7 tracked 13F filers disclose a position in TRTY as of the latest SEC 13F filings, a combined $76.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $68.6M | 2.3M | ▼−0.9% Reduced · −22K sh | Q2 2026 | |
| 2 | Fermata Advisors, LLC | $4.5M | 149K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $2.2M | 75K | ▼−7.2% Reduced · −6K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $768K | 26K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $656K | 22K | ▲New +22K sh | Q1 2026 | |
| 6 | NATIONAL BANK OF CANADA /FI/ | $15K | 511 | —Held | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $27 | 1 | —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, 1 fund opened a new position in TRTY and 1 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $99.4B |
| APPLE INCAAPL | 15 funds | $94.2B |
| NVIDIA CORPNVDA | 15 funds | $76.6B |
| AMAZON.COM INCAMZN | 15 funds | $54.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $47.8B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $39.5B |
| ALPHABET INC-CL AGOOGL | 15 funds | $35.8B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $29.9B |
| JPMORGAN CHASE & COJPM | 15 funds | $26.8B |
| ALPHABET INC-CL CGOOG | 15 funds | $25.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $24.8B |
| BROADCOM INCAVGO | 15 funds | $24.2B |
Ranked by how many of TRTY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for TRTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.