THRIVENT SMALL-MID CAP ESG (TSME) Institutional Shareholders
THRIVENT SMALL-MID CAP ESG (TSME) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $454.51M in TSME holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of TSME tracked by InsiderSet, reporting ownership valued at approximately $344.44M 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 $302.42M, representing an estimated loss of -12.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TSME value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Royal Bank Of Canada, Thrivent Financial For Lutherans, and several other long-term asset managers with concentrated positions in THRIVENT SMALL-MID CAP ESG (TSME).
This page ranks the largest institutional TSME 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
34
Total Reported Value
$454.51M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$344.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.08% | 6,577,110 | $344,443,251 | $302,415,518 | -$42,027,733 | -12.20% | |
| Royal Bank Of Canada | 0.01% | 713,956 | $37,390,000 | $32,827,697 | -$4,562,303 | -12.20% | |
| Thrivent Financial For Lutherans | 0.03% | 345,438 | $18,086,000 | $15,883,239 | -$2,202,761 | -12.18% | |
| Aspire Capital Advisors Llc | 2.81% | 275,341 | $14,419,602 | $12,660,179 | -$1,759,423 | -12.20% | |
| Stifel Financial Corp | 0.01% | 228,195 | $11,950,592 | $10,492,406 | -$1,458,186 | -12.20% | |
| Lpl Financial Llc | 0.00% | 173,678 | $9,095,516 | $7,985,714 | -$1,109,802 | -12.20% | |
| Commonwealth Equity Services, Llc | 0.01% | 172,512 | $9,034,470 | $7,932,102 | -$1,102,368 | -12.20% | |
| Bailard, Inc. | 0.04% | 36,279 | $1,899,931 | $1,668,108 | -$231,823 | -12.20% | |
| Sunbelt Securities, Inc. | 0.08% | 32,236 | $1,340,373 | $1,482,211 | +$141,838 | +10.58% | |
| Osaic Holdings, Inc. | 0.00% | 18,178 | $951,950 | $835,824 | -$116,126 | -12.20% | |
| Capital Analysts, Llc | 0.02% | 16,430 | $861,000 | $755,451 | -$105,549 | -12.26% | |
| Truist Financial Corp | 0.00% | 16,318 | $854,582 | $750,302 | -$104,280 | -12.20% | |
| Legacy Wealth Management, Llc / Ms | 0.19% | 14,494 | $759,045 | $666,434 | -$92,611 | -12.20% | |
| Brown Advisory Inc | 0.00% | 10,294 | $539,097 | $473,318 | -$65,779 | -12.20% | |
| Raymond James Financial Inc | 0.00% | 8,315 | $435,456 | $382,324 | -$53,132 | -12.20% | |
| Clarity Asset Management, Inc. | 0.19% | 7,420 | $388,580 | $341,172 | -$47,408 | -12.20% | |
| Bnb Wealth Management, Llc | 0.20% | 6,986 | $365,857 | $321,216 | -$44,641 | -12.20% | |
| Great Valley Advisor Group, Inc. | 0.01% | 6,388 | $334,536 | $293,720 | -$40,816 | -12.20% | |
| Susquehanna International Group, Llp | 0.00% | 5,426 | $284,160 | $249,487 | -$34,673 | -12.20% | |
| Bank Of New York Mellon Corp | 0.00% | 4,278 | $224,017 | $196,702 | -$27,315 | -12.19% | |
| Mml Investors Services, Llc | 0.00% | 4,140 | $216,791 | $190,357 | -$26,434 | -12.19% | |
| Geneos Wealth Management Inc. | 0.00% | 4,005 | $209,742 | $184,150 | -$25,592 | -12.20% | |
| Safeguard Investment Advisory Group, Llc | 0.05% | 3,880 | $203,196 | $178,402 | -$24,794 | -12.20% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 912 | $47,761 | $41,934 | -$5,827 | -12.20% | |
| Bessemer Group Inc | 0.00% | 750 | $39,000 | $34,485 | -$4,515 | -11.58% | |
| Ameritas Advisory Services, Llc | 0.00% | 533 | $27,925 | $24,507 | -$3,418 | -12.24% | |
| Lgt Financial Advisors Llc | 0.12% | 439 | $22,990 | $20,185 | -$2,805 | -12.20% | |
| Assetmark, Inc | 0.00% | 305 | $15,973 | $14,024 | -$1,949 | -12.20% | |
| Td Capital Management Llc | 0.00% | 303 | $15,868 | $13,932 | -$1,936 | -12.20% | |
| Triumph Capital Management | 0.00% | 298 | $15,606 | $13,702 | -$1,904 | -12.20% | |
| Harbour Investments, Inc. | 0.00% | 209 | $10,945 | $9,610 | -$1,335 | -12.20% | |
| Jones Financial Companies Lllp | 0.00% | 200 | $10,248 | $9,196 | -$1,052 | -10.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 162,595 | $8,515 | $7,476,118 | +$7,467,603 | +87699.39% | |
| Buck Wealth Strategies, Llc | 0.00% | 122 | $6,400 | $5,610 | -$790 | -12.35% |
Frequently asked questions about TSME
Who owns the most TSME stock?
The largest holders of TSME are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for THRIVENT SMALL-MID CAP ESG (TSME).
Is TSME widely held by superinvestors?
Many widely followed stocks like TSME appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TSME is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.