Who owns TYG
Which tracked institutional funds hold TYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TYG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
25 tracked funds added or opened TYG while 26 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
TYG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TYG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TYG 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 157 tracked filers holding TYG, 82 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 TYG 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 15
- ABSOLUTE INVESTMENT ADVISERS, LLC$14M
- Quarry LP$7M
- Almitas Capital LLC$7M
- TORNO CAPITAL, LLC$6M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- Thomas J. Herzfeld Advisors, Inc.$4M
Full exits 7
- Penserra Capital Management LLC$27M
- Janney Montgomery Scott LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Navis Wealth Advisors, LLC$1M
- COHEN & STEERS, INC.$1M
- HighTower Advisors, LLC$908K
Largest adds
- JPMORGAN CHASE & CO$5M
- RAYMOND JAMES FINANCIAL INC$3M
- COMMERCE BANK$1M
- JANE STREET GROUP, LLC$1M
- Lido Advisors, LLC$932K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$763K
Largest trims
- ROYAL BANK OF CANADA$7M
- Advisors Asset Management, Inc.$4M
- MORGAN STANLEY$2M
- BARD ASSOCIATES INC$1M
- Arete Wealth Advisors, LLC$940K
- Eagle Bluffs Wealth Management LLC$939K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,298,404 | $56M | 19.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 452,441 | $19M | 6.7% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 390,431 | $17M | 5.8% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 338,029 | $14M | 5.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 286,038 | $12M | 4.2% | 2026-Q2 |
| BARD ASSOCIATES INC trimmed | 196,455 | $8M | 2.9% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 167,891 | $7M | 2.5% | 2026-Q2 |
| Quarry LP added | 165,345 | $7M | 2.4% | 2026-Q2 |
| Almitas Capital LLC added | 161,872 | $7M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 158,400 | $7M | 2.3% | 2026-Q2 |
| Eagle Bluffs Wealth Management LLC added | 153,967 | $7M | 2.3% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 137,223 | $6M | 2.0% | 2026-Q2 |
| TORNO CAPITAL, LLC new | 130,000 | $6M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 125,793 | $5M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 122,657 | $5M | 1.8% | 2026-Q2 |
| AMERICAN FINANCIAL GROUP INC | 110,102 | $5M | 1.6% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 106,305 | $5M | 1.6% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 100,275 | $4M | 1.5% | 2026-Q2 |
| Meixler Investment Management, Ltd. trimmed | 96,803 | $4M | 1.4% | 2026-Q2 |
| UBS Group AG added | 88,337 | $4M | 1.3% | 2026-Q2 |
| CERTUITY, LLC | 85,000 | $4M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 70,170 | $3M | 1.0% | 2026-Q2 |
| COMMERCE BANK added | 68,825 | $3M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 67,256 | $3M | 1.0% | 2026-Q2 |
| Yakira Capital Management, Inc. new | 61,881 | $3M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 61,023 | $3M | 0.9% | 2026-Q2 |
| Mariner, LLC added | 59,756 | $3M | 0.9% | 2026-Q2 |
| Lido Advisors, LLC added | 53,610 | $2M | 0.8% | 2026-Q2 |
| North Ground Capital added | 44,800 | $2M | 0.7% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 44,601 | $2M | 0.7% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 43,329 | $2M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 42,020 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 41,604 | $2M | 0.6% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 40,832 | $2M | 0.6% | 2026-Q2 |
| &PARTNERS added | 40,298 | $2M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 38,995 | $2M | 0.6% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 37,508 | $2M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 32,479 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 32,186 | $1M | 0.5% | 2026-Q2 |
| Kercheville Advisors, LLC added | 31,559 | $1M | 0.5% | 2026-Q2 |
| WJ Financial Advisors LLC added | 31,301 | $1M | 0.5% | 2026-Q2 |
| Alessandra Capital Management, LLC trimmed | 30,328 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,733 | $1M | 0.4% | 2026-Q2 |
| MONETARY MANAGEMENT GROUP INC trimmed | 28,405 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 26,046 | $1M | 0.4% | 2026-Q2 |
| Ariadne Wealth Management, LP | 25,100 | $1M | 0.4% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 24,545 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 22,872 | $981K | 0.3% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 21,542 | $924K | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,400 | $917K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 21,384 | $917K | 0.3% | 2026-Q2 |
| Cerity Partners LLC new | 21,363 | $916K | 0.3% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 20,063 | $860K | 0.3% | 2026-Q2 |
| DRW Securities, LLC new | 20,000 | $857K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,979 | $857K | 0.3% | 2026-Q2 |
| Investment Research Partners LLC trimmed | 19,427 | $833K | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 18,852 | $808K | 0.3% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. trimmed | 18,700 | $802K | 0.3% | 2026-Q2 |
| Clear Street Group Inc. new | 18,000 | $772K | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 16,326 | $700K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 16,028 | $687K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 16,017 | $687K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 15,904 | $682K | 0.2% | 2026-Q2 |
| Segment Wealth Management, LLC | 15,000 | $643K | 0.2% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 14,983 | $642K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 14,841 | $636K | 0.2% | 2026-Q2 |
| Concorde Asset Management, LLC trimmed | 14,388 | $617K | 0.2% | 2026-Q2 |
| Abundance Wealth Counselors added | 14,228 | $610K | 0.2% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 14,070 | $603K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 14,052 | $602K | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 13,843 | $593K | 0.2% | 2026-Q2 |
| ArchPoint Investors | 13,329 | $571K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 13,029 | $556K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 11,848 | $508K | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 11,803 | $506K | 0.2% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 11,784 | $505K | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 11,576 | $496K | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 11,262 | $483K | 0.2% | 2026-Q2 |
| Manhattan West Asset Management, LLC trimmed | 10,646 | $456K | 0.2% | 2026-Q2 |
| INVESTED ADVISORS trimmed | 10,323 | $443K | 0.2% | 2026-Q2 |
| MAI Capital Management added | 10,175 | $436K | 0.2% | 2026-Q2 |
| Next Capital Management LLC | 9,770 | $419K | 0.1% | 2026-Q2 |
| Verity Asset Management, Inc. trimmed | 9,758 | $418K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,640 | $413K | 0.1% | 2026-Q2 |
| Avail Investment Partners, LLC added | 9,104 | $390K | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD new | 9,052 | $384K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 9,032 | $387K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,004 | $386K | 0.1% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 8,936 | $383K | 0.1% | 2026-Q2 |
| Quadrant Private Wealth Management, LLC | 8,724 | $374K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP | 8,610 | $369K | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 8,610 | $369K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 8,494 | $364K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 8,429 | $361K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC | 7,619 | $327K | 0.1% | 2026-Q2 |
| Old Port Advisors trimmed | 7,409 | $318K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 7,231 | $310K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 7,071 | $303K | 0.1% | 2026-Q2 |
| PSI Advisors, LLC added | 7,035 | $302K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. new | 0 | $3M | 1.2% | 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.