ETF Holders

Who owns TALV?

US large cap

Transamerica Large Value Active ETF · Transamerica

9 institutions reported holding TALV, worth $152.7M, in Form 13F filings for June 30, 2026.

13F holders
9
Institutional value
$152.7M
Change from prior quarter
+11.4%
+$15.6M, with price moves
New and sold-out firms
3 / 0
2 added, 0 trimmed

Top 9 institutional holders of TALV

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$98.0M3,564,228No change
Goldman Sachs Group Inc.New York, NY$44.3M1,611,426No change
BlackRock, Inc.New York, NY$8.1M294,527No change
Prosperity Financial Group, Inc.San Ramon, CA$1.3M47,852+892 shares
LPL Financial LLCFort Mill, SC$334K12,130New position
GTS Securities LLCNew York, NY$321K11,656+3,460 shares
Stratos Wealth Partners, LTD.Beachwood, OH$240K8,725New position
Royal Bank of CanadaToronto, Ontario, Canada$28K1,000New position
Creative Financial Designs Inc.Kokomo, IN$6K200No change

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns TALV?

9 institutional managers reported holding TALV in Form 13F filings for June 30, 2026, worth $152.7M in total. The largest reported position was held by JPMorgan Chase & Co, at $98.0M.

Did institutions buy or sell TALV last quarter?

Reported 13F value rose 11.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is TALV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.