Skip to content
Disclosery

TY TRI CONTL CORP

Follow

COM (fund), issuer CIK 99614

153 managers (153 13F filers) reported a position in TY shares at 2026-03-31, 6,858,603 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
153
13F filers
153
New
11
Added
49
Reduced
35
Sold out
9
Shares held by filers
6,858,603

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.735,098$23.2M0.74%+33,49713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY553,797$17.5M<0.01%-8,61613F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC514,535$16.3M0.03%-3,09113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC430,043$13.6M1.95%+9,11113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …366,014$11.6M0.02%+31,75713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC260,984$8.24M<0.01%-12,74213F-HRTimelineGroup
UBS Group AGin group UBS Group AG213,270$6.74M<0.01%-48,92713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth198,736$6.28M0.01%+6,04613F-HRTimelineGroup
UMB Bank, n.a.177,792$5.62M0.08%-2,78813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166,093$5.25M<0.01%-9,42613F-HR/ATimelineGroup
Uncommon Cents Investing LLC159,671$5.04M1.17%-18513F-HRTimeline
Cornerstone Advisory, LLC151,571$4.79M0.45%+4,09913F-HRTimeline
Hennion & Walsh Asset Management, Inc.144,772$4.57M0.15%+20,99613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,077$3.89M0.01%+98,25313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,652$3.27M<0.01%+3,78213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC96,591$3.05M<0.01%+2,67713F-HRTimelineGroup
Shaker Financial Services, LLC93,663$2.96M1.03%+23,21813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.92,650$2.93M1.98%+31213F-HRTimeline
EP Wealth Advisors, LLC86,270$2.73M0.01%-1,85013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP84,592$2.67M<0.01%+11,25413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,630$2.64M0.01%-44,40713F-HRTimeline
Altium Capital Management LLC78,920$2.49M5.93%+38,46913F-HRTimeline
LPL Financial LLC78,691$2.49M<0.01%-2,61213F-HRTimeline
Capstone Financial Advisors, Inc.75,513$2.39M0.13%013F-HRTimeline
D.A. DAVIDSON & CO.73,108$2.31M0.01%-1,03513F-HRTimeline
Platform Technology Partners66,996$2.12M0.41%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC61,634$1.95M0.1%+4013F-HRTimeline
RB Capital Management, LLC60,974$1.93M0.41%-2,52013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,243$1.84M<0.01%+1,07213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,259$1.75M<0.01%+1,30613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,345$1.56M0.02%+4,53313F-HRTimelineGroup
Cambridge Investment Research Advisors,…48,350$1.53M<0.01%-18213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,881$1.48M<0.01%+5313F-HRTimelineGroup
Allworth Financial LP41,186$1.3M0.01%+10013F-HRTimeline
Beckerman Institutional, LLC39,994$1.26M0.67%-51013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC38,657$1.22M<0.01%+25,87813F-HRTimelineGroup
Quadrant Private Wealth Management, LLC38,406$1.21M0.19%013F-HRTimeline
Steward Partners Investment Advisory, L…38,095$1.2M0.01%+6,45713F-HRTimeline
Whitener Capital Management, Inc.33,821$1.07M0.24%+6913F-HRTimeline
ALBION FINANCIAL GROUP /UT30,496$963K0.06%013F-HRTimeline
Altus Wealth Group LLC29,614$936K0.38%-56813F-HRTimeline
HighTower Advisors, LLC29,065$918K<0.01%+13713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC28,679$906K0.01%+22,72113F-HRTimelineGroup
Stolper Co18,450$847K0.24%-43,20513F-HRTimeline
Creative Planningin group Creative Planning25,948$820K<0.01%+15313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,907$819K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.24,598$777K0.01%-40013F-HRTimeline
&PARTNERS24,644$775K<0.01%+1,12013F-HRTimeline
Baltimore-Washington Financial Advisors…24,416$771K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,817$721K<0.01%+6,21513F-HRTimelineGroup
Cetera Investment Advisers22,608$714K<0.01%-46013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC21,082$666K0.01%-5,81113F-HRTimelineGroup
KIRR MARBACH & CO LLC /IN/19,882$628K0.11%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,030$601K<0.01%+7013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC18,346$580K<0.01%+3,24413F-HRTimelineGroup
Heritage Wealth Advisors17,846$564K0.02%-32213F-HRTimeline
Foundations Investment Advisors, LLC17,825$563K0.01%+11313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC16,925$535K<0.01%+513F-HRTimeline
First PREMIER Bank16,574$524K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,665$495K<0.01%-29,20813F-HRTimelineGroup
Tower Wealth Partners, Inc.15,604$493K0.27%+14013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,529$491K<0.01%+87813F-HRTimelineGroup
MGO ONE SEVEN LLC15,330$484K0.01%-6,52013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,611$483K<0.01%-19613F-HR/ATimelineGroup
Successful Portfolios LLC15,205$473K0.26%+813F-HRTimeline
GatePass Capital, LLC14,756$466K0.23%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC13,342$421K0.23%013F-HRTimeline
Waverly Advisors, LLC12,935$409K<0.01%+2413F-HRTimeline
First Financial Bankshares Inc12,720$402K0.01%013F-HRTimeline
MSH Capital Advisors LLC12,719$402K0.09%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,611$398K0.05%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,360$390K0.01%+4,30413F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC11,981$378K0.13%013F-HRTimeline
Joel Isaacson & Co., LLC11,866$375K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,763$372K<0.01%-22913F-HRTimelineGroup
Savvy Advisors, Inc.11,598$366K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,335$358K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,250$355K0.01%+1,89213F-HRTimelineGroup
Private Advisor Group, LLC11,121$351K<0.01%-34613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,006$348K0.02%013F-HRTimeline
Financial Plan, Inc.11,006$348K0.04%-98213F-HRTimeline
NorthRock Partners, LLC10,447$330K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.10,199$322K0.02%013F-HRTimeline
American Institute for Advanced Investm…10,170$321K0.21%013F-HRTimeline
TIAAgroup of 2 filers holding10,136$320K0Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,010$316K<0.01%+313F-HRTimelineGroup
Integrated Wealth Concepts LLC9,938$314K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,823$310K<0.01%-213F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.9,755$308K0.07%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,266$293K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,898$281K<0.01%+49613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,673$274K<0.01%+50713F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV8,300$262K0.13%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,393$261K0.02%new13F-HRTimeline
Unify Financial Advisors8,129$257K0.27%-15513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,019$253K<0.01%-1,01613F-HR/ATimelineGroup
Quantinno Capital Management LP7,945$251K<0.01%-62313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,532$241K0.02%-59413F-HRTimeline
Gateway Wealth Partners, LLC7,440$235K0.01%new13F-HRTimeline
PRENTISS SMITH & CO INC7,026$222K0.13%013F-HRTimeline
Independent Family Office, LLC6,987$221K0.09%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,609$209K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,549$207K<0.01%-1,30313F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,424$203K<0.01%+313F-HRTimelineGroup
Quantedge Capital Pte Ltd6,351$201K0.11%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,900$186K<0.01%013F-HRTimelineGroup
Quent Capital, LLC5,405$171K0.01%013F-HRTimeline
MAI Capital Management4,990$158K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,985$157K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,997$157K<0.01%+2,19613F-HRTimelineGroup
First Command Advisory Services, Inc.4,694$148K<0.01%013F-HRTimeline
Crews Bank & Trust4,434$140K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,200$133K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,290$104K<0.01%-5,11413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,245$103K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC3,240$102K<0.01%013F-HR/ATimeline
CENTRAL TRUST Co3,098$97.9K<0.01%-1,91013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,057$96.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,050$96.3K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.2,987$94.4K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2,767$87.4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC2,726$86.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,639$81.7K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,500$79K<0.01%013F-HRTimeline
BAYBAN2,310$73K0.06%013F-HRTimeline
McIlrath & Eck, LLC2,293$72.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,225$70.3K<0.01%+1,97413F-HRTimeline
Advocate Investing Services LLC1,649$52.1K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,639$51.8K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,481$46.8K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,465$46.3K<0.01%-53513F-HRTimeline
Costello Asset Management, INC1,375$43.4K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,314$41.5K<0.01%new13F-HR/ATimeline
HM PAYSON & CO1,184$40.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,159$36.6K<0.01%+613F-HRTimeline
Wilmington Savings Fund Society, FSB992$31.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management929$29K<0.01%new13F-HRTimeline
Asset Dedication, LLC664$21K<0.01%new13F-HRTimeline
Advisory Services Network, LLC612$19.3K<0.01%new13F-HRTimeline
CX Institutional602$19K<0.01%+513F-HRTimeline
CVA Family Office, LLC464$14.7K<0.01%013F-HRTimeline
Hilltop National Bank370$11.7K<0.01%013F-HRTimeline
Blue Trust, Inc.368$11.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.231$7.3K<0.01%013F-HRTimeline
First Pacific Financial230$7.26K<0.01%+213F-HRTimeline
SHP Wealth Management221$6.98K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.195$6.17K<0.01%+113F-HRTimeline
IFP Advisors, Inc180$5.69K<0.01%013F-HRTimeline
Stone House Investment Management, LLC147$4.65K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC145$4.65K<0.01%+6013F-HRTimeline
NewEdge Advisors, LLC138$4.34K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL134$4.23K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.25$790<0.01%013F-HRTimeline