Who owns TDVG
Which tracked institutional funds hold TDVG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDVG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
31 tracked funds added or opened TDVG while 16 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
TDVG’s largest tracked holder by dollar value, Sequoia Financial Advisors, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TDVG 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 130 tracked filers holding TDVG, 69 increased or opened the position and 56 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 TDVG 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 1
- Legacy Advisors, LLC$659K
Full exits 10
- CENTAURUS FINANCIAL, INC.$5M
- Cambridge Investment Research Advisors, Inc.$3M
- Financial Connections Group, Inc.$2M
- Janney Montgomery Scott LLC$2M
- Newman Dignan & Sheerar, Inc.$1M
- Capital Advisors, Ltd. LLC$1M
Largest adds
- Sequoia Financial Advisors, LLC$27M
- National Pension Service$12M
- BANK OF AMERICA CORP /DE/$12M
- LPL Financial LLC$7M
- PRICE T ROWE ASSOCIATES INC /MD/$7M
- JONES FINANCIAL COMPANIES LLLP$7M
Largest trims
- Mariner, LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- MBL Wealth, LLC$768K
- Saxony Capital Management, LLC$708K
- Continuum Advisory, LLC$631K
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 |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC added | 4,396,076 | $216M | 23.4% | 2026-Q2 |
| National Pension Service | 2,762,617 | $135M | 14.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,541,950 | $125M | 13.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,588,981 | $78M | 8.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,527,399 | $75M | 8.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 570,408 | $28M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 452,964 | $22M | 2.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 405,008 | $20M | 2.2% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 395,595 | $20M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 362,698 | $18M | 1.9% | 2026-Q2 |
| FMR LLC trimmed | 309,695 | $15M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 301,675 | $15M | 1.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 294,417 | $14M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 263,939 | $13M | 1.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 236,346 | $12M | 1.3% | 2026-Q2 |
| United Advisor Group, LLC added | 200,703 | $10M | 1.1% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 198,048 | $10M | 1.1% | 2026-Q2 |
| Grant Street Asset Management, Inc. added | 122,735 | $6M | 0.7% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 112,033 | $5M | 0.6% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 105,775 | $5M | 0.6% | 2026-Q2 |
| TPG Advisors LLC added | 89,791 | $4M | 0.5% | 2026-Q2 |
| Sandy Cove Advisors, LLC added | 87,200 | $4M | 0.5% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 59,470 | $3M | 0.3% | 2026-Q2 |
| Nautilus Advisors LLC added | 58,203 | $3M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 56,075 | $3M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 52,052 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 45,313 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 43,621 | $2M | 0.2% | 2026-Q2 |
| Lighthouse Wealth Management Inc. added | 43,043 | $2M | 0.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 41,792 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 39,171 | $2M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 37,329 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 35,278 | $2M | 0.2% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 34,499 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 33,667 | $2M | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 32,312 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 31,165 | $2M | 0.2% | 2026-Q2 |
| Bill Few Associates, Inc. added | 28,493 | $1M | 0.2% | 2026-Q2 |
| Selby Wealth Management, LLC added | 27,921 | $1M | 0.1% | 2026-Q2 |
| NavPoint Financial, Inc. added | 25,722 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,487 | $1M | 0.1% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC trimmed | 23,210 | $1M | 0.1% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 22,591 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 21,926 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 21,109 | $1M | 0.1% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 20,818 | $1M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 19,157 | $939K | 0.1% | 2026-Q2 |
| Winthrop Advisory Group LLC added | 19,069 | $935K | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 18,957 | $929K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 18,170 | $891K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 17,983 | $882K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 17,862 | $876K | 0.1% | 2026-Q2 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added | 16,794 | $823K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 16,532 | $811K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 16,292 | $799K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 16,279 | $798K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 15,003 | $736K | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC trimmed | 14,214 | $697K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 13,503 | $662K | 0.1% | 2026-Q2 |
| Legacy Advisors, LLC new | 13,433 | $659K | 0.1% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. | 13,378 | $656K | 0.1% | 2026-Q2 |
| Equita Financial Network, Inc. trimmed | 13,157 | $645K | 0.1% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC added | 12,814 | $628K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 12,748 | $625K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,324 | $604K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 11,301 | $554K | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC | 11,238 | $551K | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 11,027 | $541K | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 10,971 | $538K | 0.1% | 2026-Q2 |
| Balefire, LLC added | 10,835 | $531K | 0.1% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 10,695 | $477K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 10,542 | $517K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,389 | $505K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 10,125 | $496K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,082 | $494K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 9,756 | $478K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 9,755 | $478K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 9,661 | $474K | 0.1% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 9,482 | $465K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 8,973 | $440K | 0.0% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. trimmed | 8,793 | $431K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 7,706 | $378K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,452 | $365K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 7,428 | $364K | 0.0% | 2026-Q2 |
| Stratos Investment Management, LLC added | 7,361 | $361K | 0.0% | 2026-Q2 |
| Core Wealth Advisors, Inc. | 6,908 | $339K | 0.0% | 2026-Q2 |
| Future Financial Wealth Managment LLC | 6,738 | $333K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 6,705 | $329K | 0.0% | 2026-Q2 |
| Argent Trust Co trimmed | 6,390 | $313K | 0.0% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 6,335 | $311K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 6,294 | $306K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 6,290 | $308K | 0.0% | 2026-Q2 |
| Evernest Financial Advisors, LLC trimmed | 5,595 | $274K | 0.0% | 2026-Q2 |
| Essex Financial Services, Inc. | 5,128 | $251K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 4,889 | $240K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 4,856 | $238K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 4,700 | $230K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 4,346 | $213K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA added | 4,279 | $210K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,260 | $209K | 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.