Who owns TRIO (TRIO)
Which tracked institutional funds hold TRIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRIO 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
1 tracked fund added or opened TRIO while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
TRIO’s largest tracked holder by dollar value, KINTRA WEALTH, LLC, sizes it at 7.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TRIO 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
Only 2 institutional filer(s) hold this name — too few for a reliable accumulation read. The smart-money signal needs at least 5 filers.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
New buyers & exits
Funds opening or closing a position in TRIO 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.
Full exits 1
- McCarthy & Cox$2M
Largest adds
- KINTRA WEALTH, LLC$805K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KINTRA WEALTH, LLC added | 1,822,032 | $110M | 51.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,624,092 | $102M | 47.3% | 2025-Q2 |
| McCarthy & Cox trimmed | 26,454 | $2M | 0.8% | 2025-Q4 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,062 | $536K | 0.2% | 2025-Q1 |
| OLD MISSION CAPITAL LLC new | 7,453 | $440K | 0.2% | 2025-Q1 |
| WOLVERINE TRADING, LLC added | 6,238 | $406K | 0.2% | 2025-Q3 |
| JANE STREET GROUP, LLC new | 3,391 | $200K | 0.1% | 2025-Q1 |
| UBS Group AG trimmed | 116 | $7K | 0.0% | 2026-Q1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 |
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.