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Institutional Holders of TLH

There is a long list of 410 institutional holders of TLH 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 TLH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TLH table below, the initial column indicates the name of each top institutional holder of TLH, with a link to that fund's top holdings. The next columns indicate the amount of TLH stock held by each of the institutional holders of TLH, followed by the TLH position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,417,674$1,127,817 12/31/2023
     TLH10,417,674$1,127,817 12/31/2023
Forum Financial Management LP6,961,445$753,646 12/31/2023
     TLH6,961,445$753,646 12/31/2023
Envestnet Asset Management Inc.4,707,962$509,684 12/31/2023
     TLH4,707,962$509,684 12/31/2023
Wells Fargo & Company MN3,673,520$397,695 12/31/2023
     TLH3,673,520$397,695 12/31/2023
Ameriprise Financial Inc.3,511,884$378,970 12/31/2023
     TLH3,511,884$378,970 12/31/2023
Richard Bernstein Advisors LLC3,397,695$367,835 12/31/2023
     TLH3,397,695$367,835 12/31/2023
Truist Financial Corp3,304,371$357,731 12/31/2023
     TLH3,304,371$357,731 12/31/2023
Annex Advisory Services LLC1,761,192$184,978 03/31/2024
     TLH1,761,192$184,978 03/31/2024
Morgan Stanley1,698,035$183,829 12/31/2023
     TLH1,698,035$183,829 12/31/2023
LPL Financial LLC1,140,005$123,417 12/31/2023
     TLH1,140,005$123,417 12/31/2023
Itau Unibanco Holding S.A.1,064,557$115,249 12/31/2023
     TLH1,064,557$115,249 12/31/2023
JPMorgan Chase & Co.1,035,027$112,052 12/31/2023
     TLH1,035,027$112,052 12/31/2023
Johns Hopkins University1,025,380$111,008 12/31/2023
     TLH1,025,380$111,008 12/31/2023
Stifel Financial Corp998,555$108,104 12/31/2023
     TLH998,555$108,104 12/31/2023
UBS Group AG994,572$107,672 12/31/2023
     TLH994,572$107,672 12/31/2023
Pathstone Holdings LLC800,549$86,525 12/31/2023
     TLH800,549$86,525 12/31/2023
Envestnet Portfolio Solutions Inc.751,883$81,399 12/31/2023
     TLH751,883$81,399 12/31/2023
Coldstream Capital Management Inc.732,886$79,342 12/31/2023
     TLH732,886$79,342 12/31/2023
Financial Advisory Service Inc.655,832$68,882 03/31/2024
     TLH655,832$68,882 03/31/2024
Royal Bank of Canada579,468$62,732 12/31/2023
     TLH579,468$62,732 12/31/2023
Destination Wealth Management567,862$61,477 12/31/2023
     TLH567,862$61,477 12/31/2023
Sequoia Financial Advisors LLC557,868$60,395 12/31/2023
     TLH557,868$60,395 12/31/2023
First Citizens Bank & Trust Co.536,219$56,319 03/31/2024
     TLH536,219$56,319 03/31/2024
RiverFront Investment Group LLC513,550$55,597 12/31/2023
     TLH513,550$55,597 12/31/2023
BlackRock Inc.498,737$53,993 12/31/2023
     TLH498,737$53,993 12/31/2023
Smith Anglin Financial LLC448,209$47,075 03/31/2024
     TLH448,209$47,075 03/31/2024
Advisor Group Holdings Inc.385,208$41,716 12/31/2023
     TLH385,208$41,716 12/31/2023
Raymond James & Associates364,236$38,256 03/31/2024
     TLH364,236$38,256 03/31/2024
Commonwealth Equity Services LLC358,690$37,673 03/31/2024
     TLH358,690$37,673 03/31/2024
Janney Montgomery Scott LLC322,482$34,911 12/31/2023
     TLH322,482$34,911 12/31/2023
Prime Capital Investment Advisors LLC312,559$33,838 12/31/2023
     TLH312,559$33,838 12/31/2023
CWM LLC303,422$31,868 03/31/2024
     TLH303,422$31,868 03/31/2024
Marks Wealth LLC294,006$31,829 12/31/2023
     TLH294,006$31,829 12/31/2023
Captrust Financial Advisors278,429$30,143 12/31/2023
     TLH278,429$30,143 12/31/2023
MML Investors Services LLC248,860$26,942 12/31/2023
     TLH248,860$26,942 12/31/2023
Raymond James Financial Services Advisors Inc.244,304$25,659 03/31/2024
     TLH244,304$25,659 03/31/2024
Northwestern Mutual Wealth Management Co.233,362$25,264 12/31/2023
     TLH233,362$25,264 12/31/2023
Arrow Financial Corp232,590$25,180 12/31/2023
     TLH232,590$25,180 12/31/2023
Traverso Chambers Private Wealth Management LLC211,855$22,935 12/31/2023
     TLH211,855$22,935 12/31/2023
Bank of Montreal Can194,519$21,193 12/31/2023
     TLH194,519$21,193 12/31/2023
TD Waterhouse Canada Inc.194,145$21,018 12/31/2023
     TLH194,145$21,018 12/31/2023
Cambridge Investment Research Advisors Inc.190,242$19,981 03/31/2024
     TLH190,242$19,981 03/31/2024
Thrivent Financial for Lutherans170,066$18,411 12/31/2023
     TLH170,066$18,411 12/31/2023
Park Avenue Securities LLC174,817$18,361 03/31/2024
     TLH174,817$18,361 03/31/2024
Wealth Enhancement Advisory Services LLC168,741$17,723 03/31/2024
     TLH168,741$17,723 03/31/2024
Johnson Bixby & Associates LLC163,449$17,167 03/31/2024
     TLH163,449$17,167 03/31/2024
Members Advisory Group LLC160,184$16,825 03/31/2024
     TLH160,184$16,825 03/31/2024
Cetera Investment Advisers153,700$16,640 12/31/2023
     TLH153,700$16,640 12/31/2023
Regatta Capital Group LLC153,932$16,167 03/31/2024
     TLH153,932$16,167 03/31/2024
Connectus Wealth LLC146,837$15,939 12/31/2023
     TLH146,837$15,939 12/31/2023

See All: Funds Holding TLH
See Details: Top 10 Hedge Funds Holding TLH
Also See: TLH Holdings Changes

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