Security record · archived quarter
TDF
name pending profile ingest
16Tracked holders
0Δ holders
5.04MShares held
$54.91MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 1.91M | +3.9% | $20.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Allspring Global Investments… | 1.89M | -2.7% | $20.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 326.09K | +7.2% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 326.09K | +7.2% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 324.51K | +6.3% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 324.51K | +6.3% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 285.27K | +0.6% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 102.92K | +4.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 75.99K | +42.8% | $827,551 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 32.73K | +10.1% | $356,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 28.61K | -0.6% | $311,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 28.61K | -0.6% | $311,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 23.56K | +1.0% | $256,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 17.47K | -14.9% | $190,270 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 12.25K | 0.0% | $133,424 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 4.94K | +156.3% | $53,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 3.75K | -15.8% | $41,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 3.75K | -15.8% | $41,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.50K | 0.0% | $15,766 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 495 | 0.0% | $5,391 | 0.0% | Held | 3 | 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: Q2 2026 ·
Methodology ·
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