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Funds Holding TRFK

On this page, we present all of the funds holding TRFK from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TRFK, with a link to that fund's top holdings. The next columns indicate the amount of TRFK stock held by each of the funds holding TRFK, followed by the TRFK position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 6 funds holding TRFK within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by J.W. Cole Advisors Inc.. For more details on the positions held by J.W. Cole Advisors Inc. (or by any of the other funds holding TRFK), click the fund name in the "Holder" column of the funds-holding-TRFK table below.

HolderAmountPosition Size
($ in 1000's)
 As of
J.W. Cole Advisors Inc.29,307$1,267 03/31/2024
     TRFK29,307$1,267 03/31/2024
Concurrent Investment Advisors LLC17,557$759 03/31/2024
     TRFK17,557$759 03/31/2024
Commonwealth Equity Services LLC15,279$661 03/31/2024
     TRFK15,279$661 03/31/2024
Change Path LLC17,701$650 12/31/2023
     TRFK17,701$650 12/31/2023
Cambridge Investment Research Advisors Inc.9,798$424 03/31/2024
     TRFK9,798$424 03/31/2024
Advisor Group Holdings Inc.1,440$53 12/31/2023
     TRFK1,440$53 12/31/2023
Proequities Inc.0$0 03/31/2024
     TRFK0$0 03/31/2024

See Summary: Institutional Holders of TRFK
See Details: Top 10 Hedge Funds Holding TRFK

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