CUSIP 895436103
TRI CONTL CORP
182 institutions · $236.8M total · 7,381,881 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 701,601 | $22.9M | 9.50% | 2025-12-31 |
| 2 | MORGAN STANLEY | 520,708 | $17.0M | 7.05% | 2025-12-31 |
| 3 | LAZARD ASSET MANAGEMENT LLC | 517,626 | $16.9M | 7.01% | 2025-12-31 |
| 4 | Bard Financial Services, Inc. | 444,956 | $15.1M | 6.02% | 2025-09-30 |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 420,932 | $13.7M | 5.70% | 2025-12-31 |
| 6 | Allspring Global Investments Holdings, LLC | 334,257 | $10.9M | 4.52% | 2025-12-31 |
| 7 | UBS Group AG | 261,854 | $8.6M | 3.54% | 2025-12-31 |
| 8 | Kovitz Investment Group Partners, LLC | 198,450 | $6.7M | 2.68% | 2025-09-30 |
| 9 | Focus Partners Wealth | 192,690 | $6.3M | 2.61% | 2025-12-31 |
| 10 | RAYMOND JAMES FINANCIAL INC | 190,990 | $6.2M | 2.58% | 2025-12-31 |
| 11 | UMB Bank, n.a. | 180,580 | $5.9M | 2.44% | 2025-12-31 |
| 12 | Uncommon Cents Investing LLC | 159,856 | $5.2M | 2.16% | 2025-12-31 |
| 13 | Cornerstone Advisory, LLC | 147,472 | $4.8M | 1.99% | 2025-12-31 |
| 14 | WELLS FARGO & COMPANY/MN | 129,155 | $4.2M | 1.74% | 2025-12-31 |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 127,037 | $4.2M | 1.72% | 2025-12-31 |
| 16 | Hennion & Walsh Asset Management, Inc. | 123,776 | $4.0M | 1.67% | 2025-12-31 |
| 17 | Mariner, LLC | 93,914 | $3.1M | 1.27% | 2025-12-31 |
| 18 | STIFEL FINANCIAL CORP | 92,919 | $3.0M | 1.25% | 2025-12-31 |
| 19 | 1620 INVESTMENT ADVISORS, INC. | 92,338 | $3.0M | 1.25% | 2025-12-31 |
| 20 | EP Wealth Advisors, LLC | 88,120 | $2.9M | 1.19% | 2025-12-31 |
| 21 | LPL Financial LLC | 81,303 | $2.7M | 1.10% | 2025-12-31 |
| 22 | Capstone Financial Advisors, Inc. | 75,513 | $2.5M | 1.02% | 2025-12-31 |
| 23 | D.A. DAVIDSON & CO. | 74,143 | $2.4M | 1.00% | 2025-12-31 |
| 24 | FIRST TRUST ADVISORS LP | 73,338 | $2.4M | 0.99% | 2025-12-31 |
| 25 | Shaker Financial Services, LLC | 70,445 | $2.3M | 0.95% | 2025-12-31 |
| 26 | Platform Technology Partners | 66,996 | $2.2M | 0.90% | 2025-12-31 |
| 27 | RB Capital Management, LLC | 63,494 | $2.1M | 0.86% | 2025-12-31 |
| 28 | EVOLVE PRIVATE WEALTH, LLC | 61,594 | $2.0M | 0.83% | 2025-12-31 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 53,953 | $1.8M | 0.73% | 2025-12-31 |
| 30 | CITADEL ADVISORS LLC | 44,873 | $1.5M | 0.60% | 2025-12-31 |
| 31 | Concurrent Investment Advisors, LLC | 44,812 | $1.5M | 0.60% | 2025-12-31 |
| 32 | Allworth Financial LP | 40,544 | $1.4M | 0.54% | 2025-12-31 |
| 33 | Beckerman Institutional, LLC | 40,504 | $1.3M | 0.54% | 2025-12-31 |
| 34 | Altium Capital Management LLC | 40,451 | $1.3M | 0.54% | 2025-12-31 |
| 35 | Quadrant Private Wealth Management, LLC | 38,406 | $1.3M | 0.52% | 2025-12-31 |
| 36 | Royal Bank of Canada | 36,296 | $1.2M | 0.49% | 2025-12-31 |
| 37 | BANK OF AMERICA CORP /DE/ | 33,680 | $1.1M | 0.45% | 2025-12-31 |
| 38 | READYSTATE ASSET MANAGEMENT LP | 35,835 | $1.1M | 0.48% | 2025-06-30 |
| 39 | Whitener Capital Management, Inc. | 33,752 | $1.1M | 0.45% | 2025-12-31 |
| 40 | Steward Partners Investment Advisory, LLC | 31,638 | $1.0M | 0.42% | 2025-12-31 |
| 41 | Prospera Capital Management, LLC | 29,345 | $997.7K | 0.39% | 2025-09-30 |
| 42 | ALBION FINANCIAL GROUP /UT | 30,496 | $996.0K | 0.41% | 2025-12-31 |
| 43 | Altus Wealth Group LLC | 30,182 | $985.7K | 0.40% | 2025-12-31 |
| 44 | HighTower Advisors, LLC | 28,928 | $944.8K | 0.39% | 2025-12-31 |
| 45 | FIRST MERCHANTS CORP | 27,607 | $938.6K | 0.37% | 2025-09-30 |
| 46 | GUGGENHEIM CAPITAL LLC | 26,379 | $861.5K | 0.35% | 2025-12-31 |
| 47 | Advisors Asset Management, Inc. | 24,998 | $816.4K | 0.33% | 2025-12-31 |
| 48 | Baltimore-Washington Financial Advisors, Inc. | 24,416 | $797.4K | 0.33% | 2025-12-31 |
| 49 | OSAIC HOLDINGS, INC. | 23,654 | $772.7K | 0.32% | 2025-12-31 |
| 50 | &PARTNERS | 23,524 | $768.3K | 0.31% | 2025-12-31 |
| 51 | CIBC Bancorp USA Inc. | 22,557 | $766.9K | 0.30% | 2025-09-30 |
| 52 | Cetera Investment Advisers | 23,068 | $753.4K | 0.31% | 2025-12-31 |
| 53 | MGO ONE SEVEN LLC | 21,850 | $713.6K | 0.29% | 2025-12-31 |
| 54 | KIRR MARBACH & CO LLC /IN/ | 19,882 | $649.3K | 0.26% | 2025-12-31 |
| 55 | Savant Capital, LLC | 18,950 | $644.3K | 0.25% | 2025-09-30 |
| 56 | Kestra Advisory Services, LLC | 18,960 | $619.2K | 0.25% | 2025-12-31 |
| 57 | Heritage Wealth Advisors | 18,168 | $593.4K | 0.24% | 2025-12-31 |
| 58 | Foundations Investment Advisors, LLC | 17,712 | $578.5K | 0.23% | 2025-12-31 |
| 59 | Creative Planning | 17,174 | $560.9K | 0.23% | 2025-12-31 |
| 60 | JOHNSON INVESTMENT COUNSEL INC | 16,920 | $552.6K | 0.22% | 2025-12-31 |
| 61 | PNC Financial Services Group, Inc. | 16,602 | $542.2K | 0.22% | 2025-12-31 |
| 62 | JPMORGAN CHASE & CO | 15,803 | $516.1K | 0.21% | 2025-12-31 |
| 63 | Successful Portfolios LLC | 15,197 | $505.4K | 0.20% | 2025-12-31 |
| 64 | Tower Wealth Partners, Inc. | 15,464 | $505.1K | 0.20% | 2025-12-31 |
| 65 | GatePass Capital, LLC | 14,756 | $481.9K | 0.19% | 2025-12-31 |
| 66 | Rockefeller Capital Management L.P. | 14,651 | $478.5K | 0.19% | 2025-12-31 |
| 67 | Cerity Partners LLC | 14,472 | $472.7K | 0.19% | 2025-12-31 |
| 68 | JANE STREET GROUP, LLC | 13,750 | $449.1K | 0.18% | 2025-12-31 |
| 69 | Waverly Advisors, LLC | 12,911 | $421.7K | 0.17% | 2025-12-31 |
| 70 | Pathstone Holdings, LLC | 12,779 | $417.4K | 0.17% | 2025-12-31 |
| 71 | First Financial Bankshares Inc | 12,720 | $415.4K | 0.17% | 2025-12-31 |
| 72 | MSH Capital Advisors LLC | 12,719 | $415.4K | 0.17% | 2025-12-31 |
| 73 | TWIN FOCUS CAPITAL PARTNERS, LLC | 12,611 | $411.9K | 0.17% | 2025-12-31 |
| 74 | Financial Plan, Inc. | 11,988 | $391.5K | 0.16% | 2025-12-31 |
| 75 | CORA CAPITAL ADVISORS LLC | 11,981 | $391.3K | 0.16% | 2025-12-31 |
| 76 | Joel Isaacson & Co., LLC | 11,866 | $387.5K | 0.16% | 2025-12-31 |
| 77 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,805 | $382.1K | 0.10% | 2025-12-31 |
| 78 | Integrated Wealth Concepts LLC | 11,203 | $380.9K | 0.15% | 2025-09-30 |
| 79 | Savvy Advisors, Inc. | 11,598 | $378.8K | 0.15% | 2025-12-31 |
| 80 | BancFirst Trust & Investment Management | 11,061 | $375.1K | 0.14% | 2025-09-30 |
| 81 | Private Advisor Group, LLC | 11,467 | $374.5K | 0.15% | 2025-12-31 |
| 82 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,006 | $359.5K | 0.14% | 2025-12-31 |
| 83 | Koshinski Asset Management, Inc. | 10,199 | $333.1K | 0.13% | 2025-12-31 |
| 84 | American Institute for Advanced Investment Management, LLP | 10,170 | $332.1K | 0.13% | 2025-12-31 |
| 85 | TIAA TRUST, NATIONAL ASSOCIATION | 10,136 | $331.0K | 0.13% | 2025-12-31 |
| 86 | OPPENHEIMER & CO INC | 10,007 | $326.8K | 0.13% | 2025-12-31 |
| 87 | MERIDIAN INVESTMENT COUNSEL INC. | 9,755 | $318.6K | 0.13% | 2025-12-31 |
| 88 | LEVEL FOUR ADVISORY SERVICES, LLC | 9,358 | $305.6K | 0.12% | 2025-12-31 |
| 89 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,266 | $302.6K | 0.12% | 2025-12-31 |
| 90 | AMERIPRISE FINANCIAL INC | 9,035 | $295.1K | 0.12% | 2025-12-31 |
| 91 | Quantinno Capital Management LP | 8,568 | $279.9K | 0.11% | 2025-12-31 |
| 92 | BNP PARIBAS FINANCIAL MARKETS | 8,404 | $274.5K | 0.11% | 2025-12-31 |
| 93 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,402 | $274.4K | 0.11% | 2025-12-31 |
| 94 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 8,300 | $271.1K | 0.11% | 2025-12-31 |
| 95 | NORTHERN TRUST CORP | 8,224 | $268.6K | 0.11% | 2025-12-31 |
| 96 | AQR CAPITAL MANAGEMENT LLC | 8,166 | $266.7K | 0.11% | 2025-12-31 |
| 97 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,126 | $265.4K | 0.11% | 2025-12-31 |
| 98 | Quantedge Capital Pte Ltd | 7,751 | $263.5K | 0.10% | 2025-09-30 |
| 99 | XTX Topco Ltd | 8,056 | $263.1K | 0.10% | 2025-12-31 |
| 100 | TWO SIGMA SECURITIES, LLC | 7,603 | $240.7K | 0.10% | 2025-06-30 |
| 101 | Priebe Wealth Holdings LLC | 7,577 | $239.9K | 0.10% | 2025-06-30 |
| 102 | PRENTISS SMITH & CO INC | 7,026 | $229.5K | 0.09% | 2025-12-31 |
| 103 | Independent Family Office, LLC | 6,987 | $228.2K | 0.09% | 2025-12-31 |
| 104 | Busey Bank | 6,641 | $225.8K | 0.08% | 2025-09-30 |
| 105 | SUMMITRY LLC | 6,500 | $221.0K | 0.08% | 2025-09-30 |
| 106 | Baird Financial Group, Inc. | 6,639 | $216.8K | 0.08% | 2025-12-31 |
| 107 | MONETA GROUP INVESTMENT ADVISORS LLC | 6,609 | $215.8K | 0.08% | 2025-12-31 |
| 108 | Choate Investment Advisors | 6,578 | $214.8K | 0.08% | 2025-12-31 |
| 109 | MERCER GLOBAL ADVISORS INC /ADV | 6,280 | $213.5K | 0.08% | 2025-09-30 |
| 110 | Mascagni Wealth Management, Inc. | 6,200 | $210.8K | 0.08% | 2025-09-30 |
| 111 | EverSource Wealth Advisors, LLC | 6,137 | $208.7K | 0.08% | 2025-09-30 |
| 112 | Closed-End Fund Advisors, Inc. | 6,338 | $207.0K | 0.08% | 2025-12-31 |
| 113 | Main Street Financial Solutions, LLC | 6,286 | $205.3K | 0.08% | 2025-12-31 |
| 114 | Snowden Capital Advisors LLC | 6,026 | $204.9K | 0.08% | 2025-09-30 |
| 115 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6,272 | $204.8K | 0.08% | 2025-12-31 |
| 116 | PINNACLE ASSOCIATES LTD | 6,000 | $204.0K | 0.08% | 2025-09-30 |
| 117 | Mezzasalma Advisors, LLC | 6,249 | $203.9K | 0.08% | 2025-12-31 |
| 118 | NWAM LLC | 5,991 | $203.7K | 0.08% | 2025-12-31 |
| 119 | Retirement Income Solutions, Inc | 6,213 | $202.9K | 0.08% | 2025-12-31 |
| 120 | BRADLEY FOSTER & SARGENT INC/CT | 5,963 | $202.7K | 0.08% | 2025-09-30 |
| 121 | WOLVERINE ASSET MANAGEMENT LLC | 5,958 | $194.6K | 0.08% | 2025-12-31 |
| 122 | Ancora Advisors LLC | 5,900 | $192.7K | 0.07% | 2025-12-31 |
| 123 | Quent Capital, LLC | 5,405 | $176.5K | 0.07% | 2025-12-31 |
| 124 | CENTRAL TRUST Co | 5,008 | $163.6K | 0.06% | 2025-12-31 |
| 125 | MAI Capital Management | 4,990 | $163.0K | 0.06% | 2025-12-31 |
| 126 | US BANCORP \DE\ | 4,985 | $162.8K | 0.06% | 2025-12-31 |
| 127 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4,593 | $156.2K | 0.06% | 2025-09-30 |
| 128 | First Command Advisory Services, Inc. | 4,694 | $153.3K | 0.06% | 2025-12-31 |
| 129 | Corient Private Wealth LLC | 11,992 | $148.0K | 0.16% | 2025-12-31 |
| 130 | Crews Bank & Trust | 4,434 | $144.8K | 0.06% | 2025-12-31 |
| 131 | BROWN, LISLE/CUMMINGS, INC. | 4,200 | $137.2K | 0.05% | 2025-12-31 |
| 132 | Ameritas Advisory Services, LLC | 3,787 | $128.8K | 0.05% | 2025-09-30 |
| 133 | CIBC Private Wealth Group LLC | 3,876 | $126.6K | 0.05% | 2025-12-31 |
| 134 | BFSG, LLC | 3,406 | $115.8K | 0.04% | 2025-09-30 |
| 135 | CITIGROUP INC | 3,245 | $106.0K | 0.04% | 2025-12-31 |
| 136 | Parallel Advisors, LLC | 3,240 | $105.8K | 0.04% | 2025-12-31 |
| 137 | BROWN BROTHERS HARRIMAN & CO | 3,057 | $99.8K | 0.04% | 2025-12-31 |
| 138 | GHP Investment Advisors, Inc. | 2,767 | $90.4K | 0.03% | 2025-12-31 |
| 139 | ATWOOD & PALMER INC | 2,726 | $89.0K | 0.03% | 2025-12-31 |
| 140 | JONES FINANCIAL COMPANIES LLLP | 2,639 | $86.2K | 0.03% | 2025-12-31 |
| 141 | Clearstead Advisors, LLC | 2,500 | $81.7K | 0.03% | 2025-12-31 |
| 142 | McIlrath & Eck, LLC | 2,293 | $74.9K | 0.03% | 2025-12-31 |
| 143 | Anchor Investment Management, LLC | 2,000 | $65.3K | 0.02% | 2025-12-31 |
| 144 | Advocate Investing Services LLC | 1,649 | $53.8K | 0.02% | 2025-12-31 |
| 145 | ASSETMARK, INC | 1,639 | $53.5K | 0.02% | 2025-12-31 |
| 146 | NBT BANK N A /NY | 1,481 | $48.4K | 0.02% | 2025-12-31 |
| 147 | COMERICA BANK | 1,358 | $46.2K | 0.01% | 2025-09-30 |
| 148 | Costello Asset Management, INC | 1,375 | $44.9K | 0.01% | 2025-12-31 |
| 149 | SALEM INVESTMENT COUNSELORS INC | 1,314 | $44.7K | 0.01% | 2025-09-30 |
| 150 | HM PAYSON & CO | 1,184 | $40.3K | 0.01% | 2025-12-31 |
| 151 | FIFTH THIRD BANCORP | 1,167 | $39.7K | 0.01% | 2025-09-30 |
| 152 | ARMSTRONG ADVISORY GROUP, INC | 1,153 | $37.7K | 0.01% | 2025-12-31 |
| 153 | Wilmington Savings Fund Society, FSB | 992 | $32.4K | 0.01% | 2025-12-31 |
| 154 | Commonwealth Retirement Investments LLC | 900 | $29.4K | 0.01% | 2025-12-31 |
| 155 | GPS Wealth Strategies Group, LLC | 819 | $27.8K | 0.01% | 2025-09-30 |
| 156 | Wealthspire Advisors, LLC | 633 | $21.5K | 0.00% | 2025-09-30 |
| 157 | Advisory Services Network, LLC | 566 | $19.3K | 0.00% | 2025-09-30 |
| 158 | IFP Advisors, Inc | 482 | $16.4K | 0.00% | 2025-12-31 |
| 159 | CVA Family Office, LLC | 464 | $15.2K | 0.00% | 2025-12-31 |
| 160 | Hilltop National Bank | 370 | $12.1K | 0.00% | 2025-12-31 |
| 161 | Blue Trust, Inc. | 368 | $12.0K | 0.00% | 2025-12-31 |
| 162 | HARBOUR INVESTMENTS, INC. | 251 | $8.2K | 0.00% | 2025-12-31 |
| 163 | SJS Investment Consulting Inc. | 231 | $7.5K | 0.00% | 2025-12-31 |
| 164 | First Pacific Financial | 228 | $7.4K | 0.00% | 2025-12-31 |
| 165 | Thomas J. Herzfeld Advisors, Inc. | 194 | $6.3K | 0.00% | 2025-12-31 |
| 166 | Stone House Investment Management, LLC | 146 | $4.8K | 0.00% | 2025-12-31 |
| 167 | Strategic Investment Solutions, Inc. /IL | 134 | $4.6K | 0.00% | 2025-12-31 |
| 168 | NewEdge Advisors, LLC | 138 | $4.5K | 0.00% | 2025-12-31 |
| 169 | Valued Wealth Advisors LLC | 100 | $3.4K | 0.00% | 2025-09-30 |
| 170 | Sound Income Strategies, LLC | 85 | $2.8K | 0.00% | 2025-12-31 |
| 171 | Cornerstone Advisors, LLC | 72 | $2.4K | 0.00% | 2025-09-30 |
| 172 | JFS WEALTH ADVISORS, LLC | 64 | $2.2K | 0.00% | 2025-09-30 |
| 173 | Stolper Co | 61,655 | $2.0K | 0.83% | 2025-12-31 |
| 174 | Cambridge Investment Research Advisors, Inc. | 48,532 | $1.6K | 0.65% | 2025-12-31 |
| 175 | Center for Financial Planning, Inc. | 25 | $817 | 0.00% | 2025-12-31 |
| 176 | PRINCIPAL SECURITIES, INC. | 19 | $646 | 0.00% | 2025-09-30 |
| 177 | Thrivent Financial for Lutherans | 16,644 | $544 | 0.22% | 2025-12-31 |
| 178 | First PREMIER Bank | 16,574 | $541 | 0.22% | 2025-12-31 |
| 179 | DELTA CAPITAL MANAGEMENT LLC | 13,342 | $436 | 0.18% | 2025-12-31 |
| 180 | CWM, LLC | 6,421 | $210 | 0.08% | 2025-12-31 |
| 181 | BESSEMER GROUP INC | 2,801 | $91 | 0.03% | 2025-12-31 |
| 182 | CX Institutional | 597 | $19 | 0.00% | 2025-12-31 |