BRINSMERE FUND CONSERVATIVE (TBFC) Institutional Ownership Changes & 13F Activity

BRINSMERE FUND CONSERVATIVE (TBFC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Estate Counselors, Llc and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Morgan StanleySell-10,139-33.9%19,787$583.48KQ2 2026Aug 13, 2026
Estate Counselors, LlcBuy+39,879+0.3%12,176,875$359.07MQ2 2026Aug 07, 2026
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Frequently asked questions about TBFC activity

  • Which institutional owners are buying TBFC?

    Institutional owners buying TBFC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TBFC activity?

    "Buy" means an investor increased their reported position in TBFC compared to the prior reporting period. This reflects growing exposure to BRINSMERE FUND CONSERVATIVE (TBFC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TBFC increasing?

    Institutional interest in TBFC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.