There is a long list of 78 institutional holders of TDVG 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 TDVG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TDVG table below, the initial column indicates the name of each top institutional holder of TDVG, with a link to that fund's top holdings. The next columns indicate the amount of TDVG stock held by each of the institutional holders of TDVG, followed by the TDVG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
See All: Funds Holding TDVG
See Details: Top 10 Hedge Funds Holding TDVG
Also See: TDVG Holdings Changes
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