Who owns TDVI?
Institutional ownership of TDVI from SEC Form 13F filings across 70 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
70
13F holders
$127.2M
value, 2026 filers
4.2M
shares disclosed
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TDVI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 748,794 | $23.8M | 0.0% | — | +62.5% |
| 2 | Cetera Investment Advisers | 444,365 | $14.1M | 0.0% | — | +41.6% |
| 3 | ROYAL BANK OF CANADA | 440,877 | $14.0M | 0.0% | — | +8.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 417,623 | $13.3M | 0.0% | — | +2.8% |
| 5 | OSAIC HOLDINGS, INC. | 184,671 | $5.9M | 0.0% | — | +17.2% |
| 6 | Cambridge Investment Research Advisors, Inc. | 171,614 | $5,450 | 0.0% | — | +73.2% |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | 140,181 | $4.5M | 0.1% | — | -65.6% |
| 8 | STIFEL FINANCIAL CORP | 134,233 | $4.3M | 0.0% | — | -34.3% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 122,017 | $3.9M | 0.0% | — | -33.6% |
| 10 | Triad Wealth Partners, LLCNEW | 105,914 | $3.3M | 0.2% | — | new |
| 11 | TWO SIGMA INVESTMENTS, LPNEW | 100,900 | $3.2M | 0.0% | — | new |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 96,763 | $3.1M | 0.0% | — | +25.9% |
| 13 | Sequent Planning LLC | 84,555 | $2.7M | 0.6% | — | -6.2% |
| 14 | Arax Advisory Partners | 80,508 | $2.6M | 0.0% | — | +39.8% |
| 15 | FIRST TRUST ADVISORS LP | 73,320 | $2.3M | 0.0% | — | +5.6% |
| 16 | Gladstone Institutional Advisory LLC | 66,454 | $2.1M | 0.1% | — | -1.0% |
| 17 | MGO ONE SEVEN LLC | 58,213 | $1.8M | 0.0% | — | +537.8% |
| 18 | Integrated Wealth Concepts LLC | 45,267 | $1.4M | 0.0% | — | +25.9% |
| 19 | STEPHENS INC /AR/ | 39,935 | $1.3M | 0.0% | — | +25.3% |
| 20 | Capital Investment Advisory Services, LLC | 38,685 | $1.2M | 0.1% | — | -0.3% |
| 21 | Stratos Wealth Partners, LTD. | 36,522 | $1.2M | 0.0% | — | +6.2% |
| 22 | HARBOUR INVESTMENTS, INC. | 32,954 | $1.0M | 0.0% | — | +55.1% |
| 23 | OLD MISSION CAPITAL LLCNEW | 32,884 | $1.0M | 0.0% | — | new |
| 24 | Intrua Financial, LLC | 30,151 | $957,591 | 0.1% | — | +4.5% |
| 25 | Benson Wealth Management INC | 29,294 | $930,377 | 0.9% | — | +443.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.