Titelia

Fund shareholders of Turning Point Brands Inc

ISIN US90041L1052 · United States · LEI 549300IYG00QF0VVP302

Fund shareholders
268
Of which ETFs
57 211 other funds
Value held
722.6M $
Share of capital
39.4 % of 20M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,4771.4M $0.00 %0.05 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,428905K $0.00 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,030809.2K $0.00 %0.05 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 9,850854.9K $0.05 %0.05 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,779789K $0.01 %0.05 %as of Apr 30, 2026
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 9,378813.9K $0.82 %0.05 %as of Mar 31, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 9,357812.1K $0.19 %0.05 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,1361.3M $0.14 %0.05 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,060786.3K $0.00 %0.05 %as of Mar 31, 2026
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 8,964723.2K $0.03 %0.04 %as of Apr 30, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 8,741758.6K $0.44 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 8,653751K $0.05 %0.04 %as of Mar 31, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,981643.9K $0.05 %0.04 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 7,966642.7K $0.05 %0.04 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,457647.2K $0.07 %0.04 %as of Mar 31, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 7,160980.8K $0.14 %0.04 %as of Feb 28, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,130618.8K $0.02 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 7,121618K $0.17 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 7,029962.9K $0.08 %0.04 %as of Feb 28, 2026
AQR Small Cap Multi-Style Fund AQR Funds 6,955603.6K $0.40 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6,662537.5K $0.02 %0.03 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 6,534567.1K $0.06 %0.03 %as of Mar 31, 2026
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 6,527566.5K $0.03 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,400555.5K $0.02 %0.03 %as of Mar 31, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 6,200538.1K $0.00 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,110530.3K $0.03 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,953480.3K $0.00 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,840506.9K $0.05 %0.03 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 5,754499.4K $0.04 %0.03 %as of Mar 31, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 5,618453.3K $0.05 %0.03 %as of Apr 30, 2026
LKCM Small-Mid Cap Equity Fund LKCM Funds 5,471474.8K $1.13 %0.03 %as of Mar 31, 2026
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 5,441472.2K $0.18 %0.03 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 5,413469.8K $0.02 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,321461.8K $0.05 %0.03 %as of Mar 31, 2026
THRIVENT MID CAP GROWTH FUND Thrivent Mutual Funds 5,187418.5K $1.29 %0.03 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,875423.1K $0.07 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,785415.3K $0.05 %0.02 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 4,606631K $0.08 %0.02 %as of Feb 28, 2026
Embark Small Cap Equity Fund Harbor Funds II 4,437358K $0.06 %0.02 %as of Apr 30, 2026
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 4,425384K $0.03 %0.02 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,194364K $0.05 %0.02 %as of Mar 31, 2026
VIP Consumer Staples Portfolio Variable Insurance Products Fund IV 4,100355.8K $0.16 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 4,079354K $0.00 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,980321.1K $0.00 %0.02 %as of Apr 30, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 3,908339.2K $0.05 %0.02 %as of Mar 31, 2026
AQR Small Cap Momentum Style Fund AQR Funds 3,783328.3K $0.20 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,773327.5K $0.04 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,612313.5K $0.05 %0.02 %as of Mar 31, 2026
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 3,501303.9K $0.57 %0.02 %as of Mar 31, 2026
Small Company Value Trust John Hancock Variable Insurance Trust 3,429297.6K $0.23 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 3,320288.1K $0.05 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,008242.7K $0.02 %0.02 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,975258.2K $0.03 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,900397.3K $0.03 %0.01 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,879232.3K $0.06 %0.01 %as of Apr 30, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,838229K $0.02 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,786381.7K $0.14 %0.01 %as of Feb 28, 2026
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 2,767240.1K $0.20 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,573223.3K $0.05 %0.01 %as of Mar 31, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,507202.3K $0.04 %0.01 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 2,496216.6K $0.01 %0.01 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,385207K $0.00 %0.01 %as of Mar 31, 2026
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,364323.8K $0.71 %0.01 %as of Feb 28, 2026
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 2,327202K $0.09 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,264196.5K $0.05 %0.01 %as of Mar 31, 2026
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,221304.3K $0.01 %0.01 %as of Feb 28, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,205191.4K $0.05 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,184189.5K $0.05 %0.01 %as of Mar 31, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 2,165187.9K $0.14 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,141185.8K $0.01 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,052165.6K $0.02 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,941168.5K $0.05 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,929155.6K $0.04 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,777143.4K $0.00 %0.01 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 1,762241.4K $0.03 %0.01 %as of Feb 28, 2026
Even Herd Long Short ETF Tidal Trust II 1,584137.5K $0.24 %0.01 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,546134.2K $0.04 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,544124.6K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,454199.2K $0.02 %0.01 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,451117.1K $0.04 %0.01 %as of Apr 30, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,437124.7K $0.06 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,430124.1K $0.05 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,429195.8K $0.00 %0.01 %as of Feb 28, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,357117.8K $0.01 %0.01 %as of Mar 31, 2026
Virtus Small-Cap Fund Virtus Investment Trust 1,327115.2K $0.11 %0.01 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,323114.8K $0.05 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,280111.1K $0.04 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,275110.7K $0.00 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,272110.4K $0.01 %0.01 %as of Mar 31, 2026
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,254108.8K $0.03 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,252108.7K $0.02 %0.01 %as of Mar 31, 2026
Small Cap Value Fund VALIC Co I 1,248171K $0.07 %0.01 %as of Feb 28, 2026
Monteagle Opportunity Equity Fund Monteagle Funds 1,235169.2K $1.02 %0.01 %as of Feb 28, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,206104.7K $0.09 %0.01 %as of Mar 31, 2026
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,20497.1K $0.02 %0.01 %as of Apr 30, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,12297.4K $0.21 %0.01 %as of Mar 31, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,09695.1K $0.05 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 1,077147.5K $0.05 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,074147.1K $0.04 %0.01 %as of Feb 28, 2026
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1,07286.5K $0.47 %0.01 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 2.64 %as of Mar 31, 2026
BALLAST SMALL/MID CAP ETF Unified Series Trust 2.53 %as of Mar 31, 2026
Meridian Growth Fund Meridian Fund Inc 2.44 %as of Mar 31, 2026
Meridian Small Cap Growth Fund Meridian Fund Inc 2.34 %as of Mar 31, 2026
Goldman Sachs Hedge Industry VIP ETF Goldman Sachs ETF Trust 2.08 %as of Feb 28, 2026
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 2.00 %as of Apr 30, 2026
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 1.69 %as of Mar 31, 2026
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 1.59 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 1.55 %as of Mar 31, 2026
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 1.53 %as of Apr 30, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2268+117,905,588+1.5 %
2026Q1257+167,791,898+7.2 %
2025Q4241+67,266,303+4.4 %
2025Q3235+56,960,862+2.1 %
2025Q223006,817,130+1.9 %
2025Q1230+336,690,467+6.4 %
2024Q4197+196,287,513-12.4 %
2024Q3178+87,174,184-2.4 %
2024Q2170-17,347,222-3.4 %
2024Q1171-47,606,956-0.3 %
2023Q41757,626,437

Institutional managers

233 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,470,602127.6M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,232,365107K $as of Mar 31, 2026
ArrowMark Colorado Holdings LLC745,42364.7M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP689,90559.9M $as of Mar 31, 2026
Driehaus Capital Management LLC642,73155.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC600,96552.2M $as of Mar 31, 2026
FMR LLC524,34245.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP514,95344.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP453,79139.4M $as of Mar 31, 2026
Maple Rock Capital Partners Inc.436,00037.8M $as of Mar 31, 2026
Copeland Capital Management, LLC407,20835.3M $as of Mar 31, 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP400,00034.7M $as of Mar 31, 2026
STATE STREET CORP383,55333.3M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.369,05032K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC365,47631.7M $as of Mar 31, 2026
Divisadero Street Capital Management, LP295,57825.7M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/294,71725.6K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/290,81325.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO289,37624.9M $as of Mar 31, 2026
Apis Capital Advisors, LLC254,00022M $as of Mar 31, 2026
Madison Avenue Partners, LP247,72321.5M $as of Mar 31, 2026
Junto Capital Management LP241,72321M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP229,82219.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC185,05216.1M $as of Mar 31, 2026
NORTHERN TRUST CORP177,60815.4M $as of Mar 31, 2026

Declared shareholders of Turning Point Brands Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
THRIVENT FINANCIAL FOR LUTHERANS 6.40 %1,232,365as of Mar 31, 2026 · SCHEDULE 13G
Divisadero Street Capital Management, LP and 4 others5.80 %1,129,550as of May 8, 2026 · SCHEDULE 13G

Funds holding the debt of Turning Point Brands Inc

59 funds declare 59 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
American Beacon SiM High Yield Opportunities Fund124.9M $as of Feb 28, 2026
Intrepid Income Fund124.7M $as of Mar 31, 2026
Lord Abbett High Yield Fund18.1M $as of Feb 28, 2026
MFS High Income Fund15.8M $as of Apr 30, 2026
iShares Broad USD High Yield Corporate Bond ETF15.2M $as of Apr 30, 2026
High Yield Fixed Income Fund15M $as of Mar 31, 2026
Hotchkis and Wiley High Yield Fund13.8M $as of Mar 31, 2026
Virtus Seix High Yield Fund12.3M $as of Mar 31, 2026
FlexShares High Yield Value - Scored Bond Index Fund12M $as of Apr 30, 2026
Intrepid Capital Fund11.9M $as of Mar 31, 2026
Destinations Global Fixed Income Opportunities Fund11.8M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF11.8M $as of Mar 31, 2026
Fidelity High Income Central Fund11.6M $as of Feb 28, 2026
MFS High Yield Pooled Portfolio11.5M $as of Apr 30, 2026
Invesco BulletShares 2028 High Yield Corporate Bond ETF11.5M $as of Feb 28, 2026
Harbor Ares Systematic High Yield ETF11.4M $as of Apr 30, 2026
BrandywineGLOBAL - Flexible Bond Fund11.4M $as of Mar 31, 2026
CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND11.3M $as of Mar 31, 2026
Touchstone Funds Group Trust-Touchstone High Yield Fund11.2M $as of Mar 31, 2026
BlackRock Systematic Multi-Strategy Fund11.1M $as of Mar 31, 2026
Touchstone Strategic Trust-Touchstone Strategic Income Fund11M $as of Mar 31, 2026
Thornburg Strategic Income Fund11M $as of Mar 31, 2026
MFS High Yield Portfolio1833K $as of Mar 31, 2026
Touchstone ETF Trust-Touchstone Strategic Income ETF1710.8K $as of Mar 31, 2026
abrdn High Income Opportunities Fund1605.8K $as of Apr 30, 2026
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Titelia. "Fund shareholders of Turning Point Brands Inc". https://titelia.com/en/stocks/turning-point-brands-inc-US90041L1052