Telephone and Data SystemsTDS

13F holders, Q3 2025 (September 30)
321holders +10
41new positions
29sold out
8famous investors
$39.24avg. 13F price*

At the end of Q3 2025, 321 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 10 from Q2 2025. 41 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($583.3M), Vanguard Group Inc. ($451.1M) and Third Point ($263.2M). 8 famous investors held it, including Dan Loeb (3.2% of Third Point's portfolio), Howard Marks (3.1% of Oaktree Capital Management's portfolio) and Mario Gabelli (0.6% of GAMCO Investors's portfolio).

Company
Telephone and Data Systems
CUSIP
879433829
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 255Q1 2024Q2 2024: 256Q2 2024Q3 2024: 276Q3 2024Q4 2024: 301Q4 2024Q1 2025: 306Q1 2025Q2 2025: 311Q2 2025Q3 2025: 321Q3 2025Q4 2025: 343Q4 2025Q1 2026: 356Q1 2026Q2 2026: 351Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions41$329.9M
Exits29$54.4M

All 13F filers, Q2 2025 → Q3 2025: 13,832,694 shares bought and 9,931,874 shares sold, net +3,900,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

BlackRock, Inc. 0.01% Reduce -3.5% 14,865,861 $583.3M
Vanguard Group Inc. 0.01% Add +0.2% 11,496,893 $451.1M
Third Point 3.18% Reduce -0.3% 6,707,274 $263.2M
Dimensional Fund Advisors LP 0.05% Reduce -0.1% 6,290,568 $246.8M
State Street Corp. 0.01% Add +0.4% 3,990,946 $156.6M
Oaktree Capital Management 3.06% New 3,688,386 $144.7M
Carronade Capital Management, LP 14.95% Add +8.5% 3,680,500 $144.4M
American Century Companies Inc. 0.07% Add +0.1% 3,611,046 $141.7M
Goldman Sachs Group Inc. 0.02% Reduce -6.0% 2,866,457 $112.5M
Geode Capital Management, LLC 0.01% Add +1.1% 2,348,739 $92.2M
Morgan Stanley 0.00% Add +7.1% 2,071,654 $81.3M
GAMCO Investors 0.63% Reduce -11.8% 1,650,970 $64.8M
Rubric Capital Management LP 0.84% New 1,600,000 $62.8M
Gabelli Funds LLC 0.42% Reduce -15.9% 1,565,670 $61.4M
UBS Group AG 0.01% Add +64.5% 1,476,373 $57.9M
Davidson Kempner Capital Management LP 1.17% New 1,411,700 $55.4M
Foursixthree Capital LP 21.50% Reduce -14.8% 1,383,499 $54.3M
Deutsche Bank AG 0.02% Add +155.7% 1,258,646 $49.4M
140 Summer Partners LP 4.34% Reduce -24.1% 1,249,158 $49.0M
Ameriprise Financial Inc. 0.01% Reduce -10.6% 1,194,623 $46.9M
Invesco Ltd. 0.01% Add +26.2% 1,186,656 $46.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.8% 1,145,603 $45.0M
Qube Research & Technologies Ltd 0.06% Reduce -5.8% 1,121,227 $44.0M
Northern Trust Corp. 0.01% Add +0.5% 1,058,966 $41.6M
Diameter Capital Partners LP 4.23% Add +132.9% 1,025,000 $40.2M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +348.4% 982,000 $38.5M
Bank of New York Mellon Corp 0.01% Reduce -0.4% 881,912 $34.6M
Redwood Capital Management, LLC 3.82% Add +0.7% 876,580 $34.4M
Silver Point Capital L.P. 2.50% Reduce -60.7% 857,000 $33.6M
Point72 Asset Management 0.07% Reduce -12.8% 786,838 $30.9M
Hudson Bay Capital Management LP 0.21% Add +50.0% 750,000 $29.4M
Whitebark Investors LP 13.62% No change 729,194 $28.6M
JPMorgan Chase & Co. 0.00% Reduce -24.8% 633,676 $24.9M
TCW Group Inc. 0.20% Add +1.2% 605,232 $23.7M
Bridgeway Capital Management, LLC 0.49% Reduce -8.6% 587,214 $23.0M
FMR LLC 0.00% Reduce -27.6% 549,463 $21.6M
ThornTree Capital Partners LP 3.19% New 531,692 $20.9M
Bank of America Corp. 0.00% Reduce -26.4% 526,105 $20.6M
Loomis Sayles & Co. L P 0.02% Reduce -12.2% 508,119 $19.9M
Private Management Group Inc. 0.58% Reduce -16.7% 499,771 $19.6M
Millennium Management 0.02% Reduce -14.5% 490,585 $19.3M
Principal Financial Group Inc. 0.01% Reduce -2.9% 474,652 $18.6M
Allianz Asset Management GmbH 0.02% Add +21.5% 456,451 $17.9M
Aristeia Capital, L.L.C. 0.91% New 450,000 $17.7M
Barclays PLC 0.01% Add +109.9% 436,230 $17.1M
Squarepoint Ops LLC 0.03% Add +115.0% 404,694 $15.9M
Public Sector Pension Investment Board 0.06% Add +14.0% 383,363 $15.0M
Empowered Funds, LLC 0.14% Add +1.7% 342,220 $13.4M
Stonehill Capital Management LLC 4.94% Add +70.1% 320,194 $12.6M
Balyasny Asset Management L.P. 0.02% Add +49.0% 302,558 $11.9M
Empyrean Capital Partners, LP 0.53% Reduce -7.7% 300,000 $11.8M
Rhumbline Advisers 0.01% Add +0.1% 299,208 $11.7M
Legal & General Group Plc 0.00% Reduce -2.5% 279,199 $11.0M
Scoggin Management LP 4.28% Reduce -31.3% 275,000 $10.8M
Nuveen, LLC 0.00% Reduce -0.4% 259,768 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -61.8% 253,187 $9.9M
Hennessy Advisors Inc. 0.34% Reduce -7.3% 248,400 $9.7M
Mutual of America Capital Management LLC 0.10% Reduce -2.3% 248,338 $9.7M
DigitalBridge Group, Inc. 0.73% Reduce -26.0% 226,000 $8.9M
Pinnacle Associates Ltd. 0.11% Reduce -25.7% 220,619 $8.7M
Congress Asset Management Co. 0.06% Add +1.3% 219,891 $8.6M
BNP Paribas Financial Markets 0.01% Add +1593.1% 215,401 $8.5M
Swiss National Bank 0.00% Add +1.5% 197,400 $7.7M
Canada Pension Plan Investment Board 0.01% Add +255.0% 187,100 $7.3M
Vestcor Inc 0.21% Reduce -20.0% 180,000 $7.1M
Knighthead Capital Management, LLC 0.39% New 171,939 $6.7M
Raymond James Financial Inc. 0.00% Add +0.9% 171,119 $6.7M
Toronto Dominion Bank 0.01% Reduce -63.9% 168,119 $6.6M
Prudential Financial Inc. 0.01% Reduce -52.6% 152,502 $6.0M
D. E. Shaw & Co. 0.00% Reduce -57.1% 140,470 $5.5M
CastleKnight Management LP 0.29% Reduce -12.1% 137,400 $5.4M
Russell Investments Group, Ltd. 0.01% Add +407.0% 137,114 $5.4M
LMR Partners LLP 0.10% Add +23.5% 131,473 $5.2M
Intech Investment Management LLC 0.04% Reduce -10.7% 124,410 $4.9M
New York State Teachers Retirement System 0.01% Reduce -0.2% 116,997 $4.6M
Alliancebernstein L.P. 0.00% No change 115,275 $4.5M
Victory Capital Management Inc. 0.00% Add +17.7% 110,993 $4.4M
Jane Street Group, LLC 0.01% Reduce -50.0% 110,066 $4.3M
Susquehanna International Group, LLP 0.01% Reduce -76.8% 105,654 $4.1M
Krilogy Financial LLC 0.15% Reduce -40.5% 102,639 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +5.9% 99,879 $3.9M
Edgestream Partners, L.P. 0.11% Add +420.4% 98,067 $3.8M
Assenagon Asset Management S.A. 0.01% Reduce -16.8% 97,673 $3.8M
California State Teachers Retirement System 0.00% Add +3.0% 95,745 $3.8M
Jain Global LLC 0.05% New 94,519 $3.7M
First Trust Advisors LP 0.00% Reduce -34.7% 92,729 $3.6M
Susquehanna Portfolio Strategies, LLC 0.05% Add +865.5% 87,527 $3.4M
Two Sigma Advisers, LP 0.01% Add +5.0% 87,400 $3.4M
CANADA LIFE ASSURANCE Co 0.00% Add +3.0% 86,558 $3.3M
Wells Fargo & Company 0.00% Add +19.5% 83,091 $3.3M
Algert Global LLC 0.05% Reduce -39.6% 81,631 $3.2M
AQR Capital Management 0.00% Add +20.4% 82,072 $3.2M
Saba Capital Management, L.P. 0.10% No change 80,000 $3.1M
Moore Capital Management, LP 0.06% New 80,000 $3.1M
CenterBook Partners LP 0.15% Reduce -78.2% 77,170 $3.0M
Governors Lane LP 0.42% Reduce -80.7% 75,909 $3.0M
Prelude Capital Management, LLC 0.23% Reduce -21.4% 74,683 $2.9M
NewEdge Advisors, LLC 0.01% Reduce -0.5% 73,204 $2.9M
HRT Financial LP 0.01% New 72,713 $2.9M
Susquehanna Fundamental Investments, LLC 0.11% Reduce -44.0% 70,900 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -40.2% 70,902 $2.8M
Axecap Investments, LLC 1.51% New 62,200 $2.4M
Advisors Asset Management, Inc. 0.04% Reduce -7.5% 57,959 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -2.0% 57,128 $2.2M
Voya Investment Management LLC 0.00% Reduce -17.5% 55,562 $2.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.34% Reduce -71.7% 54,428 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.8% 54,096 $2.1M
Illinois Municipal Retirement Fund 0.03% Add +1.1% 53,436 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -9.7% 53,056 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.9% 51,494 $2.0M
State of Wisconsin Investment Board 0.00% Add +41.0% 50,146 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.0% 46,262 $1.8M
Diametric Capital, LP 0.66% Add +0.0% 45,452 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.9% 45,200 $1.8M
Segall Bryant & Hamill, LLC 0.02% Add +244.2% 45,152 $1.8M
Verition Fund Management LLC 0.01% Add +362.6% 44,718 $1.8M
Jefferies Financial Group Inc. 0.02% Add +38.3% 44,528 $1.7M
Janus Henderson Group PLC 0.00% No change 43,214 $1.7M
Inspire Investing, LLC 0.16% Add +15.9% 42,258 $1.7M
LPL Financial LLC 0.00% Reduce -13.4% 41,369 $1.6M
Aquatic Capital Management LLC 0.03% New 40,217 $1.6M
Royal Bank of Canada 0.00% Add +16.7% 39,901 $1.6M
Citigroup Inc. 0.00% Reduce -57.6% 39,473 $1.5M
Natixis Advisors, LLC 0.00% Reduce -4.5% 38,139 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 38,016 $1.5M
Citadel Advisors 0.00% Reduce -58.7% 37,268 $1.5M
Croban 0.97% Add +0.7% 37,088 $1.5M
Truist Financial Corp. 0.00% Add +0.9% 36,829 $1.4M
Bank of Montreal 0.00% Reduce -19.6% 36,823 $1.4M
Nomura Holdings Inc. 0.01% Reduce -85.4% 36,767 $1.4M
Quantbot Technologies LP 0.04% Reduce -67.7% 36,675 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -6.4% 34,373 $1.3M
Handelsbanken Fonder AB 0.00% Add +47.8% 34,025 $1.3M
Alhambra Investment Management LLC 0.63% No change 34,000 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -17.7% 33,397 $1.3M
Dark Forest Capital Management LP 0.05% New 33,231 $1.3M
New York State Common Retirement Fund 0.00% No change 32,435 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 30,851 $1.2M
Arizona State Retirement System 0.01% Add +1.4% 30,137 $1.2M
STRS Ohio 0.00% No change 29,700 $1.2M
Comerica Bank 0.00% Reduce -18.9% 29,625 $1.2M
Ionic Capital Management LLC 1.44% Add +20.6% 29,254 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +5.1% 28,874 $1.1M
Brevan Howard Capital Management LP 0.02% New 28,666 $1.1M
Amalgamated Bank 0.01% Add +0.5% 28,206 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.6% 28,167 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% Add +312.0% 27,931 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.1% 27,630 $1.1M
Mariner, LLC 0.00% Reduce -7.1% 27,203 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -8.1% 26,600 $1.0M
Amundi 0.00% Add +3.4% 26,499 $1.0M
Martingale Asset Management L P 0.03% Add +4.1% 26,318 $1.0M
Central Pacific Bank - Trust Division 0.13% No change 26,200 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.2% 25,029 $982K
Vident Advisory, LLC 0.01% Reduce -7.3% 24,620 $966K
KLP Kapitalforvaltning As 0.00% Add +10.4% 24,500 $961K
Graham Capital Management, L.P. 0.05% New 23,427 $919K
Franklin Resources Inc. 0.00% Reduce -66.9% 23,039 $904K
Creative Planning 0.00% Add +32.5% 22,661 $889K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.3% 22,122 $868K
First Citizens Bank & Trust Co. 0.02% Reduce -7.6% 21,355 $838K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.0% 20,495 $804K
Teacher Retirement System of Texas 0.00% Reduce -9.9% 19,724 $774K
CSS LLC 0.13% Add +21.9% 19,500 $765K
Elo Mutual Pension Insurance Co 0.01% Add +13.9% 19,334 $759K
ProShare Advisors LLC 0.00% Reduce -14.5% 18,737 $735K
Quantinno Capital Management LP 0.00% Add +59.8% 17,566 $689K
Mackenzie Financial Corp. 0.00% Reduce -3.0% 17,211 $675K
Oxford Asset Management LLP 0.22% New 16,749 $657K
Fidelis Capital Partners, LLC 0.05% Add +0.3% 16,632 $653K
Cerity Partners LLC 0.00% Reduce -3.2% 15,881 $623K
Corient Private Wealth LP 0.00% Add +19.9% 15,244 $598K
Cambria Investment Management, L.P. 0.03% Add +24.9% 14,652 $575K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 14,398 $565K
Callan Family Office, LLC 0.02% Reduce -0.0% 14,388 $565K
Maryland State Retirement & Pension System 0.01% Reduce -51.3% 14,129 $554K
Horizon Investments, LLC 0.01% Add +5.9% 13,916 $546K
AlphaQuest LLC 0.03% Add +48.7% 13,572 $533K
Pictet Asset Management Holding SA 0.00% Reduce -16.0% 13,385 $525K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +42.6% 12,359 $485K
Evergreen Capital Management LLC 0.01% Add +15.2% 12,305 $483K
Inspire Advisors, LLC 0.04% Add +99.4% 11,908 $467K
OP Asset Management Ltd 0.01% No change 11,852 $465K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.4% 11,670 $458K
Sei Investments Co. 0.00% Add +4.1% 11,465 $450K
Tidal Investments LLC 0.00% Reduce -2.8% 11,402 $447K
Lazard Asset Management LLC 0.00% Add +8.3% 11,396 $447K
CIBC Bancorp USA Inc. 0.00% — 10,615 $417K
Vanguard Personalized Indexing Management, LLC 0.00% Add +5.4% 10,594 $416K
US Bancorp \de 0.00% Add +32.0% 10,454 $410K
O'shaughnessy Asset Management, LLC 0.00% Add +29.9% 10,434 $409K
World Investment Advisors 0.01% Reduce -4.1% 10,200 $400K
Highbridge Capital Management LLC 0.06% No change 10,000 $392K
OneDigital Investment Advisors LLC 0.00% Add +0.5% 9,900 $388K
CIBC Asset Management Inc 0.00% No change 9,572 $376K
Simplex Trading, LLC 0.01% Reduce -67.9% 9,569 $375K
Sona Asset Management (us) LLC 0.05% No change 9,398 $369K
XTX Topco Ltd 0.02% Reduce -72.3% 9,363 $367K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 9,319 $366K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 9,049 $355K
Wolverine Trading, LLC 0.01% Reduce -47.0% 9,068 $350K
SG Americas Securities, LLC 0.00% Add +16.9% 8,927 $350K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 8,500 $334K
Choreo, LLC 0.00% Reduce -0.6% 8,350 $328K
Ameritas Investment Partners, Inc. 0.01% Reduce -16.6% 8,320 $326K
Guggenheim Capital LLC 0.00% Reduce -55.7% 8,263 $324K
WINTON GROUP Ltd 0.01% Reduce -43.6% 8,181 $321K
Net Worth Advisory Group 0.09% Reduce -5.0% 8,119 $319K
Neuberger Berman Group LLC 0.00% Reduce -0.4% 8,016 $315K
Xponance LLC 0.00% Add +2.0% 7,841 $308K
HSBC Holdings PLC 0.00% Reduce -80.9% 7,799 $305K
Sequoia Financial Advisors, LLC 0.00% Add +20.0% 7,759 $304K
Ballentine Partners, LLC 0.00% Reduce -0.8% 7,713 $303K
Hennion & Walsh Asset Management, Inc. 0.01% New 7,618 $299K
Pathstone Holdings, LLC 0.00% New 7,417 $291K
Waldron Private Wealth LLC 0.01% No change 7,400 $290K
Crossmark Global Holdings, Inc. 0.00% No change 7,095 $278K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.2% 7,105 $278K
Pallas Capital Advisors LLC 0.01% Add +0.3% 6,997 $275K
Sterling Capital Management LLC 0.00% Add +157.4% 6,895 $271K
Walleye Capital LLC 0.00% Add +105.1% 6,797 $267K
Axq Capital, LP 0.10% New 6,676 $262K
Covestor Ltd 0.14% Reduce -48.4% 6,429 $252K
Savant Capital, LLC 0.00% New 6,413 $252K
Bartlett & Co. Wealth Management LLC 0.00% No change 6,354 $249K
GAMMA Investing LLC 0.01% Add +3.4% 6,160 $242K
Walleye Trading LLC 0.00% Reduce -74.7% 6,099 $239K
Capstone Investment Advisors, LLC 0.00% New 6,042 $237K
Captrust Financial Advisors 0.00% Reduce -0.0% 5,806 $228K
HB Wealth Management, LLC 0.00% New 5,689 $223K
Panagora Asset Management Inc. 0.00% Reduce -97.0% 5,665 $222K
Nisa Investment Advisors, LLC 0.00% Add +6.7% 5,663 $222K
HighTower Advisors, LLC 0.00% New 5,626 $221K
Innealta Capital, LLC 0.11% Reduce -9.3% 5,551 $218K
Tower Research Capital LLC (TRC) 0.01% Reduce -59.7% 5,486 $215K
Greenleaf Trust 0.00% New 5,459 $214K
Forum Financial Management, LP 0.00% New 5,423 $213K
Highland Capital Management, LLC 0.01% New 5,399 $212K
Sage Rhino Capital LLC 0.04% New 5,394 $212K
United Capital Financial Advisors, LLC 0.00% New 5,392 $212K
Cubist Systematic Strategies, LLC 0.00% New 4,741 $186K
Cwm, LLC 0.00% Reduce -15.5% 4,296 $169K
Clearstead Advisors, LLC 0.00% Add +2.6% 4,208 $165K
Quadrant Capital Group LLC 0.00% New 3,464 $136K
Smartleaf Asset Management LLC 0.01% Add +85.8% 3,431 $133K
KBC Group NV 0.00% No change 3,247 $127K
Osaic Holdings, Inc. 0.00% Add +9.8% 3,255 $127K
Steward Partners Investment Advisory, LLC 0.00% No change 3,002 $118K
Parallel Advisors, LLC 0.00% Reduce -0.1% 2,823 $111K
Bfsg, LLC 0.01% Reduce -19.3% 2,774 $109K
Shell Asset Management Co. 0.01% Reduce -58.6% 2,742 $108K
Signaturefd, LLC 0.00% Add +0.6% 2,570 $101K
Aster Capital Management (DIFC) Ltd 0.05% Add +48.4% 2,402 $94K
Versant Capital Management, Inc 0.01% No change 2,347 $92K
Farther Finance Advisors, LLC 0.00% Add +12.9% 2,150 $84K
State of Wyoming 0.01% Reduce -59.6% 1,942 $76K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $72K
Hoey Investments, Inc. 0.01% No change 1,668 $65K
Fifth Third Bancorp 0.00% Add +3.6% 1,481 $58K
SBI Securities Co., Ltd. 0.00% Reduce -2.7% 1,439 $56K
Spire Wealth Management 0.00% Reduce -3.8% 1,304 $51K
Assetmark, Inc. 0.00% Reduce -1.2% 1,281 $50K
New Age Alpha Advisors, LLC 0.00% Reduce -77.3% 1,220 $48K
Independence Bank of Kentucky 0.01% No change 1,200 $47K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.6% 1,146 $45K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 998 $39K
Bayforest Capital Ltd 0.02% Reduce -87.7% 846 $33K
JPL Wealth Management, LLC 0.01% New 840 $33K
Jones Financial Companies LLLP 0.00% Add +121.3% 830 $31K
Rockefeller Capital Management L.P. 0.00% New 768 $30K
Bessemer Group Inc. 0.00% Add +65.6% 699 $28K
Salomon & Ludwin, LLC 0.00% New 450 $18K
UMB Bank, n.a. 0.00% Add +18.3% 427 $17K
Wealthspire Advisors, LLC 0.00% New 421 $17K
Optiver Holding B.V. 0.00% Add +169.9% 394 $15K
Private Trust Co. NA 0.00% No change 358 $14K
Federated Hermes, Inc. 0.00% Add +13.0% 357 $14K
Matrix Trust Co 0.00% Reduce -18.9% 301 $12K
Root Financial Partners, LLC 0.00% New 302 $12K
Larson Financial Group LLC 0.00% Add +110.8% 274 $11K
Allworth Financial LP 0.00% Add +6.7% 270 $11K
TD Waterhouse Canada Inc. 0.00% No change 245 $10K
Huntington National Bank 0.00% No change 211 $8K
Private Wealth Management Group, LLC 0.00% No change 203 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 191 $7K
SouthState Bank Corp 0.00% No change 174 $7K
North Star Investment Management Corp. 0.00% No change 162 $6K
Hemington Wealth Management 0.00% Add +25.0% 160 $6K
Harbor Capital Advisors, Inc. 0.00% No change 147 $6K
Rothschild Investment LLC 0.00% Reduce -20.0% 140 $5K
Prestige Wealth Management Group LLC 0.00% No change 130 $5K
Bare Financial Services, Inc 0.00% Reduce -8.5% 119 $5K
Parkside Financial Bank & Trust 0.00% No change 117 $5K
Hantz Financial Services, Inc. 0.00% Add +2575.0% 107 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 101 $4K
Danske Bank A/S 0.00% No change 100 $4K
Global Retirement Partners, LLC 0.00% Reduce -70.2% 98 $4K
Blue Trust, Inc. 0.00% No change 98 $4K
Country Trust Bank 0.00% No change 90 $4K
Clearstead Trust, LLC 0.00% No change 65 $3K
JFS Wealth Advisors, LLC 0.00% No change 63 $2K
Farmers & Merchants Investments Inc. 0.00% No change 60 $2K
Fortitude Family Office, LLC 0.00% Add +31.8% 58 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.0% 39 $2K
Harbour Investments, Inc. 0.00% No change 33 $1K
FNY Investment Advisers, LLC 0.00% Reduce -83.1% 34 $1K
Bell Investment Advisors, Inc 0.00% No change 24 $942
CVA Family Office, LLC 0.00% No change 24 $942
Tortoise Investment Management, LLC 0.00% New 20 $785
DiNuzzo Private Wealth, Inc. 0.00% Add +38.5% 18 $722
SJS Investment Consulting Inc. 0.00% Add +44.4% 13 $511
Quarry LP 0.00% Reduce -97.7% 13 $510
Bruce G. Allen Investments, LLC 0.00% No change 12 $471
Vermillion Wealth Management, Inc. 0.00% New 12 $471
Rialto Wealth Management, LLC 0.00% Add +150.0% 10 $393
Bay Harbor Wealth Management, LLC 0.00% Add +133.3% 7 $274
Abound Wealth Management 0.00% No change 6 $236
HFM Investment Advisors, LLC 0.00% Reduce -14.3% 6 $235
Essential Partners LLC 0.00% New 3 $118
True Wealth Design, LLC 0.00% No change 2 $79
Cloud Capital Management, LLC 0.00% New 18 $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.