Among active 13F managers last quarter, 5 opened and 3 added, while none reduced or exited; the largest holder to move was Summit Financial, LLC (+26%).
13 tracked 13F filers disclose a position in TDAQ as of the latest SEC 13F filings, a combined $73.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clear Street Group Inc. | 2.0M | $56.5M | ▲+144% Added · +1.2M sh | Q2 2026 | |
| 2 | Summit Financial, LLC | 272K | $7.7M | ▲+26% Added · +55K sh | Q2 2026 | |
| 3 | Stegent Equity Advisors, Inc. | 130K | $3.7M | ▲New +130K sh | Q2 2026 | |
| 4 | Concurrent Investment Advisors, LLC | 95K | $2.7M | ▲+31% Added · +22K sh | Q2 2026 | |
| 5 | Integrated Wealth Concepts LLC | 31K | $884K | ▲New +31K sh | Q2 2026 | |
| 6 | GTS Securities LLC | 27K | $634K | ▲New +27K sh | Q1 2026 | |
| 7 | Chicago Partners Investment Group LLC | 22K | $590K | ▲New +22K sh | Q2 2026 | |
| 8 | Wealthcare Advisory Partners LLC | 18K | $523K | ▲+29% Added · +4K sh | Q2 2026 | |
| 9 | Milestone Asset Management Group, LLC | 13K | $370K | —Held | Q2 2026 | |
| 10 | Compass Financial Management LLC | 5K | $142K | ▲New +5K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 4K | $118K | —Held | Q2 2026 | |
| 12 | UBS Group AG | 301 | $7K | ▲+49% Added · +99 sh | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | 2 | $47 | ▲New +2 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in TDAQ and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $878.0M |
| Nvidia CorpNVDA | 9 funds | $836.2M |
| Microsoft CorpMSFT | 9 funds | $591.7M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 9 funds | $485.4M |
| Amazon.com IncAMZN | 9 funds | $420.1M |
| Broadcom IncAVGO | 9 funds | $305.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $255.3M |
| Alphabet Inc-CL CGOOG | 9 funds | $253.8M |
| Eli Lilly & CoLLY | 9 funds | $154.2M |
| Walmart IncWMT | 9 funds | $148.8M |
| SS Health Care Select SectorXLV | 9 funds | $59.1M |
| Ishares Msci USA Min Vol FacUSMV | 9 funds | $43.8M |
Ranked by how many of TDAQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDAQ.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFmc | 56 funds | $39.7M |
| VSLUMF Closed and MF Open | 50 funds | $449.4M |
| FEPImc | 47 funds | $30.8M |
| MSTUT-REX 2X LONG MS | 38 funds | $14.2M |
| TSPYTAPPALPHA SPY GR | 29 funds | $40.5M |
| AIPIREX AI EQUITY PR | 23 funds | $6.3M |
| XRPRREX OSPREY XRP | 21 funds | $4.7M |
| DYFIIDX DYNAMIC FIXE | 18 funds | $58.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TDAQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TDAQ/capital-change-brief"
Use Arkolith's capital_change_brief for TDAQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TDAQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.