HoldingsChannel.com
There is a long list of 72 institutional holders of TPHD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TPHD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TPHD table below, the initial column indicates the name of each top institutional holder of TPHD, with a link to that fund's top holdings. The next columns indicate the amount of TPHD stock held by each of the institutional holders of TPHD, followed by the TPHD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Atria Investments LLC | 640,311 | $21,205 | 12/31/2023 |
| TPHD | 640,311 | $21,205 | 12/31/2023 |
| LPL Financial LLC | 314,839 | $10,426 | 12/31/2023 |
| TPHD | 314,839 | $10,426 | 12/31/2023 |
| Change Path LLC | 288,022 | $9,538 | 12/31/2023 |
| TPHD | 288,022 | $9,538 | 12/31/2023 |
| OneAscent Financial Services LLC | 238,042 | $8,610 | 03/31/2024 |
| TPHD | 238,042 | $8,610 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 227,892 | $8,243 | 03/31/2024 |
| TPHD | 227,892 | $8,243 | 03/31/2024 |
| Frontier Asset Management LLC | 244,006 | $8,081 | 12/31/2023 |
| TPHD | 244,006 | $8,081 | 12/31/2023 |
| Ameriprise Financial Inc. | 229,459 | $7,597 | 12/31/2023 |
| TPHD | 229,459 | $7,597 | 12/31/2023 |
| OneAscent Wealth Management LLC | 149,776 | $5,417 | 03/31/2024 |
| TPHD | 149,776 | $5,417 | 03/31/2024 |
| Strategic Equity Management | 121,569 | $4,397 | 03/31/2024 |
| TPHD | 121,569 | $4,397 | 03/31/2024 |
| O Connor Financial Group LLC | 113,517 | $4,106 | 03/31/2024 |
| TPHD | 113,517 | $4,106 | 03/31/2024 |
| CWM LLC | 93,843 | $3,394 | 03/31/2024 |
| TPHD | 93,843 | $3,394 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 85,848 | $3,105 | 03/31/2024 |
| TPHD | 85,848 | $3,105 | 03/31/2024 |
| J.W. Cole Advisors Inc. | 84,577 | $3,059 | 03/31/2024 |
| TPHD | 84,577 | $3,059 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 77,801 | $2,576 | 12/31/2023 |
| TPHD | 77,801 | $2,576 | 12/31/2023 |
| Strategic Blueprint LLC | 67,290 | $2,434 | 03/31/2024 |
| TPHD | 67,290 | $2,434 | 03/31/2024 |
| LVZ Advisors Inc. | 65,885 | $2,383 | 03/31/2024 |
| TPHD | 65,885 | $2,383 | 03/31/2024 |
| Cetera Advisor Networks LLC | 68,501 | $2,269 | 12/31/2023 |
| TPHD | 68,501 | $2,269 | 12/31/2023 |
| Kestra Advisory Services LLC | 66,993 | $2,219 | 12/31/2023 |
| TPHD | 66,993 | $2,219 | 12/31/2023 |
| Moneywise Inc. | 53,148 | $1,922 | 03/31/2024 |
| TPHD | 53,148 | $1,922 | 03/31/2024 |
| Financial Advocates Investment Management | 51,769 | $1,872 | 03/31/2024 |
| TPHD | 51,769 | $1,872 | 03/31/2024 |
| Advisor Group Holdings Inc. | 54,031 | $1,789 | 12/31/2023 |
| TPHD | 54,031 | $1,789 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 48,772 | $1,764 | 03/31/2024 |
| TPHD | 48,772 | $1,764 | 03/31/2024 |
| Envestnet Asset Management Inc. | 44,053 | $1,459 | 12/31/2023 |
| TPHD | 44,053 | $1,459 | 12/31/2023 |
| StoneX Group Inc. | 40,115 | $1,451 | 03/31/2024 |
| TPHD | 40,115 | $1,451 | 03/31/2024 |
| Win Advisors Inc. | 31,301 | $1,132 | 03/31/2024 |
| TPHD | 31,301 | $1,132 | 03/31/2024 |
| Envestnet Portfolio Solutions Inc. | 34,071 | $1,128 | 12/31/2023 |
| TPHD | 34,071 | $1,128 | 12/31/2023 |
| Susquehanna International Group LLP | 31,324 | $1,037 | 12/31/2023 |
| TPHD | 31,324 | $1,037 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 25,058 | $906 | 03/31/2024 |
| TPHD | 25,058 | $906 | 03/31/2024 |
| PFG Investments LLC | 25,058 | $906 | 03/31/2024 |
| TPHD | 25,058 | $906 | 03/31/2024 |
| Commonwealth Equity Services LLC | 23,723 | $858 | 03/31/2024 |
| TPHD | 23,723 | $858 | 03/31/2024 |
| Geneos Wealth Management Inc. | 20,676 | $748 | 03/31/2024 |
| TPHD | 20,676 | $748 | 03/31/2024 |
| Cetera Advisors LLC | 20,142 | $667 | 12/31/2023 |
| TPHD | 20,142 | $667 | 12/31/2023 |
| AE Wealth Management LLC | 17,402 | $573 | 12/31/2023 |
| TPHD | 17,402 | $573 | 12/31/2023 |
| Sigma Investment Counselors Inc. | 15,558 | $563 | 03/31/2024 |
| TPHD | 15,558 | $563 | 03/31/2024 |
| WorthPointe LLC | 16,156 | $535 | 12/31/2023 |
| TPHD | 16,156 | $535 | 12/31/2023 |
| Arete Wealth Advisors LLC | 15,703 | $520 | 12/31/2023 |
| TPHD | 15,703 | $520 | 12/31/2023 |
| Slagle Financial LLC | 14,900 | $493 | 12/31/2023 |
| TPHD | 14,900 | $493 | 12/31/2023 |
| Sigma Planning Corp | 13,269 | $480 | 03/31/2024 |
| TPHD | 13,269 | $480 | 03/31/2024 |
| Keel Point LLC | 12,755 | $461 | 03/31/2024 |
| TPHD | 12,755 | $461 | 03/31/2024 |
| Cetera Investment Advisers | 11,365 | $376 | 12/31/2023 |
| TPHD | 11,365 | $376 | 12/31/2023 |
| TrueWealth Advisors LLC | 10,030 | $363 | 03/31/2024 |
| TPHD | 10,030 | $363 | 03/31/2024 |
| Inspire Advisors LLC | 10,857 | $360 | 12/31/2023 |
| TPHD | 10,857 | $360 | 12/31/2023 |
| Citadel Advisors LLC | 10,091 | $334 | 12/31/2023 |
| TPHD | 10,091 | $334 | 12/31/2023 |
| HHM Wealth Advisors LLC | 9,612 | $318 | 12/31/2023 |
| TPHD | 9,612 | $318 | 12/31/2023 |
| Royal Bank of Canada | 9,436 | $312 | 12/31/2023 |
| TPHD | 9,436 | $312 | 12/31/2023 |
| AIFG Consultants Ltd. | 8,940 | $296 | 12/31/2023 |
| TPHD | 8,940 | $296 | 12/31/2023 |
| BCGM Wealth Management LLC | 8,800 | $291 | 12/31/2023 |
| TPHD | 8,800 | $291 | 12/31/2023 |
| Raymond James & Associates | 6,704 | $242 | 03/31/2024 |
| TPHD | 6,704 | $242 | 03/31/2024 |
| BluePath Capital Management LLC | 5,980 | $216 | 03/31/2024 |
| TPHD | 5,980 | $216 | 03/31/2024 |
| Brookstone Capital Management | 5,854 | $212 | 03/31/2024 |
| TPHD | 5,854 | $212 | 03/31/2024 |
See All: Funds Holding TPHD
See Details: Top 10 Hedge Funds Holding TPHD
Also See: TPHD Holdings Changes
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