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Disclosery

TY TRI CONTL CORP

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COM (fund), issuer CIK 99614

146 managers (146 13F filers) reported a position in TY shares at 2025-03-31, 6,227,500 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
146
13F filers
146
New
9
Added
34
Reduced
46
Sold out
11
Shares held by filers
6,227,500

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY566,027$17.4M<0.01%-5,07513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC449,805$13.8M0.02%013F-HRTimelineGroup
Bard Financial Services, Inc.443,834$13.6M1.66%-21,55013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC411,702$12.6M2.39%-2913F-HRTimeline
UBS Group AGin group UBS Group AG336,310$10.3M<0.01%+23,91513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …276,551$8.48M0.01%+3,53913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,625$7.96M<0.01%-65,87013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,740$7.81M<0.01%+2,71113F-HRTimelineGroup
NorthCoast Asset Management LLC205,747$6.31M0.03%-8,09613F-HR/ATimeline
Uncommon Cents Investing LLC163,916$5.03M1.47%-2,97813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC134,784$4.13M0.08%+7,85213F-HRTimelineGroup
Cornerstone Advisory, LLC132,096$3.97M0.46%+3,00113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,064$3.81M0.01%-4,58713F-HRTimeline
EP Wealth Advisors, LLC101,861$3.12M0.02%-1,62513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,571$2.96M<0.01%+1,02513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.94,859$2.91M0.13%-2,74413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.91,226$2.8M2.14%+2,18213F-HRTimeline
Shaker Financial Services, LLC90,287$2.77M1.08%-73,78013F-HRTimeline
Mariner, LLCin group Mariner, LLC82,728$2.54M<0.01%+1,16413F-HRTimelineGroup
Capstone Financial Advisors, Inc.75,513$2.32M0.15%013F-HRTimeline
D.A. DAVIDSON & CO.74,999$2.3M0.02%-5,62913F-HRTimeline
RB Capital Management, LLC62,999$1.93M0.47%-18813F-HRTimeline
Platform Technology Partners61,500$1.89M0.55%-36,03113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP60,703$1.86M<0.01%+3,95413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC58,770$1.8M<0.01%+38113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,107$1.79M<0.01%+3,43213F-HR/ATimelineGroup
Integrated Wealth Concepts LLC56,737$1.74M0.02%-3,35013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,484$1.73M<0.01%+13,32113F-HR/ATimelineGroup
Stolper Co55,368$1.7M0.56%+34913F-HRTimeline
Cambridge Investment Research Advisors,…51,617$1.58M0.01%-1,14513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…48,546$1.49M0.13%-15,24213F-HRTimelineGroup
LPL Financial LLC47,985$1.47M<0.01%+4,52313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,020$1.29M<0.01%-4,12913F-HRTimelineGroup
Beckerman Institutional, LLC41,653$1.28M0.93%+2113F-HRTimeline
Baltimore-Washington Financial Advisors…40,804$1.25M0.07%-16,38813F-HRTimeline
Whitener Capital Management, Inc.36,551$1.12M0.32%-12513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,764$1.07M0.03%-25,10713F-HRTimelineGroup
Altus Wealth Group LLC32,676$1M0.47%-2,12613F-HRTimeline
ALBION FINANCIAL GROUP /UT32,056$983K0.07%-45413F-HRTimeline
Prospera Capital Management, LLC29,345$900K0.58%013F-HR/ATimeline
HighTower Advisors, LLC28,613$878K<0.01%+15913F-HRTimeline
FIRST MERCHANTS CORP27,607$847K0.03%013F-HRTimeline
Creative Planningin group Creative Planning26,958$827K<0.01%+113F-HRTimelineGroup
Cetera Investment Advisers26,149$802K<0.01%+66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,138$740K<0.01%-55013F-HRTimelineGroup
Advisors Asset Management, Inc.24,044$737K0.01%new13F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC23,729$728K0.01%-1,27813F-HRTimelineGroup
MGO ONE SEVEN LLC20,517$629K0.02%-2,16713F-HRTimeline
KIRR MARBACH & CO LLC /IN/19,882$610K0.14%013F-HRTimeline
Heritage Wealth Advisors19,028$584K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,489$567K<0.01%-27213F-HRTimelineGroup
Joel Isaacson & Co., LLC18,481$567K0.03%new13F-HRTimeline
Transform Wealth, LLC18,437$565K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,434$535K0.01%+413F-HRTimeline
Quantedge Capital Pte Ltd17,251$529K0.17%-2,50013F-HRTimeline
First PREMIER Bank16,574$508K0.13%013F-HRTimeline
Allworth Financial LP16,448$481K<0.01%+86313F-HRTimeline
Successful Portfolios LLC15,613$479K0.33%+813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,966$459K<0.01%-3,08213F-HRTimelineGroup
GatePass Capital, LLC14,956$459K0.34%+4,95613F-HRTimeline
Tower Wealth Partners, Inc.13,852$425K0.23%+12113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC13,342$409K0.24%013F-HRTimeline
First Financial Bankshares Inc12,720$390K0.01%013F-HRTimeline
Waverly Advisors, LLC12,708$390K<0.01%+1,43013F-HRTimeline
Koshinski Asset Management, Inc.12,510$384K0.03%-91013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,189$374K<0.01%-53513F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC12,189$374K0.03%-2013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,172$373K0.03%+7513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,061$370K<0.01%+21213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,713$359K<0.01%-6,77913F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC11,611$356K0.06%013F-HRTimeline
American Institute for Advanced Investm…11,440$351K0.27%013F-HRTimeline
Foundations Investment Advisors, LLC11,298$347K0.01%+9813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,291$346K<0.01%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP11,064$339K0.02%-59013F-HRTimeline
BancFirst Trust & Investment Management11,061$338K0.17%013F-HRTimeline
CORA CAPITAL ADVISORS LLC11,005$338K0.16%013F-HRTimeline
MSH Capital Advisors LLC10,894$334K0.1%-7613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,823$332K<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,763$330K<0.01%-1,13613F-HRTimelineGroup
Janney Montgomery Scott LLC10,535$323K<0.01%-34113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,788$300K<0.01%+2,04313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,502$291K0.01%-75313F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$284K0.01%013F-HRTimeline
Priebe Wealth Holdings LLC9,126$280K0.17%-1,28113F-HRTimeline
Crews Bank & Trust8,509$261K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,265$254K0.01%+8813F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV8,100$248K0.14%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,848$241K<0.01%013F-HRTimelineGroup
PRENTISS SMITH & CO INC7,689$236K0.15%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,459$229K0.02%013F-HRTimeline
Independent Family Office, LLC6,987$214K0.11%013F-HRTimeline
Choate Investment Advisors6,928$212K0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.6,629$203K0.2%013F-HR/ATimeline
Mezzasalma Advisors, LLC6,549$201K0.07%+5513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,900$181K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,696$175K<0.01%-113F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.5,000$153K0.04%-1,00013F-HRTimeline
MAI Capital Management4,990$153K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,624$142K<0.01%+2,85813F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,848$133K<0.01%-49,62213F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,329$133K<0.01%-39713F-HRTimeline
BFSG, LLC3,406$104K0.01%new13F-HRTimeline
Parallel Advisors, LLC3,240$99.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,206$98.3K<0.01%-37113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$93.8K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,955$91K<0.01%-113F-HRTimelineGroup
ATWOOD & PALMER INC2,726$83.6K0.01%013F-HRTimeline
COMERICA BANK2,551$78.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,500$76.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC2,106$64.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC2,000$61.3K0.01%013F-HRTimeline
Transce3nd, LLC1,925$59K0.03%-1,10013F-HRTimeline
NewEdge Advisors, LLC1,854$56.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,776$54K<0.01%+313F-HRTimelineGroup
Costello Asset Management, INC1,575$48.3K0.02%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,500$46K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,481$45.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,401$43K<0.01%-64913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,314$40.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,109$35.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,105$33.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB992$30.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management939$28.8K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC786$24.1K<0.01%+713F-HRTimeline
Lowe Wealth Advisors, LLC600$18.4K0.01%013F-HRTimeline
CX Institutional557$17K<0.01%new13F-HRTimeline
CVA Family Office, LLC464$14.2K<0.01%013F-HRTimeline
Blue Trust, Inc.368$11.3K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC333$10.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.251$7.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.08K<0.01%013F-HRTimeline
First Pacific Financial211$6.47K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS200$6.13K<0.01%new13F-HRTimelineGroup
Putney Financial Group LLC196$6.01K0.01%013F-HRTimeline
IFP Advisors, Inc180$5.52K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.174$5.32K<0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$4.82K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL134$4.11K<0.01%013F-HRTimeline
Stone House Investment Management, LLC131$4K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC100$3.06K<0.01%013F-HRTimeline
Sound Income Strategies, LLC85$2.62K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC64$1.96K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.24$737<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$602<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.