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC19.7M$1.97B0.5%16.8%-14.3%
2BANK OF AMERICA CORP /DE/7.1M$708.1M0.0%6%-12.7%
3LPL Financial LLC6.7M$673.5M0.2%5.8%-18.2%
4BlackRock, Inc.4.7M$472.7M0.0%4%+2.3%
5MORGAN STANLEY3.5M$355.3M0.0%3%-6.1%
6JPMORGAN CHASE & CO3.5M$353.6M0.0%3%-14.7%
7TRUIST FINANCIAL CORP3.0M$301.3M0.4%2.6%+176.7%
8AMERIPRISE FINANCIAL INC2.5M$246.0M0.0%2.1%+2.5%
9ASSETMARK, INC2.4M$245.5M0.4%2.1%+7.8%
10Envestnet Portfolio Solutions, Inc.2.3M$229.6M1.1%2%-23.9%
11STIFEL FINANCIAL CORP1.7M$175.3M0.1%1.5%+19.0%
12Cetera Investment Advisers1.7M$166.8M0.2%1.4%-21.1%
13WELLS FARGO & COMPANY/MN1.7M$166.7M0.0%1.4%-3.7%
14MATHER GROUP, LLC.1.5M$154.3M1.3%1.3%+375884.6%
15PARK AVENUE SECURITIES LLC1.4M$137,1870.9%1.2%-20.4%
16Janney Montgomery Scott LLC1.2M$122,4320.2%1%-18.2%
17MML INVESTORS SERVICES, LLC1.2M$119.7M0.2%1%-12.6%
18Bank of New York Mellon Corp1.1M$111.4M0.0%1%-14.4%
19NewEdge Advisors, LLCNEW931,209$93.4M0.3%0.8%new
20HAMILTON CAPITAL PARTNERS, LLC857,106$86.0M25.0%0.7%+151.6%
21BENJAMIN EDWARDS INC836,231$83.9M0.8%0.7%+65.2%
22RAYMOND JAMES FINANCIAL INC809,038$81.2M0.0%0.7%-10.4%
23Quotient Wealth Partners, LLC713,106$71.6M1.7%0.6%+6.8%
24FIRST CITIZENS BANK & TRUST CO672,411$67.5M1.0%0.6%-28.6%
25ROYAL BANK OF CANADA661,234$66.4M0.0%0.6%-13.8%

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.