Who owns TDI
Which tracked institutional funds hold TDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TDI is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TDI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TDI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 40 tracked filers holding TDI, 33 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TDI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Tulsa Wealth Advisors, INC$26M
- MML INVESTORS SERVICES, LLC$12M
- Stratos Wealth Partners, LTD.$10M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Rockefeller Capital Management L.P.$7M
- Tidemark, LLC$6M
Full exits 3
- Ascentis Independent Advisors$2M
- FLOW TRADERS U.S. LLC$970K
- Independent Advisor Alliance$955K
Largest adds
- RAYMOND JAMES FINANCIAL INC$38M
- LPL Financial LLC$36M
- Private Advisor Group, LLC$21M
- Intentional Wealth Strategies, LLC$7M
- STIFEL FINANCIAL CORP$4M
- Steward Partners Investment Advisory, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,424,701 | $64M | 24.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,057,056 | $47M | 17.9% | 2026-Q2 |
| Tulsa Wealth Advisors, INC new | 572,765 | $26M | 9.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 484,562 | $22M | 8.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 268,798 | $12M | 4.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 244,508 | $11M | 4.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 222,734 | $10M | 3.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 156,125 | $7M | 2.7% | 2026-Q2 |
| Intentional Wealth Strategies, LLC added | 153,508 | $7M | 2.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 153,384 | $7M | 2.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 152,353 | $7M | 2.6% | 2026-Q2 |
| Tidemark, LLC new | 136,611 | $6M | 2.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 115,209 | $5M | 2.0% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 86,072 | $4M | 1.5% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC added | 81,803 | $4M | 1.4% | 2026-Q2 |
| Trilogy Capital Inc. new | 69,974 | $3M | 1.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 55,202 | $2M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 50,300 | $2M | 0.9% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 49,958 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 49,781 | $2M | 0.8% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 38,929 | $2M | 0.7% | 2026-Q2 |
| Advisory Services Network, LLC new | 36,011 | $2M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,119 | $1M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 16,764 | $753K | 0.3% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 12,316 | $553K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,378 | $331K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 7,365 | $331K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 6,640 | $298K | 0.1% | 2026-Q2 |
| BXM Wealth LLC new | 6,550 | $294K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 6,153 | $276K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 5,740 | $258K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 4,596 | $206K | 0.1% | 2026-Q2 |
| BOKF, NA new | 2,758 | $124K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 2,716 | $122K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,892 | $85K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,754 | $78K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,687 | $76K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 500 | $22K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 247 | $11K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 186 | $8K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors new | 54,453 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 23,510 | $970K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 23,168 | $955K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 7,328 | $302K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 788 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP | 187 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 66 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 7 | $289 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 311 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,110 | $638K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 373 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| FIFTH THIRD BANCORP new | 163 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.