19 institutions reported holding $24.6M of THOR FINL TECHNOLOGIES TR (THLV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Compound Planning, Inc. ($16.9M), Capital Advisor Network LLC ($1.6M), GOLDMAN SACHS GROUP INC ($1.3M), J HAGAN CAPITAL, INC. ($832,819), Prostatis Group LLC ($796,633). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Compound Planning, Inc. | $16.9M | 530,355 | Trimmed |
| 2 | Capital Advisor Network LLC | $1.6M | 51,493 | New |
| 3 | GOLDMAN SACHS GROUP INC | $1.3M | 40,999 | New |
| 4 | J HAGAN CAPITAL, INC. | $832,819 | 26,099 | Trimmed |
| 5 | Prostatis Group LLC | $796,633 | 24,965 | Trimmed |
| 6 | Trilogy Capital Inc. | $745,853 | 23,374 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $533,134 | 16,723 | New |
| 8 | GTS SECURITIES LLC | $403,981 | 12,660 | Trimmed |
| 9 | Baird Financial Group, Inc. | $367,252 | 11,509 | Trimmed |
| 10 | Harvest Investment Services, LLC | $352,925 | 11,060 | Hold |
| 11 | CITADEL ADVISORS LLC | $298,614 | 9,358 | New |
| 12 | Quadrant Private Wealth Management, LLC | $214,882 | 6,734 | Hold |
| 13 | JPMORGAN CHASE & CO | $150,463 | 4,763 | Trimmed |
| 14 | FMR LLC | $34,910 | 1,094 | New |
| 15 | Golden State Wealth Management, LLC | $6,510 | 204 | Hold |
| 16 | Sound Income Strategies, LLC | $5,101 | 160 | Hold |
| 17 | Ausdal Financial Partners, Inc. | $0 | 0 | Exited |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 19 | Rockefeller Capital Management L.P. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31