Security record · archived quarter
TYG
name pending profile ingest
31Tracked holders
-1Δ holders
3.07MShares held
$131.44MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.1% ·
share flow +17.6% ·
net new positions -3.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 3.07M | $131.44M | +2 | −3 |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.30M | +13.0% | $55.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.30M | +13.0% | $55.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.30M | +13.0% | $55.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 452.44K | +36.8% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 452.44K | +36.8% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 286.04K | -26.9% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 158.40K | +23.2% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 158.40K | +23.2% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 125.79K | +3.8% | $5.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 122.66K | +29384.9% | $5.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 122.66K | +29384.9% | $5.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | UBS Group AG | 88.34K | +13.3% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 88.34K | +13.3% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 67.26K | +45.3% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 61.02K | -3.1% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 59.76K | +3.7% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 53.61K | +95.6% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 42.02K | +10.4% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 42.02K | +10.4% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 41.60K | +19.8% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 32.19K | +464.5% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 32.19K | +464.5% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 29.73K | +13.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.73K | +13.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.73K | +13.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 22.87K | +9.7% | $980,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 21.38K | +13.1% | $916,726 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 21.36K | New | $915,820 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 21.36K | New | $915,820 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 21.36K | New | $915,820 | 0.0% | New | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 17.88K | -1.8% | $766,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Allspring Global Investments… | 16.33K | -3.5% | $699,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 16.03K | +24.9% | $687,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 11.85K | +131.1% | $507,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Creative Planning | 9.64K | +38.6% | $413,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 5.25K | New | $225,025 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.27K | -13.7% | $54,445 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 768 | +64.1% | $32,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 713 | 0.0% | $30,566 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Citigroup Inc | 271 | 0.0% | $11,618 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 100 | -56.1% | $4,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 67 | 0.0% | $2,872 | 0.0% | Held | 3 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 37 | +208.3% | $1,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $915,820 | 0.0% |
| Cerity Partners LLC | $915,820 | 0.0% |
| Cerity Partners LLC | $915,820 | 0.0% |
| Citadel Advisors | $225,025 | 0.0% |
Exited
| Captrust Financial Advisors | $203,029 | was 0.0% |
| Pnc Financial Services Group… | $16,052 | was 0.0% |
| Rhumbline Advisers | $33 | 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: Q2 2026 ·
Methodology ·
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