IAA
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Independent Advisor Alliance’s Telos TLS Stock Holding History

Independent Advisor Alliance’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Buy
28,339
+9,498
+50% +$44.9K ﹤0.01% 1536
2025
Q4 		$96.1K Buy
+18,841
New +$118K ﹤0.01% 967

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $100M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Independent Advisor Alliance's TLS Position: Q1 2026 in Review

Independent Advisor Alliance increased its Telos (TLS) stake by 50% in Q1 2026, buying an estimated $44.9K and bringing the position to 28,339 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Independent Advisor Alliance first reported a position in TLS in Q4 2025 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold TLS as of Q1 2026.

  • Independent Advisor Alliance held 28,339 shares of Telos worth $119K as of Q1 2026.
  • Independent Advisor Alliance bought 9,498 Telos shares in Q1 2026, an estimated $44.9K.
  • Telos made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1536 holding.
  • Independent Advisor Alliance first reported a position in Telos in Q4 2025 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Telos as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.