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Security record · archived quarter

TYG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
33Tracked holders
+2Δ holders
2.61MShares held
$129.83MReported value
+4New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.5% · share flow -14.1% · net new positions +6.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 -1 3.05M $130.67M +2 −4
Q1 2026 33 +2 2.61M $129.83M +4 −2
Q4 2025 31 0 3.04M $122.78M — —
Q3 2025 2 -1 1.07M $46.01M — −1
Q2 2025 1 — 4.99K $219,143 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.15M -7.4% $57.29M 0.0% ▼ Trim 3 SEC ↗ ×4
2 Royal Bank Of Canada 391.44K +17.5% $19.51M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 330.73K +1.4% $16.49M 0.0% ▲ Add 2 SEC ↗ ×3
4 Wells Fargo & Company/Mn 128.62K -40.2% $6.41M 0.0% ▼ Trim 2 SEC ↗ ×2
5 LPL Financial LLC 121.17K -4.6% $6.04M 0.0% ▼ Trim 2 SEC ↗
6 UBS Group AG 77.97K +12.9% $3.89M 0.0% ▲ Add 2 SEC ↗
7 Bank Of America Corp /De/ 62.96K -32.3% $3.14M 0.0% ▼ Trim 2 SEC ↗
8 Mariner, LLC 57.65K +2.7% $2.87M 0.0% ▲ Add 2 SEC ↗
9 Wealth Enhancement Advisory… 46.30K -72.3% $2.15M 0.0% ▼ Trim 2 SEC ↗
10 Invesco Ltd. 38.06K +32.0% $1.90M 0.0% ▲ Add 2 SEC ↗ ×2
11 Stifel Financial Corp 34.72K -7.4% $1.73M 0.0% ▼ Trim 2 SEC ↗
12 Lido Advisors, LLC 27.41K +41.6% $1.37M 0.0% ▲ Add 2 SEC ↗
13 Osaic Holdings, Inc. 26.16K -1.4% $1.30M 0.0% ▼ Trim 2 SEC ↗ ×2
14 Commonwealth Equity Services, Llc 20.85K +2.4% $1.04M 0.0% ▲ Add 2 SEC ↗
15 Cetera Investment Advisers 18.90K +6.8% $942,288 0.0% ▲ Add 2 SEC ↗
16 HighTower Advisors, LLC 18.21K -0.5% $907,848 0.0% ▼ Trim 2 SEC ↗
17 Allspring Global Investments… 16.92K -87.8% $843,462 0.0% ▼ Trim 2 SEC ↗
18 Corient Private Wealth LP 12.83K -79.7% $617,454 0.0% ▼ Trim 2 SEC ↗
19 Creative Planning 6.96K +4.4% $346,812 0.0% ▲ Add 2 SEC ↗
20 Jane Street Group, Llc 5.70K -71.3% $284,245 0.0% ▼ Trim 2 SEC ↗
21 Baird Financial Group, Inc. 5.13K +4.2% $255,581 0.0% ▲ Add 2 SEC ↗
22 Captrust Financial Advisors 4.07K New $203,029 0.0% New 1 SEC ↗
23 Cwm, Llc 2.00K 0.0% $99,700 0.0% Held 2 SEC ↗
24 Northwestern Mutual Wealth… 1.47K +15.8% $73,329 0.0% ▲ Add 2 SEC ↗
25 Fifth Third Bancorp 713 New $35,543 0.0% New 1 SEC ↗
26 Rockefeller Capital Management L.P. 468 -75.3% $23,330 0.0% ▼ Trim 2 SEC ↗
27 JPMorgan Chase ✦ 416 0.0% $20,788 0.0% Held 3 SEC ↗
28 Pnc Financial Services Group, Inc. 322 0.0% $16,052 0.0% Held 2 SEC ↗ ×2
29 Citigroup Inc 271 0.0% $13,509 0.0% Held 2 SEC ↗
30 Fidelity (FMR) ✦ 228 New $11,366 0.0% New 1 SEC ↗
31 Assetmark, Inc 67 0.0% $3,340 0.0% Held 2 SEC ↗
32 TD Waterhouse Canada Inc. 12 New $553 0.0% New 1 SEC ↗
33 Rhumbline Advisers 0 -100.0% $33 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Us Bancorp \De\ $26,462 was 0.0%
Jones Financial Companies Lllp $777 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 156 holders, 5.83M shares, $253.47M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API