TRTY

Institutional Ownership

Top 18 Institutional Holders
HolderSharesDateChange% Held
ALM First Financial Advisors, LLC2.27MJun 30, 26-21.64K49.81%
Fermata Advisors, LLC149.34KJun 30, 26+1.66K3.28%
Bravias Capital Group, LLC93.39KJun 30, 26+8.00K2.05%
LPL Financial LLC74.67KJun 30, 26-4691.64%
Cauble & Harre Wealth Management, Inc.68.75KJun 30, 26+3.29K1.51%
ADVISOR GROUP HOLDINGS, INC.35.91KJun 30, 26+10.18K0.79%
CITADEL ADVISORS LLC22.01KJun 30, 26+360.48%
Integrated Wealth Concepts LLC735Jun 30, 26+7350.02%
NATIONAL BANK OF CANADA /FI/511Jun 30, 26--0.01%
MORGAN STANLEY1Jun 30, 26+10.00%
WELLS FARGO & COMPANY/MN--Jun 30, 26-1--
JANICZEK WEALTH MANAGEMENT, LLC55Jun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-28.91K--
Cetera Advisor Networks LLC12.03KMar 31, 24+12.03K0.26%
Polaris Wealth Advisory Group, LLC15.28KSep 30, 23+15.28K0.34%
Cribstone Capital Management, LLC493Dec 31, 22+110.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.72KDec 31, 19-4580.04%
Advisor Group, Inc.150Dec 31, 19--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.