ETF Holders

Who owns TCV?

Small or mid cap

Towle Value ETF

17 institutions reported holding TCV, worth $18.7M, in Form 13F filings for June 30, 2026.

13F holders
17
Institutional value
$18.7M
Change from prior quarter
+0.6%
+$120K, with price moves
New and sold-out firms
4 / 2
1 added, 6 trimmed

Top 10 institutional holders of TCV

FirmLocationValueSharesChange
Well Done, LLCHolland, MI$9.1M284,291−624 shares
Towle & CoDenver, CO$2.9M89,163+31,528 shares
Raymond James Financial Inc.St. Petersburg, FL$1.1M34,115−17,662 shares
Moneta Group Investment Advisors LLCSt Louis, MO$901K28,127−5,314 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$666K20,773No change
Mariner, LLCOverland Park, KS$581K18,140No change
Mirae Asset Securities (USA) Inc.New York, NY$526K16,397−6,966 shares
CWA Asset Management Group, LLCNaples, FL$453K14,150New position
Plancorp, LLCSaint Louis, MO$443K13,495−2,270 shares
Archford Capital Strategies, LLCSwansea, IL$443K13,819−2,024 shares
7 more firms

The full list comes with the Advisors and Institutions package.

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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 TCV?

17 institutional managers reported holding TCV in Form 13F filings for June 30, 2026, worth $18.7M in total. The largest reported position was held by Well Done, LLC, at $9.1M.

Did institutions buy or sell TCV last quarter?

Reported 13F value rose 0.6% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 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 TCV 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.