43 tracked 13F filers disclose a position in TDF as of the latest SEC 13F filings, a combined $182.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $96.8M | 8.9M | ▼−0.5% Reduced · −48K sh | Q2 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $20.6M | 1.9M | ▲+14% Added · +239K sh | Q1 2026 | |
| 3 | LAZARD ASSET MANAGEMENT LLC | $19.5M | 1.8M | ▼−35% Reduced · −994K sh | Q1 2026 | |
| 4 | Karpus Management, Inc. | $9.2M | 870K | ▲+1.6% Added · +14K sh | Q1 2026 | |
| 5 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.0M | 566K | ▼−63% Reduced · −968K sh | Q1 2026 | |
| 6 | Uncommon Cents Investing LLC | $5.9M | 546K | ▼−0.1% Reduced · −420 sh | Q2 2026 | |
| 7 | 1607 Capital Partners, LLC | $3.6M | 342K | ▲+109% Added · +178K sh | Q1 2026 | |
| 8 | 180 WEALTH ADVISORS, LLC | $3.6M | 329K | ▲+5.3% Added · +17K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $3.2M | 305K | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.2M | 304K | ▼−10% Reduced · −35K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $3.0M | 284K | ▲+11% Added · +27K sh | Q1 2026 | |
| 12 | Shaker Financial Services, LLC | $2.0M | 182K | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 99K | ▲+30% Added · +23K sh | Q1 2026 | |
| 14 | Compound Planning, Inc. | $737K | 68K | ▲+0.2% Added · +116 sh | Q2 2026 | |
| 15 | Quantedge Capital Pte Ltd | $588K | 54K | ▲+29% Added · +12K sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $564K | 53K | ▲+7.0% Added · +3K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $315K | 30K | ▲+92% Added · +14K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $305K | 29K | ▲+1.7% Added · +481 sh | Q1 2026 | |
| 19 | CSS LLC/IL | $263K | 25K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $248K | 23K | ▼−1.4% Reduced · −326 sh | Q1 2026 | |
| 21 | Baltimore-Washington Financial Advisors, Inc. | $243K | 23K | —Held | Q1 2026 | |
| 22 | UBS Group AG | $218K | 21K | ▼−5.3% Reduced · −1K sh | Q1 2026 | |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $220K | 20K | ▼−4.5% Reduced · −950 sh | Q2 2026 | |
| 24 | Dakota Wealth Management | $197K | 18K | ▲+1.1% Added · +200 sh | Q2 2026 | |
| 25 | Rathbones Group PLC | $161K | 15K | —Held | 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, 1 fund opened a new position in TDF and 8 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $3.9B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $546.8M |
| ISHARES CORE MSCI EMERGINGIEMG | 14 funds | $180.5M |
| ORACLE CORPORCL | 14 funds | $173.4M |
| VANGUARD FTSE EMERGING MARKEVWO | 14 funds | $170.1M |
| WALT DISNEY CO/THEDIS | 14 funds | $133.7M |
| NVIDIA CORPNVDA | 13 funds | $4.1B |
| APPLE INCAAPL | 13 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $1.0B |
| PROCTER & GAMBLE CO/THEPG | 13 funds | $633.9M |
Ranked by how many of TDF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 18, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Sell (S) | 45K | $880K |
| Sep 18, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Sell (S) | 76K | $1.5M |
| Sep 18, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Sell (S) | 15K | $293K |
| Sep 17, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Sell (S) | 58K | $1.1M |
| Sep 17, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Sell (S) | 77K | $1.5M |
| Jul 23, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Buy (P) | 5K | $105K |
| Jul 18, 2018 | CITY OF LONDON INVESTMENT GROUP PLC | 10% Owner | Buy (P) | 17K | $368K |
| Jul 16, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Buy (P) | 6K | $119K |
| Jul 10, 2018 | CITY OF LONDON INVESTMENT GROUP PLC | 10% Owner | Buy (P) | 32K | $683K |
| Jul 9, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Buy (P) | 18K | $389K |
| Jul 6, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Buy (P) | 25K | $518K |
| Jul 6, 2018 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10% Owner | Buy (P) | 12K | $239K |
Connected entities for TDF
This stock 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/TDF/capital-change-brief"
Use Arkolith's capital_change_brief for TDF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.