Who owns TYLD
Which tracked institutional funds hold TYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TYLD 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
2 tracked funds added or opened TYLD while 3 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
TYLD’s largest tracked holder by dollar value, Cambria Investment Management, L.P., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TYLD 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 10 tracked filers holding TYLD, 6 increased or opened the position and 6 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 TYLD 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 1
- GTS SECURITIES LLC$816K
Full exits 3
- HighTower Advisors, LLC$1M
- Betterment LLC$921K
- JANE STREET GROUP, LLC$556K
Largest adds
- Cambria Investment Management, L.P.$406K
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 |
|---|---|---|---|---|
| Cambria Investment Management, L.P. added | 470,701 | $12M | 50.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 146,494 | $4M | 15.7% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 32,275 | $816K | 3.5% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 29,838 | $754K | 3.2% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 18,955 | $479K | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,995 | $278K | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 10,231 | $259K | 1.1% | 2026-Q2 |
| Mariner, LLC | 9,840 | $249K | 1.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 5,254 | $133K | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,250 | $32K | 0.1% | 2026-Q2 |
| HighTower Advisors, LLC added | 55,710 | $1M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 36,636 | $921K | 3.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 22,097 | $556K | 2.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,943 | $351K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 34 | $860 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Smith Anglin Financial, LLC added | 49,898 | $1M | 5.3% | 2025-Q2 stale (4 quarters behind) |
| Tidal Investments LLC | 21,500 | $543K | 2.3% | 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.