TSME Institutional Ownership & Shareholders
THRIVENT SMALL-MID CAP ESG (TSME) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $452.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $300.77M, representing an estimated loss of -12.68% 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
36
Total Reported Value
$452.80M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$344.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $300,771,240 | -$43,672,011 | -12.68% | |
| Royal Bank Of Canada | 0.01% | 713,956 | $37,390,000 | $32,649,208 | -$4,740,792 | -12.68% | |
| Thrivent Financial For Lutherans | 0.03% | 345,438 | $18,086,000 | $15,796,880 | -$2,289,120 | -12.66% | |
| Aspire Capital Advisors Llc | 2.81% | 275,341 | $14,419,602 | $12,591,344 | -$1,828,258 | -12.68% | |
| Stifel Financial Corp | 0.01% | 228,195 | $11,950,592 | $10,435,357 | -$1,515,235 | -12.68% | |
| Lpl Financial Llc | 0.00% | 173,678 | $9,095,516 | $7,942,295 | -$1,153,221 | -12.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 172,472 | $7,830,240 | $7,887,145 | +$56,905 | +0.73% | |
| Bailard, Inc. | 0.03% | 35,838 | $1,627,045 | $1,638,872 | +$11,827 | +0.73% | |
| Sunbelt Securities, Inc. | 0.08% | 32,236 | $1,340,373 | $1,474,152 | +$133,779 | +9.98% | |
| Osaic Holdings, Inc. | 0.00% | 18,178 | $951,950 | $831,280 | -$120,670 | -12.68% | |
| Capital Analysts, Llc | 0.02% | 16,430 | $861,000 | $751,344 | -$109,656 | -12.74% | |
| Legacy Wealth Management, Llc / Ms | 0.19% | 14,389 | $653,256 | $658,009 | +$4,753 | +0.73% | |
| Truist Financial Corp | 0.00% | 12,863 | $583,987 | $588,225 | +$4,238 | +0.73% | |
| Brown Advisory Inc | 0.00% | 10,294 | $539,097 | $470,745 | -$68,352 | -12.68% | |
| Raymond James Financial Inc | 0.00% | 8,315 | $435,456 | $380,245 | -$55,211 | -12.68% | |
| Great Valley Advisor Group, Inc. | 0.01% | 6,388 | $334,536 | $292,123 | -$42,413 | -12.68% | |
| Cozad Asset Management Inc | 0.02% | 5,823 | $304,968 | $266,286 | -$38,682 | -12.68% | |
| Susquehanna International Group, Llp | 0.00% | 5,426 | $284,160 | $248,131 | -$36,029 | -12.68% | |
| Bnb Wealth Management, Llc | 0.14% | 5,762 | $261,595 | $263,496 | +$1,901 | +0.73% | |
| Colonial River Investments, Llc | 0.06% | 5,040 | $228,816 | $230,479 | +$1,663 | +0.73% | |
| Bank Of New York Mellon Corp | 0.00% | 4,278 | $224,017 | $195,633 | -$28,384 | -12.67% | |
| Mml Investors Services, Llc | 0.00% | 4,140 | $216,791 | $189,322 | -$27,469 | -12.67% | |
| Geneos Wealth Management Inc. | 0.00% | 4,005 | $209,742 | $183,149 | -$26,593 | -12.68% | |
| Safeguard Investment Advisory Group, Llc | 0.05% | 3,880 | $203,196 | $177,432 | -$25,764 | -12.68% | |
| Center For Financial Planning, Inc. | 0.01% | 1,783 | $80,948 | $81,537 | +$589 | +0.73% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 912 | $47,761 | $41,706 | -$6,055 | -12.68% | |
| Chilton Capital Management Llc | 0.00% | 902 | $40,951 | $41,248 | +$297 | +0.73% | |
| Bessemer Group Inc | 0.00% | 750 | $39,000 | $34,298 | -$4,703 | -12.06% | |
| Ameritas Advisory Services, Llc | 0.00% | 533 | $27,925 | $24,374 | -$3,551 | -12.72% | |
| Lgt Financial Advisors Llc | 0.12% | 439 | $22,990 | $20,075 | -$2,915 | -12.68% | |
| Td Capital Management Llc | 0.00% | 303 | $15,868 | $13,856 | -$2,012 | -12.68% | |
| Triumph Capital Management | 0.00% | 298 | $13,551 | $13,628 | +$77 | +0.56% | |
| Harbour Investments, Inc. | 0.00% | 209 | $10,945 | $9,558 | -$1,387 | -12.68% | |
| Jones Financial Companies Lllp | 0.00% | 200 | $10,248 | $9,146 | -$1,102 | -10.75% | |
| Assetmark, Inc | 0.00% | 214 | $9,716 | $9,786 | +$70 | +0.72% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 167,320 | $7,596 | $7,651,544 | +$7,643,948 | +100631.22% |
Frequently asked questions about TSME
Who are the largest institutional holders of TSME?
The largest institutional holders of TSME reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Royal Bank Of Canada, Thrivent Financial For Lutherans, Aspire Capital Advisors Llc, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported TSME position.
What is TSME institutional ownership?
This page tracks TSME positions reported by institutional investment managers through SEC Form 13F. THRIVENT SMALL-MID CAP ESG (TSME) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TSME?
InsiderSet currently tracks 36 institutional managers reporting TSME 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 TSME shareholders.
How much TSME stock do institutions own?
Institutional investment managers disclosed approximately $452.80M in TSME holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TSME institutional ownership last updated?
The latest TSME 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 TSME 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 TSME position after the reporting date.
Are institutions buying or selling TSME?
Institutional buying and selling can be analyzed by comparing TSME positions across consecutive 13F reporting periods. InsiderSet's TSME Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TSME ownership changes.
How has TSME institutional ownership changed over time?
InsiderSet tracks TSME institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.