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Funds Holding TPIF

On this page, we present all of the funds holding TPIF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TPIF, with a link to that fund's top holdings. The next columns indicate the amount of TPIF stock held by each of the funds holding TPIF, followed by the TPIF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 39 funds holding TPIF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by O Connor Financial Group LLC. For more details on the positions held by O Connor Financial Group LLC (or by any of the other funds holding TPIF), click the fund name in the "Holder" column of the funds-holding-TPIF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
O Connor Financial Group LLC367,643$10,016 03/31/2024
     TPIF367,643$10,016 03/31/2024
Change Path LLC326,702$8,640 12/31/2023
     TPIF326,702$8,640 12/31/2023
Ambassador Advisors LLC190,572$4,927 12/31/2023
     TPIF190,572$4,927 12/31/2023
CWM LLC150,055$4,088 03/31/2024
     TPIF150,055$4,088 03/31/2024
LVZ Advisors Inc.103,854$2,830 03/31/2024
     TPIF103,854$2,830 03/31/2024
Citadel Advisors LLC70,712$1,870 12/31/2023
     TPIF70,712$1,870 12/31/2023
Sound Stewardship LLC43,183$1,142 12/31/2023
     TPIF43,183$1,142 12/31/2023
LPL Financial LLC37,846$1,001 12/31/2023
     TPIF37,846$1,001 12/31/2023
Jane Street Group LLC36,151$956 12/31/2023
     TPIF36,151$956 12/31/2023
OLD Mission Capital LLC30,706$812 12/31/2023
     TPIF30,706$812 12/31/2023
Strategic Blueprint LLC25,618$678 12/31/2023
     TPIF25,618$678 12/31/2023
WorthPointe LLC24,891$658 12/31/2023
     TPIF24,891$658 12/31/2023
Frontier Asset Management LLC24,080$637 12/31/2023
     TPIF24,080$637 12/31/2023
EverSource Wealth Advisors LLC22,002$582 12/31/2023
     TPIF22,002$582 12/31/2023
GTS Securities LLC21,523$569 12/31/2023
     TPIF21,523$569 12/31/2023
Avantax Advisory Services Inc.18,708$495 12/31/2023
     TPIF18,708$495 12/31/2023
Susquehanna International Group LLP18,215$482 12/31/2023
     TPIF18,215$482 12/31/2023
Cetera Advisor Networks LLC17,354$459 12/31/2023
     TPIF17,354$459 12/31/2023
Commonwealth Equity Services LLC16,985$449 12/31/2023
     TPIF16,985$449 12/31/2023
Polen Capital Management LLC15,875$420 12/31/2023
     TPIF15,875$420 12/31/2023
J.W. Cole Advisors Inc.15,331$405 12/31/2023
     TPIF15,331$405 12/31/2023
JPMorgan Chase & Co.14,939$395 12/31/2023
     TPIF14,939$395 12/31/2023
Cambridge Investment Research Advisors Inc.14,537$384 12/31/2023
     TPIF14,537$384 12/31/2023
Cetera Advisors LLC14,371$380 12/31/2023
     TPIF14,371$380 12/31/2023
Arete Wealth Advisors LLC12,405$328 12/31/2023
     TPIF12,405$328 12/31/2023
Strategic Financial Concepts LLC10,865$287 12/31/2023
     TPIF10,865$287 12/31/2023
OneAscent Wealth Management LLC9,934$271 03/31/2024
     TPIF9,934$271 03/31/2024
Creative Financial Designs Inc. ADV8,883$235 12/31/2023
     TPIF8,883$235 12/31/2023
Advisor OS LLC8,441$223 12/31/2023
     TPIF8,441$223 12/31/2023
Advisor Group Holdings Inc.7,290$193 12/31/2023
     TPIF7,290$193 12/31/2023
HHM Wealth Advisors LLC5,020$133 12/31/2023
     TPIF5,020$133 12/31/2023
Proequities Inc.1,759$47 12/31/2023
     TPIF1,759$47 12/31/2023
UBS Group AG995$26 12/31/2023
     TPIF995$26 12/31/2023
Geneos Wealth Management Inc.721$19 12/31/2023
     TPIF721$19 12/31/2023
ICA Group Wealth Management LLC367$10 12/31/2023
     TPIF367$10 12/31/2023
Coppell Advisory Solutions LLC312$8 12/31/2023
     TPIF312$8 12/31/2023
Advisory Services Network LLC190$5 12/31/2023
     TPIF190$5 12/31/2023
Ameritas Investment Partners Inc.162$4 12/31/2023
     TPIF162$4 12/31/2023
Smartleaf Asset Management LLC108$3 12/31/2023
     TPIF108$3 12/31/2023
Morgan Stanley1$0 12/31/2023
     TPIF1$0 12/31/2023

See Summary: Institutional Holders of TPIF
See Details: Top 10 Hedge Funds Holding TPIF
Also See: TPIF Holdings Changes

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