Skip to main content
Institutional Ownership · SEC Form 13F

Who owns TDTT


Which tracked institutional funds hold TDTT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDTT company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

116
Institutional holders
103M
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened TDTT while 14 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

TDTT’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TDTT 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 116 tracked filers holding TDTT, 61 increased or opened the position and 47 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 TDTT 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 5

  • IFG Advisory, LLC$2M
  • Virtue Capital Management, LLC$943K
  • MARQUETTE ASSOCIATES, INC.$936K
  • GTS SECURITIES LLC$891K
  • BOK Financial Private Wealth, Inc.$578K

Full exits 4

  • CITADEL ADVISORS LLC$3M
  • FLOW TRADERS U.S. LLC$1M
  • Cambridge Investment Research Advisors, Inc.$774K
  • HRT FINANCIAL LP$576K

Largest adds

  • 5th Street Advisors, LLC$5M
  • WELLS FARGO & COMPANY/MN$4M
  • MML INVESTORS SERVICES, LLC$2M
  • MONECO ADVISORS, LLC$2M
  • MORGAN STANLEY$2M
  • Boltwood Capital Management$2M

Largest trims

  • NORTHERN TRUST CORP$13M
  • ROYAL BANK OF CANADA$2M
  • GOLDMAN SACHS GROUP INC$1M
  • Cornerstone National Bank & Trust Co$930K
  • BANK OF AMERICA CORP /DE/$905K
  • Tower Research Capital LLC (TRC)$551K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added88,847,861$2.1B86.5%2026-Q2
Bell Investment Advisors, Inc added2,056,091$49M2.0%2026-Q2
WEST PACES ADVISORS INC. added1,407,121$34M1.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,349,435$32M1.3%2026-Q2
Boltwood Capital Management added995,568$24M1.0%2026-Q2
MORGAN STANLEY added993,765$24M1.0%2026-Q2
WELLS FARGO & COMPANY/MN added818,600$20M0.8%2026-Q2
5th Street Advisors, LLC added751,610$18M0.7%2026-Q2
MML INVESTORS SERVICES, LLC added563,305$13M0.5%2026-Q2
Valmark Advisers, Inc. added484,847$12M0.5%2026-Q2
VeraBank, N.A. added466,494$11M0.5%2026-Q2
HORIZON BANCORP INC /IN/ trimmed361,931$9M0.4%2026-Q2
Klingman & Associates, LLC trimmed264,386$6M0.3%2026-Q2
Delos Wealth Advisors, LLC added245,969$6M0.2%2026-Q2
STRATEGIC INVESTMENT MANAGEMENT, LLC238,360$6M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed204,706$5M0.2%2026-Q2
LAKE STREET PRIVATE WEALTH, LLC trimmed200,569$5M0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed195,047$5M0.2%2026-Q2
LPL Financial LLC added173,896$4M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added123,638$3M0.1%2026-Q2
Creative Planning trimmed119,642$3M0.1%2026-Q2
MONECO ADVISORS, LLC added115,348$3M0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed92,474$2M0.1%2026-Q2
IFG Advisory, LLC trimmed86,553$2M0.1%2026-Q2
Emerald Investment Advisers, LLC added76,280$2M0.1%2026-Q2
Lynx Investment Advisory trimmed69,588$2M0.1%2026-Q2
Cetera Investment Advisers trimmed67,223$2M0.1%2026-Q2
VestGen Advisors, LLC trimmed67,089$2M0.1%2026-Q2
VestGen Investment Management trimmed63,640$2M0.1%2026-Q2
PARK NATIONAL CORP /OH/ added62,576$1M0.1%2026-Q2
TIEMANN INVESTMENT ADVISORS, LLC47,836$1M0.0%2026-Q2
Rossby Financial, LCC trimmed46,399$1M0.0%2026-Q2
Dorsey & Whitney Trust CO LLC added45,653$1M0.0%2026-Q2
TRB Wealth Management, LLC added45,525$1M0.0%2026-Q2
Mutual Advisors, LLC added39,814$952K0.0%2026-Q2
Virtue Capital Management, LLC added39,421$943K0.0%2026-Q2
MARQUETTE ASSOCIATES, INC. added39,141$936K0.0%2026-Q2
GTS SECURITIES LLC trimmed37,273$891K0.0%2026-Q2
Cornerstone National Bank & Trust Co trimmed36,938$874K0.0%2026-Q2
Atria Investments, Inc added36,664$877K0.0%2026-Q2
First Heartland Consultants, Inc. added35,718$854K0.0%2026-Q2
CoreCap Advisors, LLC added33,820$809K0.0%2026-Q2
Focus Partners Wealth trimmed33,011$789K0.0%2026-Q2
SIMON QUICK ADVISORS, LLC added29,734$711K0.0%2026-Q2
OSAIC HOLDINGS, INC. added27,937$668K0.0%2026-Q2
Granite Harbor Advisors, Inc. trimmed26,934$644K0.0%2026-Q2
BOK Financial Private Wealth, Inc. new24,190$578K0.0%2026-Q2
Trace Wealth Advisors, LLC trimmed22,456$537K0.0%2026-Q2
IFP Advisors, Inc added22,450$537K0.0%2026-Q2
FFT WEALTH MANAGEMENT LLC trimmed21,278$509K0.0%2026-Q2
MAI Capital Management added21,164$506K0.0%2026-Q2
M.E. ALLISON & CO., INC. added19,313$462K0.0%2026-Q2
Cerity Partners LLC trimmed18,970$454K0.0%2026-Q2
LOWE BROCKENBROUGH & CO INC new18,944$453K0.0%2026-Q2
UBS Group AG added18,761$449K0.0%2026-Q2
Holcombe Financial, Inc. added18,340$439K0.0%2026-Q2
JPMORGAN CHASE & CO added17,489$419K0.0%2026-Q2
SeaCrest Wealth Management, LLC added17,474$418K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC trimmed16,421$393K0.0%2026-Q2
Advisory Services Network, LLC trimmed14,859$355K0.0%2026-Q2
Alamar Capital Management, LLC13,752$329K0.0%2026-Q2
ABSOLUTE CAPITAL MANAGEMENT, LLC added13,741$329K0.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,334$319K0.0%2026-Q2
INTERACTIVE FINANCIAL ADVISORS, INC. trimmed13,202$315K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed12,721$304K0.0%2026-Q2
CERTUITY, LLC12,600$301K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added12,369$296K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed11,778$282K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed11,001$263K0.0%2026-Q2
SVB WEALTH LLC new10,000$239K0.0%2026-Q2
UHLMANN PRICE SECURITIES, LLC new9,988$239K0.0%2026-Q2
LVW Advisors, LLC new9,914$237K0.0%2026-Q2
Endowment Wealth Management, Inc. added9,814$235K0.0%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed9,565$229K0.0%2026-Q2
WealthPlan Investment Management, LLC trimmed9,401$225K0.0%2026-Q2
CHOREO, LLC8,800$210K0.0%2026-Q2
Sequoia Financial Advisors, LLC trimmed8,772$210K0.0%2026-Q2
Gerber Kawasaki Wealth & Investment Management added8,473$203K0.0%2026-Q2
TWO SIGMA SECURITIES, LLC trimmed8,408$201K0.0%2026-Q2
PNC Financial Services Group, Inc.8,044$192K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed7,496$179K0.0%2026-Q2
Horizon Investments, LLC trimmed6,898$162K0.0%2026-Q2
Caldwell Trust Co trimmed6,807$163K0.0%2026-Q2
Aptus Capital Advisors, LLC new6,059$145K0.0%2026-Q2
Capital Investment Advisory Services, LLC new6,059$145K0.0%2026-Q2
GeoWealth Management, LLC added5,597$134K0.0%2026-Q2
CAMBIENT FAMILY OFFICE, LLC4,964$119K0.0%2026-Q2
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,926$118K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added4,659$111K0.0%2026-Q2
FMR LLC added4,020$96K0.0%2026-Q2
Steward Partners Investment Advisory, LLC3,358$80K0.0%2026-Q2
Corsicana & Co. new3,098$74K0.0%2026-Q2
Smartleaf Asset Management LLC2,977$71K0.0%2026-Q2
Vanguard National Trust Co new2,701$65K0.0%2026-Q2
Rock Creek Group LLC2,064$49K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV2,025$48K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1,694$41K0.0%2026-Q2
Allworth Financial LP1,395$33K0.0%2026-Q2
Arax Advisory Partners new886$21K0.0%2026-Q2
US BANCORP \DE\807$19K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership