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Disclosery

TY TRI CONTL CORP

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COM (fund), issuer CIK 99614

150 managers (150 13F filers) reported a position in TY shares at 2024-12-31, 6,881,809 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
150
13F filers
150
New
17
Added
53
Reduced
33
Sold out
8
Shares held by filers
6,881,809

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY571,102$18.1M<0.01%+30,83513F-HR/ATimelineGroup
Bard Financial Services, Inc.465,384$14.7M1.77%-22,02913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC449,805$14.3M0.02%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC411,731$13M2.49%-84113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC325,495$10.3M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG312,395$9.9M<0.01%+56,43113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …273,012$8.65M0.01%-168,71813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN252,029$7.99M<0.01%-1,22813F-HRTimelineGroup
HTLF Bank217,703$6.9M0.78%-6,00513F-HRTimeline
NorthCoast Asset Management LLC213,843$6.78M0.03%-12,25013F-HR/ATimeline
Uncommon Cents Investing LLC166,894$5.29M1.57%-1,34013F-HRTimeline
Shaker Financial Services, LLC164,067$5.2M1.99%+3,01013F-HRTimeline
Cornerstone Advisory, LLC129,095$4.21M0.48%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,651$4.08M0.01%+3,52313F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC126,932$4.02M0.07%+6,22213F-HRTimelineGroup
EP Wealth Advisors, LLC103,486$3.28M0.03%+24313F-HRTimeline
Hennion & Walsh Asset Management, Inc.97,603$3.09M0.14%-26,21513F-HRTimeline
Platform Technology Partners97,531$3.09M0.94%+39,81913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,546$3.03M<0.01%+84413F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.89,044$2.82M2.14%+64513F-HRTimeline
Mariner, LLCin group Mariner, LLC81,564$2.58M<0.01%+5,47813F-HRTimelineGroup
D.A. DAVIDSON & CO.80,628$2.56M0.02%-75213F-HRTimeline
Capstone Financial Advisors, Inc.75,513$2.39M0.15%013F-HRTimeline
Sanctuary Advisors, LLC68,080$2.22M0.01%+5,07613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…63,788$2.02M0.21%-21,29313F-HRTimelineGroup
RB Capital Management, LLC63,187$2M0.47%+4,26213F-HRTimeline
Integrated Wealth Concepts LLC60,087$1.9M0.02%-4,05413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,871$1.9M0.05%+29,21213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC58,389$1.85M<0.01%+2,36913F-HRTimeline
Baltimore-Washington Financial Advisors…57,192$1.81M0.09%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP56,749$1.8M<0.01%+2,54713F-HRTimelineGroup
Cornerstone Advisors, LLC55,242$1.75M0.07%-67,67713F-HRTimeline
Stolper Co55,019$1.74M0.58%+1,96513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.54,470$1.73M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,675$1.71M<0.01%-4,45313F-HRTimelineGroup
Cambridge Investment Research Advisors,…52,762$1.67M0.01%-64313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,149$1.46M<0.01%+2,46413F-HRTimelineGroup
LPL Financial LLC43,462$1.38M<0.01%-1,26513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,163$1.37M<0.01%+30713F-HRTimelineGroup
Beckerman Institutional, LLC41,632$1.32M1.06%+70813F-HRTimeline
Whitener Capital Management, Inc.36,676$1.16M0.33%-13913F-HRTimeline
Altus Wealth Group LLC34,802$1.1M0.49%-44013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC32,920$1.04M0.02%-23,27213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT32,510$1.03M0.07%-29213F-HRTimeline
Prospera Capital Management, LLC29,345$928K0.68%13F-HR/ATimeline
HighTower Advisors, LLC28,454$902K<0.01%+1,17813F-HRTimeline
FIRST MERCHANTS CORP27,607$875K0.03%013F-HRTimeline
Creative Planningin group Creative Planning26,957$854K<0.01%+1,09713F-HRTimelineGroup
Cetera Investment Advisers25,483$808K<0.01%+4,71713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC25,007$792K0.01%-29413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,688$782K<0.01%+2,40213F-HR/ATimelineGroup
MGO ONE SEVEN LLC22,684$719K0.03%-22613F-HRTimeline
KIRR MARBACH & CO LLC /IN/19,882$630K0.14%013F-HRTimeline
Quantedge Capital Pte Ltd19,751$626K0.23%-20013F-HRTimeline
Heritage Wealth Advisors19,028$603K0.03%-1,15513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,950$601K<0.01%+31813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,761$595K<0.01%+24013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,492$586K<0.01%new13F-HRTimelineGroup
Transform Wealth, LLC18,437$584K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,048$572K<0.01%+4,88813F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC17,430$552K0.01%+61113F-HRTimeline
First PREMIER Bank16,574$525K0.13%013F-HRTimeline
Allworth Financial LP15,585$509K<0.01%+47213F-HRTimeline
Successful Portfolios LLC15,605$495K0.33%+59313F-HRTimeline
Tower Wealth Partners, Inc.13,731$435K0.23%+89913F-HRTimeline
Koshinski Asset Management, Inc.13,420$425K0.04%-613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC13,342$423K0.24%-10,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,724$403K<0.01%-37813F-HRTimelineGroup
First Financial Bankshares Inc12,720$403K0.01%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC12,209$387K0.03%+99013F-HRTimeline
Mesirow Financial Investment Management…12,188$386K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,097$383K0.03%+56813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,899$377K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,849$375K<0.01%+40213F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP11,654$369K0.02%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,611$368K0.05%+61113F-HRTimeline
American Institute for Advanced Investm…11,440$363K0.27%+65713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,291$358K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC11,278$357K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC11,200$355K0.01%+73213F-HRTimeline
BancFirst Trust & Investment Management11,061$350K0.16%013F-HRTimeline
CORA CAPITAL ADVISORS LLC11,005$349K0.17%+52213F-HRTimeline
MSH Capital Advisors LLC10,970$348K0.11%-50013F-HRTimeline
Janney Montgomery Scott LLC10,876$345K<0.01%+50713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,823$343K<0.01%-15,85513F-HRTimelineGroup
Priebe Wealth Holdings LLC10,407$330K0.22%-71213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,255$325K0.01%+1,25913F-HRTimelineGroup
GatePass Capital, LLC10,000$317K0.35%13F-HRTimeline
JSF Financial, LLC9,787$310K0.08%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$294K0.01%013F-HRTimeline
Crews Bank & Trust8,509$270K0.05%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,177$259K0.01%new13F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV8,100$257K0.14%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,848$249K<0.01%+4,20913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,745$245K<0.01%+18513F-HRTimelineGroup
PRENTISS SMITH & CO INC7,689$244K0.16%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,459$233K0.02%-224,83613F-HRTimeline
Independent Family Office, LLC6,987$221K0.12%013F-HRTimeline
Choate Investment Advisors6,928$220K0.01%013F-HRTimeline
Mezzasalma Advisors, LLC6,494$206K0.07%new13F-HRTimeline
Mascagni Wealth Management, Inc.6,629$203K0.2%13F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.6,000$190K0.06%-80013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,900$187K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,697$181K<0.01%+4913F-HRTimelineGroup
MAI Capital Management4,990$158K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,726$150K<0.01%+22113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,577$113K<0.01%+55213F-HRTimelineGroup
Parallel Advisors, LLC3,240$103K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$96.9K<0.01%013F-HRTimelineGroup
Transce3nd, LLC3,025$95.9K0.03%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,956$94K<0.01%-3,34713F-HRTimelineGroup
ATWOOD & PALMER INC2,726$86.4K0.01%013F-HRTimeline
COMERICA BANK2,551$80.8K<0.01%+1,30013F-HR/ATimeline
Clearstead Advisors, LLC2,500$79.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC2,106$66.7K0.01%+12013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,050$65K<0.01%+113F-HRTimelineGroup
Anchor Investment Management, LLC2,000$63.4K0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,854$58.7K<0.01%+10613F-HRTimeline
CWM, LLCin group CWM, LLC1,773$56K<0.01%+1,50213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,766$56K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,500$47.5K0.03%-1,50013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,481$46.9K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,314$41.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC1,109$35.1K<0.01%013F-HRTimeline
CoreFirst Bank & Trust1,100$34.9K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB992$31.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management939$29.8K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA832$26.4K<0.01%+4713F-HRTimeline
GPS Wealth Strategies Group, LLC779$24.7K<0.01%+5113F-HRTimeline
Lowe Wealth Advisors, LLC600$19K0.01%013F-HRTimeline
CVA Family Office, LLC464$14.7K<0.01%013F-HRTimeline
Hilltop National Bank370$11.7K<0.01%013F-HRTimeline
Blue Trust, Inc.368$11.7K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.251$7.95K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.32K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…220$6.97K<0.01%new13F-HRTimelineGroup
First Pacific Financial211$6.69K<0.01%013F-HRTimeline
Putney Financial Group LLC196$6.21K0.01%13F-HRTimeline
IFP Advisors, Inc180$5.7K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.172$5.45K<0.01%+1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$4.97K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL134$4.25K<0.01%013F-HRTimeline
WPG Advisers, LLC108$3.42K<0.01%13F-HRTimeline
Valued Wealth Advisors LLC100$3.16K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC85$2.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC64$2.03K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.24$761<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$602<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$32<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.