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-Q1 13F filings (latest filed 2026-05-19). 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 2025-Q4 and 2026-Q1: 14 added or opened and 0 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 2025-Q4 and 2026-Q1, across 30 tracked filers holding TDI, 26 increased or opened the position and 4 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 2025-Q4 and 2026-Q1 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 6
- Ascentis Independent Advisors$2M
- Gladstone Institutional Advisory LLC$2M
- Golden State Wealth Management, LLC$2M
- JANE STREET GROUP, LLC$1M
- FLOW TRADERS U.S. LLC$970K
- Independent Advisor Alliance$955K
Largest adds
- LPL Financial LLC$26M
- RAYMOND JAMES FINANCIAL INC$8M
- STIFEL FINANCIAL CORP$5M
- Steward Partners Investment Advisory, LLC$3M
- MOODY NATIONAL BANK TRUST DIVISION$2M
- Cornerstone Wealth Management, LLC$2M
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 | 682,255 | $28M | 39.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 234,218 | $10M | 13.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 172,753 | $7M | 9.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 84,933 | $4M | 4.9% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 80,520 | $3M | 4.6% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION added | 78,913 | $3M | 4.5% | 2026-Q1 |
| Ascentis Independent Advisors new | 54,453 | $2M | 3.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 49,448 | $2M | 2.8% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 42,108 | $2M | 2.4% | 2026-Q1 |
| Golden State Wealth Management, LLC new | 40,093 | $2M | 2.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,275 | $1M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 26,610 | $1M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 25,240 | $1M | 1.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 23,510 | $970K | 1.3% | 2026-Q1 |
| Independent Advisor Alliance new | 23,168 | $955K | 1.3% | 2026-Q1 |
| Integrated Advisors Network LLC new | 11,337 | $468K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 10,080 | $416K | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC new | 7,967 | $329K | 0.5% | 2026-Q1 |
| Atlas Wealth LLC new | 12,845 | $312K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 7,328 | $302K | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 7,240 | $299K | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 7,240 | $299K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,382 | $98K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 922 | $38K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 788 | $32K | 0.0% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 487 | $20K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 247 | $10K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 187 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 66 | $3K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 7 | $289 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 22,382 | $761K | 1.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,110 | $638K | 0.9% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 500 | $19K | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 373 | $13K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 311 | $12K | 0.0% | 2025-Q4 stale |
| FIFTH THIRD BANCORP trimmed | 163 | $6K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.