140 tracked 13F filers disclose a position in TY as of the latest SEC 13F filings, a combined $187.1M 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 | MORGAN STANLEY | $17.5M | 554K | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 2 | LAZARD ASSET MANAGEMENT LLC | $16.3M | 515K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.8M | 430K | ▼~0% Reduced · −141 sh | Q2 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $11.6M | 366K | ▲+9.5% Added · +32K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.2M | 261K | ▼−4.7% Reduced · −13K sh | Q1 2026 | |
| 6 | UBS Group AG | $6.7M | 213K | ▼−19% Reduced · −49K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $6.3M | 199K | ▲+3.1% Added · +6K sh | Q1 2026 | |
| 8 | UMB Bank, n.a. | $5.6M | 178K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $5.2M | 166K | ▼−5.4% Reduced · −9K sh | Q1 2026 | |
| 10 | Uncommon Cents Investing LLC | $5.5M | 159K | ▼−0.4% Reduced · −645 sh | Q2 2026 | |
| 11 | Hennion & Walsh Asset Management, Inc. | $5.4M | 157K | ▲+8.1% Added · +12K sh | Q2 2026 | |
| 12 | Cornerstone Advisory, LLC | $5.3M | 155K | ▲+2.4% Added · +4K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $3.9M | 123K | ▲+396% Added · +98K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $3.3M | 104K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 15 | Mariner, LLC | $3.1M | 97K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 16 | 1620 INVESTMENT ADVISORS, INC. | $3.1M | 90K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $2.7M | 85K | ▲+15% Added · +11K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 81K | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $2.5M | 79K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 20 | Capstone Financial Advisors, Inc. | $2.4M | 76K | —Held | Q1 2026 | |
| 21 | EP Wealth Advisors, LLC | $2.6M | 75K | ▼−13% Reduced · −11K sh | Q2 2026 | |
| 22 | Platform Technology Partners | $2.3M | 68K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 23 | D.A. DAVIDSON & CO. | $2.3M | 67K | ▼−8.8% Reduced · −6K sh | Q2 2026 | |
| 24 | EVOLVE PRIVATE WEALTH, LLC | $1.9M | 62K | ▲+0.1% Added · +40 sh | Q1 2026 | |
| 25 | RB Capital Management, LLC | $1.9M | 61K | ▼−4.0% Reduced · −3K sh | 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, 5 funds opened a new position in TY and 21 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 72 funds | $21.3B |
| ALPHABET INC-CL AGOOGL | 72 funds | $10.0B |
| AMAZON.COM INCAMZN | 71 funds | $12.7B |
| MICROSOFT CORPMSFT | 70 funds | $16.7B |
| ALPHABET INC-CL CGOOG | 70 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 70 funds | $4.5B |
| NVIDIA CORPNVDA | 69 funds | $24.1B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $6.4B |
| JOHNSON & JOHNSONJNJ | 69 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 69 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 68 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 68 funds | $2.4B |
Ranked by how many of TY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | Jin Yan | Insider | Sell (S) | 3K | $87K |
| Sep 4, 2025 | Petersen Christopher O. | SVP & Asst Secretary | Sell (S) | 151 | $5K |
| Aug 20, 2025 | Larrenaga Ryan Collins | See Remarks | Buy (P) | 100 | $3K |
| Mar 7, 2025 | Carlton Pamela G | Director | Sell (S) | 1K | $46K |
| Mar 7, 2025 | Carlton Pamela G | Director | Sell (S) | 332 | $10K |
| Nov 18, 2024 | TRUSCOTT WILLIAM F | Senior Vice President | Buy (P) | 4K | $134K |
| Aug 29, 2023 | Carrig Janet | Director | Sell (S) | 27 | $748 |
| Jul 6, 2023 | Sivaraman Raghavendran | Insider | Buy (P) | 712 | $19K |
| Jul 6, 2023 | Sivaraman Raghavendran | Insider | Buy (P) | 2K | $51K |
| Jul 6, 2023 | Sivaraman Raghavendran | Insider | Buy (P) | 415 | $11K |
| Mar 14, 2022 | Lee Grace | Insider | Buy (P) | 2K | $58K |
| May 6, 2021 | Beckman Daniel | Senior Vice President | Buy (P) | 325 | $11K |
Connected entities for TY
This stock 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/TY/capital-change-brief"
Use Arkolith's capital_change_brief for TY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.