Who owns THYF
Which tracked institutional funds hold THYF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THYF 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.
How the tape is positioned
The tracked-fund tape on THYF is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 2 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
THYF’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 THYF 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 34 tracked filers holding THYF, 24 increased or opened the position and 10 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 THYF 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 4
- LPL Financial LLC$28M
- KICKSTAND VENTURES, LLC.$7M
- Turner Financial Group, Inc.$4M
- JPMORGAN CHASE & CO$516K
Largest adds
- Strategic Financial Concepts, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$543K
- Cetera Investment Advisers$473K
- UBS Group AG$354K
- Intergy Private Wealth, LLC$266K
- ENVESTNET ASSET MANAGEMENT INC$253K
Largest trims
- Souders Financial Advisors$366K
- N.E.W. Advisory Services LLC$312K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC new | 548,958 | $28M | 35.1% | 2026-Q2 |
| Souders Financial Advisors trimmed | 178,611 | $9M | 11.4% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 153,029 | $8M | 9.8% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 137,198 | $7M | 8.8% | 2026-Q2 |
| Cetera Investment Advisers added | 83,614 | $4M | 5.3% | 2026-Q2 |
| Turner Financial Group, Inc. new | 70,896 | $4M | 4.5% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 53,062 | $3M | 3.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 44,977 | $2M | 2.9% | 2026-Q2 |
| Intergy Private Wealth, LLC added | 36,635 | $2M | 2.3% | 2026-Q2 |
| PFG Advisors added | 34,560 | $2M | 2.2% | 2026-Q2 |
| Elm3 Financial Group, LLC added | 29,493 | $2M | 1.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 22,022 | $1M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 21,131 | $1M | 1.4% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 17,521 | $903K | 1.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 16,304 | $841K | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,305 | $789K | 1.0% | 2026-Q2 |
| Mariner, LLC added | 15,102 | $779K | 1.0% | 2026-Q2 |
| Vines Capital Management, LLC added | 13,899 | $717K | 0.9% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 13,243 | $683K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 10,223 | $527K | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 10,011 | $516K | 0.6% | 2026-Q2 |
| Tactive Advisors, LLC added | 8,028 | $414K | 0.5% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 7,538 | $389K | 0.5% | 2026-Q2 |
| UBS Group AG added | 7,022 | $362K | 0.4% | 2026-Q2 |
| Regal Investment Advisors LLC added | 5,990 | $309K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,462 | $75K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 746 | $38K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 689 | $36K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 406 | $21K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 129 | $7K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 128 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 50 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $107 | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $52 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC new | 4,700 | $240K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 100 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. | 470 | $25K | 0.0% | 2025-Q3 stale (3 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.
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.