27 tracked 13F filers disclose a position in TDI as of the latest SEC 13F filings, a combined $95.7M 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 | LPL Financial LLC | $28.1M | 682K | ▲12× Added · +627K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $21.8M | 485K | ▲19× Added · +459K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.7M | 234K | ▲+500% Added · +195K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $7.1M | 173K | ▲+192% Added · +114K sh | Q1 2026 | |
| 5 | Intentional Wealth Strategies, LLC | $6.9M | 154K | ▲315× Added · +153K sh | Q2 2026 | |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $3.9M | 86K | ▲+9.1% Added · +7K sh | Q2 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $3.5M | 85K | ▲+406% Added · +68K sh | Q1 2026 | |
| 8 | Trilogy Capital Inc. | $3.1M | 70K | ▲New +70K sh | Q2 2026 | |
| 9 | Cornerstone Wealth Management, LLC | $2.5M | 55K | ▲+12% Added · +6K sh | Q2 2026 | |
| 10 | Gladstone Institutional Advisory LLC | $2.2M | 50K | ▲+19% Added · +8K sh | Q2 2026 | |
| 11 | Golden State Wealth Management, LLC | $1.7M | 39K | ▼−2.9% Reduced · −1K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $1.2M | 28K | ▲New +28K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.1M | 27K | ▲+46% Added · +8K sh | Q1 2026 | |
| 14 | Atlas Wealth LLC | $553K | 12K | ▲+11% Added · +1K sh | Q2 2026 | |
| 15 | Integrated Advisors Network LLC | $468K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | Mutual Advisors, LLC | $329K | 8K | ▲New +8K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $331K | 7K | ▼−27% Reduced · −3K sh | Q2 2026 | |
| 18 | Vestmark Advisory Solutions, Inc. | $299K | 7K | ▲New +7K sh | Q1 2026 | |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | $299K | 7K | ▲New +7K sh | Q1 2026 | |
| 20 | BXM Wealth LLC | $294K | 7K | ▲New +7K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $98K | 2K | ▼−9.9% Reduced · −262 sh | Q1 2026 | |
| 22 | PRIVATE TRUST CO NA | $76K | 2K | ▲+83% Added · +765 sh | Q2 2026 | |
| 23 | ROYAL BANK OF CANADA | $32K | 788 | ▲New +788 sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $32K | 777 | ▲+55% Added · +277 sh | Q1 2026 | |
| 25 | Keating Financial Advisory Services, Inc. | $10K | 247 | —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, 4 funds opened a new position in TDI and 1 added to an existing one, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 6 funds | $582.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $572.1M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $458.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $436.6M |
| NVIDIA CORPNVDA | 6 funds | $359.8M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $314.3M |
| MICROSOFT CORPMSFT | 6 funds | $294.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $272.7M |
| ISHARES 7-10 YEAR TREASURY BIEF | 6 funds | $237.2M |
| AMAZON.COM INCAMZN | 6 funds | $230.2M |
| DIMENSIONAL US CORE EQUITY 2DFAC | 6 funds | $217.2M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $214.1M |
Ranked by how many of TDI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TUSIULTRA SHORT INCM | 51 funds | $318.5M |
| TDIthis pageMF Closed and MF Open | 27 funds | $95.7M |
| TSECSECURITIZED INCO | 17 funds | $135.3M |
| SIOSTRATEGIC INCOME | 15 funds | $179.6M |
| TLGMF Closed and MF Open | 14 funds | $48.0M |
| TSELTOUCHSTONE SANDS | 8 funds | $59.4M |
| TLCITOUCHSTONE INTL | 6 funds | $56.2M |
| LCFUS LRG CAP FOC | 6 funds | $49.2M |
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.