| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 14K | $32K | 0.0% | 0.576% | 0.00% |
| 5 | CITADEL ADVISORS LLC | 12K | $27K | +12.8% | 0.486% | 0.00% |
| 6 | OSAIC HOLDINGS, INC. | 2K | $4K | -2.7% | 0.071% | 0.00% |
| 7 | Tower Research Capital LLC (TRC) | 2K | $4K | +2.4% | 0.066% | 0.00% |
| 8 | Arax Advisory Partners | 1K | $3K | — | 0.050% | 0.00% |
| 9 | UBS Group AG | 992 | $2K | -56.4% | 0.041% | 0.00% |
| 10 | MORGAN STANLEY | 836 | $2K | +28.0% | 0.034% | 0.00% |
| 11 | Vanguard Global Advisers, LLC | 501 | $1K | 0.0% | 0.021% | 0.00% |
| 12 | ROYAL BANK OF CANADA | 375 | $1K | +102.7% | 0.015% | 0.00% |
| 13 | WELLS FARGO & COMPANY/MN | 388 | $877 | +104.2% | 0.016% | 0.00% |
| 14 | Blue Trust, Inc. | 135 | $305 | 0.0% | 0.006% | 0.00% |
| 15 | Steward Partners Investment Advisory, LLC | 112 | $253 | +21.7% | 0.005% | 0.00% |
| 16 | Federation des caisses Desjardins du Quebec | 70 | $158 | 0.0% | 0.003% | 0.00% |
| 17 | BOKF, NA | 66 | $149 | — | 0.003% | 0.00% |
| 18 | Axiom Investment Management LLC | 46 | $104 | — | 0.002% | 0.00% |
| 19 | Key FInancial Inc | 24 | $54 | 0.0% | 0.001% | 0.00% |
| 20 | SIGNATUREFD, LLC | 23 | $52 | 0.0% | 0.001% | 0.00% |
| 21 | NFSG Corp | 21 | $47 | 0.0% | 0.001% | 0.00% |
| 22 | LANARK FINANCIAL, INC. | 20 | $45 | 0.0% | 0.001% | 0.00% |
| 23 | AdvisorNet Financial, Inc | 19 | $43 | 0.0% | 0.001% | 0.00% |
| 24 | BARCLAYS PLC | 15 | $34 | — | 0.001% | 0.00% |
| 25 | WEST PACES ADVISORS INC. | 10 | $23 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TCRT — a direct measure of their conviction.
| 3.52% |
| 0.07 pp |
| $0M |
| 25% |
| Q4 2024 | 32 | +10% | 3.59% | 5.98 pp | $0M | 78% |
| Q3 2024 | 29 | — | 9.57% | — | $1M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
TCRT institutional ownership fell by 1.46 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 97.9% of all reported 13F value in TCRT, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.