TBIL Institutional Ownership
Who owns TBIL and what the big funds did with it last quarter, from every SEC 13F filing. 321 funds reported holding TBIL at Jun 30, 2026.
- ●156 buying vs 155 selling
- ▲Shares held by funds +1.4%
- ●Funds holding -3
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 321 | 324 | −0.9% |
| In funds' top 10 | 14 | 20 | −30.0% |
| 13F shares | 66.6M | 65.6M | +1.4% |
| Held by funds | – | – | – |
| New positions | 34 | 41 | −17.1% |
| Increased | 122 | 117 | +4.3% |
| Reduced | 120 | 124 | −3.2% |
| Sold out | 35 | 26 | +34.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in TBIL
All superinvestors →
Who owns TBIL
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds45.2%
- Banks and brokers54.3%
- Pensions, insurers and other0.4%
The top 10 holders own 60.2% of all TBIL shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
269 funds changed their position- Wealth Enhancement Advisory Services, LLCAdded+1.2M sh
- Commonwealth Equity Services, LLCAdded+741K sh
- Alpine Bank Wealth ManagementAdded+580K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−367K sh
- LPL Financial LLCAdded+323K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 12.8M | $640M | +1.8M |
| 2 | LPL Financial LLC | – | 11.2M | $558M | +351K |
| 3 | Stifel Financial Corp | – | 3.6M | $177M | +1.2M |
| 4 | Raymond James Financial Inc | – | 3.5M | $177M | −36K |
| 5 | Wells Fargo & Company/mn | – | 3.4M | $167M | +233K |
| 6 | Obermeyer Wealth Partners | – | 1.5M | $74.7M | +100K |
| 7 | Private Advisor Group, LLC | – | 1.1M | $54.1M | +46K |
| 8 | Benjamin Edwards Inc | – | 1.1M | $53.1M | +33K |
| 9 | Envestnet Asset Management Inc | – | 995K | $49.6M | +233K |
| 10 | Cambridge Investment Research Advisors, Inc. | – | 988K | $49.2M | +600K |
- Morgan Stanley+1.8M sh+$88.4M
- Stifel Financial Corp+1.2M sh+$58.2M
- Cambridge Investment Research Advisors, Inc.+600K sh+$29.9M
- LPL Financial LLC+351K sh+$17.5M
- Neuberger Berman Group LLC+285K sh+$14.2M
- Susquehanna International Group, LLP+253K sh+$12.6M
- VanWeelden Wealth Management, LLC+247K sh+$12.3M
- Wells Fargo & Company/mn+233K sh+$11.6M
- Independent Advisor Alliance−1.1M sh−$57M
- HighTower Advisors, LLC−893K sh−$44.5M
- Mirae Asset Global Investments Co., Ltd.−697K sh−$34.8M
- Stratos Wealth Partners, LTD.−513K sh−$25.6M
- Wealthquest Corp−272K sh−$13.6M
- Baird Financial Group, Inc.−259K sh−$12.9M
- Total Investment Management Inc−252K sh−$12.6M
- Scotia Capital Inc.−156K sh−$7.8M
TBIL institutional ownership FAQ
Who owns the most TBIL stock?
In Q2 2026 13F filings the largest holder of TBIL was Morgan Stanley, followed by LPL Financial LLC and Stifel Financial Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of TBIL is owned by institutions?
321 funds reported holding 66.6M TBIL shares at Jun 30, 2026.
Are hedge funds buying TBIL?
In Q2 2026, 156 funds bought TBIL (34 of them new positions) and 155 sold (35 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for TBIL is bullish.
What is TBIL's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this TBIL ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.