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-Q1 13F filings (latest filed 2026-05-18). 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
9 tracked funds added or opened TY while 11 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
TY’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 0.8% 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 2025-Q4 and 2026-Q1, across 153 tracked filers holding TY, 62 increased or opened the position and 47 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 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
- JANE STREET GROUP, LLC$561K
Largest adds
- OSAIC HOLDINGS, INC.$3M
- Altium Capital Management LLC$1M
- Pathstone Holdings, LLC$804K
- WOLVERINE ASSET MANAGEMENT LLC$711K
- Shaker Financial Services, LLC$658K
- Allspring Global Investments Holdings, LLC$646K
Largest trims
- UBS Group AG$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Stolper Co$1M
- CITADEL ADVISORS LLC$971K
- MORGAN STANLEY$874K
- RAYMOND JAMES FINANCIAL INC$695K
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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. added | 735,098 | $23M | 9.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 553,797 | $17M | 7.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 514,535 | $16M | 6.8% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 430,043 | $14M | 5.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 366,014 | $12M | 4.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 260,984 | $8M | 3.5% | 2026-Q1 |
| UBS Group AG trimmed | 213,270 | $7M | 2.8% | 2026-Q1 |
| Focus Partners Wealth added | 198,736 | $6M | 2.6% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 177,792 | $6M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 166,093 | $5M | 2.2% | 2026-Q1 |
| Uncommon Cents Investing LLC trimmed | 159,671 | $5M | 2.1% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 151,571 | $5M | 2.0% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 144,772 | $5M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 123,077 | $4M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 103,652 | $3M | 1.4% | 2026-Q1 |
| Mariner, LLC added | 96,591 | $3M | 1.3% | 2026-Q1 |
| Shaker Financial Services, LLC added | 93,663 | $3M | 1.2% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. added | 92,650 | $3M | 1.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 86,270 | $3M | 1.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 84,592 | $3M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 82,630 | $3M | 1.1% | 2026-Q1 |
| Altium Capital Management LLC added | 78,920 | $2M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 78,691 | $2M | 1.0% | 2026-Q1 |
| Capstone Financial Advisors, Inc. | 75,513 | $2M | 1.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 73,108 | $2M | 1.0% | 2026-Q1 |
| Platform Technology Partners | 66,996 | $2M | 0.9% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 61,634 | $2M | 0.8% | 2026-Q1 |
| RB Capital Management, LLC trimmed | 60,974 | $2M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 58,243 | $2M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 55,259 | $2M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 49,345 | $2M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,350 | $2M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 46,881 | $1M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 41,186 | $1M | 0.5% | 2026-Q1 |
| Beckerman Institutional, LLC trimmed | 39,994 | $1M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC added | 38,657 | $1M | 0.5% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC | 38,406 | $1M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 38,095 | $1M | 0.5% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 33,821 | $1M | 0.4% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT | 30,496 | $963K | 0.4% | 2026-Q1 |
| Altus Wealth Group LLC trimmed | 29,614 | $936K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 29,065 | $918K | 0.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 28,679 | $906K | 0.4% | 2026-Q1 |
| Stolper Co trimmed | 18,450 | $847K | 0.4% | 2026-Q1 |
| Creative Planning added | 25,948 | $820K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans | 25,907 | $819K | 0.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 24,598 | $777K | 0.3% | 2026-Q1 |
| &PARTNERS added | 24,644 | $775K | 0.3% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $771K | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 22,817 | $721K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 22,608 | $714K | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 21,082 | $666K | 0.3% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ | 19,882 | $628K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,030 | $601K | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 18,346 | $580K | 0.2% | 2026-Q1 |
| Heritage Wealth Advisors trimmed | 17,846 | $564K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 17,825 | $563K | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 16,925 | $535K | 0.2% | 2026-Q1 |
| First PREMIER Bank | 16,574 | $524K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,665 | $495K | 0.2% | 2026-Q1 |
| Tower Wealth Partners, Inc. added | 15,604 | $493K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 15,529 | $491K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 15,330 | $484K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 15,611 | $483K | 0.2% | 2026-Q1 |
| Successful Portfolios LLC added | 15,205 | $473K | 0.2% | 2026-Q1 |
| GatePass Capital, LLC | 14,756 | $466K | 0.2% | 2026-Q1 |
| DELTA CAPITAL MANAGEMENT LLC | 13,342 | $421K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 12,935 | $409K | 0.2% | 2026-Q1 |
| First Financial Bankshares Inc | 12,720 | $402K | 0.2% | 2026-Q1 |
| MSH Capital Advisors LLC | 12,719 | $402K | 0.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,611 | $398K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 12,360 | $390K | 0.2% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC | 11,981 | $378K | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC | 11,866 | $375K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 11,763 | $372K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. | 11,598 | $366K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 11,335 | $358K | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 11,250 | $355K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,121 | $351K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,006 | $348K | 0.1% | 2026-Q1 |
| Financial Plan, Inc. trimmed | 11,006 | $348K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 10,447 | $330K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 10,199 | $322K | 0.1% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP | 10,170 | $321K | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 10,136 | $320K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 10,010 | $316K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 9,938 | $314K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 9,823 | $310K | 0.1% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. | 9,755 | $308K | 0.1% | 2026-Q1 |
| Bard Financial Services, Inc. trimmed | 444,956 | $15M | 6.4% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC trimmed | 198,450 | $7M | 2.8% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP added | 35,835 | $1M | 0.5% | 2025-Q2 stale |
| Prospera Capital Management, LLC | 29,345 | $998K | 0.4% | 2025-Q3 stale |
| FIRST MERCHANTS CORP | 27,607 | $939K | 0.4% | 2025-Q3 stale |
| Transform Wealth, LLC | 18,437 | $565K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 17,171 | $561K | 0.2% | 2025-Q4 stale |
| BancFirst Trust & Investment Management | 11,061 | $375K | 0.2% | 2025-Q3 stale |
| Sheaff Brock Investment Advisors, LLC trimmed | 12,189 | $374K | 0.2% | 2025-Q1 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,136 | $331K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 10,535 | $323K | 0.1% | 2025-Q1 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.