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Disclosery

TY TRI CONTL CORP

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COM (fund), issuer CIK 99614

154 managers (154 13F filers) reported a position in TY shares at 2025-09-30, 6,602,948 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
154
13F filers
154
New
16
Added
37
Reduced
41
Sold out
9
Shares held by filers
6,602,948

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.647,684$22M0.73%+515,71613F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC517,626$17.6M0.02%+67,82113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY500,973$17M<0.01%-8,46813F-HR/ATimelineGroup
Bard Financial Services, Inc.444,956$15.1M1.66%-25,84313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC418,033$14.2M2.16%+2,29013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …336,196$11.4M0.02%+24,64513F-HRTimelineGroup
UBS Group AGin group UBS Group AG293,798$9.99M<0.01%-47,07413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC266,059$9.05M<0.01%+2,57713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,182$7.62M<0.01%-8,21113F-HRTimelineGroup
NorthCoast Asset Management LLC198,450$6.75M0.03%-4,93113F-HRTimeline
Uncommon Cents Investing LLC159,196$5.41M1.35%-2,64013F-HRTimeline
Cornerstone Advisory, LLC140,993$4.79M0.47%+1,81613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…131,139$4.47M0.01%+4,85813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,432$3.41M<0.01%+2,30613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.97,183$3.3M0.12%+5,69713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.91,759$3.12M2.12%+41713F-HRTimeline
Mariner, LLCin group Mariner, LLC88,071$2.99M<0.01%+2,60713F-HRTimelineGroup
Capstone Financial Advisors, Inc.75,513$2.57M0.14%013F-HRTimeline
D.A. DAVIDSON & CO.73,911$2.51M0.02%+1,19613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP67,629$2.3M<0.01%+5,01213F-HRTimelineGroup
LPL Financial LLC64,643$2.2M<0.01%+2,51313F-HRTimeline
Platform Technology Partners63,022$2.14M0.51%013F-HRTimeline
RB Capital Management, LLC61,581$2.09M0.44%+58813F-HRTimeline
Stolper Co58,346$1.98M0.6%-4313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,806$1.93M<0.01%-4513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,457$1.82M<0.01%-1,56913F-HRTimeline
Cambridge Investment Research Advisors,…46,945$1.6M<0.01%-15613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,912$1.6M<0.01%+2,94213F-HR/ATimelineGroup
Beckerman Institutional, LLC41,017$1.39M0.82%-48313F-HRTimeline
Allworth Financial LP40,544$1.38M0.01%+5913F-HRTimeline
Quadrant Private Wealth Management, LLC38,406$1.31M0.24%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,402$1.31M0.02%+2,95913F-HRTimelineGroup
Whitener Capital Management, Inc.33,620$1.14M0.27%-11513F-HRTimeline
ALBION FINANCIAL GROUP /UT31,156$1.06M0.06%-44613F-HRTimeline
Altus Wealth Group LLC30,851$1.05M0.43%013F-HRTimeline
Prospera Capital Management, LLC29,345$998K0.48%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC28,297$962K0.01%-52213F-HRTimelineGroup
HighTower Advisors, LLC27,646$940K<0.01%-20,85613F-HRTimeline
FIRST MERCHANTS CORP27,607$939K0.04%013F-HRTimeline
&PARTNERS26,348$896K0.01%+5,58013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,907$881K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning25,640$872K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.25,087$853K0.01%-18213F-HR/ATimeline
Cetera Investment Advisers24,699$840K<0.01%-45413F-HRTimeline
Baltimore-Washington Financial Advisors…24,416$830K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,348$785K<0.01%-5,33313F-HRTimelineGroup
MGO ONE SEVEN LLC21,146$719K0.02%+4513F-HRTimeline
KIRR MARBACH & CO LLC /IN/19,882$676K0.12%013F-HRTimeline
Heritage Wealth Advisors19,028$647K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,512$595K<0.01%-87513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC17,081$581K<0.01%-37113F-HRTimeline
First PREMIER Bank16,574$564K0.13%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC15,969$543K0.01%-138,08513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,987$510K<0.01%+3613F-HR/ATimelineGroup
Successful Portfolios LLC14,791$503K0.29%-77113F-HRTimeline
GatePass Capital, LLC14,756$502K0.29%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,591$496K<0.01%new13F-HRTimelineGroup
Tower Wealth Partners, Inc.14,434$491K0.27%+11113F-HRTimeline
Steward Partners Investment Advisory, L…14,213$483K<0.01%+9,87513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,175$482K<0.01%new13F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC13,342$454K0.23%013F-HRTimeline
MSH Capital Advisors LLC12,894$438K0.12%+2,00013F-HRTimeline
First Financial Bankshares Inc12,720$432K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,691$431K<0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC12,682$431K0.15%-149,66813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,611$429K0.05%013F-HRTimeline
Waverly Advisors, LLC12,414$422K<0.01%-50813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,158$413K<0.01%013F-HRTimelineGroup
Joel Isaacson & Co., LLC11,866$403K0.01%013F-HRTimeline
Private Advisor Group, LLC11,796$401K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC11,774$400K0.01%+9113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,128$393K<0.01%-46213F-HRTimelineGroup
Koshinski Asset Management, Inc.11,365$386K0.03%-1,11813F-HRTimeline
CORA CAPITAL ADVISORS LLC11,275$383K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC11,203$381K<0.01%-44,07413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,106$378K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,042$375K<0.01%013F-HRTimelineGroup
BancFirst Trust & Investment Management11,061$375K0.14%013F-HRTimeline
American Institute for Advanced Investm…10,273$349K0.23%-1,45013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,136$345K<0.01%-113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,680$329K<0.01%+213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,655$328K<0.01%+8,39613F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$315K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,762$298K0.01%+4413F-HRTimelineGroup
Crews Bank & Trust8,509$289K0.04%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…8,445$287K0.02%-24,84413F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV8,300$282K0.13%013F-HRTimeline
Quantedge Capital Pte Ltd7,751$264K0.14%-15,20013F-HRTimeline
PRENTISS SMITH & CO INC7,689$261K0.15%013F-HRTimeline
First Command Advisory Services, Inc.7,449$253K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,644$243K0.02%013F-HRTimeline
Independent Family Office, LLC6,987$238K0.1%013F-HRTimeline
Busey Bank6,641$226K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,633$226K<0.01%-1,44013F-HRTimelineGroup
Main Street Financial Solutions, LLC6,583$224K0.01%+5113F-HRTimeline
Choate Investment Advisors6,578$224K<0.01%013F-HRTimeline
SUMMITRY LLC6,500$221K0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC6,292$214K0.05%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,280$214K<0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.6,200$211K0.16%-15913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,137$209K0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,076$207K<0.01%-87313F-HRTimelineGroup
Snowden Capital Advisors LLC6,026$205K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD6,000$204K<0.01%new13F-HRTimeline
NWAM LLC5,991$204K0.01%new13F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT5,963$203K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,900$201K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,646$192K<0.01%-12013F-HRTimelineGroup
MAI Capital Management4,990$170K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,200$143K0.04%-40013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,876$132K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,787$129K0.01%+2,55813F-HRTimelineGroup
BFSG, LLC3,406$116K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,285$112K<0.01%+1,49913F-HRTimelineGroup
Parallel Advisors, LLC3,240$110K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$104K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,054$104K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,874$97.7K<0.01%-36313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,801$95K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.2,767$94.1K<0.01%-1,23313F-HRTimeline
ATWOOD & PALMER INC2,726$92.7K0.01%013F-HRTimeline
Clearstead Advisors, LLC2,500$85K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,356$79.6K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC2,158$73.4K0.01%013F-HRTimeline
Anchor Investment Management, LLC2,000$68K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,899$64.5K<0.01%013F-HRTimeline
Costello Asset Management, INC1,575$53.5K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,481$50.4K<0.01%013F-HRTimelineGroup
COMERICA BANK1,358$46.2K<0.01%-1,29913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,314$44.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,167$39.7K<0.01%-6913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,113$37.9K<0.01%+413F-HRTimeline
HM PAYSON & CO1,114$35.3K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB992$33.7K<0.01%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC819$27.8K<0.01%+713F-HRTimeline
Wealthspire Advisors, LLC633$21.5K<0.01%new13F-HRTimeline
Advisory Services Network, LLC566$19.3K<0.01%new13F-HRTimeline
CX Institutional557$19K<0.01%013F-HRTimeline
IFP Advisors, Inc481$16.4K<0.01%+20113F-HR/ATimeline
CVA Family Office, LLC464$15.8K<0.01%013F-HRTimeline
Hilltop National Bank370$12.6K<0.01%013F-HRTimeline
Blue Trust, Inc.368$12.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.251$8.53K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.85K<0.01%013F-HRTimeline
First Pacific Financial213$7.23K<0.01%+213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.181$6.15K<0.01%+213F-HRTimeline
Stone House Investment Management, LLC136$4.63K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL134$4.56K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC100$3.39K<0.01%013F-HRTimeline
Sound Income Strategies, LLC85$2.92K<0.01%013F-HRTimeline
Cornerstone Advisors, LLC72$2.45K<0.01%-21,00613F-HRTimeline
JFS WEALTH ADVISORS, LLC64$2.18K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.24$816<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$646<0.01%013F-HRTimelineGroup