THRIVENT SMALL-MID CAP ESG (TSME) Institutional Ownership Changes & 13F Activity
THRIVENT SMALL-MID CAP ESG (TSME). 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 Envestnet Asset Management Inc, Royal Bank Of Canada, Stifel Financial Corp, Clarity Asset Management, Inc., and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | Buy | +712,272 | +42296.4% | 713,956 | $37.39M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +24,804 | +7.7% | 345,438 | $18.09M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,742 | +144.5% | 18,178 | $951.95K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -4,491 | -45.3% | 5,426 | $284.16K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,182 | +62.0% | 8,315 | $435.46K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +533 | — | 533 | $27.93K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -184 | -1.8% | 10,294 | $539.10K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +98 | +96.1% | 200 | $10.25K | Q2 2026 | Aug 14, 2026 |
| Safeguard Investment Advisory Group, Llc | Buy | +3,880 | — | 3,880 | $203.20K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +131,319 | +135.6% | 228,195 | $11.95M | Q2 2026 | Aug 12, 2026 |
| Bnb Wealth Management, Llc | Buy | +1,096 | +18.6% | 6,986 | $365.86K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +209 | — | 209 | $10.95K | Q2 2026 | Aug 12, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +6,388 | — | 6,388 | $334.54K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +41,892 | +31.8% | 173,678 | $9.10M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +4,140 | — | 4,140 | $216.79K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +4,278 | — | 4,278 | $224.02K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Buy | +2,100 | +110.2% | 4,005 | $209.74K | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, Llc | Buy | +912 | — | 912 | $47.76K | Q2 2026 | Aug 06, 2026 |
| Td Capital Management Llc | Sell | -385 | -56.0% | 303 | $15.87K | Q2 2026 | Aug 06, 2026 |
| Aspire Capital Advisors Llc | Sell | -8,085 | -2.9% | 275,341 | $14.42M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +5,846 | +55.2% | 16,430 | $861.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -1,755,658 | -21.1% | 6,577,110 | $344.44M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +18,940 | +13.2% | 162,595 | $8.52K | Q2 2026 | Jul 30, 2026 |
| Bailard, Inc. | Sell | -1,389 | -3.7% | 36,279 | $1.90M | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, Llc | Buy | +122 | — | 122 | $6.40K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +5,761 | +3.5% | 172,512 | $9.03M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Sell | -363 | -2.2% | 16,318 | $854.58K | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | Buy | +16 | +5.7% | 298 | $15.61K | Q2 2026 | Jul 21, 2026 |
| Clarity Asset Management, Inc. | Sell | -63,267 | -89.5% | 7,420 | $388.58K | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | Sell | -32,236 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about TSME activity
Which institutional owners are buying TSME?
Institutional owners buying TSME 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 TSME activity?
"Buy" means an investor increased their reported position in TSME compared to the prior reporting period. This reflects growing exposure to THRIVENT SMALL-MID CAP ESG (TSME) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TSME increasing?
Institutional interest in TSME 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.