Who owns TRIO?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TRIO from SEC Form 13F filings across 5 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, 5 institutions disclosed 1.9M shares of TRIO worth $122.8M; the largest disclosed holder is KINTRA WEALTH, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$122.8M
value, 2026 filers
1.9M
shares disclosed
3
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 TRIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KINTRA WEALTH, LLC | 1.8M | $121.9M | 6.4% | — | +0.9% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 6,301 | $408,157 | 0.0% | — | new |
| 3 | OLD MISSION CAPITAL LLCNEW | 4,831 | $312,935 | 0.0% | — | new |
| 4 | Facet Wealth, Inc.NEW | 3,466 | $224,516 | 0.0% | — | new |
| 5 | UBS Group AG | 340 | $22,024 | 0.0% | — | +193.1% |
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.