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Security record

TDVG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
+3Δ holders
11.58MShares held
$567.34MReported value
+3New positions
−0Exits
Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +0.5% · net new positions +10.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +3 11.58M $567.34M +3
Q1 2026 28 -3 11.53M $514.19M −3
Q4 2025 31 0 11.05M $497.23M +1 −1
Q3 2025 6 0 1.99M $87.36M
Q2 2025 3 +1 1.88M $79.85M +1
Q1 2025 1 0 1.53M $61.61M
Q4 2024 1 -1 1.53M $60.38M −1
Q3 2024 2 +1 1.16M $47.56M +1
Q2 2024 1 650.00K $25.03M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 National Pension Service 2.76M 0.0% $135.45M 0.1% Held 3 SEC ↗
2 Bank Of America Corp /De/ 2.54M +0.6% $124.63M 0.0% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 2.54M +0.6% $124.63M 0.0% ▲ Add 3 SEC ↗
4 Northwestern Mutual Wealth… 1.59M -4.0% $77.91M 0.0% ▼ Trim 3 SEC ↗
5 T. Rowe Price 1.53M +0.2% $74.89M 0.0% ▲ Add 9 SEC ↗
6 Jones Financial Companies Lllp 570.41K +18.5% $27.64M 0.0% ▲ Add 3 SEC ↗
7 Commonwealth Equity Services, Llc 452.96K -1.8% $22.21M 0.0% ▼ Trim 3 SEC ↗
8 Rockefeller Capital Management L.P. 405.01K -1.3% $19.86M 0.0% ▼ Trim 3 SEC ↗
9 Cetera Investment Advisers 362.70K +17.4% $17.78M 0.0% ▲ Add 3 SEC ↗
10 Fidelity (FMR) 309.69K -4.5% $15.18M 0.0% ▼ Trim 5 SEC ↗
11 LPL Financial LLC 301.68K +76.5% $14.79M 0.0% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 263.94K -2.2% $12.94M 0.0% ▼ Trim 3 SEC ↗
13 Focus Partners Wealth 236.35K -1.0% $11.59M 0.0% ▼ Trim 3 SEC ↗
14 Raymond James Financial Inc 45.31K +49.0% $2.22M 0.0% ▲ Add 3 SEC ↗
15 Stifel Financial Corp 35.28K +12.0% $1.73M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 23.49K -57.2% $1.15M 0.0% ▼ Trim 3 SEC ↗
17 Mariner, LLC 21.93K -83.1% $1.08M 0.0% ▼ Trim 3 SEC ↗
18 Wealth Enhancement Advisory… 21.11K -65.8% $1.05M 0.0% ▼ Trim 3 SEC ↗
19 Wells Fargo & Company/Mn 17.98K -2.2% $881,690 0.0% ▼ Trim 3 SEC ↗
20 Wells Fargo & Company/Mn 17.98K -2.2% $881,690 0.0% ▼ Trim 3 SEC ↗
21 Blair William & Co/Il 16.29K +90.1% $798,819 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 12.32K +416.5% $604,000 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 12.32K +416.5% $604,000 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 12.32K +416.5% $604,000 0.0% ▲ Add 3 SEC ↗
25 JPMorgan Chase 10.39K -0.3% $505,425 0.0% ▼ Trim 4 SEC ↗
26 Citadel Advisors 10.12K New $496,429 0.0% New 1 SEC ↗
27 Truist Financial Corp 10.08K +0.3% $494,321 0.0% ▲ Add 3 SEC ↗
28 Truist Financial Corp 10.08K +0.3% $494,321 0.0% ▲ Add 3 SEC ↗
29 Mml Investors Services, Llc 7.45K +8.0% $365,365 0.0% ▲ Add 3 SEC ↗
30 AQR Capital Management 6.71K -3.8% $328,736 0.0% ▼ Trim 3 SEC ↗
31 Mercer Global Advisors Inc /Adv 4.86K New $238,086 0.0% New 1 SEC ↗
32 Susquehanna International Group, Llp 4.26K New $208,868 0.0% New 1 SEC ↗
33 Morgan Stanley 3.74K +50.4% $183,357 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 3.74K +50.4% $183,357 0.0% ▲ Add 4 SEC ↗
35 Bank Of Montreal /Can/ 2.65K -64.9% $129,979 0.0% ▼ Trim 3 SEC ↗
36 Assetmark, Inc 147 0.0% $7,207 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

Citadel Advisors $496,429 0.0%
Mercer Global Advisors Inc… $238,086 0.0%
Susquehanna International… $208,868 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 128 holders, 18.87M shares, $758.75M 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 · Get this via the API