Who owns TRI4EUR
Which tracked institutional funds hold TRI4EUR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRI4EUR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-07-15). 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 TRI4EUR is one-sided between 2025-Q4 and 2026-Q1: 77 added or opened and 233 trimmed or exited — on balance reducing.
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
TRI4EUR’s largest tracked holder by dollar value, Woodbridge Co Ltd, sizes it at 97.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 97.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TRI4EUR 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 461 tracked filers holding TRI4EUR, 243 increased or opened the position and 253 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 TRI4EUR 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 36
- VANGUARD CAPITAL MANAGEMENT LLC$337M
- VANGUARD FIDUCIARY TRUST CO$107M
- Vanguard Global Advisers, LLC$49M
- VANGUARD ASSET MANAGEMENT, Ltd$25M
- GW&K Investment Management, LLC$16M
- Bridgewater Associates, LP$14M
Full exits 50
- VANGUARD GROUP INC$762M
- MUFG Securities EMEA plc$46M
- TWO SIGMA ADVISERS, LP$24M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$20M
- OCCUDO QUANTITATIVE STRATEGIES LP$7M
- Capital Investment Counsel, LLC$6M
Largest adds
- Invesco Ltd.$513M
- TD Waterhouse Canada Inc.$88M
- AQR CAPITAL MANAGEMENT LLC$47M
- CANADA PENSION PLAN INVESTMENT BOARD$35M
- STOREBRAND ASSET MANAGEMENT AS$34M
- JPMORGAN CHASE & CO$20M
Largest trims
- Woodbridge Co Ltd$12.6B
- ROYAL BANK OF CANADA$472M
- FMR LLC$362M
- BANK OF MONTREAL /CAN/$324M
- LCC Family Corp.$188M
- TLT Family Holdco ULC$180M
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 |
|---|---|---|---|---|
| Woodbridge Co Ltd added | 300,790,959 | $27.1B | 71.4% | 2026-Q1 |
| Invesco Ltd. added | 9,336,235 | $840M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 9,100,433 | $819M | 2.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 7,235,355 | $651M | 1.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 5,323,269 | $481M | 1.3% | 2026-Q1 |
| TD Asset Management Inc added | 5,199,592 | $468M | 1.2% | 2026-Q1 |
| TLT Family Holdco ULC | 4,302,901 | $387M | 1.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,729,023 | $337M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,262,425 | $294M | 0.8% | 2026-Q1 |
| LCC Family Corp. trimmed | 3,241,565 | $292M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,161,321 | $284M | 0.8% | 2026-Q1 |
| FMR LLC trimmed | 2,868,249 | $259M | 0.7% | 2026-Q1 |
| SEG Family Corp. trimmed | 2,503,903 | $225M | 0.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,229,967 | $203M | 0.5% | 2026-Q1 |
| Fiera Capital Corp added | 2,133,045 | $192M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,861,421 | $166M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,768,259 | $160M | 0.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 1,741,320 | $157M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,627,069 | $146M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,588,756 | $143M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,500,365 | $135M | 0.4% | 2026-Q1 |
| NORGES BANK trimmed | 772,350 | $133M | 0.4% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 1,437,038 | $130M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,321,128 | $120M | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,345,723 | $118M | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,194,266 | $107M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,190,471 | $107M | 0.3% | 2026-Q1 |
| DKRT Investments Corp. added | 1,003,851 | $90M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 992,791 | $90M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc trimmed | 981,411 | $89M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 981,822 | $88M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 941,974 | $85M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 622,300 | $56M | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 615,905 | $56M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 591,500 | $53M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 585,065 | $53M | 0.1% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 563,915 | $51M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 543,512 | $49M | 0.1% | 2026-Q1 |
| PJT Investments Corp. | 530,297 | $48M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 528,955 | $48M | 0.1% | 2026-Q1 |
| Clearbridge Investments, LLC added | 499,799 | $45M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 476,428 | $43M | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 344,927 | $42M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 450,968 | $41M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 431,988 | $39M | 0.1% | 2026-Q1 |
| BCV Asset Management Inc. added | 427,356 | $38M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 414,770 | $37M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 412,082 | $37M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 408,216 | $37M | 0.1% | 2026-Q1 |
| Amundi trimmed | 400,522 | $36M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 390,606 | $35M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 379,564 | $34M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 374,052 | $34M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 366,670 | $33M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 342,444 | $31M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 337,423 | $30M | 0.1% | 2026-Q1 |
| Dixon Mitchell Investment Counsel Inc. added | 303,326 | $27M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 277,375 | $25M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 273,535 | $25M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 255,839 | $23M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 258,988 | $23M | 0.1% | 2026-Q1 |
| NEOS Investment Management LLC added | 239,209 | $22M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 227,375 | $20M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 215,779 | $19M | 0.1% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 207,729 | $19M | 0.0% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 201,494 | $18M | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 201,460 | $18M | 0.0% | 2026-Q1 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 198,031 | $18M | 0.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 192,299 | $17M | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 185,696 | $17M | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 183,051 | $16M | 0.0% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 182,200 | $16M | 0.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 180,358 | $16M | 0.0% | 2026-Q1 |
| GW&K Investment Management, LLC new | 174,957 | $16M | 0.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 168,695 | $15M | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 166,086 | $15M | 0.0% | 2026-Q1 |
| Bridgewater Associates, LP added | 159,909 | $14M | 0.0% | 2026-Q1 |
| Trexquant Investment LP added | 157,496 | $14M | 0.0% | 2026-Q1 |
| Aquatic Capital Management LLC added | 153,772 | $14M | 0.0% | 2026-Q1 |
| Korea Investment CORP added | 139,533 | $13M | 0.0% | 2026-Q1 |
| M&G PLC new | 137,596 | $12M | 0.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 136,368 | $12M | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 135,969 | $12M | 0.0% | 2026-Q1 |
| AVIVA PLC added | 135,111 | $12M | 0.0% | 2026-Q1 |
| Nuveen, LLC added | 134,298 | $12M | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 131,659 | $12M | 0.0% | 2026-Q1 |
| Heathbridge Capital Management Ltd. new | 131,200 | $12M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 5,776,640 | $762M | 2.0% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 2,886,701 | $448M | 1.2% | 2025-Q3 stale |
| MUFG Securities EMEA plc added | 350,000 | $46M | 0.1% | 2025-Q4 stale |
| Gillson Capital LP trimmed | 216,953 | $37M | 0.1% | 2025-Q1 stale |
| Junto Capital Management LP new | 199,224 | $34M | 0.1% | 2025-Q1 stale |
| AXA S.A. added | 135,596 | $27M | 0.1% | 2025-Q2 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 132,000 | $27M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 163,659 | $25M | 0.1% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 153,538 | $24M | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 178,846 | $24M | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 152,084 | $20M | 0.1% | 2025-Q4 stale |
| Beck Bode, LLC new | 82,063 | $17M | 0.0% | 2025-Q2 stale |
| ARGENT CAPITAL MANAGEMENT LLC trimmed | 98,789 | $15M | 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.