The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query TDV owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TDV"
Use Arkolith to show who owns TDV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $17.0M | 201K | ▼−5.5% Reduced · −12K sh | Q1 2026 | |
| 2 | WealthPlan Investment Management, LLC | $4.1M | 48K | ▼−46% Reduced · −42K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $2.4M | 29K | ▼−0.3% Reduced · −75 sh | Q1 2026 | |
| 4 | Geneos Wealth Management Inc. | $904K | 11K | ▲+1.8% Added · +190 sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $728K | 9K | ▼−0.8% Reduced · −67 sh | Q1 2026 | |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $623K | 7K | ▼−4.3% Reduced · −335 sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $585K | 7K | ▲New +7K sh | Q1 2026 | |
| 8 | &PARTNERS | $514K | 6K | ▼~0% Reduced · −3 sh | Q1 2026 | |
| 9 | HighPoint Advisor Group LLC | $506K | 6K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $497K | 6K | ▲~0% Added · +1 sh | Q1 2026 | |
| 11 | J.W. COLE ADVISORS, INC. | $445K | 5K | ▲+28% Added · +1K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $335K | 4K | ▼−3.4% Reduced · −141 sh | Q1 2026 | |
| 13 | FMR LLC | $292K | 3K | ▲+4.8% Added · +159 sh | Q1 2026 | |
| 14 | MONEY CONCEPTS CAPITAL CORP | $288K | 3K | ▼−3.2% Reduced · −113 sh | Q1 2026 | |
| 15 | Valeo Financial Advisors, LLC | $288K | 3K | —Held | Q1 2026 | |
| 16 | Larson Financial Group LLC | $74K | 876 | —Held | Q1 2026 | |
| 17 | Sound Income Strategies, LLC | $58K | 686 | —Held | Q1 2026 | |
| 18 | IFP Advisors, Inc | $28K | 335 | —Held | Q1 2026 | |
| 19 | CWM, LLC | $19K | 221 | ▲+163% Added · +137 sh | Q1 2026 | |
| 20 | Atlantic Union Bankshares Corp | $14K | 164 | —Held | Q1 2026 | |
| 21 | ASSETMARK, INC | $12K | 147 | ▼−69% Reduced · −320 sh | Q1 2026 | |
| 22 | MAI Capital Management | $7K | 81 | —Held | Q1 2026 | |
| 23 | Aptus Capital Advisors, LLC | $4K | 43 | ▲+2.4% Added · +1 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 108 funds | $51.7M |
| ISPYmc | 66 funds | $638.8M |
| TDVthis pagemc | 50 funds | $122.7M |
| IQQQNASDAQ 100 HIGH | 38 funds | $162.6M |
| OILKMF Closed and MF Open | 29 funds | $70.9M |
| SDOWULTRAPRO SRT DOW | 19 funds | $14.8M |
| DIGULTRA ENERGY | 15 funds | $5.8M |
| TWMULTRASHORT RUSSE | 14 funds | $18.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $6.4B |
| MICROSOFT CORPMSFT | 24 funds | $5.5B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $4.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 24 funds | $3.9B |
| STE STR SPDR PT S&P 500 ETFSPYM | 24 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 24 funds | $2.6B |
| BROADCOM INCAVGO | 24 funds | $2.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 24 funds | $2.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 24 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 24 funds | $2.2B |
Ranked by how many of TDV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.