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Institutional Ownership · SEC Form 13F

Who owns THY


Which tracked institutional funds hold THY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

116
Institutional holders
15M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on THY is one-sided between 2026-Q1 and 2026-Q2: 27 added or opened and 8 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

THY’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in THY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 68 tracked filers holding THY, 45 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in THY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • Bellwether Advisors, LLC$7M
  • Independent Wealth Network Inc.$4M
  • Saxony Capital Management, LLC$4M
  • AMERICAN FINANCIAL & TAX STRATEGIES INC$3M
  • BUILDER INVESTMENT GROUP INC /ADV$1M

Full exits 4

  • Independent Advisor Alliance$9M
  • Capital Analysts, LLC$6M
  • Cambridge Investment Research Advisors, Inc.$6M
  • OLD MISSION CAPITAL LLC$500K

Largest adds

  • Orion Porfolio Solutions, LLC$8M
  • ENVESTNET ASSET MANAGEMENT INC$8M
  • OSAIC HOLDINGS, INC.$3M
  • TCP Asset Management, LLC$3M
  • TOEWS CORP /ADV$3M
  • MML INVESTORS SERVICES, LLC$2M

Largest trims

  • HFG Wealth Management, LLC$913K
  • SILVER OAK SECURITIES, INCORPORATED$526K
  • CFS Investment Advisory Services, LLC$421K
  • GTS SECURITIES LLC$409K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed2,104,137$81M20.1%2026-Q2
Orion Porfolio Solutions, LLC trimmed1,839,780$71M17.5%2026-Q2
TCP Asset Management, LLC added2,196,657$48M11.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed774,120$25M6.2%2026-Q2
OSAIC HOLDINGS, INC. trimmed545,429$21M5.2%2026-Q2
Spartan Wealth Advisory Services LLC added407,807$10M2.6%2026-Q2
MML INVESTORS SERVICES, LLC trimmed306,817$10M2.4%2026-Q2
RPg Family Wealth Advisory, LLC added235,026$9M2.2%2026-Q2
VestGen Advisors, LLC trimmed332,545$9M2.1%2026-Q2
Visionary Horizons, LLC added210,051$8M2.0%2026-Q2
Sigma Planning Corp added220,883$7M1.7%2026-Q2
Bellwether Advisors, LLC new270,024$7M1.7%2026-Q2
HFG Wealth Management, LLC trimmed160,726$6M1.5%2026-Q2
Donoghue Forlines LLC trimmed189,758$6M1.5%2026-Q2
Ausdal Financial Partners, Inc. added150,605$6M1.4%2026-Q2
TOEWS CORP /ADV added135,882$5M1.3%2026-Q2
CreativeOne Wealth, LLC added101,434$4M1.0%2026-Q2
RPS ADVISORY SOLUTIONS LLC added89,078$3M0.8%2026-Q2
AMERICAN FINANCIAL & TAX STRATEGIES INC new115,450$3M0.7%2026-Q2
Strategic Equity Management trimmed74,066$3M0.7%2026-Q2
CFS Investment Advisory Services, LLC trimmed68,996$3M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added97,563$2M0.6%2026-Q2
Independent Wealth Network Inc. new97,115$2M0.6%2026-Q2
Dynamic Advisor Solutions LLC added56,344$2M0.5%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added53,357$2M0.5%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added64,726$2M0.4%2026-Q2
Saxony Capital Management, LLC new62,498$1M0.3%2026-Q2
BUILDER INVESTMENT GROUP INC /ADV new40,254$1M0.3%2026-Q2
GWN SECURITIES INC. added22,684$876K0.2%2026-Q2
JANE STREET GROUP, LLC added22,042$851K0.2%2026-Q2
Mutual Advisors, LLC added30,951$793K0.2%2026-Q2
Geneos Wealth Management Inc. added26,829$587K0.1%2026-Q2
GTS SECURITIES LLC trimmed14,655$566K0.1%2026-Q2
MONEYWISE, INC. trimmed14,188$548K0.1%2026-Q2
Cetera Investment Advisers added19,953$506K0.1%2026-Q2
Silver Grove Financial Group, Inc. added11,250$434K0.1%2026-Q2
Financial Gravity Companies, Inc. added17,419$430K0.1%2026-Q2
Capital Planning LLC11,069$427K0.1%2026-Q2
Kestra Advisory Services, LLC trimmed9,499$367K0.1%2026-Q2
Atria Investments, Inc trimmed11,118$358K0.1%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed9,144$353K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new13,668$350K0.1%2026-Q2
WORLD EQUITY GROUP, INC. trimmed9,459$305K0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added7,388$285K0.1%2026-Q2
Diversify Advisory Services, LLC added7,388$285K0.1%2026-Q2
SeaCrest Wealth Management, LLC new7,103$274K0.1%2026-Q2
Smallwood Wealth Investment Management, LLC new6,757$261K0.1%2026-Q2
Envestnet Portfolio Solutions, Inc. added10,101$259K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed9,880$236K0.1%2026-Q2
Ocean Park Asset Management, LLC added8,911$228K0.1%2026-Q2
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed8,824$226K0.1%2026-Q2
J2 Capital Management Inc new7,150$204K0.1%2026-Q2
MORGAN STANLEY4,906$189K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed3,915$126K0.0%2026-Q2
PNC Financial Services Group, Inc.2,969$115K0.0%2026-Q2
IFP Advisors, Inc2,479$96K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed2,219$86K0.0%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC. new2,127$82K0.0%2026-Q2
ROYAL BANK OF CANADA1,750$67K0.0%2026-Q2
PRIVATE TRUST CO NA1,499$58K0.0%2026-Q2
UBS Group AG added1,191$38K0.0%2026-Q2
Wellington Grp LLC1,455$36K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO911$35K0.0%2026-Q2
Steward Partners Investment Advisory, LLC1,000$24K0.0%2026-Q2
ASSETMARK, INC added727$23K0.0%2026-Q2
EverSource Wealth Advisors, LLC new397$10K0.0%2026-Q2
Private Wealth Asset Management, LLC new226$9K0.0%2026-Q2
Continuum Advisory, LLC new354$8K0.0%2026-Q2
Independent Advisor Alliance new261,114$9M2.3%2026-Q1 stale (1 quarter behind)
Capital Analysts, LLC added173,211$6M1.5%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed86,119$3M0.8%2026-Q1 stale (1 quarter behind)
OLD MISSION CAPITAL LLC trimmed14,151$500K0.1%2026-Q1 stale (1 quarter behind)
Virtu Financial LLC added12,443$440K0.1%2026-Q1 stale (1 quarter behind)
Financial Gravity Asset Management, Inc. added17,334$425K0.1%2026-Q1 stale (1 quarter behind)
GeoWealth Management, LLC trimmed7,082$250K0.1%2026-Q1 stale (1 quarter behind)
PARK AVENUE SECURITIES LLC new9,647$240K0.1%2026-Q1 stale (1 quarter behind)
COLDSTREAM CAPITAL MANAGEMENT INC5,831$206K0.1%2026-Q1 stale (1 quarter behind)
Gotham Asset Management, LLC new10,843$205K0.1%2026-Q1 stale (1 quarter behind)
CENTAURUS FINANCIAL, INC. new3,139$111K0.0%2026-Q1 stale (1 quarter behind)
Sound Income Strategies, LLC new844$30K0.0%2026-Q1 stale (1 quarter behind)
HANTZ FINANCIAL SERVICES, INC.233$8K0.0%2026-Q1 stale (1 quarter behind)
JONES FINANCIAL COMPANIES LLLP added98$3K0.0%2026-Q1 stale (1 quarter behind)
Thrivent Financial for Lutherans trimmed114,192$4M1.0%2025-Q4 stale (2 quarters behind)
PFG Advisors trimmed15,833$583K0.1%2025-Q4 stale (2 quarters behind)
Motiv8 Investments LLC new86$1K0.0%2025-Q4 stale (2 quarters behind)
Camelot Portfolios, LLC new21$7730.0%2025-Q4 stale (2 quarters behind)
TRUST CO OF VERMONT new337$8K0.0%2025-Q3 stale (3 quarters behind)
Freedom Investment Management, Inc. trimmed281,164$9M2.3%2025-Q2 stale (4 quarters behind)
Smith Anglin Financial, LLC new8,316$279K0.1%2025-Q2 stale (4 quarters behind)
CWM, LLC2,289$51K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership