TRT Trio-Tech International

AMX
$4.70

Trio-Tech International (TRT) Institutional Ownership

What the institutions did with TRT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
13
filed both this quarter and last
Managers holding
11
+2 on the quarter
Buyers
7
4 opened new
Sellers
3
2 sold out entirely
Buyer share
70.0%
of managers who traded it
Breadth
+40.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Compound Planning, Inc. 334.9K 46.5%
DIMENSIONAL FUND ADVISORS LP 234.8K 32.6%
GEODE CAPITAL MANAGEMENT, LLC 68.4K 9.5%
JAMES INVESTMENT RESEARCH, INC. 24.0K 3.3%
ESSEX INVESTMENT MANAGEMENT CO LLC 22.1K 3.1%
LPL Financial LLC 21.3K 3.0%
FNY Investment Advisers, LLC 14.9K 2.1%
SBI Securities Co., Ltd. 182 0.0%
EverSource Wealth Advisors, LLC 49 0.0%
Polaris Financial Partners 36 0.0%
BARCLAYS PLC 1 0.0%
Friedenthal Financial 1 0.0%

Largest changes

Manager Action Previous Current Change
Huntleigh Advisors, Inc. Sold Out 113.1K 0 -113.1K
DIMENSIONAL FUND ADVISORS LP Increased 190.1K 234.8K +44.6K
FNY Investment Advisers, LLC New 0 14.9K +14.9K
GEODE CAPITAL MANAGEMENT, LLC Reduced 70.6K 68.4K -2.2K
LPL Financial LLC Increased 20.7K 21.3K +634
SBI Securities Co., Ltd. Increased 102 182 +80
Fortitude Family Office, LLC Sold Out 59 0 -59
EverSource Wealth Advisors, LLC New 0 49 +49
BARCLAYS PLC New 0 1 +1
Friedenthal Financial New 0 1 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.