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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 88,847,861 | $2.1B | 86.5% | 2026-Q2 |
| Bell Investment Advisors, Inc added | 2,056,091 | $49M | 2.0% | 2026-Q2 |
| WEST PACES ADVISORS INC. added | 1,407,121 | $34M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,349,435 | $32M | 1.3% | 2026-Q2 |
| Boltwood Capital Management added | 995,568 | $24M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 993,765 | $24M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 818,600 | $20M | 0.8% | 2026-Q2 |
| 5th Street Advisors, LLC added | 751,610 | $18M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 563,305 | $13M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 484,847 | $12M | 0.5% | 2026-Q2 |
| VeraBank, N.A. added | 466,494 | $11M | 0.5% | 2026-Q2 |
| HORIZON BANCORP INC /IN/ trimmed | 361,931 | $9M | 0.4% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 264,386 | $6M | 0.3% | 2026-Q2 |
| Delos Wealth Advisors, LLC added | 245,969 | $6M | 0.2% | 2026-Q2 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 238,360 | $6M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 204,706 | $5M | 0.2% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 200,569 | $5M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 195,047 | $5M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 173,896 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 123,638 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 119,642 | $3M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 115,348 | $3M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 92,474 | $2M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 86,553 | $2M | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 76,280 | $2M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 69,588 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 67,223 | $2M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 67,089 | $2M | 0.1% | 2026-Q2 |
| VestGen Investment Management trimmed | 63,640 | $2M | 0.1% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 62,576 | $1M | 0.1% | 2026-Q2 |
| TIEMANN INVESTMENT ADVISORS, LLC | 47,836 | $1M | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 46,399 | $1M | 0.0% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC added | 45,653 | $1M | 0.0% | 2026-Q2 |
| TRB Wealth Management, LLC added | 45,525 | $1M | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 39,814 | $952K | 0.0% | 2026-Q2 |
| Virtue Capital Management, LLC added | 39,421 | $943K | 0.0% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. added | 39,141 | $936K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 37,273 | $891K | 0.0% | 2026-Q2 |
| Cornerstone National Bank & Trust Co trimmed | 36,938 | $874K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 36,664 | $877K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 35,718 | $854K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 33,820 | $809K | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 33,011 | $789K | 0.0% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 29,734 | $711K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,937 | $668K | 0.0% | 2026-Q2 |
| Granite Harbor Advisors, Inc. trimmed | 26,934 | $644K | 0.0% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. new | 24,190 | $578K | 0.0% | 2026-Q2 |
| Trace Wealth Advisors, LLC trimmed | 22,456 | $537K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 22,450 | $537K | 0.0% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC trimmed | 21,278 | $509K | 0.0% | 2026-Q2 |
| MAI Capital Management added | 21,164 | $506K | 0.0% | 2026-Q2 |
| M.E. ALLISON & CO., INC. added | 19,313 | $462K | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 18,970 | $454K | 0.0% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC new | 18,944 | $453K | 0.0% | 2026-Q2 |
| UBS Group AG added | 18,761 | $449K | 0.0% | 2026-Q2 |
| Holcombe Financial, Inc. added | 18,340 | $439K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,489 | $419K | 0.0% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 17,474 | $418K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC trimmed | 16,421 | $393K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 14,859 | $355K | 0.0% | 2026-Q2 |
| Alamar Capital Management, LLC | 13,752 | $329K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 13,741 | $329K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,334 | $319K | 0.0% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 13,202 | $315K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 12,721 | $304K | 0.0% | 2026-Q2 |
| CERTUITY, LLC | 12,600 | $301K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,369 | $296K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,778 | $282K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,001 | $263K | 0.0% | 2026-Q2 |
| SVB WEALTH LLC new | 10,000 | $239K | 0.0% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC new | 9,988 | $239K | 0.0% | 2026-Q2 |
| LVW Advisors, LLC new | 9,914 | $237K | 0.0% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 9,814 | $235K | 0.0% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 9,565 | $229K | 0.0% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 9,401 | $225K | 0.0% | 2026-Q2 |
| CHOREO, LLC | 8,800 | $210K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 8,772 | $210K | 0.0% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 8,473 | $203K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 8,408 | $201K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 8,044 | $192K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,496 | $179K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 6,898 | $162K | 0.0% | 2026-Q2 |
| Caldwell Trust Co trimmed | 6,807 | $163K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 6,059 | $145K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 6,059 | $145K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 5,597 | $134K | 0.0% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC | 4,964 | $119K | 0.0% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4,926 | $118K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,659 | $111K | 0.0% | 2026-Q2 |
| FMR LLC added | 4,020 | $96K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,358 | $80K | 0.0% | 2026-Q2 |
| Corsicana & Co. new | 3,098 | $74K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 2,977 | $71K | 0.0% | 2026-Q2 |
| Vanguard National Trust Co new | 2,701 | $65K | 0.0% | 2026-Q2 |
| Rock Creek Group LLC | 2,064 | $49K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,025 | $48K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,694 | $41K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,395 | $33K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 886 | $21K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 807 | $19K | 0.0% | 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.
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.