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Security record

TDVI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q2 2025 Q1 2025
16Tracked holders
+5Δ holders
2.86MShares held
$90.68MReported value
+5New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +23.0% · net new positions +20.0% — 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 16 +5 2.86M $90.68M +5 —
Q1 2026 12 -2 2.32M $61.65M — −2
Q4 2025 14 — 2.15M $59.78M — —
Q2 2025 1 0 13.96K $373,715 — —
Q1 2025 1 +1 36.02K $804,773 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 748.79K +62.5% $23.78M 0.0% ▲ Add 3 SEC ↗
2 Cetera Investment Advisers 444.37K +41.6% $14.11M 0.0% ▲ Add 3 SEC ↗
3 Royal Bank Of Canada 440.88K +8.0% $14.00M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 417.62K +2.8% $13.26M 0.0% ▲ Add 3 SEC ↗ ×2
5 Osaic Holdings, Inc. 184.67K +17.2% $5.87M 0.0% ▲ Add 3 SEC ↗ ×3
6 Stifel Financial Corp 134.23K -34.3% $4.26M 0.0% ▼ Trim 3 SEC ↗
7 Envestnet Asset Management Inc 122.02K -33.6% $3.88M 0.0% ▼ Trim 3 SEC ↗
8 Two Sigma Investments ✦ 100.90K New $3.20M 0.0% New 1 SEC ↗
9 Commonwealth Equity Services, Llc 96.76K +25.9% $3.07M 0.0% ▲ Add 3 SEC ↗
10 First Trust Advisors Lp 73.32K +5.6% $2.33M 0.0% ▲ Add 3 SEC ↗
11 Susquehanna International Group, Llp 29.04K +16.7% $922,374 0.0% ▲ Add 3 SEC ↗
12 Jane Street Group, Llc 26.75K New $849,739 0.0% New 1 SEC ↗
13 Marshall Wace ✦ 21.37K New $678,838 0.0% New 1 SEC ↗ ×2
14 Wealth Enhancement Advisory… 12.62K -14.3% $398,554 0.0% ▼ Trim 3 SEC ↗
15 Morgan Stanley ✦ 2.00K New $63,520 0.0% New 1 SEC ↗
16 Jones Financial Companies Lllp 18 New $558 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $3.20M 0.0%
Jane Street Group, Llc $849,739 0.0%
Marshall Wace $678,838 0.0%
Morgan Stanley $63,520 0.0%
Jones Financial Companies Lllp $558 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 4.86M shares, $125.78M 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