THY Institutional Ownership & Shareholders
TOEWS AGILITY SHARES DYNAMIC (THY) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.11M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Tcp Asset Management, Llc is currently the largest disclosed institutional shareholder of THY tracked by InsiderSet, reporting ownership valued at approximately $48.49M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.45M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed THY value among the investors covered in this analysis. Major shareholders include Tcp Asset Management, Llc, Orion Porfolio Solutions, Llc, Rpg Family Wealth Advisory, Llc, and several other long-term asset managers with concentrated positions in TOEWS AGILITY SHARES DYNAMIC (THY).
This page ranks the largest institutional THY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$84.11M
Largest Holder
Tcp Asset Management, Llc
Largest Position
$48.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tcp Asset Management, Llc | 5.48% | 2,269,764 | $48,493,508 | $48,453,560 | -$39,948 | -0.08% | |
| Orion Porfolio Solutions, Llc | 0.15% | 921,919 | $20,160,431 | $19,680,574 | -$479,857 | -2.38% | |
| Rpg Family Wealth Advisory, Llc | 0.68% | 173,025 | $3,783,686 | $3,693,634 | -$90,052 | -2.38% | |
| Ausdal Financial Partners, Inc. | 0.11% | 128,480 | $2,809,588 | $2,742,714 | -$66,874 | -2.38% | |
| Rps Advisory Solutions Llc | 1.57% | 108,281 | $2,367,878 | $2,311,518 | -$56,360 | -2.38% | |
| Saxony Capital Management, Llc | 0.61% | 67,415 | $1,440,322 | $1,439,135 | -$1,187 | -0.08% | |
| Cfs Investment Advisory Services, Llc | 0.08% | 60,462 | $1,292,064 | $1,290,706 | -$1,358 | -0.11% | |
| Lpl Financial Llc | 0.00% | 55,963 | $1,223,793 | $1,194,665 | -$29,128 | -2.38% | |
| Osaic Holdings, Inc. | 0.00% | 52,953 | $1,157,984 | $1,130,409 | -$27,575 | -2.38% | |
| Geneos Wealth Management Inc. | 0.01% | 26,829 | $586,750 | $572,729 | -$14,021 | -2.39% | |
| Gts Securities Llc | 0.01% | 21,029 | $459,862 | $448,914 | -$10,948 | -2.38% | |
| Silver Grove Financial Group, Inc. | 0.10% | 8,276 | $180,977 | $176,671 | -$4,306 | -2.38% | |
| Toews Corp | 0.01% | 3,216 | $70,332 | $68,653 | -$1,679 | -2.39% | |
| Morgan Stanley | 0.00% | 2,251 | $49,230 | $48,053 | -$1,177 | -2.39% | |
| Harbour Investments, Inc. | 0.00% | 550 | $12,027 | $11,741 | -$286 | -2.38% | |
| Ifp Advisors, Inc | 0.00% | 527 | $11,259 | $11,250 | -$9 | -0.08% | |
| Continuum Advisory, Llc | 0.00% | 354 | $7,741 | $7,557 | -$184 | -2.38% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,352 | $221 | $220,988 | +$220,767 | +99894.70% |
Frequently asked questions about THY
Who are the largest institutional holders of THY?
The largest institutional holders of THY reported in the latest SEC Form 13F filings include Tcp Asset Management, Llc, Orion Porfolio Solutions, Llc, Rpg Family Wealth Advisory, Llc, Ausdal Financial Partners, Inc., and Rps Advisory Solutions Llc. InsiderSet ranks institutional holders by their latest reported THY position.
What is THY institutional ownership?
This page tracks THY positions reported by institutional investment managers through SEC Form 13F. TOEWS AGILITY SHARES DYNAMIC (THY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own THY?
InsiderSet currently tracks 18 institutional managers reporting THY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of THY shareholders.
How much THY stock do institutions own?
Institutional investment managers disclosed approximately $84.11M in THY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was THY institutional ownership last updated?
The latest THY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional THY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its THY position after the reporting date.
Are institutions buying or selling THY?
Institutional buying and selling can be analyzed by comparing THY positions across consecutive 13F reporting periods. InsiderSet's THY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View THY ownership changes.
How has THY institutional ownership changed over time?
InsiderSet tracks THY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.