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-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
36 tracked funds added or opened TYG while 16 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
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 2025-Q4 and 2026-Q1, across 157 tracked filers holding TYG, 75 increased or opened the position and 58 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 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
- Navis Wealth Advisors, LLC$1M
- Independent Advisor Alliance$749K
Full exits 6
- SIT INVESTMENT ASSOCIATES INC$6M
- Zimmer Partners, LP$2M
- MGB Wealth Management, LLC$1M
- UHLMANN PRICE SECURITIES, LLC$701K
- Concorde Asset Management, LLC$617K
- Calamos Advisors LLC$596K
Largest adds
- Penserra Capital Management LLC$20M
- MORGAN STANLEY$7M
- ROYAL BANK OF CANADA$6M
- Advisors Asset Management, Inc.$5M
- RAYMOND JAMES FINANCIAL INC$3M
- GUGGENHEIM CAPITAL LLC$2M
Largest trims
- Allspring Global Investments Holdings, LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- WELLS FARGO & COMPANY/MN$2M
- Private Advisor Group, LLC$2M
- COHEN & STEERS, INC.$874K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$800K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,149,297 | $57M | 18.8% | 2026-Q1 |
| Penserra Capital Management LLC added | 540,573 | $27M | 8.8% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 422,473 | $21M | 6.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 391,435 | $20M | 6.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 330,731 | $16M | 5.4% | 2026-Q1 |
| BARD ASSOCIATES INC added | 196,526 | $10M | 3.2% | 2026-Q1 |
| Eagle Bluffs Wealth Management LLC added | 151,236 | $8M | 2.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 147,364 | $7M | 2.4% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 137,010 | $7M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 128,617 | $6M | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 121,165 | $6M | 2.0% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 110,102 | $5M | 1.8% | 2026-Q1 |
| Meixler Investment Management, Ltd. added | 103,971 | $5M | 1.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 86,439 | $4M | 1.4% | 2026-Q1 |
| CERTUITY, LLC | 85,000 | $4M | 1.4% | 2026-Q1 |
| UBS Group AG added | 77,974 | $4M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 68,941 | $3M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 62,963 | $3M | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 61,294 | $3M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 57,645 | $3M | 0.9% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 47,117 | $2M | 0.8% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 45,754 | $2M | 0.7% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 45,677 | $2M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 46,295 | $2M | 0.7% | 2026-Q1 |
| MONETARY MANAGEMENT GROUP INC trimmed | 40,012 | $2M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 38,065 | $2M | 0.6% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 37,926 | $2M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 37,240 | $2M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 34,718 | $2M | 0.6% | 2026-Q1 |
| COMMERCE BANK added | 34,238 | $2M | 0.6% | 2026-Q1 |
| Alessandra Capital Management, LLC added | 31,099 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 30,254 | $2M | 0.5% | 2026-Q1 |
| &PARTNERS added | 29,734 | $1M | 0.5% | 2026-Q1 |
| WJ Financial Advisors LLC added | 28,581 | $1M | 0.5% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 27,814 | $1M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC added | 27,406 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,165 | $1M | 0.4% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 25,782 | $1M | 0.4% | 2026-Q1 |
| Ariadne Wealth Management, LP | 25,100 | $1M | 0.4% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 23,795 | $1M | 0.4% | 2026-Q1 |
| Kercheville Advisors, LLC added | 23,100 | $1M | 0.4% | 2026-Q1 |
| NWF Advisory Services Inc. added | 21,636 | $1M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,400 | $1M | 0.3% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 21,375 | $1M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,852 | $1M | 0.3% | 2026-Q1 |
| Investment Research Partners LLC added | 20,752 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 18,902 | $942K | 0.3% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. added | 18,838 | $939K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 18,211 | $908K | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 16,920 | $843K | 0.3% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 15,083 | $752K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 15,020 | $749K | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC | 15,000 | $748K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 14,871 | $741K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 13,730 | $684K | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 13,730 | $684K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 13,676 | $682K | 0.2% | 2026-Q1 |
| ArchPoint Investors | 13,329 | $664K | 0.2% | 2026-Q1 |
| INVESTED ADVISORS trimmed | 12,573 | $627K | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 12,566 | $626K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 12,469 | $622K | 0.2% | 2026-Q1 |
| Verity Asset Management, Inc. added | 12,448 | $621K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 12,831 | $617K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 13,103 | $608K | 0.2% | 2026-Q1 |
| Manhattan West Asset Management, LLC | 11,730 | $585K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 11,581 | $577K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 11,129 | $555K | 0.2% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 10,960 | $546K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 10,121 | $505K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 10,104 | $504K | 0.2% | 2026-Q1 |
| Next Capital Management LLC | 9,770 | $487K | 0.2% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 9,752 | $486K | 0.2% | 2026-Q1 |
| Diversified Trust Co added | 9,259 | $462K | 0.2% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 8,736 | $436K | 0.1% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC trimmed | 8,724 | $435K | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC | 8,610 | $429K | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP | 8,610 | $429K | 0.1% | 2026-Q1 |
| Avail Investment Partners, LLC new | 8,179 | $408K | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC | 7,619 | $380K | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC added | 7,913 | $376K | 0.1% | 2026-Q1 |
| Old Port Advisors trimmed | 7,506 | $374K | 0.1% | 2026-Q1 |
| Catalina Capital Group, LLC trimmed | 7,426 | $370K | 0.1% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 135,345 | $6M | 1.8% | 2025-Q4 stale |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 53,109 | $2M | 0.7% | 2025-Q3 stale |
| Zimmer Partners, LP trimmed | 50,000 | $2M | 0.7% | 2025-Q4 stale |
| Bulldog Investors, LLP trimmed | 41,199 | $2M | 0.6% | 2025-Q2 stale |
| Almitas Capital LLC trimmed | 32,261 | $1M | 0.5% | 2025-Q1 stale |
| North Ground Capital added | 28,932 | $1M | 0.4% | 2025-Q3 stale |
| MGB Wealth Management, LLC added | 26,689 | $1M | 0.4% | 2025-Q4 stale |
| Aristides Capital LLC trimmed | 23,952 | $1M | 0.3% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp new | 23,961 | $1M | 0.3% | 2025-Q3 stale |
| Saba Capital Management, L.P. trimmed | 22,919 | $988K | 0.3% | 2025-Q3 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC | 17,437 | $751K | 0.2% | 2025-Q1 stale |
| Laird Norton Wetherby Wealth Management, LLC added | 17,220 | $742K | 0.2% | 2025-Q3 stale |
| UHLMANN PRICE SECURITIES, LLC added | 17,137 | $701K | 0.2% | 2025-Q4 stale |
| Concorde Asset Management, LLC added | 15,092 | $617K | 0.2% | 2025-Q4 stale |
| Calamos Advisors LLC added | 14,575 | $596K | 0.2% | 2025-Q4 stale |
| De Lisle Partners LLP trimmed | 11,541 | $507K | 0.2% | 2025-Q2 stale |
| WNY Asset Management, LLC trimmed | 8,931 | $392K | 0.1% | 2025-Q2 stale |
| CSS LLC/IL trimmed | 8,671 | $373K | 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.