Among active 13F managers last quarter, 6 opened and 25 added, while 14 reduced; the largest holder to move was Price T Rowe Associates Inc (+0.1%). No recent Form 4 insider filings for TDVG.
Funds lean in and no leg opposes.
127 tracked 13F filers disclose a position in TDVG as of the latest SEC 13F filings, a combined $871.1M 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 | Sequoia Financial Advisors, LLC | 4.4M | $215.5M | ▲+3.8% Added · +161K sh | Q2 2026 | |
| 2 | National Pension Service | 2.8M | $123.3M | —Held | Q1 2026 | |
| 3 | Bank Of America Corp | 2.5M | $112.7M | ▲+8.0% Added · +187K sh | Q1 2026 | |
| 4 | Northwestern Mutual Wealth Management Co | 1.7M | $73.9M | ▲+9.3% Added · +141K sh | Q1 2026 | |
| 5 | Price T Rowe Associates Inc | 1.5M | $74.9M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 6 | Jones Financial Companies LLLP | 481K | $21.1M | ▲+22% Added · +87K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 461K | $20.6M | ▼−1.6% Reduced · −8K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | 410K | $18.3M | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 9 | Yarger Wealth Strategies, LLC | 396K | $19.6M | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 10 | FMR LLC | 310K | $15.2M | ▼−4.5% Reduced · −14K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | 309K | $13.8M | ▲+12% Added · +34K sh | Q1 2026 | |
| 12 | Allworth Financial LP | 296K | $13.2M | ▲+4.4% Added · +12K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 270K | $12.0M | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | 239K | $10.7M | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 15 | United Advisor Group, LLC | 201K | $9.8M | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 16 | Frontier Asset Management, LLC | 198K | $9.7M | ▼−0.5% Reduced · −973 sh | Q2 2026 | |
| 17 | LPL Financial LLC | 171K | $7.6M | ▼−5.2% Reduced · −9K sh | Q1 2026 | |
| 18 | Mariner, LLC | 130K | $5.8M | ▲+48% Added · +42K sh | Q1 2026 | |
| 19 | Grant Street Asset Management, Inc. | 123K | $6.0M | ▲+8.7% Added · +10K sh | Q2 2026 | |
| 20 | Centaurus Financial, Inc. | 117K | $5.7M | ▲+6.6% Added · +7K sh | Q2 2026 | |
| 21 | MBL Wealth, LLC | 112K | $5.5M | ▼−20% Reduced · −28K sh | Q2 2026 | |
| 22 | TPG Advisors LLC | 90K | $4.4M | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 23 | Sandy Cove Advisors, LLC | 87K | $4.3M | ▲+349% Added · +68K sh | Q2 2026 | |
| 24 | MB, Levis & Associates, LLC | 59K | $2.9M | ▲+17% Added · +9K sh | Q2 2026 | |
| 25 | Nautilus Advisors LLC | 58K | $2.9M | ▲+1.3% Added · +723 sh | Q2 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 TDVG and 25 added to an existing one, while 14 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 |
|---|---|---|
| Apple IncAAPL | 63 funds | $55.9B |
| Alphabet Inc-CL AGOOGL | 63 funds | $40.4B |
| Microsoft CorpMSFT | 63 funds | $39.6B |
| Amazon.com IncAMZN | 63 funds | $32.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 63 funds | $7.1B |
| Nvidia CorpNVDA | 62 funds | $84.6B |
| JPMorgan Chase & CoJPM | 62 funds | $11.2B |
| Alphabet Inc-CL CGOOG | 61 funds | $24.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 61 funds | $3.0B |
| Broadcom IncAVGO | 60 funds | $35.3B |
| Cisco Systems IncCSCO | 60 funds | $6.2B |
| Eli Lilly & CoLLY | 59 funds | $19.5B |
Ranked by how many of TDVG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDVG.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 36 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| TCAFmc | 328 funds | $4.6B |
| TCHPmc | 170 funds | $1.4B |
| TMSLmc | 157 funds | $1.4B |
| TDVGthis pagemc | 127 funds | $871.1M |
| TSPAmc | 126 funds | $1.8B |
| TFLRmc | 112 funds | $352.7M |
| TBUXULTRA SHRT TRM | 110 funds | $378.1M |
| TOUSMF Closed and MF Open | 75 funds | $1.2B |
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.