CUSIP: 89677Y100 | NYSE | Financial Services · Asset Management | Micro Cap | 380 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13DMichael Gontar with Madera Ventures LLC, Robert Toan, TriplePoint Capital LLC, +2 more | 3,020,782 | 7.4% | New 5%+ stake | Dec 11, 2025 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 131,689 | $640.0K | 0.0% | Index | Low | New York, NY | 2026-11-05 | |
| 72,853 | $354.1K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 50,347 | $244.7K | 0.1% | GARP | High | Arlington Heights, IL | 2026-10-30 | |
| 44,024 | $199.4K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 41,045 | $199.5K | 0.0% | Core | Low | Houston, TX | 2026-11-02 | |
| 33,804 | $164.3K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 33,596 | $163.3K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 30,000 | $145.8K | 0.0% | Growth | Low | Lexington, KY | 2026-11-05 | |
| 27,608 | $134.2K | 0.0% | ETF | Low | Vienna, VA | 2026-11-04 | |
| 22,365 | $108.7K | 0.0% | Growth | Medium | Provo, UT | 2026-10-20 | |
| 19,494 | $94.7K | 0.4% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 19,494 | $94.7K | 0.0% | ETF | Very Low | San Juan, PR | 2026-11-02 | |
| 18,739 | $91.1K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 | |
| 14,633 | $71.1K | 0.0% | ETF | Low | Wayne, PA | 2026-10-20 | |
| 13,610 | $66.1K | 0.0% | ETF | Very Low | Tucson, AZ | 2026-10-09 | |
| 13,193 | $64.1K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 11,554 | $58.8K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 10,782 | $52.4K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 10,293 | $50.0K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 5,000 | $24.3K | 0.0% | Core | Very High | New York, NY | 2026-11-05 | |
| 1,973 | $9.6K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 1,400 | $6.8K | 0.0% | Value | Medium | Annapolis, MD | 2026-10-29 | |
| 1,188 | $5.8K | 0.0% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 929 | $4.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 847 | $4.1K | 0.0% | ETF | Low | Murray, UT | 2026-10-28 | |
| 400 | $1.9K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 367 | $1.8K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 300 | $1.5K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 9 | $45 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |