65 tracked 13F filers disclose a position in TDV as of the latest SEC 13F filings, a combined $141.2M 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 | MORGAN STANLEY | $23.3M | 276K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 2 | Orion Porfolio Solutions, LLC | $17.0M | 201K | ▼−5.5% Reduced · −12K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $14.3M | 168K | ▼−7.1% Reduced · −13K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $12.8M | 151K | ▼−4.4% Reduced · −7K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $11.1M | 131K | ▼−11% Reduced · −16K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $8.4M | 99K | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $4.3M | 50K | ▼−16% Reduced · −10K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $4.0M | 47K | ▲+24% Added · +9K sh | Q1 2026 | |
| 9 | TOTH FINANCIAL ADVISORY CORP | $4.9M | 47K | ▼−0.5% Reduced · −233 sh | Q2 2026 | |
| 10 | Mendel Capital Management LLC | $4.8M | 47K | ▼−1.6% Reduced · −777 sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $3.7M | 43K | ▼−7.5% Reduced · −4K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $3.3M | 39K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 13 | WealthPlan Investment Management, LLC | $4.0M | 38K | ▼−21% Reduced · −10K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.6M | 31K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $2.4M | 29K | ▼−0.3% Reduced · −75 sh | Q1 2026 | |
| 16 | Mirae Asset Global Investments Co., Ltd. | $2.1M | 25K | ▼−47% Reduced · −22K sh | Q1 2026 | |
| 17 | WealthPLAN Partners, LLC | $1.9M | 18K | ▼−38% Reduced · −11K sh | Q2 2026 | |
| 18 | Concord Wealth Partners | $1.3M | 12K | ▼−9.6% Reduced · −1K sh | Q2 2026 | |
| 19 | Concord Asset Management, LLC/VA | $1.3M | 12K | ▼−9.6% Reduced · −1K sh | Q2 2026 | |
| 20 | CFS Investment Advisory Services, LLC | $1.2M | 12K | ▼−0.1% Reduced · −13 sh | Q2 2026 | |
| 21 | Geneos Wealth Management Inc. | $904K | 11K | ▲+1.8% Added · +190 sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $728K | 9K | ▼−0.8% Reduced · −67 sh | Q1 2026 | |
| 23 | Global X Japan Co., Ltd. | $713K | 8K | ▲New +8K sh | Q1 2026 | |
| 24 | MWA Asset Management | $863K | 8K | ▼−3.3% Reduced · −286 sh | Q2 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $678K | 8K | ▲+31% Added · +2K 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, 2 funds opened a new position in TDV and 5 added to an existing one, while 13 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 |
|---|---|---|
| NVIDIA CORPNVDA | 27 funds | $6.7B |
| APPLE INCAAPL | 27 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 27 funds | $3.8B |
| AMAZON.COM INCAMZN | 27 funds | $3.5B |
| MICROSOFT CORPMSFT | 27 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.6B |
| WALMART INCWMT | 27 funds | $896.0M |
| CATERPILLAR INCCAT | 27 funds | $535.6M |
| BROADCOM INCAVGO | 26 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 26 funds | $1.4B |
| MASTERCARD INC - AMA | 26 funds | $1.1B |
Ranked by how many of TDV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 154 funds | $60.6M |
| ISPYmc | 100 funds | $697.1M |
| TDVthis pagemc | 65 funds | $141.2M |
| IQQQmc | 58 funds | $177.9M |
| OILKMF Closed and MF Open | 36 funds | $98.9M |
| SDOWULTRAPRO SRT DOW | 21 funds | $15.3M |
| DIGULTRA ENERGY | 18 funds | $6.1M |
| TWMULTRASHORT RUSSE | 15 funds | $18.9M |
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 TDV
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/TDV/capital-change-brief"
Use Arkolith's capital_change_brief for TDV. 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 TDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.