Who owns TDTF
Which tracked institutional funds hold TDTF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDTF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
20 tracked funds added or opened TDTF while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
TDTF’s largest tracked holder by dollar value, NORTHERN TRUST CORP, 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 TDTF 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 80 tracked filers holding TDTF, 51 increased or opened the position and 32 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 TDTF 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 4
- STALEY CAPITAL ADVISERS INC$4M
- IFG Advisory, LLC$4M
- Veridan Wealth LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$613K
Full exits 5
- Capital Analysts, LLC$72M
- Cambridge Investment Research Advisors, Inc.$1M
- Thrivent Financial for Lutherans$1M
- FLOW TRADERS U.S. LLC$1M
- JANE STREET GROUP, LLC$635K
Largest adds
- Farmers National Bank$5M
- Chandler Asset Management, Inc.$3M
- Bank of New York Mellon Corp$3M
- Wealth Architects, LLC$2M
- Archvest Wealth Advisors, Inc.$1M
- WELLS FARGO & COMPANY/MN$917K
Largest trims
- NORTHERN TRUST CORP$7M
- Blue Trust, Inc.$3M
- Tower Research Capital LLC (TRC)$3M
- Bell Investment Advisors, Inc$592K
- JPMORGAN CHASE & CO$578K
- MORGAN STANLEY$560K
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 17,343,286 | $412M | 45.0% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 3,603,118 | $86M | 9.3% | 2026-Q2 |
| Wealth Architects, LLC added | 3,248,687 | $77M | 8.4% | 2026-Q2 |
| Archvest Wealth Advisors, Inc. added | 1,683,680 | $40M | 4.4% | 2026-Q2 |
| Cheviot Value Management, LLC added | 1,372,859 | $33M | 3.6% | 2026-Q2 |
| Chandler Asset Management, Inc. added | 1,227,715 | $29M | 3.2% | 2026-Q2 |
| Farmers National Bank added | 1,171,182 | $28M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 815,998 | $19M | 2.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 585,513 | $14M | 1.5% | 2026-Q2 |
| UBS Group AG added | 437,902 | $10M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 300,749 | $7M | 0.8% | 2026-Q2 |
| COURIER CAPITAL LLC added | 279,173 | $7M | 0.7% | 2026-Q2 |
| Vident Advisory, LLC added | 241,780 | $6M | 0.6% | 2026-Q2 |
| Kendall Capital Management added | 232,247 | $6M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 211,777 | $5M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 193,267 | $5M | 0.5% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC new | 149,005 | $4M | 0.4% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 148,853 | $4M | 0.4% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 148,136 | $4M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 141,245 | $3M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 114,888 | $3M | 0.3% | 2026-Q2 |
| Urban Wealth Management, LLC added | 95,106 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 94,034 | $2M | 0.2% | 2026-Q2 |
| Veridan Wealth LLC new | 90,051 | $2M | 0.2% | 2026-Q2 |
| BFSG, LLC added | 88,538 | $2M | 0.2% | 2026-Q2 |
| Chesapeake Wealth Management added | 83,297 | $2M | 0.2% | 2026-Q2 |
| Yoder Wealth Management, Inc. trimmed | 81,620 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 70,018 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 65,189 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 57,255 | $1M | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC added | 46,452 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 44,813 | $1M | 0.1% | 2026-Q2 |
| TIEMANN INVESTMENT ADVISORS, LLC | 41,456 | $985K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 38,040 | $904K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC added | 35,369 | $841K | 0.1% | 2026-Q2 |
| Lynx Investment Advisory added | 33,058 | $786K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 32,419 | $771K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 30,859 | $734K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,804 | $613K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 20,080 | $477K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 18,797 | $447K | 0.0% | 2026-Q2 |
| CLG LLC trimmed | 18,548 | $441K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 16,698 | $397K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,395 | $342K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 13,810 | $328K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 13,810 | $328K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 13,547 | $322K | 0.0% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 11,757 | $279K | 0.0% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC added | 10,839 | $258K | 0.0% | 2026-Q2 |
| Alamar Capital Management, LLC | 10,544 | $251K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,539 | $251K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 10,326 | $245K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 9,959 | $237K | 0.0% | 2026-Q2 |
| Shared Vision Wealth Group LLC | 9,711 | $231K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9,601 | $228K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 8,770 | $208K | 0.0% | 2026-Q2 |
| Investors Research Corp added | 8,069 | $192K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,881 | $163K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 4,889 | $116K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 2,826 | $67K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 1,025 | $24K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,016 | $24K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 1,000 | $24K | 0.0% | 2026-Q2 |
| FMR LLC added | 992 | $24K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 938 | $22K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 824 | $20K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 824 | $20K | 0.0% | 2026-Q2 |
| Joseph Group Capital Management added | 674 | $16K | 0.0% | 2026-Q2 |
| Mosley Wealth Management added | 361 | $9K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 343 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 290 | $7K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 287 | $7K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 280 | $7K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 200 | $5K | 0.0% | 2026-Q2 |
| Torren Management, LLC | 171 | $4K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 131 | $3K | 0.0% | 2026-Q2 |
| Corsicana & Co. new | 113 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 104 | $2K | 0.0% | 2026-Q2 |
| Gleason Group, Inc. new | 47 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 40 | $951 | 0.0% | 2026-Q2 |
| Capital Analysts, LLC added | 2,970,151 | $72M | 7.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 51,320 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 48,833 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 45,131 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 26,327 | $635K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VeraBank, N.A. trimmed | 16,917 | $408K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,807 | $381K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 14,003 | $338K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clearstead Advisors, LLC | 13,810 | $333K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 9,551 | $230K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| KMT WEALTH MANAGEMENT, LLC | 13,214 | $317K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 9,601 | $230K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sanctuary Advisors, LLC new | 22,364 | $543K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SYNOVUS FINANCIAL CORP new | 15,147 | $368K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GTS SECURITIES LLC new | 8,934 | $217K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,815 | $214K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 183,772 | $4M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| TBH Global Asset Management, LLC new | 32,139 | $774K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| L.M. KOHN & COMPANY trimmed | 22,902 | $551K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GREENLEAF TRUST added | 11,998 | $289K | 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.