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Funds Holding TPHD

On this page, we present all of the funds holding TPHD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TPHD, with a link to that fund's top holdings. The next columns indicate the amount of TPHD stock held by each of the funds holding TPHD, followed by the TPHD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 70 funds holding TPHD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Atria Investments LLC. For more details on the positions held by Atria Investments LLC (or by any of the other funds holding TPHD), click the fund name in the "Holder" column of the funds-holding-TPHD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Atria Investments LLC640,311$21,205 12/31/2023
     TPHD640,311$21,205 12/31/2023
LPL Financial LLC314,839$10,426 12/31/2023
     TPHD314,839$10,426 12/31/2023
Change Path LLC288,022$9,538 12/31/2023
     TPHD288,022$9,538 12/31/2023
OneAscent Financial Services LLC238,042$8,610 03/31/2024
     TPHD238,042$8,610 03/31/2024
Frontier Asset Management LLC244,006$8,081 12/31/2023
     TPHD244,006$8,081 12/31/2023
Ameriprise Financial Inc.229,459$7,597 12/31/2023
     TPHD229,459$7,597 12/31/2023
Creative Financial Designs Inc. ADV217,395$7,199 12/31/2023
     TPHD217,395$7,199 12/31/2023
OneAscent Wealth Management LLC149,776$5,417 03/31/2024
     TPHD149,776$5,417 03/31/2024
Strategic Equity Management121,569$4,397 03/31/2024
     TPHD121,569$4,397 03/31/2024
O Connor Financial Group LLC113,517$4,106 03/31/2024
     TPHD113,517$4,106 03/31/2024
CWM LLC93,843$3,394 03/31/2024
     TPHD93,843$3,394 03/31/2024
Cambridge Investment Research Advisors Inc.85,848$3,105 03/31/2024
     TPHD85,848$3,105 03/31/2024
J.W. Cole Advisors Inc.84,109$2,785 12/31/2023
     TPHD84,109$2,785 12/31/2023
EverSource Wealth Advisors LLC77,801$2,576 12/31/2023
     TPHD77,801$2,576 12/31/2023
Strategic Blueprint LLC67,290$2,434 03/31/2024
     TPHD67,290$2,434 03/31/2024
LVZ Advisors Inc.65,885$2,383 03/31/2024
     TPHD65,885$2,383 03/31/2024
Cetera Advisor Networks LLC68,501$2,269 12/31/2023
     TPHD68,501$2,269 12/31/2023
Kestra Advisory Services LLC66,993$2,219 12/31/2023
     TPHD66,993$2,219 12/31/2023
Moneywise Inc.53,148$1,922 03/31/2024
     TPHD53,148$1,922 03/31/2024
Advisor Group Holdings Inc.54,031$1,789 12/31/2023
     TPHD54,031$1,789 12/31/2023
Raymond James Financial Services Advisors Inc.48,772$1,764 03/31/2024
     TPHD48,772$1,764 03/31/2024
Financial Advocates Investment Management50,718$1,680 12/31/2023
     TPHD50,718$1,680 12/31/2023
Envestnet Asset Management Inc.44,053$1,459 12/31/2023
     TPHD44,053$1,459 12/31/2023
StoneX Group Inc.39,189$1,298 12/31/2023
     TPHD39,189$1,298 12/31/2023
Win Advisors Inc.31,301$1,132 03/31/2024
     TPHD31,301$1,132 03/31/2024
Envestnet Portfolio Solutions Inc.34,071$1,128 12/31/2023
     TPHD34,071$1,128 12/31/2023
Susquehanna International Group LLP31,324$1,037 12/31/2023
     TPHD31,324$1,037 12/31/2023
PFG Investments LLC25,058$906 03/31/2024
     TPHD25,058$906 03/31/2024
Commonwealth Equity Services LLC24,336$806 12/31/2023
     TPHD24,336$806 12/31/2023
Consolidated Portfolio Review Corp23,119$766 12/31/2023
     TPHD23,119$766 12/31/2023
Cetera Advisors LLC20,142$667 12/31/2023
     TPHD20,142$667 12/31/2023
Geneos Wealth Management Inc.18,187$602 12/31/2023
     TPHD18,187$602 12/31/2023
AE Wealth Management LLC17,402$573 12/31/2023
     TPHD17,402$573 12/31/2023
Sigma Investment Counselors Inc.15,558$563 03/31/2024
     TPHD15,558$563 03/31/2024
WorthPointe LLC16,156$535 12/31/2023
     TPHD16,156$535 12/31/2023
Arete Wealth Advisors LLC15,703$520 12/31/2023
     TPHD15,703$520 12/31/2023
Slagle Financial LLC14,900$493 12/31/2023
     TPHD14,900$493 12/31/2023
Keel Point LLC12,755$461 03/31/2024
     TPHD12,755$461 03/31/2024
Cetera Investment Advisers11,365$376 12/31/2023
     TPHD11,365$376 12/31/2023
TrueWealth Advisors LLC10,030$363 03/31/2024
     TPHD10,030$363 03/31/2024
Inspire Advisors LLC10,857$360 12/31/2023
     TPHD10,857$360 12/31/2023
Citadel Advisors LLC10,091$334 12/31/2023
     TPHD10,091$334 12/31/2023
HHM Wealth Advisors LLC9,612$318 12/31/2023
     TPHD9,612$318 12/31/2023
Royal Bank of Canada9,436$312 12/31/2023
     TPHD9,436$312 12/31/2023
AIFG Consultants Ltd.8,940$296 12/31/2023
     TPHD8,940$296 12/31/2023
BCGM Wealth Management LLC8,800$291 12/31/2023
     TPHD8,800$291 12/31/2023
Raymond James & Associates6,704$242 03/31/2024
     TPHD6,704$242 03/31/2024
BluePath Capital Management LLC5,980$216 03/31/2024
     TPHD5,980$216 03/31/2024
Brookstone Capital Management5,854$212 03/31/2024
     TPHD5,854$212 03/31/2024
Ambassador Advisors LLC6,489$211 12/31/2023
     TPHD6,489$211 12/31/2023
Whitaker Myers Wealth Managers LTD.5,701$206 03/31/2024
     TPHD5,701$206 03/31/2024
UBS Group AG5,207$172 12/31/2023
     TPHD5,207$172 12/31/2023
Bare Financial Services Inc4,472$148 12/31/2023
     TPHD4,472$148 12/31/2023
Oliver Lagore Vanvalin Investment Group4,081$135 12/31/2023
     TPHD4,081$135 12/31/2023
Nemes Rush Group LLC3,725$123 12/31/2023
     TPHD3,725$123 12/31/2023
GWM Advisors LLC2,000$66 12/31/2023
     TPHD2,000$66 12/31/2023
Bank of New Hampshire1,500$54 03/31/2024
     TPHD1,500$54 03/31/2024
Harbour Investments Inc.1,272$42 12/31/2023
     TPHD1,272$42 12/31/2023
Coppell Advisory Solutions LLC1,027$34 12/31/2023
     TPHD1,027$34 12/31/2023
First Horizon Advisors Inc.846$31 03/31/2024
     TPHD846$31 03/31/2024
Proequities Inc.847$28 12/31/2023
     TPHD847$28 12/31/2023
Principal Securities Inc.749$25 12/31/2023
     TPHD749$25 12/31/2023
Asset Dedication LLC618$23 03/31/2024
     TPHD618$23 03/31/2024
SILVER OAK SECURITIES Inc641$21 12/31/2023
     TPHD641$21 12/31/2023
The PNC Financial Services Group Inc.485$16 12/31/2023
     TPHD485$16 12/31/2023
Comerica Bank465$15 12/31/2023
     TPHD465$15 12/31/2023
NBC Securities Inc.325$11 03/31/2024
     TPHD325$11 03/31/2024
Ameritas Investment Partners Inc.155$5 12/31/2023
     TPHD155$5 12/31/2023
FMR LLC50$2 12/31/2023
     TPHD50$2 12/31/2023
Ronald Blue Trust Inc.66$2 12/31/2023
     TPHD66$2 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     TPHD0$0 12/31/2023

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

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