TDSC institutional holders
EXCHANGE LISTED FDS TR · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 2,742,441 |
| Reported value | $76.1m |
| Quarter flows | 2 new, 7 added, 5 trimmed, 4 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,369,018 | $65.7m | 0.7% |
| Signal Advisors Wealth, LLC | 113,640 | $3.2m | 0.2% |
| GeoWealth Management, LLC | 62,479 | $1.7m | 0.1% |
| AE Wealth Management LLC | 57,910 | $1.6m | 0.0% |
| GTS SECURITIES LLC | 39,646 | $1.1m | 0.0% |
| Aegis Wealth Management, Inc. | 30,586 | $848,735 | 0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,908 | $829,920 | 0.0% |
| Triad Wealth Partners, LLC | 14,543 | $402,979 | 0.0% |
| Mutual Advisors, LLC | 13,249 | $367,648 | 0.0% |
| Continuum Advisory, LLC | 9,274 | $257,345 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 939 | $26,050 | 0.0% |
| Geneos Wealth Management Inc. | 864 | $23,975 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 267 | $7,409 | 0.0% |
| Qube Research & Technologies Ltd | 115 | $3,191 | 0.0% |
| MORGAN STANLEY | 2 | $56 | 0.0% |
| ASSETMARK, INC | 1 | $18 | 0.0% |
| Beacon Capital Management, Inc. | 0 | $3 | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TDSC"). TDSC price history · All 13F data