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 78 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 Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding TDVG), click the fund name in the "Holder" column of the funds-holding-TDVG table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 735,377 | $25,937 | 12/31/2023 |
TDVG | 735,377 | $25,937 | 12/31/2023 |
Sequoia Financial Advisors LLC | 691,710 | $24,397 | 12/31/2023 |
TDVG | 691,710 | $24,397 | 12/31/2023 |
Envestnet Asset Management Inc. | 521,578 | $18,396 | 12/31/2023 |
TDVG | 521,578 | $18,396 | 12/31/2023 |
Commonwealth Equity Services LLC | 362,005 | $12,768 | 12/31/2023 |
TDVG | 362,005 | $12,768 | 12/31/2023 |
Frontier Asset Management LLC | 342,001 | $12,062 | 12/31/2023 |
TDVG | 342,001 | $12,062 | 12/31/2023 |
WNY Asset Management LLC | 306,202 | $10,800 | 12/31/2023 |
TDVG | 306,202 | $10,800 | 12/31/2023 |
Souders Financial Advisors | 270,843 | $9,553 | 12/31/2023 |
TDVG | 270,843 | $9,553 | 12/31/2023 |
Advisor Group Holdings Inc. | 241,337 | $8,512 | 12/31/2023 |
TDVG | 241,337 | $8,512 | 12/31/2023 |
JPMorgan Chase & Co. | 143,279 | $5,053 | 12/31/2023 |
TDVG | 143,279 | $5,053 | 12/31/2023 |
Stratos Wealth Advisors LLC | 118,096 | $4,488 | 03/31/2024 |
TDVG | 118,096 | $4,488 | 03/31/2024 |
Rockefeller Capital Management L.P. | 113,646 | $4,008 | 12/31/2023 |
TDVG | 113,646 | $4,008 | 12/31/2023 |
Yarger Wealth Strategies LLC | 112,748 | $3,977 | 12/31/2023 |
TDVG | 112,748 | $3,977 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 101,925 | $3,873 | 03/31/2024 |
TDVG | 101,925 | $3,873 | 03/31/2024 |
Grant Street Asset Management Inc. | 104,666 | $3,692 | 12/31/2023 |
TDVG | 104,666 | $3,692 | 12/31/2023 |
Cetera Advisor Networks LLC | 87,704 | $3,093 | 12/31/2023 |
TDVG | 87,704 | $3,093 | 12/31/2023 |
Wade G W & Inc. | 77,796 | $2,744 | 12/31/2023 |
TDVG | 77,796 | $2,744 | 12/31/2023 |
Empire Life Investments Inc. | 73,548 | $2,594 | 12/31/2023 |
TDVG | 73,548 | $2,594 | 12/31/2023 |
Susquehanna International Group LLP | 64,483 | $2,274 | 12/31/2023 |
TDVG | 64,483 | $2,274 | 12/31/2023 |
Financial Connections Group Inc. | 55,014 | $1,940 | 12/31/2023 |
TDVG | 55,014 | $1,940 | 12/31/2023 |
Adviser Investments LLC | 52,961 | $1,868 | 12/31/2023 |
TDVG | 52,961 | $1,868 | 12/31/2023 |
Cornerstone Advisory LLC | 44,848 | $1,582 | 12/31/2023 |
TDVG | 44,848 | $1,582 | 12/31/2023 |
Thoroughbred Financial Services LLC | 43,663 | $1,539 | 12/31/2023 |
TDVG | 43,663 | $1,539 | 12/31/2023 |
Beaumont Financial Advisors LLC | 40,629 | $1,433 | 12/31/2023 |
TDVG | 40,629 | $1,433 | 12/31/2023 |
Atria Wealth Solutions Inc. | 40,451 | $1,427 | 12/31/2023 |
TDVG | 40,451 | $1,427 | 12/31/2023 |
Advisory Services Network LLC | 39,698 | $1,400 | 12/31/2023 |
TDVG | 39,698 | $1,400 | 12/31/2023 |
LPL Financial LLC | 39,516 | $1,394 | 12/31/2023 |
TDVG | 39,516 | $1,394 | 12/31/2023 |
Axxcess Wealth Management LLC | 39,178 | $1,382 | 12/31/2023 |
TDVG | 39,178 | $1,382 | 12/31/2023 |
Goldman Sachs Group Inc. | 33,153 | $1,169 | 12/31/2023 |
TDVG | 33,153 | $1,169 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 29,374 | $1,116 | 03/31/2024 |
TDVG | 29,374 | $1,116 | 03/31/2024 |
Capital Advisors Ltd. LLC | 26,590 | $1,010 | 03/31/2024 |
TDVG | 26,590 | $1,010 | 03/31/2024 |
Cetera Investment Advisers | 27,725 | $978 | 12/31/2023 |
TDVG | 27,725 | $978 | 12/31/2023 |
Studio Investment Management LLC | 26,507 | $935 | 12/31/2023 |
TDVG | 26,507 | $935 | 12/31/2023 |
Truist Financial Corp | 22,255 | $785 | 12/31/2023 |
TDVG | 22,255 | $785 | 12/31/2023 |
NavPoint Financial Inc. | 22,113 | $780 | 12/31/2023 |
TDVG | 22,113 | $780 | 12/31/2023 |
Cozad Asset Management Inc. | 21,222 | $748 | 12/31/2023 |
TDVG | 21,222 | $748 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 20,715 | $731 | 12/31/2023 |
TDVG | 20,715 | $731 | 12/31/2023 |
Jane Street Group LLC | 20,480 | $722 | 12/31/2023 |
TDVG | 20,480 | $722 | 12/31/2023 |
Arete Wealth Advisors LLC | 19,584 | $691 | 12/31/2023 |
TDVG | 19,584 | $691 | 12/31/2023 |
Aptus Capital Advisors LLC | 19,439 | $686 | 12/31/2023 |
TDVG | 19,439 | $686 | 12/31/2023 |
Strategic Blueprint LLC | 17,460 | $663 | 03/31/2024 |
TDVG | 17,460 | $663 | 03/31/2024 |
Perigon Wealth Management LLC | 17,880 | $631 | 12/31/2023 |
TDVG | 17,880 | $631 | 12/31/2023 |
GeoWealth Management LLC | 17,408 | $615 | 12/31/2023 |
TDVG | 17,408 | $615 | 12/31/2023 |
Prudential Financial Inc. | 17,252 | $608 | 12/31/2023 |
TDVG | 17,252 | $608 | 12/31/2023 |
Future Financial Wealth Managment LLC | 15,844 | $602 | 03/31/2024 |
TDVG | 15,844 | $602 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 14,912 | $526 | 12/31/2023 |
TDVG | 14,912 | $526 | 12/31/2023 |
Continuum Advisory LLC | 14,447 | $510 | 12/31/2023 |
TDVG | 14,447 | $510 | 12/31/2023 |
John W. Brooker & Co. CPAs | 13,146 | $500 | 03/31/2024 |
TDVG | 13,146 | $500 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 12,775 | $485 | 03/31/2024 |
TDVG | 12,775 | $485 | 03/31/2024 |
Garden State Investment Advisory Services LLC | 12,711 | $448 | 12/31/2023 |
TDVG | 12,711 | $448 | 12/31/2023 |
Csenge Advisory Group | 11,502 | $406 | 12/31/2023 |
TDVG | 11,502 | $406 | 12/31/2023 |
Capital Analysts LLC | 11,113 | $392 | 12/31/2023 |
TDVG | 11,113 | $392 | 12/31/2023 |
Stifel Financial Corp | 9,608 | $339 | 12/31/2023 |
TDVG | 9,608 | $339 | 12/31/2023 |
Swisher Financial Concepts Inc. | 7,989 | $297 | 03/31/2024 |
TDVG | 7,989 | $297 | 03/31/2024 |
Synovus Financial Corp | 8,082 | $285 | 12/31/2023 |
TDVG | 8,082 | $285 | 12/31/2023 |
IFP Advisors Inc | 8,054 | $284 | 12/31/2023 |
TDVG | 8,054 | $284 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 7,056 | $268 | 03/31/2024 |
TDVG | 7,056 | $268 | 03/31/2024 |
Principal Securities Inc. | 7,212 | $254 | 12/31/2023 |
TDVG | 7,212 | $254 | 12/31/2023 |
GWM Advisors LLC | 6,993 | $249 | 12/31/2023 |
TDVG | 6,993 | $249 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 6,320 | $240 | 03/31/2024 |
TDVG | 6,320 | $240 | 03/31/2024 |
Geneos Wealth Management Inc. | 6,685 | $236 | 12/31/2023 |
TDVG | 6,685 | $236 | 12/31/2023 |
Royal Bank of Canada | 4,597 | $163 | 12/31/2023 |
TDVG | 4,597 | $163 | 12/31/2023 |
Adirondack Trust Co. | 4,037 | $153 | 03/31/2024 |
TDVG | 4,037 | $153 | 03/31/2024 |
AdvisorNet Financial Inc | 2,800 | $106 | 03/31/2024 |
TDVG | 2,800 | $106 | 03/31/2024 |
Bank of Montreal Can | 2,849 | $101 | 12/31/2023 |
TDVG | 2,849 | $101 | 12/31/2023 |
Main Street Group LTD | $83 | 12/31/2023 | |
NTF EQUITY FUNDS | 1,174 | $83 | 12/31/2023 |
Harbour Investments Inc. | 2,319 | $82 | 12/31/2023 |
TDVG | 2,319 | $82 | 12/31/2023 |
FMR LLC | 2,159 | $76 | 12/31/2023 |
TDVG | 2,159 | $76 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 1,660 | $59 | 12/31/2023 |
TDVG | 1,660 | $59 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,438 | $51 | 12/31/2023 |
TDVG | 1,438 | $51 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 1,322 | $47 | 12/31/2023 |
TDVG | 1,322 | $47 | 12/31/2023 |
First Pacific Financial | 795 | $30 | 03/31/2024 |
TDVG | 795 | $30 | 03/31/2024 |
Farther Finance Advisors LLC | 746 | $26 | 12/31/2023 |
TDVG | 746 | $26 | 12/31/2023 |
Aspire Private Capital LLC | 648 | $25 | 03/31/2024 |
TDVG | 648 | $25 | 03/31/2024 |
ICA Group Wealth Management LLC | 594 | $21 | 12/31/2023 |
TDVG | 594 | $21 | 12/31/2023 |
Christopher J. Hasenberg Inc | 286 | $11 | 03/31/2024 |
TDVG | 286 | $11 | 03/31/2024 |
Colonial Trust Co SC | 300 | $11 | 12/31/2023 |
TDVG | 300 | $11 | 12/31/2023 |
Comerica Bank | 157 | $6 | 12/31/2023 |
TDVG | 157 | $6 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
TDVG | 0 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
TDVG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TDVG
See Details: Top 10 Hedge Funds Holding TDVG
Also See: TDVG Holdings Changes
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