Among active 13F managers last quarter, 5 opened and 3 added, while 3 reduced; the largest holder to move was Price T Rowe Associates Inc (+5.7%).
38 tracked 13F filers disclose a position in TVAL as of the latest SEC 13F filings, a combined $645.6M 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 | Price T Rowe Associates Inc | 12.8M | $533.8M | ▲+5.7% Added · +686K sh | Q2 2026 | |
| 2 | OneDigital Investment Advisors LLC | 560K | $20.2M | ▼−6.1% Reduced · −37K sh | Q1 2026 | |
| 3 | Morgan Stanley | 544K | $19.7M | ▲189× Added · +541K sh | Q1 2026 | |
| 4 | Modern Wealth Management, LLC | 468K | $19.5M | ▲New +468K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 215K | $7.8M | ▲+135% Added · +124K sh | Q1 2026 | |
| 6 | Northwest Wealth Advisors, LLC | 206K | $8.6M | ▲+16% Added · +28K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 167K | $6.0M | ▼−4.6% Reduced · −8K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 131K | $4.7M | ▲+22% Added · +24K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 100K | $3.6M | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 80K | $2.9M | ▲+39% Added · +22K sh | Q1 2026 | |
| 11 | Jones Financial Companies LLLP | 70K | $2.5M | ▲+577% Added · +59K sh | Q1 2026 | |
| 12 | Hopwood Financial Services, Inc. | 52K | $2.2M | ▲+16% Added · +7K sh | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 44K | $1.6M | ▲+114% Added · +23K sh | Q1 2026 | |
| 14 | Corient Private Wealth LP | 41K | $1.5M | —Held | Q1 2026 | |
| 15 | Independent Financial Group, LLC | 36K | $1.5M | ▼−44% Reduced · −28K sh | Q2 2026 | |
| 16 | Continuum Advisory, LLC | 32K | $1.3M | ▲New +32K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 27K | $981K | ▲+0.3% Added · +81 sh | Q1 2026 | |
| 18 | Quantinno Capital Management LP | 25K | $905K | —Held | Q1 2026 | |
| 19 | Jane Street Group, LLC | 24K | $858K | ▼−46% Reduced · −20K sh | Q1 2026 | |
| 20 | N.E.W. Advisory Services LLC | 23K | $977K | ▲+2.3% Added · +537 sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 19K | $704K | ▲+57% Added · +7K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 18K | $647K | ▲+204% Added · +12K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 18K | $733K | ▲+10% Added · +2K sh | Q2 2026 | |
| 24 | Brown Brothers Harriman & Co | 13K | $536K | ▲New +13K sh | Q2 2026 | |
| 25 | Citadel Advisors LLC | 8K | $345K | ▲New +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, 5 funds opened a new position in TVAL and 3 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for TVAL
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/TVAL/capital-change-brief"
Use Arkolith's capital_change_brief for TVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for TVAL. Filings are public domain, sourced to SEC EDGAR.