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Institutional Holders of TDTF

There is a long list of 68 institutional holders of TDTF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TDTF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TDTF table below, the initial column indicates the name of each top institutional holder of TDTF, with a link to that fund's top holdings. The next columns indicate the amount of TDTF stock held by each of the institutional holders of TDTF, followed by the TDTF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp15,953,096$376,972 12/31/2023
     TDTF15,953,096$376,972 12/31/2023
Ronald Blue Trust Inc.4,563,776$104,693 12/31/2023
     TDTF4,563,776$104,693 12/31/2023
Wealth Architects LLC2,017,384$47,671 12/31/2023
     TDTF2,017,384$47,671 12/31/2023
Capital Analysts LLC1,972,303$46,606 12/31/2023
     TDTF1,972,303$46,606 12/31/2023
Ameriprise Financial Inc.688,591$16,282 12/31/2023
     TDTF688,591$16,282 12/31/2023
UBS Group AG407,398$9,627 12/31/2023
     TDTF407,398$9,627 12/31/2023
Bank of America Corp DE296,472$7,006 12/31/2023
     TDTF296,472$7,006 12/31/2023
Morgan Stanley237,650$5,616 12/31/2023
     TDTF237,650$5,616 12/31/2023
Jane Street Group LLC220,405$5,208 12/31/2023
     TDTF220,405$5,208 12/31/2023
Rockefeller Capital Management L.P.178,005$4,206 12/31/2023
     TDTF178,005$4,206 12/31/2023
Flow Traders U.S. LLC156,013$3,687 12/31/2023
     TDTF156,013$3,687 12/31/2023
Kendall Capital Management152,442$3,602 12/31/2023
     TDTF152,442$3,602 12/31/2023
VeraBank N.A.123,307$2,914 12/31/2023
     TDTF123,307$2,914 12/31/2023
LPL Financial LLC106,165$2,509 12/31/2023
     TDTF106,165$2,509 12/31/2023
Susquehanna International Group LLP105,485$2,493 12/31/2023
     TDTF105,485$2,493 12/31/2023
Yoder Wealth Management Inc.103,316$2,443 03/31/2024
     TDTF103,316$2,443 03/31/2024
Integrated Wealth Concepts LLC101,266$2,393 12/31/2023
     TDTF101,266$2,393 12/31/2023
Chesapeake Wealth Management90,017$2,127 12/31/2023
     TDTF90,017$2,127 12/31/2023
Bfsg LLC79,133$1,870 12/31/2023
     TDTF79,133$1,870 12/31/2023
Raymond James & Associates69,966$1,653 12/31/2023
     TDTF69,966$1,653 12/31/2023
Royal Bank of Canada63,939$1,512 12/31/2023
     TDTF63,939$1,512 12/31/2023
IFG Advisory LLC51,955$1,228 12/31/2023
     TDTF51,955$1,228 12/31/2023
Tiemann Investment Advisors LLC41,501$981 12/31/2023
     TDTF41,501$981 12/31/2023
Archvest Wealth Advisors Inc.40,823$965 12/31/2023
     TDTF40,823$965 12/31/2023
Thrivent Financial for Lutherans40,260$951 12/31/2023
     TDTF40,260$951 12/31/2023
Envestnet Asset Management Inc.38,546$911 12/31/2023
     TDTF38,546$911 12/31/2023
Citadel Advisors LLC33,014$780 12/31/2023
     TDTF33,014$780 12/31/2023
Mercer Global Advisors Inc. ADV30,591$723 12/31/2023
     TDTF30,591$723 12/31/2023
Cetera Advisor Networks LLC27,573$652 12/31/2023
     TDTF27,573$652 12/31/2023
Nations Financial Group Inc. IA ADV22,833$540 12/31/2023
     TDTF22,833$540 12/31/2023
Stifel Financial Corp20,579$486 12/31/2023
     TDTF20,579$486 12/31/2023
Charles Schwab Investment Management Inc.17,409$411 12/31/2023
     TDTF17,409$411 12/31/2023
Greenleaf Trust16,452$389 12/31/2023
     TDTF16,452$389 12/31/2023
Regal Investment Advisors LLC15,708$371 12/31/2023
     TDTF15,708$371 12/31/2023
Bell Investment Advisors Inc15,242$360 12/31/2023
     TDTF15,242$360 12/31/2023
Comerica Bank12,721$301 12/31/2023
     TDTF12,721$301 12/31/2023
MML Investors Services LLC12,695$300 12/31/2023
     TDTF12,695$300 12/31/2023
L.M. Kohn & Company12,541$296 12/31/2023
     TDTF12,541$296 12/31/2023
Cambridge Investment Research Advisors Inc.11,576$274 12/31/2023
     TDTF11,576$274 12/31/2023
Commonwealth Equity Services LLC11,395$269 12/31/2023
     TDTF11,395$269 12/31/2023
Two Sigma Securities LLC10,870$257 12/31/2023
     TDTF10,870$257 12/31/2023
Shared Vision Wealth Group LLC9,711$229 12/31/2023
     TDTF9,711$229 12/31/2023
Wells Fargo & Company MN8,731$206 12/31/2023
     TDTF8,731$206 12/31/2023
RSM US Wealth Management LLC8,619$204 12/31/2023
     TDTF8,619$204 12/31/2023
Investors Research Corp8,266$195 12/31/2023
     TDTF8,266$195 12/31/2023
Creative Financial Designs Inc. ADV6,614$156 12/31/2023
     TDTF6,614$156 12/31/2023
The PNC Financial Services Group Inc.4,454$105 12/31/2023
     TDTF4,454$105 12/31/2023
Bank of Montreal Can3,460$82 12/31/2023
     TDTF3,460$82 12/31/2023
Advisor Group Holdings Inc.2,159$51 12/31/2023
     TDTF2,159$51 12/31/2023
JPMorgan Chase & Co.2,090$49 12/31/2023
     TDTF2,090$49 12/31/2023

See All: Funds Holding TDTF
See Details: Top 10 Hedge Funds Holding TDTF
Also See: TDTF Holdings Changes

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