Who owns TYA
Which tracked institutional funds hold TYA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TYA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened TYA while 4 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
TYA’s largest tracked holder by dollar value, True Wealth Design, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TYA 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 35 tracked filers holding TYA, 24 increased or opened the position and 15 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 TYA 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
- Mid-American Wealth Advisory Group, Inc.$3M
- Dakota Wealth Management$2M
Full exits 3
- Whalen Wealth Management Inc.$837K
- Hilltop Holdings Inc.$766K
- Inspire Advisors, LLC$721K
Largest adds
- True Wealth Design, LLC$7M
- AE Wealth Management LLC$463K
- Magnolia Private Wealth, LLC$438K
- Lloyd Advisory Services, LLC.$265K
Largest trims
- PRIVATE CLIENT SERVICES, LLC$411K
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 |
|---|---|---|---|---|
| True Wealth Design, LLC added | 1,490,531 | $19M | 34.0% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 384,111 | $5M | 8.8% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 481,039 | $5M | 8.2% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC added | 217,408 | $3M | 5.0% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 198,552 | $3M | 4.5% | 2026-Q2 |
| AE Wealth Management LLC added | 191,818 | $2M | 4.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 173,093 | $2M | 4.0% | 2026-Q2 |
| Dakota Wealth Management new | 131,320 | $2M | 3.0% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC trimmed | 54,090 | $691K | 1.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 53,242 | $680K | 1.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 25,258 | $322K | 0.6% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 21,977 | $281K | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 21,742 | $278K | 0.5% | 2026-Q2 |
| Great Lakes Retirement, Inc. trimmed | 20,900 | $267K | 0.5% | 2026-Q2 |
| LANE BROTHERS & CO INC new | 18,930 | $242K | 0.4% | 2026-Q2 |
| Rinkey Investments | 18,000 | $230K | 0.4% | 2026-Q2 |
| Straight Path Wealth Management trimmed | 16,469 | $210K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,658 | $149K | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC new | 11,519 | $147K | 0.3% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 11,144 | $142K | 0.3% | 2026-Q2 |
| RHS Financial, LLC trimmed | 10,178 | $130K | 0.2% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 3,648 | $47K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 2,639 | $34K | 0.1% | 2026-Q2 |
| Networth Advisors, LLC added | 1,386 | $18K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 964 | $12K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 755 | $10K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 503 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 252 | $3K | 0.0% | 2026-Q2 |
| VIRTUS ADVISERS, LLC trimmed | 222 | $3K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. | 197 | $3K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 193 | $2K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 161 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 128 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 3 | $38 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2 | $34 | 0.0% | 2026-Q2 |
| Whalen Wealth Management Inc. added | 63,740 | $837K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Hilltop Holdings Inc. trimmed | 58,318 | $766K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Inspire Advisors, LLC new | 54,918 | $721K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc trimmed | 5,190 | $68K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID trimmed | 2,526 | $33K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 98 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 10 | $131 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 139,451 | $2M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 118,302 | $2M | 2.9% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 69,000 | $932K | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Professional Financial Advisors, LLC trimmed | 19,955 | $269K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 18,013 | $243K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| NDVR, Inc. trimmed | 16,052 | $217K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Simplify Asset Management Inc. trimmed | 158,400 | $2M | 3.9% | 2025-Q3 stale (3 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 37,776 | $514K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Brookstone Capital Management trimmed | 13,313 | $181K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| LifeWealth Investments, LLC trimmed | 10,415 | $142K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| SMART Wealth LLC trimmed | 10,337 | $141K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 4,331 | $59K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS | 1,000 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EVOLUTION WEALTH MANAGEMENT INC. new | 439 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC trimmed | 68 | $925 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Csenge Advisory Group trimmed | 25,683 | $335K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| GeoWealth Management, LLC added | 22,642 | $305K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| FSR Wealth Management Ltd. added | 13,559 | $183K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| FSA Advisors, Inc. trimmed | 11,000 | $148K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 4,194 | $57K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 3,980 | $54K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC trimmed | 118 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 103 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC trimmed | 22 | $313 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.