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-Q1 13F filings (latest filed 2026-05-18). 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 TDTT is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 9 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
TDTT’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.3% 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 2025-Q4 and 2026-Q1, across 108 tracked filers holding TDTT, 58 increased or opened the position and 44 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 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
- Emerald Investment Advisers, LLC$2M
- VestGen Advisors, LLC$2M
- FLOW TRADERS U.S. LLC$1M
- TRB Wealth Management, LLC$949K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$669K
- HIGHLINE WEALTH PARTNERS LLC$501K
Full exits 3
- IFG Advisory, LLC$2M
- F/m Investments LLC$2M
- INTEGRITY ALLIANCE, LLC.$533K
Largest adds
- NORTHERN TRUST CORP$8M
- WELLS FARGO & COMPANY/MN$3M
- Boltwood Capital Management$3M
- WEST PACES ADVISORS INC.$2M
- BANK OF MONTREAL /CAN/$2M
- GOLDMAN SACHS GROUP INC$2M
Largest trims
- PARK NATIONAL CORP /OH/$1M
- MML INVESTORS SERVICES, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$785K
- Smartleaf Asset Management LLC$623K
- RAYMOND JAMES FINANCIAL INC$412K
- Cornerstone National Bank & Trust Co$290K
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 | 88,184,475 | $2.1B | 86.4% | 2026-Q1 |
| Bell Investment Advisors, Inc added | 1,999,082 | $48M | 2.0% | 2026-Q1 |
| WEST PACES ADVISORS INC. added | 1,332,587 | $32M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,324,801 | $32M | 1.3% | 2026-Q1 |
| Boltwood Capital Management added | 905,288 | $22M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 901,078 | $22M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 628,731 | $15M | 0.6% | 2026-Q1 |
| 5th Street Advisors, LLC added | 538,682 | $13M | 0.5% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 479,352 | $12M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 463,415 | $11M | 0.5% | 2026-Q1 |
| VeraBank, N.A. added | 445,685 | $11M | 0.4% | 2026-Q1 |
| HORIZON BANCORP INC /IN/ added | 366,585 | $9M | 0.4% | 2026-Q1 |
| Klingman & Associates, LLC added | 266,019 | $6M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 254,069 | $6M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 239,244 | $6M | 0.2% | 2026-Q1 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 238,360 | $6M | 0.2% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 208,622 | $5M | 0.2% | 2026-Q1 |
| Delos Wealth Advisors, LLC added | 200,082 | $5M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 163,969 | $4M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 123,530 | $3M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 117,894 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 104,930 | $3M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 98,456 | $2M | 0.1% | 2026-Q1 |
| Lynx Investment Advisory added | 87,199 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 84,589 | $2M | 0.1% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 74,557 | $2M | 0.1% | 2026-Q1 |
| Cornerstone National Bank & Trust Co trimmed | 74,630 | $2M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 70,048 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 69,042 | $2M | 0.1% | 2026-Q1 |
| VestGen Investment Management added | 67,831 | $2M | 0.1% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 62,575 | $2M | 0.1% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 60,031 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 49,633 | $1M | 0.0% | 2026-Q1 |
| TIEMANN INVESTMENT ADVISORS, LLC added | 47,836 | $1M | 0.0% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC added | 41,653 | $1M | 0.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 41,485 | $1M | 0.0% | 2026-Q1 |
| TRB Wealth Management, LLC new | 39,134 | $949K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 38,299 | $928K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 35,283 | $855K | 0.0% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 33,647 | $816K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 31,948 | $774K | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 30,880 | $749K | 0.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 29,934 | $726K | 0.0% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 29,683 | $720K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 29,601 | $718K | 0.0% | 2026-Q1 |
| Granite Harbor Advisors, Inc. | 29,584 | $717K | 0.0% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC added | 29,361 | $712K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,616 | $669K | 0.0% | 2026-Q1 |
| Trace Wealth Advisors, LLC added | 24,607 | $596K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP added | 23,776 | $576K | 0.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 22,719 | $551K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 22,017 | $534K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 20,649 | $501K | 0.0% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 19,712 | $478K | 0.0% | 2026-Q1 |
| M.E. ALLISON & CO., INC. | 19,232 | $466K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 18,451 | $447K | 0.0% | 2026-Q1 |
| Holcombe Financial, Inc. added | 17,474 | $424K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 16,586 | $402K | 0.0% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 16,385 | $397K | 0.0% | 2026-Q1 |
| SeaCrest Wealth Management, LLC new | 16,214 | $393K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 15,371 | $373K | 0.0% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 15,307 | $371K | 0.0% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC trimmed | 14,508 | $352K | 0.0% | 2026-Q1 |
| Horizon Investments, LLC added | 13,958 | $336K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,798 | $334K | 0.0% | 2026-Q1 |
| Alamar Capital Management, LLC | 13,752 | $333K | 0.0% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 13,660 | $331K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 12,804 | $310K | 0.0% | 2026-Q1 |
| CERTUITY, LLC | 12,600 | $305K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 11,454 | $278K | 0.0% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 11,286 | $274K | 0.0% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 11,065 | $268K | 0.0% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 10,942 | $265K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,574 | $232K | 0.0% | 2026-Q1 |
| Burt Wealth Advisors trimmed | 123,732 | $3M | 0.1% | 2025-Q3 stale |
| Freestone Capital Holdings, LLC new | 101,603 | $2M | 0.1% | 2025-Q3 stale |
| One Capital Management, LLC trimmed | 88,302 | $2M | 0.1% | 2025-Q3 stale |
| IFG Advisory, LLC added | 88,432 | $2M | 0.1% | 2025-Q4 stale |
| F/m Investments LLC added | 74,557 | $2M | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 47,853 | $1M | 0.0% | 2025-Q3 stale |
| Freedom Investment Management, Inc. added | 27,976 | $678K | 0.0% | 2025-Q2 stale |
| INTEGRITY ALLIANCE, LLC. new | 22,144 | $533K | 0.0% | 2025-Q4 stale |
| WHITTIER TRUST CO added | 19,974 | $484K | 0.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 19,317 | $471K | 0.0% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP new | 18,298 | $445K | 0.0% | 2025-Q3 stale |
| Clearstead Advisors, LLC added | 17,929 | $437K | 0.0% | 2025-Q1 stale |
| Archer Investment Corp | 14,348 | $349K | 0.0% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 13,377 | $322K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 12,634 | $306K | 0.0% | 2025-Q2 stale |
| Dynamic Advisor Solutions LLC trimmed | 12,535 | $302K | 0.0% | 2025-Q4 stale |
| Corient Private Wealth LLC new | 11,912 | $290K | 0.0% | 2025-Q1 stale |
| Empirical Asset Management, LLC trimmed | 11,758 | $286K | 0.0% | 2025-Q3 stale |
| Kovack Advisors, Inc. trimmed | 11,000 | $267K | 0.0% | 2025-Q2 stale |
| AMERICAN NATIONAL BANK & TRUST | 10,754 | $262K | 0.0% | 2025-Q3 stale |
| Vertex Planning Partners, LLC new | 10,528 | $253K | 0.0% | 2025-Q4 stale |
| Virtue Capital Management, LLC trimmed | 10,499 | $253K | 0.0% | 2025-Q4 stale |
| Forza Wealth Management, LLC trimmed | 10,000 | $242K | 0.0% | 2025-Q2 stale |
| OneAscent Wealth Management LLC trimmed | 9,683 | $236K | 0.0% | 2025-Q1 stale |
| Concurrent Investment Advisors, LLC new | 9,539 | $231K | 0.0% | 2025-Q2 stale |
| GREENLEAF TRUST trimmed | 9,328 | $226K | 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.