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Institutional Holders of TDVG

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE735,377$25,937 12/31/2023
     TDVG735,377$25,937 12/31/2023
Sequoia Financial Advisors LLC691,710$24,397 12/31/2023
     TDVG691,710$24,397 12/31/2023
Envestnet Asset Management Inc.521,578$18,396 12/31/2023
     TDVG521,578$18,396 12/31/2023
Commonwealth Equity Services LLC362,005$12,768 12/31/2023
     TDVG362,005$12,768 12/31/2023
Frontier Asset Management LLC342,001$12,062 12/31/2023
     TDVG342,001$12,062 12/31/2023
WNY Asset Management LLC306,202$10,800 12/31/2023
     TDVG306,202$10,800 12/31/2023
Souders Financial Advisors270,843$9,553 12/31/2023
     TDVG270,843$9,553 12/31/2023
Advisor Group Holdings Inc.241,337$8,512 12/31/2023
     TDVG241,337$8,512 12/31/2023
JPMorgan Chase & Co.143,279$5,053 12/31/2023
     TDVG143,279$5,053 12/31/2023
Stratos Wealth Advisors LLC118,096$4,488 03/31/2024
     TDVG118,096$4,488 03/31/2024
Rockefeller Capital Management L.P.113,646$4,008 12/31/2023
     TDVG113,646$4,008 12/31/2023
Yarger Wealth Strategies LLC112,748$3,977 12/31/2023
     TDVG112,748$3,977 12/31/2023
Cambridge Investment Research Advisors Inc.101,925$3,873 03/31/2024
     TDVG101,925$3,873 03/31/2024
Grant Street Asset Management Inc.104,666$3,692 12/31/2023
     TDVG104,666$3,692 12/31/2023
Cetera Advisor Networks LLC87,704$3,093 12/31/2023
     TDVG87,704$3,093 12/31/2023
Wade G W & Inc.77,796$2,744 12/31/2023
     TDVG77,796$2,744 12/31/2023
Empire Life Investments Inc.73,548$2,594 12/31/2023
     TDVG73,548$2,594 12/31/2023
Susquehanna International Group LLP64,483$2,274 12/31/2023
     TDVG64,483$2,274 12/31/2023
Financial Connections Group Inc.55,014$1,940 12/31/2023
     TDVG55,014$1,940 12/31/2023
Adviser Investments LLC52,961$1,868 12/31/2023
     TDVG52,961$1,868 12/31/2023
Cornerstone Advisory LLC44,848$1,582 12/31/2023
     TDVG44,848$1,582 12/31/2023
Thoroughbred Financial Services LLC43,663$1,539 12/31/2023
     TDVG43,663$1,539 12/31/2023
Beaumont Financial Advisors LLC40,629$1,433 12/31/2023
     TDVG40,629$1,433 12/31/2023
Atria Wealth Solutions Inc.40,451$1,427 12/31/2023
     TDVG40,451$1,427 12/31/2023
Advisory Services Network LLC39,698$1,400 12/31/2023
     TDVG39,698$1,400 12/31/2023
LPL Financial LLC39,516$1,394 12/31/2023
     TDVG39,516$1,394 12/31/2023
Axxcess Wealth Management LLC39,178$1,382 12/31/2023
     TDVG39,178$1,382 12/31/2023
Goldman Sachs Group Inc.33,153$1,169 12/31/2023
     TDVG33,153$1,169 12/31/2023
Cedar Brook Financial Partners LLC29,374$1,116 03/31/2024
     TDVG29,374$1,116 03/31/2024
Capital Advisors Ltd. LLC26,590$1,010 03/31/2024
     TDVG26,590$1,010 03/31/2024
Cetera Investment Advisers27,725$978 12/31/2023
     TDVG27,725$978 12/31/2023
Studio Investment Management LLC26,507$935 12/31/2023
     TDVG26,507$935 12/31/2023
Truist Financial Corp22,255$785 12/31/2023
     TDVG22,255$785 12/31/2023
NavPoint Financial Inc.22,113$780 12/31/2023
     TDVG22,113$780 12/31/2023
Cozad Asset Management Inc.21,222$748 12/31/2023
     TDVG21,222$748 12/31/2023
Envestnet Portfolio Solutions Inc.20,715$731 12/31/2023
     TDVG20,715$731 12/31/2023
Jane Street Group LLC20,480$722 12/31/2023
     TDVG20,480$722 12/31/2023
Arete Wealth Advisors LLC19,584$691 12/31/2023
     TDVG19,584$691 12/31/2023
Aptus Capital Advisors LLC19,439$686 12/31/2023
     TDVG19,439$686 12/31/2023
Strategic Blueprint LLC17,460$663 03/31/2024
     TDVG17,460$663 03/31/2024
Perigon Wealth Management LLC17,880$631 12/31/2023
     TDVG17,880$631 12/31/2023
GeoWealth Management LLC17,408$615 12/31/2023
     TDVG17,408$615 12/31/2023
Prudential Financial Inc.17,252$608 12/31/2023
     TDVG17,252$608 12/31/2023
Future Financial Wealth Managment LLC15,844$602 03/31/2024
     TDVG15,844$602 03/31/2024
Northwestern Mutual Wealth Management Co.14,912$526 12/31/2023
     TDVG14,912$526 12/31/2023
Continuum Advisory LLC14,447$510 12/31/2023
     TDVG14,447$510 12/31/2023
John W. Brooker & Co. CPAs13,146$500 03/31/2024
     TDVG13,146$500 03/31/2024
Raymond James Financial Services Advisors Inc.12,775$485 03/31/2024
     TDVG12,775$485 03/31/2024
Garden State Investment Advisory Services LLC12,711$448 12/31/2023
     TDVG12,711$448 12/31/2023
Csenge Advisory Group11,502$406 12/31/2023
     TDVG11,502$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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