Who owns TRTY (TRTY)
Which tracked institutional funds hold TRTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRTY 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 TRTY is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 0 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
TRTY’s largest tracked holder by dollar value, ALM First Financial Advisors, LLC, sizes it at 12.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TRTY 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 9 tracked filers holding TRTY, 5 increased or opened the position and 4 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 TRTY 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 2
- Cauble & Harre Wealth Management, Inc.$2M
- CITADEL ADVISORS LLC$656K
Largest adds
- ALM First Financial Advisors, LLC$6M
- Fermata Advisors, LLC$359K
- Bravias Capital Group, LLC$325K
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 |
|---|---|---|---|---|
| ALM First Financial Advisors, LLC added | 2,292,636 | $68M | 83.0% | 2026-Q1 |
| Fermata Advisors, LLC added | 147,679 | $4M | 5.4% | 2026-Q1 |
| Bravias Capital Group, LLC added | 85,393 | $3M | 3.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 75,136 | $2M | 2.8% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. new | 65,460 | $2M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 25,735 | $768K | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,977 | $656K | 0.8% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 511 | $15K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $27 | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 16,102 | $448K | 0.5% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,756 | $256K | 0.3% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 8,604 | $239K | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 8,058 | $212K | 0.3% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,382 | $36K | 0.0% | 2025-Q2 stale |
| UBS Group AG added | 202 | $5K | 0.0% | 2025-Q1 stale |
| MORGAN STANLEY added | 152 | $4K | 0.0% | 2025-Q4 stale |
| Triumph Capital Management new | 100 | $3K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.