20 institutions reported holding $29.0M of THOR FINL TECHNOLOGIES TR (THLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Compound Planning, Inc. ($19.2M), Capital Advisor Network LLC ($2.2M), GTS SECURITIES LLC ($1.5M), GOLDMAN SACHS GROUP INC ($1.2M), J HAGAN CAPITAL, INC. ($902,602). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Compound Planning, Inc. | $19.2M | 576,834 | Added |
| 2 | Capital Advisor Network LLC | $2.2M | 65,150 | Added |
| 3 | GTS SECURITIES LLC | $1.5M | 44,602 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $1.2M | 34,671 | Trimmed |
| 5 | J HAGAN CAPITAL, INC. | $902,602 | 27,072 | Added |
| 6 | RPS ADVISORY SOLUTIONS LLC | $835,520 | 25,060 | New |
| 7 | Trilogy Capital Inc. | $750,289 | 22,504 | Trimmed |
| 8 | Prostatis Group LLC | $724,296 | 21,724 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $497,378 | 14,918 | New |
| 10 | Baird Financial Group, Inc. | $383,719 | 11,509 | Hold |
| 11 | Harvest Investment Services, LLC | $368,749 | 11,060 | Hold |
| 12 | Ausdal Financial Partners, Inc. | $201,145 | 6,033 | New |
| 13 | JPMORGAN CHASE & CO | $158,441 | 4,763 | Hold |
| 14 | Farther Finance Advisors, LLC | $99,761 | 2,994 | Trimmed |
| 15 | Golden State Wealth Management, LLC | $6,802 | 204 | Hold |
| 16 | UBS Group AG | $67 | 2 | New |
| 17 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 18 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 19 | FMR LLC | $0 | 0 | Exited |
| 20 | Quadrant Private Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30