$TLH is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.43%, with an average of 0.31% of portfolio. Largest holder: Endeavor Private Wealth, Inc. at 1.43%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
604
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 604 · Source: 13F-HR01
Marquette Asset Management, LLC
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02
Banyan Capital Management, Inc.
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03
Taconic Capital Advisors LP
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04
AIFG Consultants Ltd.
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05
State Farm Mutual Automobile Insurance Co.
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06
Yorktown Management & Research Co Inc
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07
Perkins Capital Management Inc.
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08
FengHe Fund Management Pte. Ltd.
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09
Parisi Gray Wealth Management
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10
Mairs & Power Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Endeavor Private Wealth, Inc.
1.43% held
α +13.5pts
02
Echo45 Advisors LLC
1.27% held
α +17.2pts
03
NerdWallet Wealth Partners, LLC
0.39% NEW
α +11.3pts
04
Principal Securities, Inc.
0.10% held
α +21.3pts
05
RFG Advisory, LLC
0.08% held
α +16.2pts
06
D L Carlson Investment Group Inc.
0.04% held
α +17.7pts
07
Beverly Hills Private Wealth, LLC
0.03% held
α +10.4pts
08
Svb Wealth LLC
0.03% held
α +29.6pts
09
Citigroup Inc.
0.00% held
α +26.3pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $TLH in the recent window.
Congress trades · last 90 days
8 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $TLH lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $TLH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:38 UTC.