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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 2025-06-30, 6,497,736 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
150
13F filers
150
New
12
Added
53
Reduced
41
Sold out
7
Shares held by filers
6,497,736

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY509,441$16.1M<0.01%-56,58613F-HRTimelineGroup
Bard Financial Services, Inc.470,799$14.9M1.78%+26,96513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC449,805$14.2M0.02%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC415,743$13.2M2.2%+4,04113F-HRTimeline
UBS Group AGin group UBS Group AG340,872$10.8M<0.01%+4,56213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …311,551$9.86M0.02%+35,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,482$8.34M<0.01%+3,85713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN232,393$7.36M<0.01%-22,34713F-HRTimelineGroup
NorthCoast Asset Management LLC203,381$6.44M0.03%-2,36613F-HRTimeline
Shaker Financial Services, LLC162,350$5.14M1.86%+72,06313F-HRTimeline
Uncommon Cents Investing LLC161,836$5.12M1.37%-2,08013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC154,054$4.88M0.08%+19,27013F-HRTimelineGroup
Cornerstone Advisory, LLC139,177$4.41M0.47%+7,08113F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.131,968$4.18M0.11%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,281$4.05M0.01%+2,21713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,126$3.11M<0.01%+1,55513F-HRTimelineGroup
EP Wealth Advisors, LLC93,327$2.95M0.02%-8,53413F-HRTimeline
Hennion & Walsh Asset Management, Inc.91,486$2.9M0.12%-3,37313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.91,342$2.89M2.05%+11613F-HRTimeline
Mariner, LLCin group Mariner, LLC85,464$2.71M<0.01%+2,73613F-HRTimelineGroup
Capstone Financial Advisors, Inc.75,513$2.39M0.14%013F-HRTimeline
D.A. DAVIDSON & CO.72,715$2.3M0.02%-2,28413F-HRTimeline
Platform Technology Partners63,022$2M0.52%+1,52213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP62,617$1.98M<0.01%+1,91413F-HRTimelineGroup
LPL Financial LLC62,130$1.97M<0.01%+14,14513F-HRTimeline
RB Capital Management, LLC60,993$1.93M0.44%-2,00613F-HRTimeline
Stolper Co58,389$1.85M0.61%+3,02113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,851$1.8M<0.01%+36713F-HR/ATimelineGroup
Integrated Wealth Concepts LLC55,277$1.75M0.02%-1,46013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,026$1.74M<0.01%-3,74413F-HRTimeline
HighTower Advisors, LLC48,502$1.54M<0.01%+19,88913F-HRTimeline
Cambridge Investment Research Advisors,…47,101$1.49M<0.01%-4,51613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,970$1.39M<0.01%+1,95013F-HRTimelineGroup
Beckerman Institutional, LLC41,500$1.31M0.87%-15313F-HRTimeline
Allworth Financial LP40,485$1.28M0.01%+24,03713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP35,835$1.13M0.05%+24,77113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,443$1.12M0.02%+67913F-HRTimelineGroup
Whitener Capital Management, Inc.33,735$1.07M0.28%-2,81613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…33,289$1.05M0.08%-15,25713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT31,602$1M0.07%-45413F-HRTimeline
Altus Wealth Group LLC30,851$977K0.43%-1,82513F-HRTimeline
Prospera Capital Management, LLC29,345$929K0.51%013F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC28,819$912K0.01%+5,09013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,681$908K<0.01%+4,54313F-HR/ATimelineGroup
FIRST MERCHANTS CORP27,607$874K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,907$820K<0.01%-29,20013F-HR/ATimelineGroup
Creative Planningin group Creative Planning25,640$812K<0.01%-1,31813F-HRTimelineGroup
Advisors Asset Management, Inc.25,269$800K0.01%+1,22513F-HR/ATimeline
Cetera Investment Advisers25,153$796K<0.01%-99613F-HRTimeline
Baltimore-Washington Financial Advisors…24,416$773K0.04%-16,38813F-HRTimeline
Quantedge Capital Pte Ltd22,951$727K0.67%+5,70013F-HRTimeline
MGO ONE SEVEN LLC21,101$668K0.02%+58413F-HRTimeline
Cornerstone Advisors, LLC21,078$667K0.02%new13F-HRTimeline
&PARTNERS20,768$658K0.01%new13F-HRTimeline
KIRR MARBACH & CO LLC /IN/19,882$629K0.12%013F-HRTimeline
Heritage Wealth Advisors19,028$602K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,387$582K<0.01%-10213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC17,452$553K<0.01%+1813F-HRTimeline
First PREMIER Bank16,574$525K0.13%013F-HRTimeline
Successful Portfolios LLC15,562$493K0.3%-5113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,951$473K<0.01%-1513F-HRTimelineGroup
GatePass Capital, LLC14,756$467K0.31%-20013F-HRTimeline
Tower Wealth Partners, Inc.14,323$453K0.27%+47113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,222$450K<0.01%new13F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC13,342$422K0.24%013F-HRTimeline
Waverly Advisors, LLC12,922$409K<0.01%+21413F-HRTimeline
First Financial Bankshares Inc12,720$403K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,691$402K<0.01%+1,40013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC12,611$399K0.06%+1,00013F-HRTimeline
Koshinski Asset Management, Inc.12,483$395K0.03%-2713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,158$385K<0.01%-3113F-HR/ATimelineGroup
Joel Isaacson & Co., LLC11,866$376K0.02%-6,61513F-HRTimeline
American Institute for Advanced Investm…11,723$371K0.26%+28313F-HRTimeline
Foundations Investment Advisors, LLC11,683$370K0.01%+38513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,590$367K<0.01%-47113F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC11,275$357K0.16%+27013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,106$352K0.02%-1,06613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,042$350K<0.01%+21913F-HRTimelineGroup
BancFirst Trust & Investment Management11,061$349K0.16%013F-HRTimeline
MSH Capital Advisors LLC10,894$345K0.1%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,137$321K<0.01%-62613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,678$306K<0.01%-11013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$293K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,718$276K0.01%+45313F-HRTimelineGroup
Crews Bank & Trust8,509$269K0.04%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV8,300$263K0.13%+20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,255$261K<0.01%-3,45813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,073$256K<0.01%+22513F-HRTimelineGroup
PRENTISS SMITH & CO INC7,689$243K0.14%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,644$242K0.02%+18513F-HRTimeline
TWO SIGMA SECURITIES, LLC7,603$241K0.03%new13F-HRTimeline
Priebe Wealth Holdings LLC7,577$240K0.21%-1,54913F-HRTimeline
First Command Advisory Services, Inc.7,449$236K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,007$222K<0.01%new13F-HRTimelineGroup
Independent Family Office, LLC6,987$221K0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,949$220K<0.01%new13F-HRTimelineGroup
Choate Investment Advisors6,578$208K<0.01%-35013F-HRTimeline
Main Street Financial Solutions, LLC6,532$207K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.6,359$201K0.17%-27013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,900$187K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,766$183K<0.01%+7013F-HRTimelineGroup
MAI Capital Management4,990$158K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,600$146K0.04%-40013F-HRTimeline
Steward Partners Investment Advisory, L…4,338$137K<0.01%+913F-HRTimeline
GHP Investment Advisors, Inc.4,000$127K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,876$123K<0.01%-97213F-HRTimelineGroup
BFSG, LLC3,406$108K0.01%013F-HRTimeline
Parallel Advisors, LLC3,240$103K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,237$102K<0.01%+3113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$96.8K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,054$96.7K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,801$89K<0.01%-15413F-HRTimelineGroup
ATWOOD & PALMER INC2,726$86.3K0.01%013F-HRTimeline
COMERICA BANK2,657$84.1K<0.01%+10613F-HRTimeline
Clearstead Advisors, LLC2,500$79.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,356$74.3K<0.01%-2,26813F-HRTimelineGroup
McIlrath & Eck, LLC2,158$68.3K0.01%+5213F-HRTimeline
Anchor Investment Management, LLC2,000$63.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,899$60.1K<0.01%+4513F-HRTimeline
CWM, LLCin group CWM, LLC1,786$57K<0.01%+1013F-HRTimelineGroup
Costello Asset Management, INC1,575$49.9K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,481$46.9K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,375$43.5K0.02%-55013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,314$41.6K<0.01%013F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,259$39.9K<0.01%+1,05913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,236$39.1K<0.01%-16513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,229$38.9K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,109$35.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,105$35K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB992$31.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC812$25.7K<0.01%+2613F-HRTimeline
CX Institutional557$18K<0.01%013F-HR/ATimeline
CVA Family Office, LLC464$14.7K<0.01%013F-HRTimeline
Hilltop National Bank370$11.7K<0.01%13F-HRTimeline
Blue Trust, Inc.368$11.7K<0.01%013F-HRTimeline
IFP Advisors, Inc280$8.87K<0.01%+10013F-HRTimeline
HARBOUR INVESTMENTS, INC.251$7.95K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.31K<0.01%013F-HRTimeline
First Pacific Financial211$6.68K<0.01%013F-HRTimeline
Putney Financial Group LLC200$6.33K0.01%+413F-HR/ATimeline
Thomas J. Herzfeld Advisors, Inc.179$5.68K<0.01%+513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$4.97K<0.01%013F-HRTimeline
Stone House Investment Management, LLC135$4.28K<0.01%+413F-HRTimeline
Strategic Investment Solutions, Inc. /IL134$4.24K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC100$3.16K<0.01%013F-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$760<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.