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Funds Holding TCAF

On this page, we present all of the funds holding TCAF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TCAF, with a link to that fund's top holdings. The next columns indicate the amount of TCAF stock held by each of the funds holding TCAF, followed by the TCAF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 136 funds holding TCAF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding TCAF), click the fund name in the "Holder" column of the funds-holding-TCAF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James Financial Services Advisors Inc.1,725,991$52,177 03/31/2024
     TCAF1,725,991$52,177 03/31/2024
LPL Financial LLC1,274,106$35,204 12/31/2023
     TCAF1,274,106$35,204 12/31/2023
Advisor Group Holdings Inc.1,250,381$34,548 12/31/2023
     TCAF1,250,381$34,548 12/31/2023
Bank of New York Mellon Corp1,041,706$31,491 03/31/2024
     TCAF1,041,706$31,491 03/31/2024
Commonwealth Equity Services LLC1,002,956$27,712 12/31/2023
     TCAF1,002,956$27,712 12/31/2023
Janney Montgomery Scott LLC953,958$26,358 12/31/2023
     TCAF953,958$26,358 12/31/2023
TTP Investments Inc.865,952$23,926 12/31/2023
     TCAF865,952$23,926 12/31/2023
Beaumont Financial Advisors LLC743,383$20,540 12/31/2023
     TCAF743,383$20,540 12/31/2023
Modern Wealth Management LLC622,758$17,207 12/31/2023
     TCAF622,758$17,207 12/31/2023
Financial Consulate Inc.526,692$15,922 03/31/2024
     TCAF526,692$15,922 03/31/2024
Cora Capital Advisors LLC524,059$15,842 03/31/2024
     TCAF524,059$15,842 03/31/2024
McCarthy Asset Management Inc.560,583$15,489 12/31/2023
     TCAF560,583$15,489 12/31/2023
PYA Waltman Capital LLC523,581$14,467 12/31/2023
     TCAF523,581$14,467 12/31/2023
Mesirow Financial Investment Management Inc.453,266$13,702 03/31/2024
     TCAF453,266$13,702 03/31/2024
Cambridge Investment Research Advisors Inc.440,074$13,303 03/31/2024
     TCAF440,074$13,303 03/31/2024
Cornerstone Advisory LLC414,280$11,447 12/31/2023
     TCAF414,280$11,447 12/31/2023
Arcus Capital Partners LLC313,097$9,465 03/31/2024
     TCAF313,097$9,465 03/31/2024
Wealth Enhancement Advisory Services LLC262,683$7,941 03/31/2024
     TCAF262,683$7,941 03/31/2024
Envestnet Asset Management Inc.276,845$7,649 12/31/2023
     TCAF276,845$7,649 12/31/2023
Accordant Advisory Group Inc249,004$7,527 03/31/2024
     TCAF249,004$7,527 03/31/2024
Principle Wealth Partners LLC219,050$6,622 03/31/2024
     TCAF219,050$6,622 03/31/2024
4J Wealth Management LLC204,651$6,187 03/31/2024
     TCAF204,651$6,187 03/31/2024
Redhawk Wealth Advisors Inc.214,885$5,937 12/31/2023
     TCAF214,885$5,937 12/31/2023
Global Retirement Partners LLC187,817$5,678 03/31/2024
     TCAF187,817$5,678 03/31/2024
Parsons Capital Management Inc. RI187,783$5,677 03/31/2024
     TCAF187,783$5,677 03/31/2024
Grant GrossMendelsohn LLC185,863$5,600 03/31/2024
     TCAF185,863$5,600 03/31/2024
Raymond James & Associates183,569$5,549 03/31/2024
     TCAF183,569$5,549 03/31/2024
MML Investors Services LLC174,308$4,816 12/31/2023
     TCAF174,308$4,816 12/31/2023
Sharkey Howes & Javer159,094$4,809 03/31/2024
     TCAF159,094$4,809 03/31/2024
MTM Investment Management LLC142,916$4,320 03/31/2024
     TCAF142,916$4,320 03/31/2024
Woodard & Co. Asset Management Group Inc. ADV145,877$4,031 12/31/2023
     TCAF145,877$4,031 12/31/2023
Financial Security Advisor Inc.114,051$3,448 03/31/2024
     TCAF114,051$3,448 03/31/2024
Capital Investment Advisory Services LLC105,479$3,189 03/31/2024
     TCAF105,479$3,189 03/31/2024
Compass Ion Advisors LLC97,538$2,949 03/31/2024
     TCAF97,538$2,949 03/31/2024
HighTower Advisors LLC98,322$2,722 12/31/2023
     TCAF98,322$2,722 12/31/2023
Keystone Financial Group89,346$2,469 12/31/2023
     TCAF89,346$2,469 12/31/2023
Miracle Mile Advisors LLC75,805$2,292 03/31/2024
     TCAF75,805$2,292 03/31/2024
Captrust Financial Advisors79,555$2,198 12/31/2023
     TCAF79,555$2,198 12/31/2023
UBS Group AG78,402$2,166 12/31/2023
     TCAF78,402$2,166 12/31/2023
Sprinkle Financial Consultants LLC71,605$2,165 03/31/2024
     TCAF71,605$2,165 03/31/2024
Stratos Wealth Advisors LLC70,092$2,119 03/31/2024
     TCAF70,092$2,119 03/31/2024
CMG Global Holdings LLC71,673$2,084 12/31/2023
     TCAF71,673$2,084 12/31/2023
Liberty Wealth Management LLC72,839$2,013 12/31/2023
     TCAF72,839$2,013 12/31/2023
HFG Advisors Inc.65,352$1,976 03/31/2024
     TCAF65,352$1,976 03/31/2024
Garden State Investment Advisory Services LLC69,068$1,909 12/31/2023
     TCAF69,068$1,909 12/31/2023
Stifel Financial Corp68,465$1,892 12/31/2023
     TCAF68,465$1,892 12/31/2023
Carson Advisory Inc.67,464$1,864 12/31/2023
     TCAF67,464$1,864 12/31/2023
Focus Financial Network Inc.63,185$1,838 03/31/2024
     TCAF63,185$1,838 03/31/2024
CI Private Wealth LLC65,232$1,802 12/31/2023
     TCAF65,232$1,802 12/31/2023
Zimmermann Investment Management & Planning LLC59,515$1,799 03/31/2024
     TCAF59,515$1,799 03/31/2024
Chemistry Wealth Management LLC58,480$1,768 03/31/2024
     TCAF58,480$1,768 03/31/2024
Renaissance Technologies LLC63,850$1,764 12/31/2023
     TCAF63,850$1,764 12/31/2023
Lincoln National Corp62,045$1,714 12/31/2023
     TCAF62,045$1,714 12/31/2023
Private Advisor Group LLC61,712$1,705 12/31/2023
     TCAF61,712$1,705 12/31/2023
Cetera Investment Advisers61,532$1,700 12/31/2023
     TCAF61,532$1,700 12/31/2023
Carolinas Wealth Consulting LLC61,334$1,695 12/31/2023
     TCAF61,334$1,695 12/31/2023
GWM Advisors LLC58,887$1,643 12/31/2023
     TCAF58,887$1,643 12/31/2023
National Wealth Management Group LLC59,163$1,635 12/31/2023
     TCAF59,163$1,635 12/31/2023
Equitable Holdings Inc.56,865$1,571 12/31/2023
     TCAF56,865$1,571 12/31/2023
ADE LLC51,533$1,558 03/31/2024
     TCAF51,533$1,558 03/31/2024
Southland Equity Partners LLC49,167$1,486 03/31/2024
     TCAF49,167$1,486 03/31/2024
Pensionmark Financial Group LLC51,934$1,435 12/31/2023
     TCAF51,934$1,435 12/31/2023
Focus Financial Network Inc. ADV51,838$1,432 12/31/2023
     TCAF51,838$1,432 12/31/2023
Lincoln Capital Corp47,293$1,430 03/31/2024
     TCAF47,293$1,430 03/31/2024
Paragon Advisors LLC50,247$1,388 12/31/2023
     TCAF50,247$1,388 12/31/2023
Cary Street Partners Investment Advisory LLC48,376$1,337 12/31/2023
     TCAF48,376$1,337 12/31/2023
Strategic Financial Concepts LLC41,084$1,242 03/31/2024
     TCAF41,084$1,242 03/31/2024
Walkner Condon Financial Advisors LLC38,015$1,149 03/31/2024
     TCAF38,015$1,149 03/31/2024
Weaver Consulting Group36,438$1,102 03/31/2024
     TCAF36,438$1,102 03/31/2024
Sar Wealth Management Group LLC36,071$1,090 03/31/2024
     TCAF36,071$1,090 03/31/2024
Nvwm LLC38,940$1,076 12/31/2023
     TCAF38,940$1,076 12/31/2023
High Net Worth Advisory Group LLC33,868$1,024 03/31/2024
     TCAF33,868$1,024 03/31/2024
Resources Investment Advisors LLC.36,969$1,021 12/31/2023
     TCAF36,969$1,021 12/31/2023
CJM Wealth Advisers Ltd.32,471$982 03/31/2024
     TCAF32,471$982 03/31/2024
NCM Capital Management LLC33,917$937 12/31/2023
     TCAF33,917$937 12/31/2023
Rockefeller Capital Management L.P.33,729$932 12/31/2023
     TCAF33,729$932 12/31/2023
Strategic Blueprint LLC28,691$867 03/31/2024
     TCAF28,691$867 03/31/2024
WealthPLAN Partners LLC30,147$833 12/31/2023
     TCAF30,147$833 12/31/2023
Thoroughbred Financial Services LLC28,948$799 12/31/2023
     TCAF28,948$799 12/31/2023
Jane Street Group LLC26,551$734 12/31/2023
     TCAF26,551$734 12/31/2023
CRA Financial Services LLC23,950$724 03/31/2024
     TCAF23,950$724 03/31/2024
Tanglewood Wealth Management Inc.25,401$702 12/31/2023
     TCAF25,401$702 12/31/2023
Tsfg LLC22,806$689 03/31/2024
     TCAF22,806$689 03/31/2024
FMA Wealth Management LLC21,846$660 03/31/2024
     TCAF21,846$660 03/31/2024
Warner Financial Inc.21,764$658 03/31/2024
     TCAF21,764$658 03/31/2024
Rain Capital Management LLC23,193$641 12/31/2023
     TCAF23,193$641 12/31/2023
Advisory Services Network LLC22,935$634 12/31/2023
     TCAF22,935$634 12/31/2023
Essex Financial Services Inc.19,808$599 03/31/2024
     TCAF19,808$599 03/31/2024
Ausdal Financial Partners Inc.19,648$594 03/31/2024
     TCAF19,648$594 03/31/2024
ICA Group Wealth Management LLC21,298$588 12/31/2023
     TCAF21,298$588 12/31/2023
Onyx Bridge Wealth Group LLC18,845$521 12/31/2023
     TCAF18,845$521 12/31/2023
Northwest Financial Advisors18,540$512 12/31/2023
     TCAF18,540$512 12/31/2023
Pinnacle Wealth Management LLC18,251$504 12/31/2023
     TCAF18,251$504 12/31/2023
Trademark Financial Management LLC17,741$490 12/31/2023
     TCAF17,741$490 12/31/2023
Harbor Investment Advisory LLC14,630$442 03/31/2024
     TCAF14,630$442 03/31/2024
Atria Wealth Solutions Inc.14,862$411 12/31/2023
     TCAF14,862$411 12/31/2023
Envestnet Portfolio Solutions Inc.14,862$411 12/31/2023
     TCAF14,862$411 12/31/2023
Stratos Wealth Partners LTD.12,835$388 03/31/2024
     TCAF12,835$388 03/31/2024
Northern Trust Corp13,562$375 12/31/2023
     TCAF13,562$375 12/31/2023
Godshalk Welsh Capital Management Inc.13,450$372 12/31/2023
     TCAF13,450$372 12/31/2023
Cornerstone Wealth Management LLC11,443$346 03/31/2024
     TCAF11,443$346 03/31/2024
Macroview Investment Management LLC12,150$336 12/31/2023
     TCAF12,150$336 12/31/2023
Northwest Capital Management Inc10,601$320 03/31/2024
     TCAF10,601$320 03/31/2024
Confluence Wealth Services Inc.10,305$312 03/31/2024
     TCAF10,305$312 03/31/2024
Royal Bank of Canada10,917$302 12/31/2023
     TCAF10,917$302 12/31/2023
Seamount Financial Group Inc.9,498$287 03/31/2024
     TCAF9,498$287 03/31/2024
Belpointe Asset Management LLC10,194$282 12/31/2023
     TCAF10,194$282 12/31/2023
Capital Analysts LLC10,136$280 12/31/2023
     TCAF10,136$280 12/31/2023
Kestra Advisory Services LLC9,978$276 12/31/2023
     TCAF9,978$276 12/31/2023
CWM LLC8,464$256 03/31/2024
     TCAF8,464$256 03/31/2024
AdvisorNet Financial Inc8,383$253 03/31/2024
     TCAF8,383$253 03/31/2024
Atlas Wealth Partners LLC8,840$248 12/31/2023
     TCAF8,840$248 12/31/2023
Midwest Financial Group LLC8,154$247 03/31/2024
     TCAF8,154$247 03/31/2024
Truist Financial Corp8,730$241 12/31/2023
     TCAF8,730$241 12/31/2023
Private Client Services LLC8,437$233 12/31/2023
     TCAF8,437$233 12/31/2023
Integrated Wealth Concepts LLC8,418$233 12/31/2023
     TCAF8,418$233 12/31/2023
Priebe Wealth Holdings LLC7,300$221 03/31/2024
     TCAF7,300$221 03/31/2024
Lowe Wealth Advisors LLC7,243$219 03/31/2024
     TCAF7,243$219 03/31/2024
Roman Butler Fullerton & Co.7,400$215 03/31/2024
     TCAF7,400$215 03/31/2024
DAVENPORT & Co LLC7,724$213 12/31/2023
     TCAF7,724$213 12/31/2023
Private Trust Co. NA4,754$144 03/31/2024
     TCAF4,754$144 03/31/2024
GPS Wealth Strategies Group LLC3,765$104 12/31/2023
     TCAF3,765$104 12/31/2023
Financial Connections Group Inc.3,000$82 12/31/2023
     TCAF3,000$82 12/31/2023
Westside Investment Management Inc.2,475$75 03/31/2024
     TCAF2,475$75 03/31/2024
Creative Financial Designs Inc. ADV2,005$55 12/31/2023
     TCAF2,005$55 12/31/2023
Glass Jacobson Investment Advisors llc1,559$47 03/31/2024
     TCAF1,559$47 03/31/2024
Qube Research & Technologies Ltd1,700$47 12/31/2023
     TCAF1,700$47 12/31/2023
IFP Advisors Inc1,000$28 12/31/2023
     TCAF1,000$28 12/31/2023
WASHINGTON TRUST Co490$15 03/31/2024
     TCAF490$15 03/31/2024
YHB Investment Advisors Inc.195$6 03/31/2024
     TCAF195$6 03/31/2024
McIlrath & Eck LLC206$6 12/31/2023
     TCAF206$6 12/31/2023
Harbour Investments Inc.180$5 12/31/2023
     TCAF180$5 12/31/2023
Wells Fargo & Company MN100$3 12/31/2023
     TCAF100$3 12/31/2023
IAG Wealth Partners LLC52$2 03/31/2024
     TCAF52$2 03/31/2024
Truvestments Capital LLC38$1 12/31/2023
     TCAF38$1 12/31/2023
FMR LLC1$0 12/31/2023
     TCAF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TCAF0$0 12/31/2023

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

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