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Disclosery

TY TRI CONTL CORP

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COM (fund), issuer CIK 99614

151 managers (151 13F filers) reported a position in TY shares at 2025-12-31, 6,730,209 shares in all. 17 filers opened a position and 28 filers sold out during the quarter.

Managers
151
13F filers
151
New
17
Added
54
Reduced
34
Sold out
28
Shares held by filers
6,730,209

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.701,601$22.9M0.77%+53,91713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY562,413$18.4M<0.01%+61,44013F-HR/ATimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC517,626$16.9M0.03%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC420,932$13.7M2.02%+2,89913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …334,257$10.9M0.02%-1,93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,726$8.94M<0.01%+7,66713F-HRTimelineGroup
UBS Group AGin group UBS Group AG262,197$8.56M<0.01%-31,60113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth192,690$6.29M0.01%new13F-HRTimelineGroup
UMB Bank, n.a.180,580$5.9M0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN175,519$5.73M<0.01%-48,66313F-HRTimelineGroup
Uncommon Cents Investing LLC159,856$5.22M1.26%+66013F-HRTimeline
Cornerstone Advisory, LLC147,472$4.82M0.46%+6,47913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,037$4.19M0.01%-4,10213F-HRTimeline
Hennion & Walsh Asset Management, Inc.123,776$4.04M0.14%+26,59313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,870$3.26M<0.01%-56213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC93,914$3.07M<0.01%+5,84313F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.92,338$3.02M2.01%+57913F-HRTimeline
EP Wealth Advisors, LLC88,120$2.88M0.01%13F-HRTimeline
LPL Financial LLC81,303$2.66M<0.01%+16,66013F-HRTimeline
Capstone Financial Advisors, Inc.75,513$2.47M0.13%013F-HRTimeline
D.A. DAVIDSON & CO.74,143$2.42M0.01%+23213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP73,338$2.4M<0.01%+5,70913F-HRTimelineGroup
Shaker Financial Services, LLC70,445$2.3M0.73%+57,76313F-HRTimeline
Platform Technology Partners66,996$2.19M0.47%+3,97413F-HRTimeline
RB Capital Management, LLC63,494$2.07M0.42%+1,91313F-HRTimeline
Stolper Co61,655$2.01M0.59%+3,30913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC61,594$2.01M0.12%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,171$1.87M<0.01%+36513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,953$1.76M<0.01%+49613F-HRTimeline
Cambridge Investment Research Advisors,…48,532$1.58M<0.01%+1,58713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,828$1.53M<0.01%-8413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,873$1.47M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,812$1.46M0.02%+6,41013F-HRTimelineGroup
Allworth Financial LP41,086$1.34M0.01%+54213F-HRTimeline
Beckerman Institutional, LLC40,504$1.32M0.74%-51313F-HRTimeline
Altium Capital Management LLC40,451$1.32M5.22%new13F-HRTimeline
Quadrant Private Wealth Management, LLC38,406$1.25M0.21%013F-HRTimeline
Whitener Capital Management, Inc.33,752$1.1M0.25%+13213F-HRTimeline
Steward Partners Investment Advisory, L…31,638$1.03M0.01%+17,42513F-HRTimeline
ALBION FINANCIAL GROUP /UT30,496$996K0.06%-66013F-HRTimeline
Altus Wealth Group LLC30,182$986K0.39%-66913F-HRTimeline
HighTower Advisors, LLC28,928$945K<0.01%+1,28213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC26,893$878K0.01%-1,40413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,907$847K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning25,795$842K<0.01%+15513F-HRTimelineGroup
Advisors Asset Management, Inc.24,998$816K0.01%-8913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,824$811K<0.01%+1,47613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…24,416$797K0.03%013F-HRTimeline
&PARTNERS23,524$768K<0.01%-2,82413F-HRTimeline
Cetera Investment Advisers23,068$753K<0.01%-1,63113F-HRTimeline
MGO ONE SEVEN LLC21,850$714K0.01%+70413F-HRTimeline
KIRR MARBACH & CO LLC /IN/19,882$649K0.12%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,960$619K<0.01%+1,44813F-HRTimelineGroup
Heritage Wealth Advisors18,168$593K0.02%-86013F-HRTimeline
Foundations Investment Advisors, LLC17,712$578K0.01%+5,93813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,171$561K<0.01%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC16,920$553K<0.01%-16113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,602$542K<0.01%+9,96913F-HRTimelineGroup
First PREMIER Bank16,574$541K0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,807$516K<0.01%+82013F-HRTimelineGroup
Successful Portfolios LLC15,197$505K0.26%+40613F-HRTimeline
Tower Wealth Partners, Inc.15,464$505K0.28%+1,03013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,102$493K<0.01%+92713F-HRTimelineGroup
GatePass Capital, LLC14,756$482K0.25%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,651$479K<0.01%+6013F-HR/ATimelineGroup
DELTA CAPITAL MANAGEMENT LLC13,342$436K0.24%013F-HRTimeline
Waverly Advisors, LLC12,911$422K<0.01%+49713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,779$417K<0.01%+8813F-HRTimelineGroup
First Financial Bankshares Inc12,720$415K0.01%013F-HRTimeline
MSH Capital Advisors LLC12,719$415K0.09%-17513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,611$412K0.05%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,992$392K<0.01%-16613F-HR/ATimelineGroup
Financial Plan, Inc.11,988$392K0.04%13F-HRTimeline
CORA CAPITAL ADVISORS LLC11,981$391K0.15%+70613F-HRTimeline
Joel Isaacson & Co., LLC11,866$388K0.01%013F-HRTimeline
Savvy Advisors, Inc.11,598$379K0.01%new13F-HRTimeline
Private Advisor Group, LLC11,467$375K<0.01%-32913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,006$359K0.02%-10013F-HRTimeline
Koshinski Asset Management, Inc.10,199$333K0.02%-1,16613F-HRTimeline
American Institute for Advanced Investm…10,170$332K0.21%-10313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,136$331K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,007$327K<0.01%+32713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,825$321K<0.01%-1,21713F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.9,755$319K0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,358$306K0.01%+59613F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$303K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,035$295K<0.01%-2,09313F-HRTimelineGroup
Quantinno Capital Management LP8,568$280K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,404$274K<0.01%-1,25113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,402$274K<0.01%new13F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV8,300$271K0.12%013F-HRTimeline
Unify Financial Advisors8,284$271K0.28%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,166$267K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,126$265K0.02%+48213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,056$263K0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,852$256K<0.01%+1,77613F-HRTimelineGroup
PRENTISS SMITH & CO INC7,026$229K0.14%-66313F-HRTimeline
Independent Family Office, LLC6,987$228K0.1%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,609$216K<0.01%new13F-HRTimeline
Choate Investment Advisors6,578$215K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,421$210K<0.01%+3,13613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.6,338$207K0.12%13F-HRTimeline
Main Street Financial Solutions, LLC6,286$205K0.02%-29713F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…6,272$205K0.19%13F-HRTimeline
Mezzasalma Advisors, LLC6,249$204K0.05%-4313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,213$203K0.03%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,958$195K<0.01%-10,01113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,900$193K<0.01%013F-HRTimelineGroup
Quent Capital, LLC5,405$177K0.01%new13F-HRTimeline
CENTRAL TRUST Co5,008$164K<0.01%new13F-HRTimeline
MAI Capital Management4,990$163K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,985$163K<0.01%-66113F-HRTimelineGroup
First Command Advisory Services, Inc.4,694$153K<0.01%-2,75513F-HRTimeline
Crews Bank & Trust4,434$145K0.02%-4,07513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,200$137K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,876$127K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,245$106K<0.01%+19113F-HRTimelineGroup
Parallel Advisors, LLC3,240$106K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$99.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,050$99.6K<0.01%+17613F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,801$91K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.2,767$90.4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC2,726$89K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,639$86.2K<0.01%+28313F-HRTimelineGroup
Clearstead Advisors, LLC2,500$81.7K<0.01%013F-HRTimeline
BAYBAN2,310$75.4K0.07%13F-HRTimeline
McIlrath & Eck, LLC2,293$74.9K0.01%+13513F-HRTimeline
Anchor Investment Management, LLC2,000$65.3K0.01%013F-HRTimeline
Advocate Investing Services LLC1,649$53.8K0.05%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,639$53.5K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,481$48.4K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC1,375$44.9K0.01%-20013F-HRTimeline
HM PAYSON & CO1,184$40.3K<0.01%+7013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,153$37.7K<0.01%+4013F-HRTimeline
Wilmington Savings Fund Society, FSB992$32.4K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC900$29.4K0.01%new13F-HRTimeline
CX Institutional597$19K<0.01%+4013F-HRTimeline
CVA Family Office, LLC464$15.2K<0.01%013F-HRTimeline
Hilltop National Bank370$12.1K<0.01%013F-HRTimeline
Blue Trust, Inc.368$12K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.251$8.2K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.54K<0.01%013F-HRTimeline
First Pacific Financial228$7.44K<0.01%+1513F-HRTimeline
SHP Wealth Management221$7.22K<0.01%13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.194$6.33K<0.01%+1313F-HRTimeline
IFP Advisors, Inc180$5.88K<0.01%-30113F-HRTimeline
Stone House Investment Management, LLC146$4.76K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC138$4.49K<0.01%-1,76113F-HRTimeline
Strategic Investment Solutions, Inc. /IL134$4.38K<0.01%013F-HRTimeline
Sound Income Strategies, LLC85$2.82K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.25$817<0.01%+113F-HRTimeline