Who owns TLYS (TLYS)
Which tracked institutional funds hold TLYS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TLYS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 TLYS is one-sided between 2025-Q4 and 2026-Q1: 18 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
TLYS’s largest tracked holder by dollar value, Fund 1 Investments, LLC, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TLYS 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 2025-Q4 and 2026-Q1, across 65 tracked filers holding TLYS, 35 increased or opened the position and 20 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 TLYS between the 2025-Q4 and 2026-Q1 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
- BML Capital Management, LLC$9M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- Simcoe Capital LLC$3M
- VANGUARD FIDUCIARY TRUST CO$597K
Full exits 2
- Long Focus Capital Management, LLC$3M
- VANGUARD GROUP INC$2M
Largest adds
- Fund 1 Investments, LLC$17M
- TWO SIGMA INVESTMENTS, LP$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2M
- Pacific Ridge Capital Partners, LLC$1M
- NOMURA HOLDINGS INC$1M
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 |
|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | $33M | 34.7% | 2026-Q1 |
| BML Capital Management, LLC added | 2,150,000 | $9M | 9.2% | 2026-Q1 |
| Shay Capital LLC trimmed | 1,786,441 | $7M | 7.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 985,805 | $4M | 4.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 900,000 | $4M | 3.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 849,314 | $3M | 3.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 810,509 | $3M | 3.5% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 693,320 | $3M | 3.0% | 2026-Q1 |
| Simcoe Capital LLC new | 619,436 | $3M | 2.7% | 2026-Q1 |
| NOMURA HOLDINGS INC | 546,027 | $2M | 2.3% | 2026-Q1 |
| MUFG Securities EMEA plc | 500,000 | $2M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 465,370 | $2M | 2.0% | 2026-Q1 |
| BlackRock, Inc. added | 397,100 | $2M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 253,913 | $1M | 1.1% | 2026-Q1 |
| SG Americas Securities, LLC | 220,095 | $891K | 0.9% | 2026-Q1 |
| Aristides Capital LLC added | 201,873 | $818K | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 147,373 | $597K | 0.6% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 123,944 | $502K | 0.5% | 2026-Q1 |
| STATE STREET CORP | 107,108 | $434K | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 98,103 | $397K | 0.4% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 95,000 | $385K | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 95,000 | $385K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 67,431 | $273K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 65,931 | $267K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,828 | $246K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 59,356 | $240K | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 52,813 | $214K | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 51,045 | $207K | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 50,000 | $202K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 48,280 | $196K | 0.2% | 2026-Q1 |
| Empowered Funds, LLC | 45,031 | $182K | 0.2% | 2026-Q1 |
| Cerity Partners LLC | 44,793 | $181K | 0.2% | 2026-Q1 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 40,000 | $176K | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 39,366 | $158K | 0.2% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 28,442 | $115K | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 25,774 | $104K | 0.1% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 23,158 | $94K | 0.1% | 2026-Q1 |
| FNY Investment Advisers, LLC added | 23,165 | $93K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 17,924 | $73K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 17,534 | $71K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 14,900 | $60K | 0.1% | 2026-Q1 |
| Abel Hall, LLC trimmed | 13,680 | $55K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 13,507 | $55K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 13,100 | $53K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 13,091 | $53K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 12,915 | $52K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 12,039 | $49K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 11,732 | $48K | 0.1% | 2026-Q1 |
| Scientech Research LLC new | 10,824 | $44K | 0.0% | 2026-Q1 |
| UBS Group AG added | 10,237 | $41K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 7,911 | $32K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 5,518 | $22K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,771 | $7K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 1,451 | $6K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS | 544 | $2K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 502 | $2K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 437 | $2K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 394 | $2K | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 316 | $1K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 145 | $1K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 131 | $530 | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 85 | $344 | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 80 | $324 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 30 | $122 | 0.0% | 2026-Q1 |
| Optiver Holding B.V. | 13 | $53 | 0.0% | 2026-Q1 |
| Long Focus Capital Management, LLC trimmed | 1,680,658 | $3M | 3.6% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 1,106,483 | $2M | 2.3% | 2025-Q4 stale |
| Divisar Capital Management LLC trimmed | 503,290 | $1M | 1.2% | 2025-Q1 stale |
| First Eagle Investment Management, LLC trimmed | 370,114 | $814K | 0.9% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 179,000 | $356K | 0.4% | 2025-Q4 stale |
| CIBC WORLD MARKETS CORP added | 95,000 | $189K | 0.2% | 2025-Q4 stale |
| Kent Lake PR LLC new | 67,833 | $140K | 0.1% | 2025-Q3 stale |
| Nuveen, LLC new | 61,845 | $136K | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 53,013 | $117K | 0.1% | 2025-Q1 stale |
| Bank of New York Mellon Corp | 37,678 | $83K | 0.1% | 2025-Q1 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33,968 | $75K | 0.1% | 2025-Q1 stale |
| NINE MASTS CAPITAL Ltd new | 28,817 | $57K | 0.1% | 2025-Q4 stale |
| Ground Swell Capital, LLC new | 40,804 | $56K | 0.1% | 2025-Q2 stale |
| DEUTSCHE BANK AG\ | 25,108 | $55K | 0.1% | 2025-Q1 stale |
| XTX Topco Ltd added | 26,252 | $54K | 0.1% | 2025-Q3 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 22,335 | $49K | 0.1% | 2025-Q1 stale |
| Corient Private Wealth LLC new | 35,000 | $48K | 0.1% | 2025-Q2 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 14,821 | $33K | 0.0% | 2025-Q1 stale |
| Invesco Ltd. trimmed | 14,941 | $31K | 0.0% | 2025-Q3 stale |
| WEDBUSH SECURITIES INC new | 22,000 | $30K | 0.0% | 2025-Q2 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 8,871 | $20K | 0.0% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 7,258 | $16K | 0.0% | 2025-Q1 stale |
| Crewe Advisors LLC new | 6,000 | $12K | 0.0% | 2025-Q4 stale |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,695 | $8K | 0.0% | 2025-Q1 stale |
| Legal & General Group Plc | 1,934 | $4K | 0.0% | 2025-Q1 stale |
| Ameritas Investment Partners, Inc. | 1,890 | $4K | 0.0% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 1,469 | $3K | 0.0% | 2025-Q4 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,073 | $2K | 0.0% | 2025-Q1 stale |
| AMALGAMATED BANK | 789 | $2K | 0.0% | 2025-Q1 stale |
| Fortitude Family Office, LLC new | 336 | $692 | 0.0% | 2025-Q3 stale |
| Sterling Capital Management LLC trimmed | 256 | $563 | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN trimmed | 381 | $526 | 0.0% | 2025-Q2 stale |
| PNC Financial Services Group, Inc. added | 60 | $132 | 0.0% | 2025-Q1 stale |
| True Wealth Design, LLC new | 15 | $33 | 0.0% | 2025-Q1 stale |
| EverSource Wealth Advisors, LLC trimmed | 4 | $8 | 0.0% | 2025-Q3 stale |
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.