Among active 13F managers last quarter, 6 opened and 5 added, while 13 reduced; the largest holder to move was Orion Porfolio Solutions, LLC (−3.4%).
75 tracked 13F filers disclose a position in TDV as of the latest SEC 13F filings, a combined $153.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 276K | $23.3M | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 2 | Orion Porfolio Solutions, LLC | 194K | $20.2M | ▼−3.4% Reduced · −7K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 168K | $14.3M | ▼−7.1% Reduced · −13K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 151K | $12.8M | ▼−4.4% Reduced · −7K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 131K | $11.1M | ▼−11% Reduced · −16K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 99K | $8.4M | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 50K | $4.3M | ▼−16% Reduced · −10K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 47K | $4.0M | ▲+24% Added · +9K sh | Q1 2026 | |
| 9 | Toth Financial Advisory Corp | 47K | $4.9M | ▼−0.5% Reduced · −233 sh | Q2 2026 | |
| 10 | Mendel Capital Management LLC | 47K | $4.8M | ▼−1.6% Reduced · −777 sh | Q2 2026 | |
| 11 | Coston, McIsaac & Partners | 44K | $4.5M | ▲+23% Added · +8K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 43K | $3.7M | ▼−7.5% Reduced · −4K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 39K | $3.3M | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 14 | WealthPlan Investment Management, LLC | 38K | $4.0M | ▼−21% Reduced · −10K sh | Q2 2026 | |
| 15 | Raymond James Financial Inc | 31K | $2.6M | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | 28K | $2.9M | ▼−0.7% Reduced · −212 sh | Q2 2026 | |
| 17 | Mirae Asset Global Investments Co., Ltd. | 25K | $2.1M | ▼−47% Reduced · −22K sh | Q1 2026 | |
| 18 | WealthPLAN Partners, LLC | 18K | $1.9M | ▼−38% Reduced · −11K sh | Q2 2026 | |
| 19 | Concord Wealth Partners | 12K | $1.3M | ▼−9.6% Reduced · −1K sh | Q2 2026 | |
| 20 | Concord Asset Management, LLC | 12K | $1.3M | ▼−9.6% Reduced · −1K sh | Q2 2026 | |
| 21 | CFS Investment Advisory Services, LLC | 12K | $1.2M | ▼−0.1% Reduced · −13 sh | Q2 2026 | |
| 22 | AMJ Financial Wealth Management | 11K | $957K | —Held | Q2 2026 | |
| 23 | Geneos Wealth Management Inc. | 11K | $1.1M | ▼−1.1% Reduced · −116 sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | 9K | $897K | ▲+0.4% Added · +33 sh | Q2 2026 | |
| 25 | Global X Japan Co., Ltd. | 8K | $713K | ▲New +8K 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, 6 funds opened a new position in TDV and 5 added to an existing one, while 13 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 |
|---|---|---|
| Nvidia CorpNVDA | 34 funds | $9.5B |
| Apple IncAAPL | 34 funds | $8.3B |
| Amazon.com IncAMZN | 34 funds | $6.3B |
| Alphabet Inc-CL AGOOGL | 34 funds | $5.0B |
| Microsoft CorpMSFT | 34 funds | $4.7B |
| JPMorgan Chase & CoJPM | 34 funds | $2.5B |
| Walmart IncWMT | 34 funds | $1.6B |
| Caterpillar IncCAT | 34 funds | $1.0B |
| Broadcom IncAVGO | 33 funds | $3.8B |
| Meta Platforms Inc-Class AMETA | 33 funds | $2.4B |
| Advanced Micro DevicesAMD | 33 funds | $2.0B |
| Eli Lilly & CoLLY | 33 funds | $1.9B |
Ranked by how many of TDV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDV.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 176 funds | $68.2M |
| ISPYmc | 115 funds | $719.0M |
| TDVthis pagemc | 75 funds | $153.7M |
| IQQQmc | 62 funds | $183.4M |
| OILKUIT EXCHANGE TRADED | 38 funds | $120.9M |
| SDOWULTRAPRO SRT DOW | 23 funds | $15.6M |
| QQQANASDAQ100 DORSEY | 20 funds | $21.0M |
| BITISHORT BITCOIN ET | 19 funds | $9.0M |
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 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/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 + quarter-over-quarter ownership changes + 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.