Telephone and Data SystemsTDS
13F holders, Q4 2024 (December 31)301holders +25
52new positions
37sold out
8famous investors
$34.11avg. 13F price*
At the end of Q4 2024, 301 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 25 from Q3 2024. 52 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($556.8M), Vanguard Group Inc. ($414.4M) and Dimensional Fund Advisors LP ($213.1M). 8 famous investors held it, including Dan Loeb (2.8% of Third Point's portfolio), Mario Gabelli (0.7% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Telephone and Data Systems
- CUSIP
- 879433829
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $133.7M |
| Exits | 37 | $75.0M |
All 13F filers, Q3 2024 → Q4 2024: 11,386,435 shares bought and 9,954,373 shares sold, net +1,432,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 16,324,915 | $556.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 12,149,521 | $414.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.7% | 6,247,294 | $213.1M |
| Third Point | 2.79% | Add +108.7% | 6,000,000 | $204.7M |
| State Street Corp. | 0.01% | Add +3.6% | 4,185,895 | $142.8M |
| American Century Companies Inc. | 0.06% | Add +6.7% | 3,229,568 | $110.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 2,286,755 | $78.0M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 2,032,281 | $69.3M |
| GAMCO Investors | 0.68% | Reduce -1.4% | 1,915,144 | $65.3M |
| Carronade Capital Management, LP | 12.30% | New | 1,900,707 | $64.8M |
| Gabelli Funds LLC | 0.49% | Add +1.1% | 1,899,767 | $64.8M |
| Silver Point Capital L.P. | 6.78% | Add +47.2% | 1,840,000 | $62.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.4% | 1,708,931 | $58.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.5% | 1,465,935 | $50.0M |
| Foursixthree Capital LP | 40.16% | — | 1,350,816 | $46.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -7.8% | 1,350,438 | $46.1M |
| Private Management Group Inc. | 1.60% | Reduce -26.8% | 1,300,545 | $44.4M |
| Invesco Ltd. | 0.01% | Reduce -17.5% | 1,288,494 | $44.0M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 1,257,662 | $42.9M |
| Northern Trust Corp. | 0.01% | Add +9.1% | 1,159,919 | $39.6M |
| Bridgeway Capital Management, LLC | 0.76% | Reduce -16.2% | 991,881 | $33.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -23.9% | 919,789 | $31.4M |
| FMR LLC | 0.00% | Reduce -24.5% | 869,784 | $29.7M |
| UBS Group AG | 0.01% | Add +258.1% | 828,995 | $28.3M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -15.1% | 801,078 | $27.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +189.1% | 730,730 | $24.9M |
| Norges Bank | 0.00% | Add +83.9% | 697,035 | $23.8M |
| Voloridge Investment Management, LLC | 0.08% | Add +79.0% | 681,641 | $23.3M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 680,959 | $23.2M |
| Barclays PLC | 0.01% | Add +21.9% | 675,713 | $23.0M |
| Millennium Management | 0.02% | Reduce -53.4% | 671,502 | $22.9M |
| JPMorgan Chase & Co. | 0.00% | Add +42.3% | 652,603 | $22.3M |
| Panagora Asset Management Inc. | 0.10% | Reduce -1.1% | 643,409 | $21.9M |
| TCW Group Inc. | 0.16% | Add +0.9% | 572,132 | $19.5M |
| Loomis Sayles & Co. L P | 0.02% | Add +6.8% | 558,653 | $19.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 472,988 | $16.1M |
| Empowered Funds, LLC | 0.23% | Reduce -2.8% | 453,890 | $15.5M |
| Diameter Capital Partners LP | 3.77% | Add +77.7% | 450,000 | $15.3M |
| Prudential Financial Inc. | 0.02% | Reduce -8.5% | 445,122 | $15.2M |
| Scoggin Management LP | 7.79% | Reduce -8.4% | 435,000 | $14.8M |
| Pinnacle Associates Ltd. | 0.18% | Reduce -17.7% | 385,973 | $13.2M |
| Nomura Holdings Inc. | 0.07% | Add +122.4% | 374,548 | $12.8M |
| Point72 Asset Management | 0.04% | Reduce -20.6% | 373,175 | $12.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -2.8% | 371,139 | $12.7M |
| Advisors Asset Management, Inc. | 0.23% | Reduce -23.0% | 364,001 | $12.4M |
| D. E. Shaw & Co. | 0.01% | Add +140.9% | 334,981 | $11.4M |
| Empyrean Capital Partners, LP | 0.62% | Reduce -13.3% | 325,000 | $11.1M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 304,735 | $10.4M |
| Hudson Bay Capital Management LP | 0.07% | New | 300,000 | $10.2M |
| DigitalBridge Group, Inc. | 0.74% | Add +1.4% | 297,012 | $10.1M |
| CenterBook Partners LP | 0.60% | Reduce -31.0% | 293,143 | $10.0M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 292,026 | $10.0M |
| Toronto Dominion Bank | 0.02% | New | 290,286 | $9.9M |
| Renaissance Technologies | 0.01% | Reduce -22.2% | 286,347 | $9.8M |
| Algert Global LLC | 0.23% | Add +15.8% | 284,856 | $9.7M |
| Governors Lane LP | 1.49% | New | 283,831 | $9.7M |
| CastleKnight Management LP | 1.11% | New | 277,300 | $9.5M |
| Public Sector Pension Investment Board | 0.04% | Add +17.4% | 242,933 | $8.3M |
| Congress Asset Management Co. | 0.05% | Add +15.4% | 214,801 | $7.3M |
| Swiss National Bank | 0.00% | Add +0.8% | 198,100 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +67.0% | 197,589 | $6.7M |
| Susquehanna Fundamental Investments, LLC | 0.11% | — | 192,628 | $6.6M |
| Raymond James Financial Inc. | 0.00% | — | 164,722 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -42.3% | 164,407 | $5.6M |
| Boothbay Fund Management, LLC | 0.16% | Reduce -27.4% | 151,133 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -37.8% | 147,337 | $5.0M |
| Squarepoint Ops LLC | 0.01% | New | 144,511 | $4.9M |
| Citigroup Inc. | 0.00% | Add +4.3% | 143,284 | $4.9M |
| ExodusPoint Capital Management, LP | 0.05% | Add +1.9% | 138,963 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -15.3% | 132,398 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 126,438 | $4.3M |
| Intech Investment Management LLC | 0.04% | Add +118.7% | 124,668 | $4.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.71% | Add +79.7% | 121,050 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -16.4% | 119,606 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 116,186 | $4.0M |
| Krilogy Financial LLC | 0.26% | Reduce -57.0% | 112,344 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -64.5% | 109,677 | $3.7M |
| New Age Alpha Advisors, LLC | 0.15% | New | 108,993 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -21.4% | 98,489 | $3.4M |
| J. Goldman & Co LP | 0.12% | Reduce -85.0% | 96,473 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -4.4% | 94,017 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +1.5% | 93,300 | $3.2M |
| Prelude Capital Management, LLC | 0.26% | Add +6.3% | 89,016 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -80.0% | 87,703 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.6% | 87,585 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Add +494.6% | 87,222 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.3% | 84,682 | $2.9M |
| Inspire Advisors, LLC | 0.32% | Add +3.8% | 76,556 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -5.4% | 74,262 | $2.5M |
| Caxton Associates LP | 0.08% | Reduce -11.9% | 71,025 | $2.4M |
| LPL Financial LLC | 0.00% | New | 69,514 | $2.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 67,700 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 66,619 | $2.3M |
| Group One Trading LLC | 0.08% | Reduce -6.2% | 65,170 | $2.2M |
| Amundi | 0.00% | Add +99.3% | 60,920 | $2.0M |
| Weiss Asset Management LP | 0.06% | New | 59,310 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +4.5% | 59,241 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 56,300 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 56,149 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.4% | 55,423 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -16.4% | 55,356 | $1.9M |
| Counterpoint Mutual Funds LLC | 0.23% | Add +0.4% | 54,909 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.2% | 53,097 | $1.8M |
| Voya Investment Management LLC | 0.00% | Add +1.6% | 52,577 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 52,479 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.7% | 51,941 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -36.5% | 49,177 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -40.3% | 48,813 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 47,100 | $1.6M |
| Diametric Capital, LP | 1.02% | Add +15.7% | 44,115 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +27.0% | 43,280 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 43,214 | $1.5M |
| Bank of Montreal | 0.00% | Add +5.5% | 42,642 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.6% | 42,579 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -61.6% | 41,164 | $1.4M |
| Comerica Bank | 0.01% | Reduce -1.9% | 40,394 | $1.4M |
| Croban | 1.30% | — | 38,677 | $1.3M |
| CPC Advisors, LLC | 0.18% | Add +35.4% | 38,516 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,016 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +178.5% | 37,320 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -15.5% | 36,972 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -9.6% | 36,011 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.7% | 35,999 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +11.7% | 35,499 | $1.2M |
| Martingale Asset Management L P | 0.03% | New | 34,946 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -50.7% | 34,446 | $1.2M |
| Alhambra Investment Management LLC | 0.59% | No change | 34,000 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 33,525 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -46.3% | 33,509 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 32,932 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 32,411 | $1.1M |
| Mariner, LLC | 0.00% | Add +34.6% | 30,190 | $1.0M |
| Segall Bryant & Hamill, LLC | 0.01% | New | 30,084 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 29,706 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 29,635 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 29,225 | $997K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,950 | $987K |
| Simplex Trading, LLC | 0.03% | New | 28,952 | $987K |
| STRS Ohio | 0.00% | Add +40.5% | 28,800 | $982K |
| Vident Advisory, LLC | 0.02% | Add +35.4% | 28,728 | $980K |
| Amalgamated Bank | 0.01% | Reduce -0.5% | 28,671 | $978K |
| Central Pacific Bank - Trust Division | 0.12% | No change | 26,200 | $894K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.4% | 25,395 | $866K |
| Quantedge Capital Pte Ltd | 0.29% | New | 23,700 | $808K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,025 | $785K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 22,982 | $784K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 22,713 | $775K |
| Ionic Capital Management LLC | 1.07% | Reduce -19.5% | 21,754 | $742K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 21,036 | $718K |
| CWA Asset Management Group, LLC | 0.04% | New | 20,820 | $710K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 20,819 | $710K |
| KLP Kapitalforvaltning As | 0.00% | — | 20,600 | $703K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 18,695 | $638K |
| Covestor Ltd | 0.39% | Add +162.0% | 18,066 | $616K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.3% | 17,464 | $596K |
| Citadel Advisors | 0.00% | Reduce -94.7% | 17,135 | $584K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.1% | 16,578 | $584K |
| HSBC Holdings PLC | 0.00% | Reduce -13.1% | 16,718 | $572K |
| Voleon Capital Management LP | 0.04% | — | 16,386 | $559K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 16,222 | $553K |
| CSS LLC | 0.10% | Reduce -15.8% | 16,000 | $546K |
| Graham Capital Management, L.P. | 0.03% | Reduce -66.5% | 15,580 | $531K |
| Aigen Investment Management, LP | 0.09% | Add +13.4% | 15,412 | $526K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -24.6% | 14,966 | $510K |
| Creative Planning | 0.00% | Add +11.7% | 14,863 | $507K |
| Corient Private Wealth LP | 0.00% | Reduce -13.7% | 14,792 | $505K |
| Sei Investments Co. | 0.00% | Reduce -3.3% | 13,903 | $474K |
| Redwood Investment Management, LLC | 0.05% | Reduce -34.6% | 13,629 | $465K |
| Summit Global Investments | 0.03% | New | 13,579 | $463K |
| Cerity Partners LLC | 0.00% | Reduce -12.6% | 17,545 | $440K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,863 | $439K |
| World Investment Advisors | 0.01% | Reduce -5.2% | 11,990 | $409K |
| Inspire Investing, LLC | 0.04% | Reduce -78.3% | 11,746 | $401K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,714 | $400K |
| PDT Partners, LLC | 0.03% | Reduce -47.0% | 11,478 | $392K |
| Bailard, Inc. | 0.01% | New | 11,400 | $389K |
| Sterling Capital Management LLC | 0.01% | Add +33.7% | 11,238 | $383K |
| Evergreen Capital Management LLC | 0.01% | Add +8.0% | 11,008 | $375K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 10,990 | $375K |
| Waldron Private Wealth LLC | 0.01% | No change | 10,950 | $374K |
| Choreo, LLC | 0.01% | Reduce -30.9% | 10,702 | $364K |
| Callan Family Office, LLC | 0.02% | New | 10,649 | $363K |
| Marshall Wace, LLP | 0.00% | Reduce -94.8% | 10,385 | $354K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.3% | 10,347 | $353K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.9% | 10,319 | $352K |
| WINTON GROUP Ltd | 0.02% | Reduce -51.2% | 10,315 | $352K |
| ORBA Wealth Advisors, L.L.C. | 0.18% | No change | 10,000 | $341K |
| Highbridge Capital Management LLC | 0.05% | Reduce -96.3% | 10,000 | $341K |
| Inceptionr LLC | 0.08% | Reduce -14.8% | 9,985 | $341K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +116.4% | 9,973 | $340K |
| CIBC Asset Management Inc | 0.00% | New | 9,868 | $337K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.3% | 9,604 | $328K |
| Quantbot Technologies LP | 0.01% | New | 9,518 | $325K |
| Bfsg, LLC | 0.04% | Reduce -34.7% | 9,444 | $322K |
| Cibc World Markets Corp. | 0.00% | New | 9,231 | $315K |
| Farringdon Capital, Ltd. | 0.13% | — | 9,218 | $314K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.5% | 9,117 | $311K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -49.1% | 9,076 | $310K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 8,891 | $303K |
| Stifel Financial Corp. | 0.00% | Reduce -8.1% | 8,719 | $297K |
| Harbour Capital Advisors, LLC | 0.06% | New | 8,575 | $291K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 8,162 | $278K |
| Praxis Investment Management Inc. | 0.02% | Reduce -39.8% | 7,730 | $264K |
| Quantinno Capital Management LP | 0.00% | New | 7,663 | $261K |
| US Bancorp \de | 0.00% | Reduce -7.5% | 7,616 | $260K |
| Net Worth Advisory Group | 0.08% | New | 7,607 | $259K |
| Ballentine Partners, LLC | 0.00% | New | 7,532 | $257K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 7,216 | $246K |
| Xponance LLC | 0.00% | New | 7,161 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,081 | $242K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 7,000 | $239K |
| Pallas Capital Advisors LLC | 0.01% | New | 6,954 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,952 | $237K |
| Kenora Financial, LLC | 0.09% | New | 6,747 | $230K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,354 | $217K |
| AlphaQuest LLC | 0.03% | Reduce -57.6% | 6,313 | $215K |
| Polymer Capital Management (US) LLC | 0.07% | — | 6,256 | $213K |
| State of Wyoming | 0.03% | Add +175.3% | 6,253 | $213K |
| Crestline Management, L.P. | 0.01% | New | 6,170 | $210K |
| Innealta Capital, LLC | 0.10% | Reduce -45.9% | 6,121 | $209K |
| Captrust Financial Advisors | 0.00% | New | 6,101 | $208K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,059 | $207K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,016 | $205K |
| Savant Capital, LLC | 0.00% | New | 5,960 | $203K |
| First Citizens Bank & Trust Co. | 0.00% | New | 5,954 | $203K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,890 | $201K |
| GAMMA Investing LLC | 0.02% | Add +8.3% | 5,742 | $196K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 5,298 | $181K |
| Cwm, LLC | 0.00% | Add +4.3% | 5,211 | $178K |
| KBC Group NV | 0.00% | Add +70.6% | 4,853 | $166K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,530 | $155K |
| Spire Wealth Management | 0.00% | Reduce -8.0% | 4,297 | $147K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,100 | $140K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,100 | $140K |
| Lazard Asset Management LLC | 0.00% | Add +85.6% | 4,092 | $139K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.0% | 3,892 | $133K |
| Meeder Asset Management Inc. | 0.01% | Reduce -85.8% | 3,770 | $129K |
| Smartleaf Asset Management LLC | 0.01% | Add +139.9% | 3,749 | $128K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.8% | 3,164 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.9% | 3,061 | $104K |
| Farther Finance Advisors, LLC | 0.00% | Add +74.5% | 2,707 | $92K |
| Signaturefd, LLC | 0.00% | No change | 2,554 | $87K |
| Versant Capital Management, Inc | 0.02% | Add +14.5% | 2,395 | $82K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,334 | $80K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,180 | $74K |
| Hoey Investments, Inc. | 0.01% | Reduce -39.8% | 1,793 | $61K |
| Clarity Asset Management, Inc. | 0.04% | Reduce -6.6% | 1,774 | $61K |
| Federated Hermes, Inc. | 0.00% | New | 1,644 | $56K |
| Fifth Third Bancorp | 0.00% | Reduce -8.8% | 1,546 | $53K |
| Independence Bank of Kentucky | 0.01% | New | 1,200 | $41K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -16.2% | 1,036 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -2.0% | 827 | $28K |
| Quarry LP | 0.01% | Reduce -69.3% | 811 | $28K |
| HM Payson & Co. | 0.00% | Reduce -61.8% | 743 | $25K |
| Aquatic Capital Management LLC | 0.00% | New | 636 | $22K |
| Bayforest Capital Ltd | 0.03% | — | 605 | $21K |
| Huntington National Bank | 0.00% | Add +69.3% | 557 | $19K |
| Principal Securities, Inc. | 0.00% | Reduce -27.4% | 555 | $19K |
| Transce3nd, LLC | 0.01% | — | 480 | $16K |
| Private Trust Co. NA | 0.00% | No change | 474 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.3% | 441 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.3% | 413 | $14K |
| North Star Investment Management Corp. | 0.00% | Reduce -35.4% | 365 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -83.0% | 348 | $12K |
| Summit Securities Group LLC | 0.00% | New | 328 | $11K |
| Bessemer Group Inc. | 0.00% | Add +69.7% | 336 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -21.1% | 287 | $10K |
| Johnson Financial Group, Inc. | 0.00% | No change | 268 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 268 | $9K |
| Arax Advisory Partners | 0.00% | No change | 248 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 245 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 236 | $8K |
| Allworth Financial LP | 0.00% | Reduce -22.2% | 210 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 165 | $6K |
| Brooklyn Investment Group | 0.00% | New | 154 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $4K |
| Rothschild Investment LLC | 0.00% | Add +10.5% | 105 | $4K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 98 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 77 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 65 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +24.5% | 66 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 66 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -31.9% | 47 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +200.0% | 39 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.3% | 36 | $1K |
| R Squared Ltd | 0.00% | — | 30 | $1K |
| Hemington Wealth Management | 0.00% | Add +76.5% | 30 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +420.0% | 26 | $887 |
| Horizon Investments, LLC | 0.00% | New | 26 | $887 |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $819 |
| Bell Investment Advisors, Inc | 0.00% | No change | 24 | $819 |
| CVA Family Office, LLC | 0.00% | No change | 24 | $819 |
| Larson Financial Group LLC | 0.00% | Add +250.0% | 21 | $716 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -6.3% | 15 | $512 |
| WealthTrak Capital Management LLC | 0.00% | — | 15 | $512 |
| SJS Investment Consulting Inc. | 0.00% | Add +500.0% | 12 | $410 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 11 | $376 |
| Abound Wealth Management | 0.00% | Reduce -11.1% | 8 | $273 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $102 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $34 |
"% of holder's portfolio" is TDS's weight in each manager's 13F, not the share of Telephone and Data Systems the manager owns.