Security record · archived quarter
TDF
name pending profile ingest
16Tracked holders
0Δ holders
5.68MShares held
$63.96MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 5.04M | $54.91M | — | — |
| Q1 2026 | 16 | 0 | 4.95M | $52.54M | — | — |
| Q4 2025 | 16 | 0 | 5.68M | $63.96M | — | — |
| Q3 2025 | 1 | — | 362.71K | $4.23M | — | — |
| Q2 2024 | 1 | — | 10.04K | $80,521 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 2.84M | — | $31.93M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Allspring Global Investments… | 1.70M | — | $19.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 339.02K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 339.02K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 312.77K | -13.8% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 312.77K | -13.8% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 256.19K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 256.19K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 75.86K | — | $854,240 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 49.73K | — | $559,918 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 28.29K | — | $318,561 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 28.29K | — | $318,561 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 23.67K | — | $266,480 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 21.69K | — | $244,196 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 15.46K | — | $174,041 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 12.25K | — | $137,958 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 3.45K | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 3.45K | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.52K | — | $17,168 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 837 | — | $9,439 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 495 | — | $5,574 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 18.03M shares, $190.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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