108 tracked 13F filers disclose a position in TDVG as of the latest SEC 13F filings, a combined $814.0M 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 | Sequoia Financial Advisors, LLC | $189.0M | 4.2M | ▲+2.2% Added · +93K sh | Q1 2026 | |
| 2 | National Pension Service | $123.3M | 2.8M | —Held | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $112.7M | 2.5M | ▲+8.0% Added · +187K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.9M | 1.7M | ▲+9.3% Added · +141K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $68.1M | 1.5M | —Held | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $21.1M | 481K | ▲+22% Added · +87K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $20.6M | 461K | ▼−1.6% Reduced · −8K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $18.3M | 410K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 9 | YARGER WEALTH STRATEGIES, LLC | $19.6M | 396K | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 10 | FMR LLC | $14.5M | 324K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $13.8M | 309K | ▲+12% Added · +34K sh | Q1 2026 | |
| 12 | Allworth Financial LP | $13.2M | 296K | ▲+4.4% Added · +12K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $12.0M | 270K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $10.7M | 239K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 15 | United Advisor Group, LLC | $9.8M | 201K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $7.6M | 171K | ▼−5.2% Reduced · −9K sh | Q1 2026 | |
| 17 | Mariner, LLC | $5.8M | 130K | ▲+48% Added · +42K sh | Q1 2026 | |
| 18 | MBL Wealth, LLC | $5.5M | 112K | ▼−20% Reduced · −28K sh | Q2 2026 | |
| 19 | CENTAURUS FINANCIAL, INC. | $4.9M | 109K | ▲New +109K sh | Q1 2026 | |
| 20 | TPG Advisors LLC | $4.4M | 90K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 21 | Sandy Cove Advisors, LLC | $4.3M | 87K | ▲+349% Added · +68K sh | Q2 2026 | |
| 22 | MB, LEVIS & ASSOCIATES, LLC | $2.9M | 59K | ▲+17% Added · +9K sh | Q2 2026 | |
| 23 | Nautilus Advisors LLC | $2.9M | 58K | ▲+1.3% Added · +723 sh | Q2 2026 | |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 56K | ▼−5.1% Reduced · −3K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $2.5M | 55K | ▲+348% Added · +43K 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, 4 funds opened a new position in TDVG and 23 added to an existing one, while 14 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 | 51 funds | $57.5B |
| MICROSOFT CORPMSFT | 51 funds | $48.7B |
| AMAZON.COM INCAMZN | 51 funds | $29.0B |
| ALPHABET INC-CL AGOOGL | 51 funds | $25.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $6.2B |
| NVIDIA CORPNVDA | 50 funds | $72.1B |
| ALPHABET INC-CL CGOOG | 50 funds | $21.9B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $20.6B |
| JPMORGAN CHASE & COJPM | 50 funds | $9.3B |
| CISCO SYSTEMS INCCSCO | 50 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 50 funds | $1.5B |
Ranked by how many of TDVG'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 |
|---|---|---|
| TCAFmc | 275 funds | $4.3B |
| TCHPmc | 147 funds | $1.3B |
| TMSLmc | 142 funds | $1.2B |
| TDVGthis pagemc | 108 funds | $814.0M |
| TSPAmc | 106 funds | $1.6B |
| TFLRmc | 95 funds | $319.3M |
| TBUXULTRA SHRT TRM | 90 funds | $325.4M |
| TOUSMF Closed and MF Open | 65 funds | $1.1B |
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 TDVG
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/TDVG/capital-change-brief"
Use Arkolith's capital_change_brief for TDVG. 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 TDVG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.