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TRI-CONTINENTAL Corp

Institutional holders · 13F as of Jun 30, 2026

156 holders

HolderValueShares% of shares
The PNC Financial Services Group, Inc.$623.2K18,105—
Kestra Advisory Services, LLC$619.2K18,960—
Heritage Wealth Advisors$593.4K18,168—
FOUNDATIONS INVESTMENT ADVISORS, LLC$578.5K17,712—
JANE STREET GROUP, LLC$560.8K17,171—
JOHNSON INVESTMENT COUNSEL INC$552.6K16,920—
JPMORGAN CHASE & CO$516.3K15,807—
Successful Portfolios LLC$505.4K15,197—
Tower Wealth Partners, Inc.$505.1K15,464—
Cerity Partners LLC$493.2K15,102—
GatePass Capital, LLC$481.9K14,756—
Rockefeller Capital Management L.P.$478.5K14,651—
Waverly Advisors, LLC$421.7K12,911—
Pathstone Holdings, LLC$417.4K12,779—
FIRST FINANCIAL BANKSHARES INC$415.4K12,720—
MSH Capital Advisors LLC$415.4K12,719—
TWIN FOCUS CAPITAL PARTNERS, LLC$398.4K12,611—
Corient Private Wealth LLC$391.7K11,992—
Financial Plan, Inc.$391.5K11,988—
CORA CAPITAL ADVISORS LLC$391.3K11,981—
Joel Isaacson & Co., LLC$387.5K11,866—
Savvy Advisors, Inc.$378.8K11,598—
Private Advisor Group, LLC$374.5K11,467—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$347.7K11,006—
Koshinski Asset Management, Inc.$333.1K10,199—
American Institute for Advanced Investment Management, LLP$332.1K10,170—
TIAA TRUST, NATIONAL ASSOCIATION$331.0K10,136—
OPPENHEIMER & CO INC$326.8K10,007—
NORTHERN TRUST CORP$320.9K9,825—
MERIDIAN INVESTMENT COUNSEL INC.$318.6K9,755—
LEVEL FOUR ADVISORY SERVICES, LLC$305.6K9,358—
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$302.6K9,266—
AMERIPRISE FINANCIAL INC$295.1K9,035—
Quantinno Capital Management LP$279.9K8,568—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$274.4K8,402—
AQR Capital Management, LLC$274.0K8,673—
TANDEM CAPITAL MANAGEMENT CORP /ADV$271.1K8,300—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$265.4K8,126—
XTX Topco Ltd$263.1K8,056—
UHLMANN PRICE SECURITIES, LLC$260.6K5,393—
Baird Financial Group, Inc.$256.4K7,852—
Independent Family Office, LLC$228.2K6,987—
PRENTISS SMITH & CO INC$222.0K7,026—
Main Street Financial Solutions, LLC$216.4K6,286—
Choate Investment Advisors$214.8K6,578—
MONETA GROUP INVESTMENT ADVISORS LLC$208.8K6,609—
Closed-End Fund Advisors, Inc.$207.0K6,338—
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$204.8K6,272—
Mezzasalma Advisors, LLC$203.9K6,249—
NWAM LLC$203.7K5,991—
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