Who owns TDSB?
ETC Cabana Target Beta ETF · ETC
12 institutions reported holding TDSB, worth $36.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TDSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $31.8M | 1,297,354 | −75,194 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $1.8M | 71,713 | +36,525 shares |
| AE Wealth Management LLC | Topeka, KS | $922K | 37,551 | +19,344 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $899K | 36,641 | +19,783 shares |
| GeoWealth Management, LLC | Chicago, IL | $740K | 30,142 | −923 shares |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $404K | 16,444 | −463 shares |
| Continuum Advisory, LLC | Eagle, ID | $147K | 5,990 | New position |
| Geneos Wealth Management Inc. | Englewood, CO | $37K | 1,510 | +755 shares |
| UBS Group AG | Zurich, Switzerland | $29K | 1,187 | −42 shares |
| Harbour Investments, Inc. | Madison, WI | $11K | 452 | 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 TDSB?
12 institutional managers reported holding TDSB in Form 13F filings for June 30, 2026, worth $36.8M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $31.8M.
Did institutions buy or sell TDSB last quarter?
Reported 13F value fell 11.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 TDSB 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.