TDV(TDV)
TDV
Institutional Ownership
Top 98 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 122.67K | Sep 30, 26 | -4.78K | 4.63% |
| Cambridge Investment Research Advisors, Inc. | 31.04K | Sep 30, 26 | -908 | 1.17% |
| Mirae Asset Global Investments Co., Ltd. | 23.00K | Sep 30, 26 | +500 | 0.87% |
| Concord Wealth Partners | 11.14K | Sep 30, 26 | -931 | 0.42% |
| Concord Asset Management, LLC/VA | 11.08K | Sep 30, 26 | -993 | 0.42% |
| TRUIST FINANCIAL CORP | 6.84K | Sep 30, 26 | +181 | 0.26% |
| Mowery & Schoenfeld Wealth Management, LLC | 5.99K | Sep 30, 26 | +5.99K | 0.23% |
| Apollon Financial, LLC | 4.74K | Sep 30, 26 | -- | 0.18% |
| LANARK FINANCIAL, INC. | 94 | Sep 30, 26 | +94 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 4 | Sep 30, 26 | -- | 0.00% |
| 4WEALTH ADVISORS, INC. | -- | Sep 30, 26 | -4.26K | -- |
| FINANCIAL CONSULATE, INC | -- | Sep 30, 26 | -31 | -- |
| MORGAN STANLEY | 269.54K | Jun 30, 26 | -5.97K | 10.17% |
| Orion Porfolio Solutions, LLC | 194.06K | Jun 30, 26 | -6.92K | 7.32% |
| BANK OF AMERICA CORP /DE/ | 169.76K | Jun 30, 26 | +1.51K | 6.41% |
| WELLS FARGO & COMPANY/MN | 141.39K | Jun 30, 26 | -9.19K | 5.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 127.45K | Jun 30, 26 | -3.53K | 4.81% |
| LPL Financial LLC | 79.51K | Jun 30, 26 | -19.13K | 3.00% |
| GOLDMAN SACHS GROUP INC | 55.03K | Jun 30, 26 | +8.01K | 2.08% |
| ROYAL BANK OF CANADA | 49.46K | Jun 30, 26 | -763 | 1.87% |
| Mendel Capital Management LLC | 46.65K | Jun 30, 26 | -777 | 1.76% |
| Coston, McIsaac & Partners | 43.64K | Jun 30, 26 | +8.26K | 1.65% |
| Cetera Investment Advisers | 42.28K | Jun 30, 26 | +3.44K | 1.60% |
| OSAIC HOLDINGS, INC. | 41.08K | Jun 30, 26 | -2.30K | 1.55% |
| Cambridge Investment Research Advisors, Inc. | 31.95K | Jun 30, 26 | -457 | 1.21% |
| RAYMOND JAMES FINANCIAL INC | 29.74K | Jun 30, 26 | -1.06K | 1.12% |
| NewEdge Advisors, LLC | 28.30K | Jun 30, 26 | -212 | 1.07% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 26.56K | Jun 30, 26 | +2.10K | 1.00% |
| BFC Planning, Inc. | 23.33K | Jun 30, 26 | -1.13K | 0.88% |
| World Investment Advisors | 20.34K | Jun 30, 26 | -- | 0.77% |
| Concord Wealth Partners | 12.07K | Jun 30, 26 | -1.28K | 0.46% |
| Concord Asset Management, LLC/VA | 12.07K | Jun 30, 26 | -1.28K | 0.46% |
| AMJ Financial Wealth Management | 11.29K | Jun 30, 26 | -- | 0.43% |
| Geneos Wealth Management Inc. | 10.56K | Jun 30, 26 | -116 | 0.40% |
| Janney Montgomery Scott LLC | 10.49K | Jun 30, 26 | +10.49K | 0.40% |
| Sanctuary Advisors, LLC | 8.63K | Jun 30, 26 | +33 | 0.33% |
| MWA Asset Management | 8.30K | Jun 30, 26 | -286 | 0.31% |
| UBS Group AG | 8.09K | Jun 30, 26 | +634 | 0.31% |
| Ameritas Advisory Services, LLC | 6.18K | Jun 30, 26 | +6.18K | 0.23% |
| &PARTNERS | 6.01K | Jun 30, 26 | -57 | 0.23% |
| HighPoint Advisor Group LLC | 5.92K | Jun 30, 26 | -60 | 0.22% |
| CITADEL ADVISORS LLC | 5.86K | Jun 30, 26 | +5.86K | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 5.70K | Jun 30, 26 | -2.30K | 0.22% |
| Integrated Wealth Concepts LLC | 5.54K | Jun 30, 26 | -1.37K | 0.21% |
| J.W. COLE ADVISORS, INC. | 5.31K | Jun 30, 26 | +54 | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.98K | Jun 30, 26 | +4.98K | 0.19% |
| Sound View Wealth Advisors Group, LLC | 4.82K | Jun 30, 26 | -- | 0.18% |
| Rossby Financial, LCC | 3.85K | Jun 30, 26 | -1.58K | 0.15% |
| Steward Partners Investment Advisory, LLC | 3.81K | Jun 30, 26 | -145 | 0.14% |
| FMR LLC | 3.72K | Jun 30, 26 | +278 | 0.14% |
| Emissary Wealth LLC | 3.23K | Jun 30, 26 | -4.72K | 0.12% |
| MONEY CONCEPTS CAPITAL CORP | 3.23K | Jun 30, 26 | -171 | 0.12% |
| JPMORGAN CHASE & CO | 3.00K | Jun 30, 26 | +2.96K | 0.11% |
| Global Retirement Partners, LLC | 2.82K | Jun 30, 26 | +2.82K | 0.11% |
| GWN SECURITIES INC. | 2.28K | Jun 30, 26 | +2.28K | 0.09% |
| COZAD ASSET MANAGEMENT INC | 2.15K | Jun 30, 26 | +2.15K | 0.08% |
| Pathstone Holdings, LLC | 2.12K | Jun 30, 26 | +2.12K | 0.08% |
| Lido Advisors, LLC | 1.98K | Jun 30, 26 | +1.98K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 1.65K | Jun 30, 26 | -595 | 0.06% |
| Nova Wealth Management, Inc. | 1.34K | Jun 30, 26 | -- | 0.05% |
| Larson Financial Group LLC | 876 | Jun 30, 26 | -- | 0.03% |
| Benson Wealth Management INC | 848 | Jun 30, 26 | -- | 0.03% |
| Tower Research Capital LLC (TRC) | 835 | Jun 30, 26 | +835 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 614 | Jun 30, 26 | +53 | 0.02% |
| Allworth Financial LP | 584 | Jun 30, 26 | +12 | 0.02% |
| AE Wealth Management LLC | 232 | Jun 30, 26 | +1 | 0.01% |
| BlackRock, Inc. | 180 | Jun 30, 26 | +180 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 150 | Jun 30, 26 | -- | 0.01% |
| Regatta Research & Money Management | 146 | Jun 30, 26 | +146 | 0.01% |
| Aptus Capital Advisors, LLC | 43 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -81 | -- |
| Atlantic Union Bankshares Corp | -- | Jun 30, 26 | -164 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -5.87K | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -44 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -39 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -43 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -125 | -- |
| Ascentis Independent Advisors | -- | Jun 30, 26 | -20.33K | -- |
| CWM, LLC | 221 | Mar 31, 26 | +221 | 0.01% |
| Sunbelt Securities, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| Binnacle Investments Inc | 106 | Sep 30, 25 | +106 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 11.85K | Jun 30, 25 | -3.59K | 0.45% |
| Orion Portfolio Solutions, LLC | 245.09K | Mar 31, 25 | -15.35K | 9.25% |
| Raymond James Financial Services Advisors, Inc. | 91.40K | Sep 30, 24 | -6.60K | 3.45% |
| RAYMOND JAMES & ASSOCIATES | 43.52K | Sep 30, 24 | +670 | 1.64% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 3.68K | Jun 30, 24 | -- | 0.14% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 838 | Jun 30, 24 | -8 | 0.03% |
| ICA Group Wealth Management, LLC | 31 | Jun 30, 24 | -332 | 0.00% |
| Cetera Advisor Networks LLC | 19.21K | Mar 31, 24 | +718 | 0.73% |
| Cetera Advisors LLC | 3.99K | Mar 31, 24 | +3.99K | 0.15% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 41.64K | Sep 30, 23 | +2.76K | 1.57% |
| American Portfolios Advisors | 2.13K | Sep 30, 22 | -325 | 0.08% |
| Cardan Capital Partners, LLC | 156.09K | Sep 30, 21 | -5.77K | 5.89% |
| Winslow, Evans & Crocker, Inc. | 100 | Dec 31, 20 | +100 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 983 | Dec 31, 19 | +983 | 0.04% |
| Advisor Group, Inc. | 100 | Dec 31, 19 | +100 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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