Among active 13F managers last quarter, 4 added and none reduced or exited; the largest holder to move was Fermata Advisors, LLC (+1.1%).
11 tracked 13F filers disclose a position in TRTY as of the latest SEC 13F filings, a combined $81.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | 2.3M | $68.6M | ▼−0.9% Reduced · −22K sh | Q2 2026 | |
| 2 | Fermata Advisors, LLC | 149K | $4.5M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 3 | Bravias Capital Group, LLC | 93K | $2.8M | ▲+9.4% Added · +8K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 75K | $2.2M | ▼−7.2% Reduced · −6K sh | Q1 2026 | |
| 5 | Cauble & Harre Wealth Management, Inc. | 69K | $2.1M | ▲+5.0% Added · +3K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 26K | $768K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 22K | $665K | ▲+0.2% Added · +36 sh | Q2 2026 | |
| 8 | Go Invest LLC | 6K | $188K | ▲+21% Added · +1K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | 735 | $22K | ▲New +735 sh | Q2 2026 | |
| 10 | National Bank Of Canada | 511 | $15K | —Held | Q1 2026 | |
| 11 | Wells Fargo & Company | 1 | $27 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds added to an existing position in TRTY, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $229.1M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $63.3M |
| Vanguard Info Tech ETFVGT | 4 funds | $19.8M |
| SPDR Gold Minishares TrustGLDM | 4 funds | $16.4M |
| Pacer US Cash Cows 100 ETFCOWZ | 4 funds | $15.9M |
| JPMorgan Equity Premium IncoJEPI | 4 funds | $15.4M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $8.1M |
| Vanguard Mid-Cap ETFVO | 4 funds | $5.8M |
| Nvidia CorpNVDA | 3 funds | $3.3B |
| Amazon.com IncAMZN | 3 funds | $1.7B |
| Apple IncAAPL | 3 funds | $1.3B |
Ranked by how many of TRTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TRTY.
| Class | 13F holders | Value held |
|---|---|---|
| SYLDmc | 143 funds | $575.8M |
| EYLDmc | 98 funds | $478.9M |
| FYLDFUND | 89 funds | $470.2M |
| GVALUIT EXCHANGE TRADED | 74 funds | $336.9M |
| TAILTAIL RISK | 46 funds | $83.9M |
| GAAmc | 24 funds | $24.8M |
| GMOMGLB MOMENT ETF | 21 funds | $22.1M |
| BLDGGBL REAL EST ETF | 13 funds | $58.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TRTY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TRTY/capital-change-brief"
Use Arkolith's capital_change_brief for TRTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for TRTY. Filings are public domain, sourced to SEC EDGAR.