On this page, we present all of the funds holding TRTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TRTY, with a link to that fund's top holdings. The next columns indicate the amount of TRTY stock held by each of the funds holding TRTY, followed by the TRTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 18 funds holding TRTY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by ALM First Financial Advisors LLC. For more details on the positions held by ALM First Financial Advisors LLC (or by any of the other funds holding TRTY), click the fund name in the "Holder" column of the funds-holding-TRTY table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
ALM First Financial Advisors LLC | 1,825,000 | $45,862 | 12/31/2023 |
TRTY | 1,825,000 | $45,862 | 12/31/2023 |
Fermata Advisors LLC | 142,918 | $3,710 | 03/31/2024 |
TRTY | 142,918 | $3,710 | 03/31/2024 |
Mariner LLC | 137,860 | $3,464 | 12/31/2023 |
TRTY | 137,860 | $3,464 | 12/31/2023 |
Kestra Advisory Services LLC | 71,302 | $1,792 | 12/31/2023 |
TRTY | 71,302 | $1,792 | 12/31/2023 |
Lincoln National Corp | 44,829 | $1,127 | 12/31/2023 |
TRTY | 44,829 | $1,127 | 12/31/2023 |
HighTower Advisors LLC | 39,337 | $989 | 12/31/2023 |
TRTY | 39,337 | $989 | 12/31/2023 |
Citadel Advisors LLC | 37,961 | $954 | 12/31/2023 |
TRTY | 37,961 | $954 | 12/31/2023 |
ICA Group Wealth Management LLC | 29,416 | $739 | 12/31/2023 |
TRTY | 29,416 | $739 | 12/31/2023 |
GTS Securities LLC | 21,345 | $536 | 12/31/2023 |
TRTY | 21,345 | $536 | 12/31/2023 |
Adviser Investments LLC | 15,277 | $384 | 12/31/2023 |
TRTY | 15,277 | $384 | 12/31/2023 |
LPL Financial LLC | 10,671 | $268 | 12/31/2023 |
TRTY | 10,671 | $268 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,654 | $92 | 12/31/2023 |
TRTY | 3,654 | $92 | 12/31/2023 |
UBS Group AG | 3,378 | $85 | 12/31/2023 |
TRTY | 3,378 | $85 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 583 | $15 | 12/31/2023 |
TRTY | 583 | $15 | 12/31/2023 |
Parallel Advisors LLC | 418 | $11 | 12/31/2023 |
TRTY | 418 | $11 | 12/31/2023 |
JJJ Advisors Inc. | 55 | $1 | 03/31/2024 |
TRTY | 55 | $1 | 03/31/2024 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
TRTY | 0 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
TRTY | 0 | $0 | 12/31/2023 |
Morgan Stanley | 1 | $0 | 12/31/2023 |
TRTY | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TRTY
See Details: Top 10 Hedge Funds Holding TRTY
Also See: TRTY Holdings Changes
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