Who owns TY
Which tracked institutional funds hold TY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
19 tracked funds added or opened TY while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
TY’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TY 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 147 tracked filers holding TY, 72 increased or opened the position and 65 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 TY 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 2
- Atlas Wealth LLC$784K
- WESTBOURNE INVESTMENTS, INC.$704K
Full exits 8
- Shaker Financial Services, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Quadrant Private Wealth Management, LLC$1M
- HighTower Advisors, LLC$918K
- WOLVERINE ASSET MANAGEMENT LLC$906K
- Stolper Co$847K
Largest adds
- LAZARD ASSET MANAGEMENT LLC$7M
- Allspring Global Investments Holdings, LLC$4M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1M
- MORGAN STANLEY$1M
- UBS Group AG$1M
- Hennion & Walsh Asset Management, Inc.$815K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$621K
- Kestra Advisory Services, LLC$334K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. trimmed | 689,725 | $24M | 10.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 671,046 | $23M | 10.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 543,357 | $19M | 8.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 445,614 | $15M | 6.7% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 429,902 | $15M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 249,337 | $9M | 3.7% | 2026-Q2 |
| UBS Group AG added | 226,335 | $8M | 3.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 187,432 | $6M | 2.8% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 163,808 | $6M | 2.5% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 159,026 | $5M | 2.4% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 156,550 | $5M | 2.3% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 155,211 | $5M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 147,471 | $5M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 127,904 | $4M | 1.9% | 2026-Q2 |
| Mariner, LLC added | 111,679 | $4M | 1.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 103,544 | $4M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 91,759 | $3M | 1.4% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. trimmed | 90,360 | $3M | 1.4% | 2026-Q2 |
| Altium Capital Management LLC added | 86,458 | $3M | 1.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 83,694 | $3M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 80,682 | $3M | 1.2% | 2026-Q2 |
| Capstone Financial Advisors, Inc. | 75,513 | $3M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 75,065 | $3M | 1.1% | 2026-Q2 |
| Platform Technology Partners added | 68,034 | $2M | 1.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 66,669 | $2M | 1.0% | 2026-Q2 |
| RB Capital Management, LLC added | 61,076 | $2M | 0.9% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 57,423 | $2M | 0.9% | 2026-Q2 |
| Pathstone Holdings, LLC added | 55,935 | $2M | 0.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 51,920 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 50,968 | $2M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 47,553 | $2M | 0.7% | 2026-Q2 |
| Allworth Financial LP | 41,186 | $1M | 0.6% | 2026-Q2 |
| Beckerman Institutional, LLC added | 40,036 | $1M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 38,960 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,677 | $1M | 0.5% | 2026-Q2 |
| Whitener Capital Management, Inc. trimmed | 31,386 | $1M | 0.5% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT trimmed | 29,946 | $1M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 29,426 | $1M | 0.4% | 2026-Q2 |
| Altus Wealth Group LLC trimmed | 29,314 | $1M | 0.4% | 2026-Q2 |
| Creative Planning added | 26,383 | $908K | 0.4% | 2026-Q2 |
| &PARTNERS added | 25,598 | $881K | 0.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 24,609 | $847K | 0.4% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $840K | 0.4% | 2026-Q2 |
| Atlas Wealth LLC new | 22,782 | $784K | 0.3% | 2026-Q2 |
| WESTBOURNE INVESTMENTS, INC. new | 20,465 | $704K | 0.3% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ | 19,882 | $684K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 18,857 | $649K | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 18,125 | $624K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 18,105 | $623K | 0.3% | 2026-Q2 |
| Heritage Wealth Advisors | 17,846 | $614K | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 17,810 | $613K | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 17,696 | $609K | 0.3% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 16,592 | $571K | 0.2% | 2026-Q2 |
| Tower Wealth Partners, Inc. added | 15,973 | $550K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 15,910 | $557K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 15,551 | $535K | 0.2% | 2026-Q2 |
| Successful Portfolios LLC added | 15,389 | $546K | 0.2% | 2026-Q2 |
| GatePass Capital, LLC | 14,756 | $508K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 14,153 | $487K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 13,688 | $471K | 0.2% | 2026-Q2 |
| Financial Plan, Inc. added | 13,091 | $451K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,748 | $439K | 0.2% | 2026-Q2 |
| MSH Capital Advisors LLC | 12,719 | $438K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 12,664 | $436K | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,611 | $434K | 0.2% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 12,466 | $429K | 0.2% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 12,165 | $419K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 11,801 | $406K | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 11,309 | $389K | 0.2% | 2026-Q2 |
| First Financial Bankshares Inc trimmed | 11,272 | $388K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,068 | $381K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,006 | $379K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 10,847 | $373K | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC | 10,447 | $360K | 0.2% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 10,425 | $359K | 0.2% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP added | 10,326 | $355K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 10,278 | $354K | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 10,199 | $351K | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 10,144 | $349K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 10,051 | $346K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP new | 9,876 | $340K | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. | 9,755 | $336K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 9,648 | $332K | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 9,319 | $311K | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,266 | $319K | 0.1% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 9,067 | $312K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 8,673 | $299K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 8,616 | $297K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,392 | $289K | 0.1% | 2026-Q2 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 8,300 | $286K | 0.1% | 2026-Q2 |
| Unify Financial Advisors trimmed | 8,044 | $277K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 7,969 | $274K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,767 | $267K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 7,440 | $259K | 0.1% | 2026-Q2 |
| Independent Family Office, LLC | 6,987 | $240K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,630 | $228K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 6,444 | $222K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,400 | $220K | 0.1% | 2026-Q2 |
| PRENTISS SMITH & CO INC trimmed | 6,400 | $220K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 6,345 | $218K | 0.1% | 2026-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.