TOWLE VALUE ETF (TCV) Institutional Ownership Changes & 13F Activity
TOWLE VALUE ETF (TCV). 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 Sanders Morris Harris Llc, Commonwealth Equity Services, Llc, Towle & Co, Raymond James Financial Inc, and Cwa Asset Management Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Sell | -17,662 | -34.1% | 34,115 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Sell | -5,314 | -15.9% | 28,127 | $901.45K | Q2 2026 | Aug 14, 2026 |
| Towle & Co | Buy | +31,528 | +54.7% | 89,163 | $2.86M | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Securities (Usa) Inc. | Sell | -6,966 | -29.8% | 16,397 | $525.51K | Q2 2026 | Aug 05, 2026 |
| Well Done, Llc | Sell | -624 | -0.2% | 284,291 | $9.11M | Q2 2026 | Jul 24, 2026 |
| Ifg Advisors, Llc | Buy | +6,312 | — | 6,312 | $202.29K | Q2 2026 | Jul 22, 2026 |
| Archford Capital Strategies, Llc | Sell | -2,024 | -12.8% | 13,819 | $442.89K | Q2 2026 | Jul 17, 2026 |
| Cwa Asset Management Group, Llc | Buy | +14,150 | — | 14,150 | $453.49K | Q2 2026 | Jul 14, 2026 |
| Plancorp, Llc | Sell | -2,270 | -14.4% | 13,495 | $443.04K | Q2 2026 | Jul 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | Buy | +6,556 | — | 6,556 | $210.11K | Q2 2026 | Jul 09, 2026 |
| Commonwealth Equity Services, Llc | Sell | -33,943 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Sanders Morris Harris Llc | Sell | -81,776 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 09, 2026 |
Frequently asked questions about TCV activity
Which institutional owners are buying TCV?
Institutional owners buying TCV 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 TCV activity?
"Buy" means an investor increased their reported position in TCV compared to the prior reporting period. This reflects growing exposure to TOWLE VALUE ETF (TCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TCV increasing?
Institutional interest in TCV 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.