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Funds Holding TRTY

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.

HolderAmountPosition Size
($ in 1000's)
 As of
ALM First Financial Advisors LLC1,825,000$45,862 12/31/2023
     TRTY1,825,000$45,862 12/31/2023
Fermata Advisors LLC142,918$3,710 03/31/2024
     TRTY142,918$3,710 03/31/2024
Mariner LLC137,860$3,464 12/31/2023
     TRTY137,860$3,464 12/31/2023
Kestra Advisory Services LLC71,302$1,792 12/31/2023
     TRTY71,302$1,792 12/31/2023
Lincoln National Corp44,829$1,127 12/31/2023
     TRTY44,829$1,127 12/31/2023
HighTower Advisors LLC39,337$989 12/31/2023
     TRTY39,337$989 12/31/2023
Citadel Advisors LLC37,961$954 12/31/2023
     TRTY37,961$954 12/31/2023
ICA Group Wealth Management LLC29,416$739 12/31/2023
     TRTY29,416$739 12/31/2023
GTS Securities LLC21,345$536 12/31/2023
     TRTY21,345$536 12/31/2023
Adviser Investments LLC15,277$384 12/31/2023
     TRTY15,277$384 12/31/2023
LPL Financial LLC10,671$268 12/31/2023
     TRTY10,671$268 12/31/2023
Advisor Group Holdings Inc.3,654$92 12/31/2023
     TRTY3,654$92 12/31/2023
UBS Group AG3,378$85 12/31/2023
     TRTY3,378$85 12/31/2023
Steward Partners Investment Advisory LLC583$15 12/31/2023
     TRTY583$15 12/31/2023
Parallel Advisors LLC418$11 12/31/2023
     TRTY418$11 12/31/2023
JJJ Advisors Inc.55$1 03/31/2024
     TRTY55$1 03/31/2024
Wells Fargo & Company MN0$0 12/31/2023
     TRTY0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TRTY0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     TRTY1$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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