54 tracked 13F filers disclose a position in TDVI as of the latest SEC 13F filings, a combined $129.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Luken Investment Analytics, LLC | $25.3M | 798K | ▼−1.6% Reduced · −13K sh | Q2 2026 | |
| 2 | SOUTHERN CAPITAL SERVICES INC /ADV | $17.2M | 542K | ▼−3.1% Reduced · −17K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $12.2M | 461K | ▲+13% Added · +54K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $10.8M | 408K | ▲+4.9% Added · +19K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $10.8M | 406K | ▲+19% Added · +64K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $8.3M | 314K | ▼−3.7% Reduced · −12K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $5.4M | 204K | ▲+13% Added · +24K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 184K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $4.2M | 158K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $4.5M | 140K | ▼−32% Reduced · −67K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 77K | ▲+80% Added · +34K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $1.9M | 73K | ▲+9.5% Added · +6K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $1.8M | 69K | ▲+30% Added · +16K sh | Q1 2026 | |
| 14 | Gladstone Institutional Advisory LLC | $2.1M | 66K | ▼−1.0% Reduced · −645 sh | Q2 2026 | |
| 15 | Arax Advisory Partners | $1.5M | 58K | ▲+4.9% Added · +3K sh | Q1 2026 | |
| 16 | STEPHENS INC /AR/ | $1.3M | 40K | ▲+25% Added · +8K sh | Q2 2026 | |
| 17 | Capital Investment Advisory Services, LLC | $1.2M | 39K | ▼−0.3% Reduced · −127 sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $955K | 36K | ▲+62% Added · +14K sh | Q1 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $914K | 34K | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 20 | Owen LaRue, LLC | $983K | 31K | ▲+86% Added · +14K sh | Q2 2026 | |
| 21 | Intrua Financial, LLC | $958K | 30K | ▲+4.5% Added · +1K sh | Q2 2026 | |
| 22 | RFG Advisory, LLC | $917K | 29K | ▲+159% Added · +18K sh | Q2 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $661K | 25K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $790K | 25K | ▲+18% Added · +4K sh | Q2 2026 | |
| 25 | RiverTree Advisors, LLC | $744K | 23K | ▼−25% Reduced · −8K 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 TDVI and 13 added to an existing one, while 7 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 | 28 funds | $7.6B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $7.0B |
| NVIDIA CORPNVDA | 28 funds | $6.9B |
| MICROSOFT CORPMSFT | 28 funds | $5.0B |
| AMAZON.COM INCAMZN | 28 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 28 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $3.0B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $3.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 28 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 28 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 28 funds | $2.2B |
Ranked by how many of TDVI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/TDVI/capital-change-brief"
Use Arkolith's capital_change_brief for TDVI. 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 TDVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.