THLV Institutional Ownership & Shareholders
THOR EQUAL WL VL ETF-USD INC (THLV) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Compound Planning, Inc. is currently the largest disclosed institutional shareholder of THLV tracked by InsiderSet, reporting ownership valued at approximately $19.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.24M, representing an estimated loss of -5.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed THLV value among the investors covered in this analysis. Major shareholders include Compound Planning, Inc., Capital Advisor Network Llc, Gts Securities Llc, and several other long-term asset managers with concentrated positions in THOR EQUAL WL VL ETF-USD INC (THLV).
This page ranks the largest institutional THLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$29.16M
Largest Holder
Compound Planning, Inc.
Largest Position
$19.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | 0.50% | 576,834 | $19,232,090 | $18,237,472 | -$994,618 | -5.17% | |
| Capital Advisor Network Llc | 2.72% | 65,150 | $2,172,153 | $2,059,815 | -$112,338 | -5.17% | |
| Gts Securities Llc | 0.03% | 44,602 | $1,487,075 | $1,410,159 | -$76,916 | -5.17% | |
| Goldman Sachs Group Inc | 0.00% | 34,671 | $1,155,959 | $1,096,176 | -$59,783 | -5.17% | |
| J Hagan Capital, Inc. | 0.42% | 27,072 | $902,602 | $855,922 | -$46,680 | -5.17% | |
| Rps Advisory Solutions Llc | 0.55% | 25,060 | $835,520 | $792,309 | -$43,211 | -5.17% | |
| Prostatis Group Llc | 0.17% | 21,724 | $724,296 | $686,837 | -$37,459 | -5.17% | |
| Trilogy Capital Inc. | 0.02% | 20,440 | $637,375 | $646,241 | +$8,866 | +1.39% | |
| Susquehanna International Group, Llp | 0.00% | 14,918 | $497,378 | $471,655 | -$25,723 | -5.17% | |
| Triad Wealth Partners, Llc | 0.02% | 12,778 | $398,460 | $403,996 | +$5,536 | +1.39% | |
| Baird Financial Group, Inc. | 0.00% | 11,509 | $383,719 | $363,874 | -$19,845 | -5.17% | |
| Harvest Investment Services, Llc | 0.06% | 11,060 | $368,749 | $349,678 | -$19,071 | -5.17% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,033 | $201,145 | $190,742 | -$10,403 | -5.17% | |
| Jpmorgan Chase & Co | 0.00% | 4,763 | $158,441 | $150,589 | -$7,852 | -4.96% | |
| Golden State Wealth Management, Llc | 0.00% | 204 | $6,802 | $6,450 | -$352 | -5.18% | |
| Farther Finance Advisors, Llc | 0.00% | 56 | $1,746 | $1,771 | +$25 | +1.40% | |
| Ubs Group Ag | 0.00% | 2 | $67 | $63 | -$4 | -5.62% |
Frequently asked questions about THLV
Who are the largest institutional holders of THLV?
The largest institutional holders of THLV reported in the latest SEC Form 13F filings include Compound Planning, Inc., Capital Advisor Network Llc, Gts Securities Llc, Goldman Sachs Group Inc, and J Hagan Capital, Inc.. InsiderSet ranks institutional holders by their latest reported THLV position.
What is THLV institutional ownership?
This page tracks THLV positions reported by institutional investment managers through SEC Form 13F. THOR EQUAL WL VL ETF-USD INC (THLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own THLV?
InsiderSet currently tracks 17 institutional managers reporting THLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of THLV shareholders.
How much THLV stock do institutions own?
Institutional investment managers disclosed approximately $29.16M in THLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was THLV institutional ownership last updated?
The latest THLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional THLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its THLV position after the reporting date.
Are institutions buying or selling THLV?
Institutional buying and selling can be analyzed by comparing THLV positions across consecutive 13F reporting periods. InsiderSet's THLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View THLV ownership changes.
How has THLV institutional ownership changed over time?
InsiderSet tracks THLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.