Who owns TDAQ?
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16 institutions reported holding TDAQ, worth $74.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TDAQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Clear Street Group Inc. | New York, NY | $56.5M | 1,989,331 | +1,174,570 shares |
| Summit Financial, LLC | Parsippany, NJ | $7.7M | 271,978 | +55,323 shares |
| Stegent Equity Advisors, Inc. | Houston, TX | $3.7M | 129,539 | New position |
| Concurrent Investment Advisors, LLC | Tampa, FL | $2.7M | 94,611 | +22,399 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $884K | 31,124 | New position |
| Chicago Partners Investment Group LLC | Chicago, IL | $590K | 22,405 | New position |
| Wealthcare Advisory Partners LLC | West Chester, PA | $523K | 18,409 | +4,178 shares |
| PFG Investments, LLC | Woodbury, NY | $461K | 16,237 | New position |
| HRT Financial LP | New York, NY | $454K | 16,004 | −32,506 shares |
| Milestone Asset Management Group, LLC | Avon, CT | $370K | 13,028 | No 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 TDAQ?
16 institutional managers reported holding TDAQ in Form 13F filings for June 30, 2026, worth $74.7M in total. The largest reported position was held by Clear Street Group Inc., at $56.5M.
Did institutions buy or sell TDAQ last quarter?
Reported 13F value rose 160.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 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 TDAQ 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.