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TYA Holdings Changes image
This page summarizes the TYA holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether TYA is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing TYA Share Count
Richard W. Paul & Associates LLC 38 54 +16 +42.11%
AE Wealth Management LLC 937,541 1,098,741 +161,200 +17.19%
Citadel Advisors LLC 13,200 14,834 +1,634 +12.38%
Jane Street Group LLC 184,957 200,832 +15,875 +8.58%
Professional Financial Advisors LLC 58,300 61,332 +3,032 +5.20%
Stapp Wealth Management Pllc 201,395 210,734 +9,339 +4.64%
B.O.S.S. Retirement Advisors LLC 53,976 54,980 +1,004 +1.86%
13F Filers Reporting New Positions In TYA
Proequities Inc. 0 0 UNCH 100%
Morgan Stanley 0 1 +1 +100%
Bank of Montreal Can 0 57,000 +57,000 +100%
Royal Bank of Canada 0 723 +723 +100%
OLD Mission Capital LLC 0 16,850 +16,850 +100%
Flow Traders U.S. LLC 0 67,893 +67,893 +100%
Lloyd Advisory Services LLC. 0 184,079 +184,079 +100%
Tucker Asset Management LLC 0 23 +23 +100%
BlackDiamond Wealth Management Inc. 0 85,606 +85,606 +100%
Pineridge Advisors LLC 0 623 +623 +100%
13F Filers With Unchanged Share Count
Advisor Group Holdings Inc. 697 697 UNCH 0.00%
13F Filers Decreasing TYA Share Count
Simplify Asset Management Inc. 137,116 44,169 -92,947 -67.79%
UBS Group AG 1,557 704 -853 -54.78%
Oliver Lagore Vanvalin Investment Group 280 192 -88 -31.43%
IFP Advisors Inc 374 273 -101 -27.01%
Authentikos Wealth Advisory LLC 15,953 13,318 -2,635 -16.52%
WJ Interests LLC 799,453 700,675 -98,778 -12.36%
Great Lakes Retirement Inc. 53,986 47,388 -6,598 -12.22%
13F Filers Exiting TYA
Atlas Financial Advisors Inc. 14,265 0 -14,265 -100.00%
Resources Investment Advisors LLC. 261,084 0 -261,084 -100.00%
Regal Investment Advisors LLC 13,721 0 -13,721 -100.00%
Commonwealth Equity Services LLC 23,619 0 -23,619 -100.00%

See Summary: Institutional Holders of TYA
See Details: Top 10 Hedge Funds Holding TYA

TYA Holdings Changes | www.HoldingsChannel.com

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