Theron Resource Group hedge fund holdings
THRO$44.69+0.26 (+0.59%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
THRO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+17.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 282 | 8 | $4.45B | $1.76M | 315 | Aug 14, 2025 |
| Q3 2025 | 222 | 32 | $1.56B | $40.1M | 363 | Nov 14, 2025 |
| Q4 2025 | 219 | 56 | $681M | $614M | 433 | Feb 14, 2026 |
| Q1 2026 | 290 | 53 | $961M | $84.9M | 456 | May 15, 2026 |
| Q2 2026 | 114 | 318 | $148M | $2.49B | 478 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
478 filersNew position
47$51.8M+1.2M sh
Increased
67$96M+2.23M sh
Reduced
290-$2.48B-57.6M sh
Out / sold
28-$9.46M-219K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | Reduce 35.38% | -$71.8M | $131M | 0.63% | Jul 20, 2026 |
| Park Avenue Securities LLC | Reduce 31.07% | -$66.2M | $147M | 0.92% | Jul 20, 2026 |
| MML Investors Services, LLC | Reduce 16.88% | -$32.4M | $160M | 0.33% | Aug 7, 2026 |
| JB Capital LLC | Reduce 37.40% | -$30.5M | $51M | 1.77% | Jul 29, 2026 |
| Advocacy Wealth Management, LLC | Reduce 38.65% | -$20.3M | $32.2M | 1.17% | Jul 29, 2026 |
| Vise Technologies, Inc. | Added 235.13% | +$20M | $28.6M | 0.32% | Aug 11, 2026 |
| United Capital Financial Advisors, LLC | Reduce 34.58% | -$18.8M | $35.5M | 0.20% | Aug 17, 2026 |
| Atria Investments, Inc | Reduce 34.96% | -$11.7M | $21.7M | 0.22% | Jul 28, 2026 |
| Goldstein Advisors, LLC | Reduce 25.83% | -$9.99M | $28.7M | 2.62% | Jul 20, 2026 |
| Ascent Group, LLC | Reduce 26.02% | -$8.84M | $25.1M | 0.75% | Aug 3, 2026 |
| Thrivent Financial for Lutherans | Reduce 19.64% | -$8.77M | $35.9M | 0.06% | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | Reduce 30.05% | -$8.71M | $20.3M | 1.22% | Aug 5, 2026 |
| Landing Point Financial Group, LLC | New Buy | +$8.2M | $8.2M | 2.79% | Aug 6, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Reduce 29.29% | -$7.95M | $19.2M | 0.95% | Jul 20, 2026 |
| Scarborough Advisors, LLC | Reduce 33.26% | -$6.97M | $14M | 1.60% | Jul 21, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$6.69M | $6.69M | 0.11% | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | Reduce 38.55% | -$6.43M | $10.2M | 0.68% | Jul 16, 2026 |
| Sharkey, Howes & Javer | Reduce 27.97% | -$6.24M | $16.1M | 1.94% | Jul 9, 2026 |
| KWB Wealth | Reduce 38.84% | -$6.24M | $9.82M | 0.84% | Jul 10, 2026 |
| SteelPeak Wealth, LLC | Reduce 38.37% | -$6.01M | $9.66M | 0.25% | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | Reduce 63.51% | -$6.01M | $3.45M | 0.21% | Aug 4, 2026 |
| Plancorp, LLC | New Buy | +$5.98M | $5.98M | 0.15% | Jul 14, 2026 |
| Stone House Investment Management, LLC | Reduce 32.41% | -$5.81M | $12.1M | 1.61% | Aug 5, 2026 |
| Integrity Alliance, LLC. | Reduce 40.35% | -$5.79M | $8.56M | 0.27% | Jul 31, 2026 |
| Mgo One Seven LLC | Reduce 27.78% | -$5.77M | $15M | 0.25% | Jul 31, 2026 |
| Horst & Graben Wealth Management LLC | Reduce 33.69% | -$5.68M | $11.2M | 1.47% | Jul 22, 2026 |
| Stokes Family Office, LLC | Reduce 51.68% | -$5.54M | $5.18M | 0.60% | Aug 11, 2026 |
| Shepherd Financial Partners LLC | Reduce 33.47% | -$5.31M | $10.6M | 0.87% | Aug 10, 2026 |
| Golden State Wealth Management, LLC | Added 260.54% | +$5.05M | $6.98M | 0.64% | Jul 22, 2026 |
| Perigon Wealth Management, LLC | Reduce 28.32% | -$4.89M | $12.4M | 0.19% | Aug 7, 2026 |
| Sofi Wealth, LLC | Added 4.61% | +$4.58M | $104M | 4.18% | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 56.54% | -$4.45M | $3.42M | 0.35% | Jul 16, 2026 |
| One Wealth Advisors, LLC | Reduce 30.43% | -$4.43M | $10.1M | 1.12% | Aug 6, 2026 |
| Stonebrook Private Inc. | Reduce 37.15% | -$4.3M | $7.28M | 1.33% | Aug 14, 2026 |
| IFG Advisory, LLC | New Buy | +$4.3M | $4.3M | 0.15% | Aug 14, 2026 |
| Keystone Financial Services | Reduce 35.77% | -$4.29M | $7.71M | 1.98% | Aug 6, 2026 |
| Founders Financial Alliance, LLC | Added 17083.25% | +$4.26M | $4.29M | 0.57% | Aug 4, 2026 |
| West Wealth Group, LLC | Reduce 20.55% | -$4.17M | $16.1M | 2.64% | Aug 6, 2026 |
| Embree Financial Group | Reduce 28.17% | -$4.16M | $10.6M | 1.06% | Jul 15, 2026 |
| PAX Financial Group, LLC | Reduce 31.46% | -$4.15M | $9.04M | 1.34% | Aug 5, 2026 |
| Schwallier Wealth Management LLC | New Buy | +$4.12M | $4.12M | 2.60% | Aug 14, 2026 |
| Security Financial Services, INC. | Reduce 25.16% | -$3.86M | $11.5M | 1.59% | Jul 15, 2026 |
| Trek Financial, LLC | Reduce 29.59% | -$3.53M | $8.39M | 0.42% | Aug 13, 2026 |
| Legacy Financial Group LLC | Reduce 36.54% | -$3.41M | $5.93M | 0.67% | Aug 5, 2026 |
| &Partners | Added 27.27% | +$3.35M | $15.6M | 0.06% | Aug 14, 2026 |
| Wealth Alliance, LLC | Reduce 22.87% | -$3.35M | $11.3M | 0.94% | Aug 11, 2026 |
| Keystone Financial Group | Reduce 32.47% | -$3.32M | $6.91M | 0.41% | Jul 29, 2026 |
| ONE Advisory Partners, LLC | Reduce 34.08% | -$3.32M | $6.42M | 1.75% | Jul 21, 2026 |
| Tidemark, LLC | Reduce 32.68% | -$3.2M | $6.59M | 1.48% | Aug 10, 2026 |
| SWMG, LLC | Reduce 31.58% | -$3.15M | $6.83M | 1.61% | Jul 15, 2026 |
| Kelly Financial Services LLC | Reduce 24.01% | -$3.1M | $9.82M | 2.10% | Jul 14, 2026 |
| Strategic Blueprint, LLC | Reduce 24.72% | -$3.09M | $9.41M | 0.47% | Jul 23, 2026 |
| Cypress Wealth Services, LLC | Reduce 28.58% | -$3M | $7.51M | 0.92% | Jul 13, 2026 |
| Foundations Investment Advisors, LLC | Reduce 3.76% | -$3M | $76.8M | 0.79% | Aug 14, 2026 |
| Midwest Capital Advisors, LLC | Reduce 31.45% | -$2.96M | $6.44M | 2.62% | Jul 28, 2026 |
| Beacon Capital Management, LLC | Added 221.97% | +$2.94M | $4.26M | 0.62% | Jul 29, 2026 |
| WealthShield Partners, LLC | Reduce 41.03% | -$2.91M | $4.18M | 0.64% | Aug 12, 2026 |
| Rothschild Wealth LLC | Reduce 32.02% | -$2.88M | $6.11M | 0.49% | Aug 11, 2026 |
| Brookstone Capital Management | Reduce 30.22% | -$2.8M | $6.46M | 0.06% | Jul 15, 2026 |
| Beacon Financial Group | Reduce 27.01% | -$2.71M | $7.32M | 0.67% | Jul 16, 2026 |
| Redhawk Wealth Advisors, Inc. | New Buy | +$2.65M | $2.65M | 0.26% | Jul 9, 2026 |
| Invst, LLC | Reduce 36.28% | -$2.64M | $4.63M | 0.45% | Aug 14, 2026 |
| Advyzon Investment Management, LLC | Reduce 36.34% | -$2.63M | $4.61M | 0.33% | Aug 14, 2026 |
| Strategies Wealth Advisors, LLC | Added 94.36% | +$2.62M | $5.39M | 0.48% | Aug 14, 2026 |
| Triad Wealth Partners, LLC | Reduce 12.10% | -$2.61M | $19M | 1.12% | Aug 10, 2026 |
| Wetzel Investment Advisors, Inc. | Added 308.19% | +$2.56M | $3.4M | 1.18% | Jul 23, 2026 |
| Bay Harbor Wealth Management, LLC | Reduce 35.43% | -$2.52M | $4.59M | 1.06% | Jul 28, 2026 |
| Diversify Wealth Management, LLC | Reduce 26.60% | -$2.43M | $6.69M | 0.11% | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 28.85% | -$2.39M | $5.9M | 0.05% | Jul 27, 2026 |
| Strategic Financial Concepts, LLC | Reduce 82.07% | -$2.31M | $505K | 0.15% | Jul 28, 2026 |
| Cobblestone Asset Management LLC | Reduce 41.00% | -$2.28M | $3.28M | 1.37% | Jul 21, 2026 |
| Forte Asset Management LLC | New Buy | +$2.25M | $2.25M | 0.92% | Jul 21, 2026 |
| TSFG, LLC | Reduce 23.68% | -$2.24M | $7.23M | 0.91% | Jul 23, 2026 |
| Modern Wealth Management, LLC | Reduce 25.70% | -$2.22M | $6.4M | 0.08% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 25.48% | -$2.16M | $6.3M | 0.01% | Jul 30, 2026 |
| SWP Financial LLC | Reduce 45.38% | -$2.14M | $2.58M | 1.19% | Jul 24, 2026 |
| Core Wealth Advisors, LLC | Reduce 41.92% | -$2.07M | $2.87M | 2.11% | Aug 4, 2026 |
| World Investment Advisors | Reduce 32.17% | -$2.04M | $4.29M | 0.07% | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | Reduce 31.09% | -$2.03M | $4.51M | 0.30% | Aug 14, 2026 |
| SigFig Wealth Management, LLC | Reduce 38.35% | -$1.99M | $3.19M | 0.08% | Jul 7, 2026 |
| WCG Wealth Advisors LLC | Reduce 37.66% | -$1.94M | $3.21M | 0.08% | Aug 14, 2026 |
| Flow Traders U.S. LLC | New Buy | +$1.86M | $1.86M | 0.08% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 37.84% | -$1.86M | $3.06M | 0.06% | Aug 12, 2026 |
| Hobbs Wealth Management, LLC | Reduce 34.69% | -$1.84M | $3.46M | 2.92% | Aug 6, 2026 |
| Mayflower Financial Advisors, LLC | Reduce 29.92% | -$1.81M | $4.23M | 0.37% | Jul 9, 2026 |
| TSA Wealth Managment LLC | Reduce 23.48% | -$1.79M | $5.83M | 1.65% | Aug 3, 2026 |
| Focus Financial Network, Inc. | Reduce 30.60% | -$1.74M | $3.95M | 0.12% | Jul 9, 2026 |
| Mosley Wealth Management | Reduce 90.55% | -$1.72M | $180K | 0.06% | Jul 23, 2026 |
| Capital Analysts, LLC | Reduce 28.01% | -$1.7M | $4.38M | 0.10% | Aug 5, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 3.53% | +$1.7M | $49.9M | 0.47% | Aug 14, 2026 |
| VestGen Advisors, LLC | Reduce 33.31% | -$1.68M | $3.37M | 0.10% | Aug 11, 2026 |
| Synergy Investment Management, LLC | Reduce 30.28% | -$1.67M | $3.84M | 0.93% | Aug 14, 2026 |
| May Hill Capital, LLC | Reduce 39.66% | -$1.65M | $2.51M | 0.52% | Aug 7, 2026 |
| Scissortail Wealth Management, LLC | Reduce 40.20% | -$1.62M | $2.41M | 0.46% | Aug 5, 2026 |
| Keebeck Wealth Management | Reduce 34.84% | -$1.62M | $3.02M | 0.30% | Aug 11, 2026 |
| Twin Peaks Wealth Advisors, LLC | Reduce 28.91% | -$1.58M | $3.87M | 0.88% | Aug 13, 2026 |
| M1 Capital Management LLC | Reduce 32.85% | -$1.54M | $3.16M | 1.17% | Aug 12, 2026 |
| Archer Investment Management, LLC | Reduce 21.36% | -$1.54M | $5.66M | 1.93% | Jul 7, 2026 |
| Balefire, LLC | Added 537.80% | +$1.53M | $1.82M | 0.30% | Jul 7, 2026 |
| Town Capital LLC | Reduce 30.75% | -$1.5M | $3.37M | 2.14% | Jul 28, 2026 |