Who owns TIIV?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TIIV from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 937,153 shares of TIIV worth $27.3M; the largest disclosed holder is Midwest Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$27.3M
value, 2026 filers
937,153
shares disclosed
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TIIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Midwest Trust Co | 808,538 | $23.6M | 0.3% | — | -1.1% |
| 2 | Apollon Wealth Management, LLC | 127,902 | $3.7M | 0.0% | — | +1467.0% |
| 3 | Advisors Asset Management, Inc. | 450 | $13,125 | 0.0% | — | +18.7% |
| 4 | UBS Group AGNEW | 263 | $7,671 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.