Among active 13F managers last quarter, 5 opened and 3 added, while 2 reduced; the largest holder to move was Tidemark, LLC (new position).
35 tracked 13F filers disclose a position in TDI as of the latest SEC 13F filings, a combined $164.6M 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 | LPL Financial LLC | 682K | $28.1M | ▲12× Added · +627K sh | Q1 2026 | |
| 2 | Tulsa Wealth Advisors, INC | 573K | $25.7M | ▲New +573K sh | Q2 2026 | |
| 3 | Private Advisor Group, LLC | 485K | $21.8M | ▲19× Added · +459K sh | Q2 2026 | |
| 4 | MML Investors Services, LLC | 269K | $12.1M | ▲New +269K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 234K | $9.7M | ▲+500% Added · +195K sh | Q1 2026 | |
| 6 | Stratos Wealth Partners, LTD. | 223K | $10.0M | ▲New +223K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 173K | $7.1M | ▲+192% Added · +114K sh | Q1 2026 | |
| 8 | Intentional Wealth Strategies, LLC | 154K | $6.9M | ▲315× Added · +153K sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 152K | $6.8M | ▲+79% Added · +67K sh | Q2 2026 | |
| 10 | Tidemark, LLC | 137K | $6.1M | ▲New +137K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 115K | $5.2M | ▲New +115K sh | Q2 2026 | |
| 12 | Moody National Bank Trust Division | 86K | $3.9M | ▲+9.1% Added · +7K sh | Q2 2026 | |
| 13 | RPS Advisory Solutions LLC | 82K | $3.7M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 14 | Trilogy Capital Inc. | 70K | $3.1M | ▲New +70K sh | Q2 2026 | |
| 15 | Cornerstone Wealth Management, LLC | 55K | $2.5M | ▲+12% Added · +6K sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 50K | $2.3M | ▲65× Added · +50K sh | Q2 2026 | |
| 17 | Gladstone Institutional Advisory LLC | 50K | $2.2M | ▲+19% Added · +8K sh | Q2 2026 | |
| 18 | Golden State Wealth Management, LLC | 39K | $1.7M | ▼−2.9% Reduced · −1K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 28K | $1.2M | ▲New +28K sh | Q1 2026 | |
| 20 | Osaic Holdings, Inc. | 27K | $1.1M | ▲+46% Added · +8K sh | Q1 2026 | |
| 21 | Mutual Advisors, LLC | 17K | $753K | ▲+110% Added · +9K sh | Q2 2026 | |
| 22 | Atlas Wealth LLC | 12K | $553K | ▲+11% Added · +1K sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | 7K | $331K | ▼−27% Reduced · −3K sh | Q2 2026 | |
| 24 | Elevation Point Wealth Partners, LLC | 7K | $331K | ▲+1.7% Added · +125 sh | Q2 2026 | |
| 25 | Vestmark Advisory Solutions, Inc. | 7K | $298K | ▼−8.3% Reduced · −600 sh | Q2 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 TDI and 3 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 11 funds | $14.3B |
| Apple IncAAPL | 11 funds | $3.3B |
| Nvidia CorpNVDA | 11 funds | $3.2B |
| Amazon.com IncAMZN | 11 funds | $3.1B |
| Microsoft CorpMSFT | 11 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.5B |
| Eli Lilly & CoLLY | 11 funds | $1.4B |
| Broadcom IncAVGO | 11 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 11 funds | $1.1B |
| Advanced Micro DevicesAMD | 11 funds | $1.1B |
Ranked by how many of TDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDI.
| Class | 13F holders | Value held |
|---|---|---|
| TUSIULTRA SHORT INCM | 57 funds | $369.2M |
| TDIthis pagecommon | 35 funds | $164.6M |
| TSECSECURITIZED INCO | 16 funds | $139.7M |
| SIOSTRATEGIC INCOME | 15 funds | $179.2M |
| TLGLARGE COMPANY GR | 14 funds | $47.5M |
| TSELTOUCHSTONE SANDS | 10 funds | $64.5M |
| TLCITOUCHSTONE INTL | 6 funds | $56.3M |
| LCFUS LRG CAP FOC | 6 funds | $50.3M |
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 TDI
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/TDI/capital-change-brief"
Use Arkolith's capital_change_brief for TDI. 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 TDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.