Among active 13F managers last quarter, 12 opened and 19 added, while 11 reduced; the largest holder to move was Luken Investment Analytics, LLC (−1.6%).
76 tracked 13F filers disclose a position in TDVI as of the latest SEC 13F filings, a combined $153.9M 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 | Luken Investment Analytics, LLC | 798K | $25.3M | ▼−1.6% Reduced · −13K sh | Q2 2026 | |
| 2 | Southern Capital Services Inc | 542K | $17.2M | ▼−3.1% Reduced · −17K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 461K | $12.2M | ▲+13% Added · +54K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 408K | $10.8M | ▲+4.9% Added · +19K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 406K | $10.8M | ▲+19% Added · +64K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 314K | $8.3M | ▼−3.7% Reduced · −12K sh | Q1 2026 | |
| 7 | Bullseye Investment Management, LLC | 265K | $8.4M | ▲+12% Added · +28K sh | Q2 2026 | |
| 8 | Stifel Financial Corp | 204K | $5.4M | ▲+13% Added · +24K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 184K | $4.9M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 158K | $4.2M | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 11 | Independent Financial Group, LLC | 140K | $4.5M | ▼−32% Reduced · −67K sh | Q2 2026 | |
| 12 | Triad Wealth Partners, LLC | 106K | $3.3M | ▲New +106K sh | Q2 2026 | |
| 13 | Sequent Planning LLC | 85K | $2.7M | ▼−6.2% Reduced · −6K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 83K | $2.6M | ▲+14% Added · +10K sh | Q2 2026 | |
| 15 | Arax Advisory Partners | 81K | $2.6M | ▲+40% Added · +23K sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 77K | $2.0M | ▲+80% Added · +34K sh | Q1 2026 | |
| 17 | First Trust Advisors LP | 69K | $1.8M | ▲+30% Added · +16K sh | Q1 2026 | |
| 18 | Gladstone Institutional Advisory LLC | 66K | $2.1M | ▼−1.0% Reduced · −645 sh | Q2 2026 | |
| 19 | Mgo One Seven LLC | 58K | $1.8M | ▲+538% Added · +49K sh | Q2 2026 | |
| 20 | Integrated Wealth Concepts LLC | 45K | $1.4M | ▲+26% Added · +9K sh | Q2 2026 | |
| 21 | Stephens Inc | 40K | $1.3M | ▲+25% Added · +8K sh | Q2 2026 | |
| 22 | Capital Investment Advisory Services, LLC | 39K | $1.2M | ▼−0.3% Reduced · −127 sh | Q2 2026 | |
| 23 | Stratos Wealth Partners, LTD. | 37K | $1.2M | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 24 | Owen LaRue, LLC | 31K | $983K | ▲+86% Added · +14K sh | Q2 2026 | |
| 25 | Intrua Financial, LLC | 30K | $958K | ▲+4.5% Added · +1K 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, 12 funds opened a new position in TDVI and 19 added to an existing one, while 11 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 | 44 funds | $4.9B |
| Nvidia CorpNVDA | 44 funds | $4.8B |
| Microsoft CorpMSFT | 44 funds | $2.4B |
| JPMorgan Chase & CoJPM | 44 funds | $1.2B |
| Amazon.com IncAMZN | 43 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 43 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 43 funds | $987.0M |
| Johnson & JohnsonJNJ | 43 funds | $708.1M |
| Chevron CorpCVX | 43 funds | $426.5M |
| Invesco QQQ Trust Series 1QQQ | 42 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 42 funds | $2.0B |
| Walmart IncWMT | 42 funds | $1.0B |
Ranked by how many of TDVI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDVI.
| Class | 13F holders | Value held |
|---|---|---|
| EMLPcs | 343 funds | $2.7B |
| RDVImc | 286 funds | $1.7B |
| FTSLmc | 274 funds | $1.5B |
| HYLSmc | 200 funds | $937.4M |
| FTCBmc | 184 funds | $1.7B |
| FSIGmc | 155 funds | $969.0M |
| LGOVmc | 142 funds | $531.4M |
| FIIGmc | 127 funds | $487.3M |
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 TDVI
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.