Who owns TDVI (TDVI)
Which tracked institutional funds hold TDVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDVI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
10 tracked funds added or opened TDVI while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
TDVI’s largest tracked holder by dollar value, Luken Investment Analytics, LLC, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TDVI 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 65 tracked filers holding TDVI, 44 increased or opened the position and 22 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 TDVI 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.
Full exits 3
- PRECEDENT WEALTH PARTNERS, LLC$2M
- Jaffetilchin Investment Partners, LLC$887K
- HUB Investment Partners, LLC$612K
Largest adds
- RAYMOND JAMES FINANCIAL INC$1M
- Gladstone Institutional Advisory LLC$1M
- LPL Financial LLC$957K
- COMMONWEALTH EQUITY SERVICES, LLC$860K
- Kestra Advisory Services, LLC$707K
- STIFEL FINANCIAL CORP$424K
Largest trims
- Luken Investment Analytics, LLC$2M
- Cetera Investment Advisers$703K
- RiverTree Advisors, LLC$672K
- Cambridge Investment Research Advisors, Inc.$555K
- SteelPeak Wealth, LLC$326K
- SOUTHERN CAPITAL SERVICES INC /ADV$279K
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 |
|---|---|---|---|---|
| Luken Investment Analytics, LLC trimmed | 810,557 | $22M | 14.7% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 559,518 | $15M | 10.2% | 2026-Q1 |
| LPL Financial LLC added | 460,884 | $12M | 8.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 408,277 | $11M | 7.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 406,234 | $11M | 7.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 313,888 | $8M | 5.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 204,276 | $5M | 3.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 200,108 | $5M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 183,776 | $5M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 157,588 | $4M | 2.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 99,088 | $3M | 1.8% | 2026-Q1 |
| Sequent Planning LLC added | 90,157 | $2M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 76,874 | $2M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 72,691 | $2M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 69,437 | $2M | 1.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 67,099 | $2M | 1.2% | 2026-Q1 |
| Arax Advisory Partners added | 57,586 | $2M | 1.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 38,812 | $1M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 35,963 | $955K | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 34,395 | $914K | 0.6% | 2026-Q1 |
| STEPHENS INC /AR/ added | 31,879 | $847K | 0.6% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 31,121 | $827K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 30,226 | $803K | 0.5% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 28,844 | $766K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,892 | $661K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,242 | $564K | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 21,140 | $561K | 0.4% | 2026-Q1 |
| Core Wealth Partners LLC trimmed | 18,109 | $481K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 18,096 | $481K | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 17,130 | $455K | 0.3% | 2026-Q1 |
| Owen LaRue, LLC added | 16,665 | $443K | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 16,011 | $425K | 0.3% | 2026-Q1 |
| Accel Wealth Management new | 15,320 | $407K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,728 | $394K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 14,607 | $388K | 0.3% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 14,302 | $380K | 0.3% | 2026-Q1 |
| Advisory Advocates, LLC added | 12,730 | $338K | 0.2% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 12,158 | $323K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 11,600 | $308K | 0.2% | 2026-Q1 |
| AFT, FORSYTH & COMPANY, INC. added | 11,584 | $308K | 0.2% | 2026-Q1 |
| G&S Capital LLC added | 11,297 | $300K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 11,143 | $296K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 9,813 | $261K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 9,619 | $255K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 9,127 | $242K | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 9,085 | $241K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC added | 9,065 | $241K | 0.2% | 2026-Q1 |
| Balboa Wealth Partners added | 8,383 | $223K | 0.2% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 7,915 | $210K | 0.1% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC | 7,879 | $209K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 5,468 | $145K | 0.1% | 2026-Q1 |
| Benson Wealth Management INC trimmed | 5,392 | $143K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC | 4,570 | $121K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 3,197 | $85K | 0.1% | 2026-Q1 |
| Triumph Capital Management trimmed | 3,143 | $83K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 1,774 | $47K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 706 | $19K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 600 | $16K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 523 | $14K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 9,153 | $12K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 292 | $8K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 130 | $3K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 78 | $2K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 18 | $479 | 0.0% | 2026-Q1 |
| CWM, LLC | 6 | $159 | 0.0% | 2026-Q1 |
| Bullseye Investment Management, LLC | 236,560 | $5M | 3.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 132,510 | $4M | 2.4% | 2025-Q2 stale |
| Snowden Capital Advisors LLC added | 78,607 | $2M | 1.2% | 2025-Q1 stale |
| PRECEDENT WEALTH PARTNERS, LLC added | 59,958 | $2M | 1.1% | 2025-Q4 stale |
| Jaffetilchin Investment Partners, LLC trimmed | 31,988 | $887K | 0.6% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 21,578 | $618K | 0.4% | 2025-Q3 stale |
| HUB Investment Partners, LLC new | 22,072 | $612K | 0.4% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 22,343 | $499K | 0.3% | 2025-Q1 stale |
| Prospera Financial Services Inc trimmed | 16,098 | $461K | 0.3% | 2025-Q3 stale |
| CreativeOne Wealth, LLC added | 18,255 | $408K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 13,955 | $374K | 0.3% | 2025-Q2 stale |
| Mission Financial Group, LLC trimmed | 10,816 | $287K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 8,966 | $249K | 0.2% | 2025-Q4 stale |
| Mariner, LLC new | 8,259 | $229K | 0.2% | 2025-Q4 stale |
| Prime Capital Investment Advisors, LLC new | 7,853 | $210K | 0.1% | 2025-Q2 stale |
| GREENBERG FINANCIAL GROUP trimmed | 7,250 | $201K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC | 1,477 | $42K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.