Telephone and Data SystemsTDS
13F holders, Q1 2025 (March 31)306holders +5
39new positions
36sold out
8famous investors
$38.39avg. 13F price*
At the end of Q1 2025, 306 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 5 from Q4 2024. 39 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($595.6M), Vanguard Group Inc. ($444.3M) and Third Point ($261.9M). 8 famous investors held it, including Dan Loeb (4.2% of Third Point's portfolio), Mario Gabelli (0.8% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Telephone and Data Systems
- CUSIP
- 879433829
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $129.1M |
| Exits | 36 | $26.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,325,328 shares bought and 7,500,736 shares sold, net +1,824,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| BlackRock, Inc. | 0.01% | Reduce -5.8% | 15,373,472 | $595.6M |
| Vanguard Group Inc. | 0.01% | Reduce -5.6% | 11,467,997 | $444.3M |
| Third Point | 4.18% | Add +12.7% | 6,760,000 | $261.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.7% | 6,354,795 | $246.2M |
| State Street Corp. | 0.01% | Reduce -4.1% | 4,013,968 | $155.5M |
| American Century Companies Inc. | 0.08% | Add +7.5% | 3,470,363 | $134.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +77.2% | 3,027,779 | $117.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 2,311,552 | $89.6M |
| Silver Point Capital L.P. | 9.35% | Add +19.8% | 2,205,000 | $85.4M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 1,976,747 | $76.6M |
| Gabelli Funds LLC | 0.58% | Add +0.8% | 1,915,425 | $74.2M |
| GAMCO Investors | 0.80% | Reduce -2.1% | 1,875,224 | $72.6M |
| UBS Group AG | 0.01% | Add +73.2% | 1,436,015 | $55.6M |
| Foursixthree Capital LP | 34.90% | Add +6.3% | 1,435,911 | $55.6M |
| Ameriprise Financial Inc. | 0.01% | Add +4.1% | 1,309,590 | $50.7M |
| Invesco Ltd. | 0.01% | Reduce -0.9% | 1,277,222 | $49.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -9.2% | 1,226,095 | $47.5M |
| Qube Research & Technologies Ltd | 0.07% | Add +47.8% | 1,183,928 | $45.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 1,133,656 | $43.9M |
| JPMorgan Chase & Co. | 0.00% | Add +72.5% | 1,125,509 | $43.6M |
| Nuveen, LLC | 0.01% | — | 1,121,038 | $43.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.8% | 875,784 | $33.9M |
| FMR LLC | 0.00% | Reduce -1.1% | 860,616 | $33.3M |
| Millennium Management | 0.03% | Add +19.4% | 801,784 | $31.1M |
| Private Management Group Inc. | 1.10% | Reduce -38.5% | 799,839 | $31.0M |
| Barclays PLC | 0.01% | Add +17.4% | 792,977 | $30.7M |
| Bridgeway Capital Management, LLC | 0.75% | Reduce -22.3% | 770,561 | $29.9M |
| Norges Bank | 0.00% | Reduce -3.5% | 672,961 | $26.1M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 661,994 | $25.6M |
| Whitebark Investors LP | 11.90% | New | 585,945 | $22.7M |
| TCW Group Inc. | 0.20% | No change | 572,132 | $22.2M |
| Redwood Capital Management, LLC | 3.77% | New | 570,213 | $22.1M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -0.4% | 556,494 | $21.6M |
| 140 Summer Partners LP | 2.86% | New | 547,649 | $21.2M |
| Hawk Ridge Capital Management LP | 0.90% | New | 494,085 | $19.1M |
| Diameter Capital Partners LP | 5.05% | Add +8.2% | 486,924 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 485,690 | $18.8M |
| Scoggin Management LP | 9.11% | Add +9.2% | 475,000 | $18.4M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -32.3% | 461,702 | $17.9M |
| LMR Partners LLP | 0.47% | New | 443,827 | $17.2M |
| Hudson Bay Capital Management LP | 0.11% | Add +33.5% | 400,620 | $15.5M |
| Empowered Funds, LLC | 0.22% | Reduce -13.8% | 391,180 | $15.2M |
| Prudential Financial Inc. | 0.02% | Reduce -12.7% | 388,402 | $15.0M |
| Panagora Asset Management Inc. | 0.07% | Reduce -43.9% | 360,752 | $14.0M |
| Toronto Dominion Bank | 0.04% | Add +24.2% | 360,459 | $14.0M |
| DigitalBridge Group, Inc. | 1.12% | Add +18.6% | 352,100 | $13.6M |
| Pinnacle Associates Ltd. | 0.20% | Reduce -8.8% | 351,805 | $13.6M |
| D. E. Shaw & Co. | 0.02% | Add +4.5% | 350,225 | $13.6M |
| Allianz Asset Management GmbH | 0.02% | Reduce -7.2% | 344,252 | $13.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.3% | 334,062 | $12.9M |
| Empyrean Capital Partners, LP | 0.74% | No change | 325,000 | $12.6M |
| Susquehanna International Group, LLP | 0.02% | Add +60.0% | 316,147 | $12.2M |
| Public Sector Pension Investment Board | 0.05% | Add +27.3% | 309,312 | $12.0M |
| Rhumbline Advisers | 0.01% | Reduce -3.5% | 294,128 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 284,347 | $11.0M |
| Nomura Holdings Inc. | 0.05% | Reduce -34.0% | 247,384 | $9.6M |
| Governors Lane LP | 2.12% | Reduce -13.3% | 246,163 | $9.5M |
| Balyasny Asset Management L.P. | 0.02% | New | 221,858 | $8.6M |
| Jane Street Group, LLC | 0.02% | Add +99.7% | 219,019 | $8.5M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -39.9% | 218,704 | $8.5M |
| Congress Asset Management Co. | 0.06% | Add +1.1% | 217,199 | $8.4M |
| Renaissance Technologies | 0.01% | Reduce -27.6% | 207,363 | $8.0M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 195,100 | $7.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 1.13% | Add +58.8% | 192,178 | $7.4M |
| Mutual of America Capital Management LLC | 0.08% | Add +115.4% | 187,845 | $7.3M |
| CastleKnight Management LP | 0.81% | Reduce -32.6% | 186,800 | $7.2M |
| Susquehanna Fundamental Investments, LLC | 0.11% | Reduce -11.4% | 170,747 | $6.6M |
| Intech Investment Management LLC | 0.07% | Add +36.8% | 170,550 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 166,297 | $6.4M |
| New Age Alpha Advisors, LLC | 0.27% | Add +44.7% | 157,749 | $6.1M |
| Krilogy Financial LLC | 0.39% | Add +39.6% | 156,846 | $6.1M |
| Edgestream Partners, L.P. | 0.20% | New | 151,631 | $5.9M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -0.6% | 150,209 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce 0.0% | 143,283 | $5.6M |
| Algert Global LLC | 0.13% | Reduce -53.8% | 131,573 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.8% | 128,650 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.4% | 117,138 | $4.5M |
| Alliancebernstein L.P. | 0.00% | No change | 116,186 | $4.5M |
| Prelude Capital Management, LLC | 0.41% | Add +18.7% | 105,654 | $4.1M |
| Carronade Capital Management, LP | 0.67% | Reduce -47.4% | 1,000,000 | $3.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +49.2% | 101,000 | $3.9M |
| Vestcor Inc | 0.13% | New | 100,000 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -39.4% | 99,568 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Add +0.6% | 93,900 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 92,784 | $3.6M |
| Victory Capital Management Inc. | 0.00% | Add +150.3% | 90,154 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce 0.0% | 87,582 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -11.2% | 87,436 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -8.9% | 79,852 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.1% | 78,638 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -48.4% | 76,085 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 73,332 | $2.8M |
| Voya Investment Management LLC | 0.00% | Add +28.9% | 67,796 | $2.6M |
| AQR Capital Management | 0.00% | Add +21.3% | 67,125 | $2.6M |
| CenterBook Partners LP | 0.16% | Reduce -77.8% | 65,151 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -45.5% | 65,147 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 64,307 | $2.5M |
| Voleon Capital Management LP | 0.18% | Add +267.2% | 60,166 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 58,721 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Add +74.7% | 58,545 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 58,415 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | No change | 56,300 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.8% | 54,568 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 54,035 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -20.8% | 52,755 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 51,473 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.0% | 50,895 | $2.0M |
| Amundi | 0.00% | Reduce -14.7% | 51,973 | $2.0M |
| Point72 Asset Management | 0.01% | Reduce -86.6% | 50,000 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +166.9% | 46,607 | $1.8M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.5% | 45,900 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -67.0% | 45,905 | $1.8M |
| Bank of Montreal | 0.00% | Add +6.3% | 45,325 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 43,214 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +25.8% | 42,165 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +21.1% | 41,711 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.9% | 40,926 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -9.3% | 39,254 | $1.5M |
| Martingale Asset Management L P | 0.04% | Add +11.9% | 39,107 | $1.5M |
| Truist Financial Corp. | 0.00% | New | 38,705 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,016 | $1.5M |
| Croban | 1.33% | Reduce -3.4% | 37,368 | $1.4M |
| Caxton Associates LLP | 0.05% | — | 37,340 | $1.4M |
| Comerica Bank | 0.01% | Reduce -11.3% | 35,851 | $1.4M |
| Alhambra Investment Management LLC | 0.68% | No change | 34,000 | $1.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -8.7% | 33,766 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +9.4% | 32,435 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 32,411 | $1.3M |
| Mariner, LLC | 0.00% | Add +3.2% | 31,155 | $1.2M |
| Group One Trading LLC | 0.05% | Reduce -52.7% | 30,853 | $1.2M |
| Inspire Investing, LLC | 0.14% | Add +158.2% | 30,323 | $1.2M |
| Vident Advisory, LLC | 0.02% | Add +4.7% | 30,073 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +78.1% | 29,782 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,950 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 28,885 | $1.1M |
| STRS Ohio | 0.00% | No change | 28,800 | $1.1M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -5.3% | 28,483 | $1.1M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -13.6% | 28,446 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +34.8% | 28,065 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -3.1% | 27,791 | $1.1M |
| Central Pacific Bank - Trust Division | 0.15% | No change | 26,200 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -47.6% | 25,560 | $990K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 25,395 | $984K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.9% | 25,187 | $976K |
| Wolverine Trading, LLC | 0.03% | New | 24,499 | $944K |
| Ionic Capital Management LLC | 1.75% | Add +11.5% | 24,254 | $940K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 23,626 | $915K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 23,400 | $907K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 23,337 | $904K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 23,208 | $899K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,025 | $892K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.0% | 22,282 | $863K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 21,888 | $848K |
| Mackenzie Financial Corp. | 0.00% | Reduce -47.5% | 21,608 | $837K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 21,036 | $815K |
| Summit Global Investments | 0.06% | Add +54.7% | 21,010 | $814K |
| KLP Kapitalforvaltning As | 0.00% | No change | 20,600 | $798K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +98.9% | 19,104 | $740K |
| CSS LLC | 0.15% | Add +18.8% | 19,000 | $736K |
| WINTON GROUP Ltd | 0.04% | Add +78.8% | 18,440 | $714K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 17,720 | $686K |
| Quantedge Capital Pte Ltd | 0.21% | Reduce -26.6% | 17,400 | $674K |
| Cerity Partners LLC | 0.00% | Reduce -3.4% | 16,942 | $656K |
| Pictet Asset Management Holding SA | 0.00% | Add +24.9% | 16,062 | $622K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -0.1% | 16,563 | $607K |
| Creative Planning | 0.00% | Add +1.3% | 15,061 | $583K |
| Sei Investments Co. | 0.00% | Reduce -0.4% | 13,853 | $537K |
| Citadel Advisors | 0.00% | Reduce -20.9% | 13,551 | $525K |
| Corient Private Wealth LP | 0.00% | Reduce -11.4% | 13,102 | $508K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -19.5% | 12,052 | $467K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,714 | $454K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +5.5% | 11,596 | $449K |
| Tidal Investments LLC | 0.00% | New | 11,577 | $448K |
| World Investment Advisors | 0.01% | Reduce -4.8% | 11,409 | $442K |
| Evergreen Capital Management LLC | 0.01% | Add +2.0% | 11,230 | $435K |
| Quadrature Capital Ltd | 0.01% | New | 10,859 | $421K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.0% | 10,763 | $417K |
| Callan Family Office, LLC | 0.03% | No change | 10,649 | $413K |
| OP Asset Management Ltd | 0.01% | — | 10,586 | $410K |
| Occudo Quantitative Strategies LP | 0.05% | New | 10,498 | $404K |
| Lazard Asset Management LLC | 0.00% | Add +154.8% | 10,425 | $403K |
| Covestor Ltd | 0.26% | Reduce -43.7% | 10,178 | $394K |
| ORBA Wealth Advisors, L.L.C. | 0.20% | No change | 10,000 | $387K |
| Highbridge Capital Management LLC | 0.06% | No change | 10,000 | $387K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 9,979 | $387K |
| Choreo, LLC | 0.01% | Reduce -9.5% | 9,686 | $375K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.8% | 9,648 | $374K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 9,572 | $371K |
| Quantinno Capital Management LP | 0.00% | Add +23.1% | 9,431 | $365K |
| Sona Asset Management (us) LLC | 0.03% | New | 9,398 | $364K |
| Integrity Alliance, Llc. | 0.01% | New | 8,663 | $336K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +21.4% | 8,500 | $329K |
| FORA Capital, LLC | 0.03% | New | 7,926 | $307K |
| US Bancorp \de | 0.00% | Add +2.9% | 7,837 | $304K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 7,831 | $303K |
| First Citizens Bank & Trust Co. | 0.01% | Add +30.3% | 7,756 | $300K |
| Ballentine Partners, LLC | 0.01% | Add +0.0% | 7,535 | $292K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.1% | 7,514 | $291K |
| Xponance LLC | 0.00% | Add +4.5% | 7,485 | $290K |
| Neuberger Berman Group LLC | 0.00% | New | 7,441 | $288K |
| Waldron Private Wealth LLC | 0.01% | Reduce -32.4% | 7,400 | $287K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.6% | 7,176 | $278K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.3% | 6,976 | $270K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.8% | 6,908 | $268K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,860 | $266K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.4% | 6,647 | $258K |
| Fox Run Management, L.L.C. | 0.04% | New | 6,586 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.0% | 6,544 | $254K |
| United Services Automobile Association | 0.01% | New | 6,443 | $248K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,354 | $246K |
| SG Americas Securities, LLC | 0.00% | New | 6,253 | $242K |
| GAMMA Investing LLC | 0.02% | Add +8.7% | 6,243 | $242K |
| Innealta Capital, LLC | 0.13% | No change | 6,121 | $237K |
| Inspire Advisors, LLC | 0.03% | Reduce -92.2% | 5,973 | $231K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.6% | 5,901 | $229K |
| Captrust Financial Advisors | 0.00% | Reduce -3.6% | 5,883 | $228K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.2% | 5,880 | $228K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -65.0% | 5,681 | $220K |
| Graham Capital Management, L.P. | 0.01% | Reduce -63.6% | 5,665 | $219K |
| HB Wealth Management, LLC | 0.00% | New | 5,579 | $216K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,556 | $215K |
| HighTower Advisors, LLC | 0.00% | New | 5,517 | $214K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 5,307 | $206K |
| Highland Capital Management, LLC | 0.01% | New | 5,284 | $205K |
| Greenleaf Trust | 0.00% | New | 5,220 | $202K |
| Forum Financial Management, LP | 0.00% | New | 5,169 | $200K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 5,144 | $199K |
| Simplex Trading, LLC | 0.01% | Reduce -82.7% | 5,011 | $194K |
| KBC Group NV | 0.00% | Add +2.8% | 4,987 | $193K |
| State of Wyoming | 0.02% | Reduce -23.4% | 4,792 | $186K |
| Bfsg, LLC | 0.02% | Reduce -49.6% | 4,755 | $184K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,226 | $164K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,100 | $159K |
| Quadrant Capital Group LLC | 0.01% | Add +1.5% | 3,951 | $153K |
| Meeder Asset Management Inc. | 0.01% | No change | 3,770 | $146K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.5% | 3,542 | $136K |
| AlphaQuest LLC | 0.01% | Reduce -49.1% | 3,216 | $125K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 3,170 | $123K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 3,043 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.9% | 2,602 | $101K |
| Signaturefd, LLC | 0.00% | No change | 2,554 | $99K |
| Spire Wealth Management | 0.00% | Reduce -42.1% | 2,488 | $96K |
| Versant Capital Management, Inc | 0.02% | No change | 2,395 | $93K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,334 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.6% | 2,177 | $85K |
| Osaic Holdings, Inc. | 0.00% | Add +391.6% | 2,168 | $84K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -55.4% | 1,830 | $71K |
| Colonial Trust Co / SC | 0.01% | New | 1,764 | $68K |
| Sterling Capital Management LLC | 0.00% | Reduce -84.8% | 1,702 | $66K |
| Fifth Third Bancorp | 0.00% | Add +8.2% | 1,672 | $65K |
| Hoey Investments, Inc. | 0.01% | Reduce -7.0% | 1,668 | $65K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -31.9% | 1,485 | $58K |
| Bayforest Capital Ltd | 0.02% | Add +121.8% | 1,342 | $52K |
| Independence Bank of Kentucky | 0.01% | No change | 1,200 | $46K |
| Assetmark, Inc. | 0.00% | Add +2.4% | 847 | $33K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -43.0% | 591 | $23K |
| Federated Hermes, Inc. | 0.00% | Reduce -68.2% | 523 | $20K |
| Bessemer Group Inc. | 0.00% | Add +43.5% | 482 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 555 | $19K |
| Private Trust Co. NA | 0.00% | Reduce -0.2% | 473 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.0% | 450 | $17K |
| Blue Trust, Inc. | 0.00% | Add +12.9% | 393 | $15K |
| Matrix Trust Co | 0.00% | New | 366 | $14K |
| UMB Bank, n.a. | 0.00% | Add +46.2% | 345 | $13K |
| North Star Investment Management Corp. | 0.00% | Reduce -25.5% | 272 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 268 | $10K |
| Larson Financial Group LLC | 0.00% | Add +1142.9% | 261 | $10K |
| Brooklyn Investment Group | 0.00% | Add +61.7% | 249 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 245 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -20.2% | 229 | $9K |
| Allworth Financial LP | 0.00% | Add +6.7% | 224 | $8K |
| Huntington National Bank | 0.00% | Reduce -62.1% | 211 | $8K |
| SouthState Bank Corp | 0.00% | New | 174 | $7K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 165 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -33.9% | 164 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -46.3% | 144 | $6K |
| Rothschild Investment LLC | 0.00% | Add +42.9% | 150 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +47.0% | 97 | $4K |
| Quarry LP | 0.00% | Reduce -88.9% | 90 | $3K |
| Country Trust Bank | 0.00% | New | 90 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +122.2% | 80 | $3K |
| Hemington Wealth Management | 0.00% | Add +206.7% | 92 | $3K |
| Optiver Holding B.V. | 0.00% | New | 70 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 65 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 66 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +96.2% | 51 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 48 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 40 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 39 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.1% | 33 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 30 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $930 |
| Bell Investment Advisors, Inc | 0.00% | No change | 24 | $930 |
| CVA Family Office, LLC | 0.00% | No change | 24 | $930 |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 16 | $620 |
| WealthTrak Capital Management LLC | 0.00% | No change | 15 | $582 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +36.4% | 15 | $582 |
| Global Financial Private Client, LLC | 0.00% | Add +400.0% | 15 | $581 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -13.3% | 13 | $504 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 6 | $233 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +300.0% | 4 | $155 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $78 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $38 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is TDS's weight in each manager's 13F, not the share of Telephone and Data Systems the manager owns.