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Funds Holding TDVG

On this page, we present all of the funds holding TDVG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TDVG, with a link to that fund's top holdings. The next columns indicate the amount of TDVG stock held by each of the funds holding TDVG, followed by the TDVG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 44 funds holding TDVG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Affinia Financial Group LLC. For more details on the positions held by Affinia Financial Group LLC (or by any of the other funds holding TDVG), click the fund name in the "Holder" column of the funds-holding-TDVG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Affinia Financial Group LLC698,512$22,269 12/31/2022
     TDVG698,512$22,269 12/31/2022
Continuum Advisory LLC250,974$7,145 09/30/2022
     TDVG250,974$7,145 09/30/2022
55I LLC243,965$6,946 09/30/2022
     TDVG243,965$6,946 09/30/2022
Empire Life Investments Inc.203,548$6,389 12/31/2022
     TDVG203,548$6,389 12/31/2022
Souders Financial Advisors219,189$6,240 09/30/2022
     TDVG219,189$6,240 09/30/2022
Envestnet Asset Management Inc.201,934$5,749 09/30/2022
     TDVG201,934$5,749 09/30/2022
Advisor Group Holdings Inc.147,072$4,187 09/30/2022
     TDVG147,072$4,187 09/30/2022
Commonwealth Equity Services LLC131,571$3,745 09/30/2022
     TDVG131,571$3,745 09/30/2022
Stratos Wealth Advisors LLC91,452$2,871 12/31/2022
     TDVG91,452$2,871 12/31/2022
Grant Street Asset Management Inc.78,774$2,243 09/30/2022
     TDVG78,774$2,243 09/30/2022
Cary Street Partners Investment Advisory LLC66,994$1,907 09/30/2022
     TDVG66,994$1,907 09/30/2022
SILVER OAK SECURITIES Inc54,699$1,717 12/31/2022
     TDVG54,699$1,717 12/31/2022
Frontier Asset Management LLC56,470$1,608 09/30/2022
     TDVG56,470$1,608 09/30/2022
Beaumont Financial Advisors LLC46,450$1,458 12/31/2022
     TDVG46,450$1,458 12/31/2022
Financial Connections Group Inc.42,922$1,221 09/30/2022
     TDVG42,922$1,221 09/30/2022
Future Financial Wealth Managment LLC37,424$1,175 12/31/2022
     TDVG37,424$1,175 12/31/2022
Cornerstone Advisory LLC39,268$1,118 09/30/2022
     TDVG39,268$1,118 09/30/2022
Cedar Brook Financial Partners LLC33,693$1,058 12/31/2022
     TDVG33,693$1,058 12/31/2022
Cetera Advisor Networks LLC33,319$949 09/30/2022
     TDVG33,319$949 09/30/2022
Avestar Capital LLC25,020$785 12/31/2022
     TDVG25,020$785 12/31/2022
Capital Advisors Ltd. LLC23,860$679 09/30/2022
     TDVG23,860$679 09/30/2022
Truist Financial Corp23,632$673 09/30/2022
     TDVG23,632$673 09/30/2022
Cambridge Investment Research Advisors Inc.20,963$597 09/30/2022
     TDVG20,963$597 09/30/2022
Thoroughbred Financial Services LLC20,818$592 09/30/2022
     TDVG20,818$592 09/30/2022
One One Wealth Management LLC18,302$574 12/31/2022
     TDVG18,302$574 12/31/2022
Axxcess Wealth Management LLC18,170$517 09/30/2022
     TDVG18,170$517 09/30/2022
Strategic Blueprint LLC13,900$436 12/31/2022
     TDVG13,900$436 12/31/2022
Cozad Asset Management Inc.12,162$346 09/30/2022
     TDVG12,162$346 09/30/2022
LPL Financial LLC11,902$339 09/30/2022
     TDVG11,902$339 09/30/2022
Dynamic Advisor Solutions LLC9,556$300 12/31/2022
     TDVG9,556$300 12/31/2022
Advisor Resource Council9,170$288 12/31/2022
     TDVG9,170$288 12/31/2022
Ahrens Investment Partners LLC8,518$243 09/30/2022
     TDVG8,518$243 09/30/2022
Geneos Wealth Management Inc.7,360$231 12/31/2022
     TDVG7,360$231 12/31/2022
IFP Advisors Inc8,482$215 09/30/2022
     TDVG8,482$215 09/30/2022
Kowal Investment Group LLC6,741$212 12/31/2022
     TDVG6,741$212 12/31/2022
Janney Montgomery Scott LLC6,684$210 12/31/2022
     TDVG6,684$210 12/31/2022
Royal Bank of Canada3,733$106 09/30/2022
     TDVG3,733$106 09/30/2022
Capital Analysts LLC1,514$43 09/30/2022
     TDVG1,514$43 09/30/2022
National Bank of Canada FI500$16 12/31/2022
     TDVG500$16 12/31/2022
Allworth Financial LP502$16 12/31/2022
     TDVG502$16 12/31/2022
Northwestern Mutual Wealth Management Co.400$11 09/30/2022
     TDVG400$11 09/30/2022
Morgan Stanley285$8 09/30/2022
     TDVG285$8 09/30/2022
Wells Fargo & Company MN254$7 09/30/2022
     TDVG254$7 09/30/2022
CWM LLC163$5 12/31/2022
     TDVG163$5 12/31/2022
Proequities Inc.0$0 12/31/2022
     TDVG0$0 12/31/2022

See Summary: Institutional Holders of TDVG
See Details: Top 10 Hedge Funds Holding TDVG
Also See: TDVG Holdings Changes

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