Telephone and Data SystemsTDS

13F holders, Q4 2025 (December 31)
343holders +22
48new positions
35sold out
10famous investors
$41.00avg. 13F price*

At the end of Q4 2025, 343 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 22 from Q3 2025. 48 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($609.8M), Vanguard Group Inc. ($466.4M) and Third Point ($273.7M). 10 famous investors held it, including Dan Loeb (3.8% of Third Point's portfolio), Howard Marks (3.3% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions48$95.5M
Exits35$145.8M

All 13F filers, Q3 2025 → Q4 2025: 6,517,031 shares bought and 9,963,530 shares sold, net −3,446,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 343 holders

BlackRock, Inc. 0.01% Add +0.0% 14,872,075 $609.8M
Vanguard Group Inc. 0.01% Reduce -1.1% 11,375,121 $466.4M
Third Point 3.78% Reduce -0.5% 6,675,000 $273.7M
Dimensional Fund Advisors LP 0.06% Add +1.6% 6,392,050 $262.1M
Carronade Capital Management, LP 15.86% Add +14.2% 4,203,594 $172.3M
State Street Corp. 0.01% Add +1.5% 4,049,385 $166.0M
Oaktree Capital Management 3.34% No change 3,688,386 $151.2M
American Century Companies Inc. 0.07% Reduce -1.3% 3,564,761 $146.2M
Geode Capital Management, LLC 0.01% Add +2.8% 2,415,553 $99.1M
Goldman Sachs Group Inc. 0.01% Reduce -21.1% 2,260,497 $92.7M
Morgan Stanley 0.00% Reduce -9.8% 1,869,536 $76.7M
Rubric Capital Management LP 0.91% Add +15.6% 1,850,000 $75.8M
GAMCO Investors 0.63% Reduce -2.9% 1,603,026 $65.7M
Gabelli Funds LLC 0.43% Reduce -2.5% 1,526,500 $62.6M
Davidson Kempner Capital Management LP 1.19% No change 1,411,700 $57.9M
140 Summer Partners LP 4.21% Add +5.3% 1,315,306 $53.9M
Qube Research & Technologies Ltd 0.08% Add +14.4% 1,282,357 $52.6M
Invesco Ltd. 0.00% Add +5.3% 1,249,344 $51.2M
Foursixthree Capital LP 25.66% Reduce -12.6% 1,209,849 $49.6M
Point72 Asset Management 0.08% Add +44.6% 1,137,957 $46.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 1,130,205 $46.3M
Deutsche Bank AG 0.01% Reduce -11.7% 1,111,928 $45.6M
Diameter Capital Partners LP 4.89% Add +4.1% 1,067,297 $43.8M
Millennium Management 0.03% Add +112.8% 1,044,166 $42.8M
Northern Trust Corp. 0.01% Reduce -5.7% 998,345 $40.9M
UBS Group AG 0.01% Reduce -38.4% 909,686 $37.3M
Redwood Capital Management, LLC 4.77% No change 876,580 $35.9M
Bank of New York Mellon Corp 0.01% Reduce -2.7% 858,450 $35.2M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -13.4% 850,400 $34.9M
Hudson Bay Capital Management LP 0.19% No change 750,000 $30.8M
TCW Group Inc. 0.18% No change 605,232 $24.8M
VR Advisory Services Ltd 3.72% New 573,005 $23.5M
Norges Bank 0.00% — 541,663 $22.2M
Loomis Sayles & Co. L P 0.03% Add +4.6% 531,439 $21.8M
Knighthead Capital Management, LLC 1.86% Add +200.1% 516,000 $21.2M
Kerrisdale Advisers, LLC 9.77% New 506,067 $20.7M
Private Management Group Inc. 0.58% Reduce -3.3% 483,079 $19.8M
Citadel Advisors 0.01% Add +1185.0% 478,911 $19.6M
Principal Financial Group Inc. 0.01% Reduce -1.3% 468,462 $19.2M
Aristeia Capital, L.L.C. 0.93% No change 450,000 $18.4M
JPMorgan Chase & Co. 0.00% Reduce -39.5% 383,491 $15.7M
Barclays PLC 0.01% Reduce -20.5% 346,611 $14.2M
Public Sector Pension Investment Board 0.05% Reduce -11.3% 340,141 $13.9M
Bank of America Corp. 0.00% Reduce -36.0% 336,751 $13.8M
Allianz Asset Management GmbH 0.02% Reduce -26.6% 335,061 $13.7M
Assenagon Asset Management S.A. 0.02% Add +208.7% 301,529 $12.4M
Empyrean Capital Partners, LP 0.46% No change 300,000 $12.3M
Rhumbline Advisers 0.01% Reduce -5.8% 281,878 $11.6M
Legal & General Group Plc 0.00% Reduce -4.0% 268,078 $11.0M
Boothbay Fund Management, LLC 0.29% New 263,216 $10.8M
FMR LLC 0.00% Reduce -52.3% 261,857 $10.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.0% 255,612 $10.5M
Nuveen, LLC 0.00% Reduce -1.9% 254,939 $10.5M
Mutual of America Capital Management LLC 0.10% Reduce -4.5% 237,108 $9.7M
Kettle Hill Capital Management, LLC 2.16% New 236,635 $9.7M
Hennessy Advisors Inc. 0.34% Reduce -6.1% 233,300 $9.6M
Congress Asset Management Co. 0.07% Add +3.7% 228,115 $9.4M
Pinnacle Associates Ltd. 0.11% Reduce -3.0% 214,042 $8.8M
DigitalBridge Group, Inc. 0.65% Reduce -9.0% 205,700 $8.4M
BNP Paribas Financial Markets 0.01% Reduce -5.8% 202,851 $8.3M
Swiss National Bank 0.00% Add +2.5% 202,300 $8.3M
Ameriprise Financial Inc. 0.00% Reduce -83.5% 197,333 $8.1M
Raymond James Financial Inc. 0.00% Add +0.0% 171,152 $7.0M
WINTON GROUP Ltd 0.23% Add +1924.9% 165,657 $6.8M
Bridgeway Capital Management, LLC 0.14% Reduce -73.2% 157,393 $6.5M
Prudential Financial Inc. 0.01% Add +2.1% 155,766 $6.4M
Vestcor Inc 0.18% Reduce -16.7% 150,000 $6.2M
Jain Global LLC 0.06% Add +47.7% 139,634 $5.7M
CastleKnight Management LP 0.32% No change 137,400 $5.6M
Victory Capital Management Inc. 0.00% Add +22.9% 136,386 $5.6M
Man Group plc 0.01% New 127,920 $5.2M
First Trust Advisors LP 0.00% Add +37.0% 127,018 $5.2M
Krilogy Financial LLC 0.17% Add +9.3% 112,208 $4.9M
Alliancebernstein L.P. 0.00% Add +4.5% 120,440 $4.9M
Sentinel Dome Partners, LLC 6.34% — 120,000 $4.9M
D. E. Shaw & Co. 0.00% Reduce -15.0% 119,381 $4.9M
Wells Fargo & Company 0.00% Add +43.3% 119,054 $4.9M
Jane Street Group, LLC 0.01% Add +7.6% 118,453 $4.9M
New York State Teachers Retirement System 0.01% Reduce -0.8% 116,052 $4.8M
Susquehanna Portfolio Strategies, LLC 0.07% Add +24.7% 109,177 $4.5M
Royce & Associates LP 0.04% New 104,487 $4.3M
State of Wisconsin Investment Board 0.01% Add +104.8% 102,673 $4.2M
Diametric Capital, LP 1.12% Add +125.0% 102,257 $4.2M
Jacobs Levy Equity Management, Inc. 0.02% New 102,080 $4.2M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 101,671 $4.2M
ExodusPoint Capital Management, LP 0.04% New 98,373 $4.0M
California State Teachers Retirement System 0.00% Add +1.5% 97,210 $4.0M
Intech Investment Management LLC 0.03% Reduce -23.3% 95,393 $3.9M
Two Sigma Advisers, LP 0.01% Add +4.5% 91,300 $3.7M
Prelude Capital Management, LLC 0.27% Add +20.0% 89,643 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +3.0% 89,149 $3.7M
Bessemer Group Inc. 0.01% Add +12535.2% 88,320 $3.6M
AQR Capital Management 0.00% Add +0.7% 82,618 $3.4M
Saba Capital Management, L.P. 0.11% No change 80,000 $3.3M
Beartown Capital Management, LLC 2.40% — 75,000 $3.1M
NewEdge Advisors, LLC 0.01% Add +1.6% 74,338 $3.0M
Governors Lane LP 0.28% Reduce -4.1% 72,777 $3.0M
Sunstone Asset Management, LP 4.67% — 70,604 $2.9M
Balyasny Asset Management L.P. 0.01% Reduce -77.2% 69,099 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -4.8% 67,531 $2.8M
Toronto Dominion Bank 0.00% Reduce -60.1% 67,122 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +4.7% 56,625 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +5.7% 56,502 $2.3M
Voya Investment Management LLC 0.00% Add +1.1% 56,155 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 55,858 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -48.2% 54,771 $2.2M
Royal Bank of Canada 0.00% Add +37.1% 54,696 $2.2M
State of Alaska, Department of Revenue 0.02% Add +1.1% 53,646 $2.2M
Quarry LP 0.37% Add +409576.9% 53,258 $2.2M
Canada Pension Plan Investment Board 0.00% Reduce -71.8% 52,700 $2.2M
Segall Bryant & Hamill, LLC 0.03% Add +13.7% 51,325 $2.1M
Verition Fund Management LLC 0.01% Add +14.1% 51,027 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% Add +80.1% 50,303 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 49,746 $2.0M
Inspire Investing, LLC 0.17% Add +9.9% 46,425 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.0% 46,256 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -67.0% 45,286 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 45,000 $1.8M
Janus Henderson Group PLC 0.00% No change 43,214 $1.8M
Brevan Howard Capital Management LP 0.04% Add +44.7% 41,482 $1.7M
Jefferies Financial Group Inc. 0.01% Reduce -9.8% 40,144 $1.6M
LMR Partners LLP 0.02% Reduce -69.6% 40,000 $1.6M
Horizon Investments, LLC 0.02% Add +186.7% 39,891 $1.6M
SG Americas Securities, LLC 0.00% Add +343.6% 39,597 $1.6M
Natixis Advisors, LLC 0.00% Add +0.9% 38,502 $1.6M
Truist Financial Corp. 0.00% Add +3.3% 38,056 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 38,016 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -34.6% 37,877 $1.6M
Croban 0.74% Add +1.2% 37,526 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 37,400 $1.5M
Bank of Montreal 0.00% Reduce -0.6% 36,608 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -0.0% 34,361 $1.4M
Graham Capital Management, L.P. 0.07% Add +45.8% 34,152 $1.4M
Alhambra Investment Management LLC 0.65% No change 34,000 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +6.1% 32,722 $1.3M
New York State Common Retirement Fund 0.00% No change 32,435 $1.3M
Sei Investments Co. 0.00% Add +176.6% 31,715 $1.3M
Simplex Trading, LLC 0.04% Add +225.2% 31,116 $1.3M
Handelsbanken Fonder AB 0.00% Reduce -9.7% 30,725 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -13.1% 29,040 $1.3M
Amalgamated Bank 0.01% Add +1.4% 28,596 $1.2M
Arizona State Retirement System 0.01% Reduce -5.2% 28,578 $1.2M
Citigroup Inc. 0.00% Reduce -28.0% 28,412 $1.2M
Comerica Bank 0.00% Reduce -7.3% 27,457 $1.1M
Martingale Asset Management L P 0.03% Add +1.5% 26,718 $1.1M
Quantinno Capital Management LP 0.00% Add +50.6% 26,464 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -4.5% 26,377 $1.1M
Central Pacific Bank - Trust Division 0.14% No change 26,200 $1.1M
KLP Kapitalforvaltning As 0.00% Add +2.9% 25,200 $1.0M
Hennion & Walsh Asset Management, Inc. 0.04% Add +225.4% 24,790 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -22.0% 22,513 $1.0M
Caxton Associates LLP 0.02% New 24,740 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -12.2% 24,734 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.8% 24,331 $998K
Entropy Technologies, LP 0.05% New 24,150 $990K
Landscape Capital Management, L.L.C. 0.07% New 23,758 $974K
Franklin Resources Inc. 0.00% Add +2.9% 23,695 $971K
HSBC Holdings PLC 0.00% Add +198.9% 23,315 $956K
Vident Advisory, LLC 0.01% Reduce -6.1% 23,117 $948K
Squarepoint Ops LLC 0.00% Reduce -94.3% 22,876 $938K
Neo Ivy Capital Management 0.15% New 22,696 $931K
XTX Topco Ltd 0.02% Add +142.3% 22,690 $930K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 22,522 $923K
First Citizens Bank & Trust Co. 0.02% Reduce -0.4% 21,266 $872K
Acadian Asset Management LLC 0.00% New 20,952 $857K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 20,618 $845K
Axecap Investments, LLC 0.51% Reduce -67.4% 20,290 $832K
Fox Run Management, L.L.C. 0.13% New 20,205 $828K
Creative Planning 0.00% Reduce -11.0% 20,160 $827K
CSS LLC 0.14% Add +1.7% 19,835 $813K
Aquatic Capital Management LLC 0.02% Reduce -51.6% 19,468 $798K
ProShare Advisors LLC 0.00% Add +3.2% 19,345 $793K
Amundi 0.00% Reduce -30.0% 18,554 $761K
Laurion Capital Management LP 0.05% New 18,154 $744K
T3 Companies, LLC 0.93% — 17,436 $715K
Cambria Investment Management, L.P. 0.04% Add +18.7% 17,396 $713K
Elo Mutual Pension Insurance Co 0.01% Reduce -12.8% 16,859 $691K
AlphaQuest LLC 0.04% Add +23.8% 16,803 $689K
Fidelis Capital Partners, LLC 0.05% Reduce -0.2% 16,598 $681K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +76.2% 15,944 $654K
New Age Alpha Advisors, LLC 0.03% Add +1166.7% 15,454 $634K
LPL Financial LLC 0.00% Reduce -63.2% 15,208 $624K
Corient Private Wealth LP 0.00% Reduce -1.4% 15,033 $616K
Bridgewater Associates 0.00% New 14,967 $614K
Callan Family Office, LLC 0.01% Add +3.4% 14,877 $610K
Pictet Asset Management Holding SA 0.00% Add +9.8% 14,696 $603K
Maryland State Retirement & Pension System 0.01% Add +1.6% 14,362 $589K
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 14,316 $587K
Quantbot Technologies LP 0.02% Reduce -63.9% 13,232 $543K
Tudor Investment Corporation 0.00% New 12,904 $529K
Mackenzie Financial Corp. 0.00% Reduce -24.8% 12,939 $528K
STRS Ohio 0.00% Reduce -57.6% 12,600 $517K
Cerity Partners LLC 0.00% Reduce -20.9% 12,556 $515K
Magnetar Financial LLC 0.01% New 12,555 $515K
Evergreen Capital Management LLC 0.01% Reduce -0.9% 12,190 $500K
Profund Advisors LLC 0.01% New 12,043 $494K
Public Employees Retirement Association of Colorado 0.00% No change 11,670 $478K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +24.1% 11,570 $474K
Mariner, LLC 0.00% Reduce -58.3% 11,332 $465K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.07% Reduce -79.8% 11,000 $451K
Axq Capital, LP 0.10% Add +63.8% 10,934 $448K
Vanguard Personalized Indexing Management, LLC 0.00% Add +1.7% 10,774 $442K
US Bancorp \de 0.00% Reduce -0.1% 10,443 $428K
Neuberger Berman Group LLC 0.00% Add +30.0% 10,422 $427K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 10,035 $411K
Highbridge Capital Management LLC 0.03% No change 10,000 $410K
CIBC Asset Management Inc 0.00% Add +2.4% 9,804 $402K
Pathstone Holdings, LLC 0.00% Add +31.7% 9,768 $400K
Ensign Peak Advisors, Inc 0.00% Reduce -63.4% 9,750 $400K
Oxford Asset Management LLP 0.14% Reduce -42.5% 9,625 $395K
World Investment Advisors 0.01% Reduce -5.7% 9,623 $395K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.7% 9,525 $391K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -23.2% 9,494 $389K
Tidal Investments LLC 0.00% Reduce -19.5% 9,182 $376K
Occudo Quantitative Strategies LP 0.02% New 9,046 $371K
Carlson Capital, L.P. 0.18% New 9,000 $369K
Sequoia Financial Advisors, LLC 0.00% Add +14.4% 8,879 $364K
Teacher Retirement System of Texas 0.00% Reduce -55.1% 8,847 $363K
Savant Capital, LLC 0.00% Add +37.4% 8,811 $361K
Cetera Investment Advisers 0.00% New 8,564 $351K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.9% 8,083 $331K
Xponance LLC 0.00% Add +0.6% 7,891 $324K
Choreo, LLC 0.00% Reduce -7.1% 7,756 $317K
Waldron Private Wealth LLC 0.01% No change 7,400 $303K
Ballentine Partners, LLC 0.00% Reduce -4.5% 7,362 $302K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.3% 7,197 $292K
Crossmark Global Holdings, Inc. 0.00% No change 7,095 $291K
Pallas Capital Advisors LLC 0.01% Add +0.6% 7,040 $289K
Cibc World Markets Corp. 0.00% — 6,588 $270K
Covestor Ltd 0.14% Reduce -0.0% 6,428 $264K
GAMMA Investing LLC 0.01% Add +3.6% 6,382 $262K
Bartlett & Co. Wealth Management LLC 0.00% No change 6,354 $261K
Lighthouse Investment Partners, LLC 0.01% New 6,300 $258K
Journey Strategic Wealth LLC 0.01% New 6,034 $247K
Captrust Financial Advisors 0.00% Add +3.8% 6,026 $247K
HB Wealth Management, LLC 0.00% Add +3.4% 5,883 $241K
HighTower Advisors, LLC 0.00% Add +4.3% 5,866 $241K
Tower Research Capital LLC (TRC) 0.01% Add +5.8% 5,807 $238K
Sterling Capital Management LLC 0.00% Reduce -16.1% 5,787 $237K
Inspire Advisors, LLC 0.02% Reduce -51.9% 5,727 $235K
Nisa Investment Advisors, LLC 0.00% Reduce -0.5% 5,636 $231K
Greenleaf Trust 0.00% Add +0.8% 5,502 $226K
Forum Financial Management, LP 0.00% No change 5,423 $222K
Torren Management, LLC 0.11% — 5,372 $220K
United Capital Financial Advisors, LLC 0.00% Reduce -0.4% 5,372 $220K
Bailard, Inc. 0.00% New 5,300 $217K
Sage Rhino Capital LLC 0.04% Reduce -1.9% 5,289 $217K
Highland Capital Management, LLC 0.01% Reduce -2.7% 5,255 $215K
Guggenheim Capital LLC 0.00% Reduce -38.4% 5,089 $209K
Panagora Asset Management Inc. 0.00% Reduce -11.0% 5,042 $207K
Mariner Investment Group LLC 0.01% New 5,000 $205K
Swiss Life Asset Management Ltd 0.00% New 4,935 $202K
Mgo One Seven LLC 0.00% New 4,920 $202K
Cwm, LLC 0.00% Reduce -0.2% 4,286 $176K
Exchange Traded Concepts, LLC 0.00% New 4,223 $173K
Clearstead Advisors, LLC 0.00% Reduce -2.6% 4,100 $168K
Quadrant Capital Group LLC 0.00% Add +3.1% 3,573 $146K
Smartleaf Asset Management LLC 0.01% Add +1.0% 3,465 $142K
KBC Group NV 0.00% No change 3,247 $133K
Osaic Holdings, Inc. 0.00% Reduce -3.8% 3,131 $128K
SageView Advisory Group, LLC 0.00% New 3,000 $123K
Parallel Advisors, LLC 0.00% No change 2,823 $116K
Farther Finance Advisors, LLC 0.00% Add +23.1% 2,646 $108K
Signaturefd, LLC 0.00% Add +0.7% 2,588 $106K
Bfsg, LLC 0.01% Reduce -12.6% 2,425 $99K
Versant Capital Management, Inc 0.01% No change 2,347 $96K
CIBC Private Wealth Group LLC 0.00% New 2,224 $91K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,056 $84K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $75K
Steward Partners Investment Advisory, LLC 0.00% Reduce -42.2% 1,734 $71K
Hoey Investments, Inc. 0.01% No change 1,668 $68K
Fifth Third Bancorp 0.00% Add +1.2% 1,499 $61K
SBI Securities Co., Ltd. 0.00% No change 1,439 $59K
Jones Financial Companies LLLP 0.00% Add +69.2% 1,404 $58K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +37.8% 1,375 $56K
Assetmark, Inc. 0.00% Add +1.2% 1,296 $53K
Independence Bank of Kentucky 0.01% No change 1,200 $49K
Caitong International Asset Management Co., Ltd 0.01% Add +2779.5% 1,123 $46K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.7% 840 $34K
Salomon & Ludwin, LLC 0.00% Add +51.3% 681 $28K
UMB Bank, n.a. 0.00% Add +18.3% 505 $21K
Arax Advisory Partners 0.00% New 411 $17K
Los Angeles Capital Management LLC 0.00% New 393 $15K
Private Trust Co. NA 0.00% No change 358 $15K
Spire Wealth Management 0.00% Reduce -73.7% 343 $14K
Allworth Financial LP 0.00% Add +21.9% 329 $13K
Root Financial Partners, LLC 0.00% Add +8.6% 328 $13K
Keating Financial Advisory Services, Inc. 0.00% — 311 $13K
Larson Financial Group LLC 0.00% Add +7.3% 294 $12K
Matrix Trust Co 0.00% Add +1.0% 304 $12K
Kemnay Advisory Services Inc. 0.00% New 269 $11K
TD Waterhouse Canada Inc. 0.00% No change 245 $10K
Sound Income Strategies, LLC 0.00% New 199 $9K
Private Wealth Management Group, LLC 0.00% No change 203 $8K
Huntington National Bank 0.00% Reduce -4.7% 201 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 186 $8K
SouthState Bank Corp 0.00% No change 174 $7K
Federated Hermes, Inc. 0.00% Reduce -52.1% 171 $7K
North Star Investment Management Corp. 0.00% No change 162 $7K
Parkside Financial Bank & Trust 0.00% Add +31.6% 154 $6K
Rothschild Investment LLC 0.00% Add +6.4% 149 $6K
Harbor Capital Advisors, Inc. 0.00% No change 147 $6K
Hantz Financial Services, Inc. 0.00% Add +44.9% 155 $6K
Global Retirement Partners, LLC 0.00% Add +41.8% 139 $6K
Bare Financial Services, Inc 0.00% Add +15.1% 137 $6K
Optiver Holding B.V. 0.00% Reduce -66.0% 134 $5K
Prestige Wealth Management Group LLC 0.00% No change 130 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 101 $4K
Basecamp Wealth Advisors LLC 0.00% — 100 $4K
Danske Bank A/S 0.00% No change 100 $4K
Wilmington Savings Fund Society, FSB 0.00% New 96 $4K
Blue Trust, Inc. 0.00% Reduce -4.1% 94 $4K
Country Trust Bank 0.00% No change 90 $4K
JFS Wealth Advisors, LLC 0.00% Add +36.5% 86 $4K
Farmers & Merchants Investments Inc. 0.00% No change 60 $2K
Rockefeller Capital Management L.P. 0.00% Reduce -92.6% 57 $2K
Hilton Head Capital Partners, LLC 0.00% — 57 $2K
Manchester Capital Management LLC 0.00% New 54 $2K
Fortitude Family Office, LLC 0.00% Reduce -19.0% 47 $2K
Elyxium Wealth, LLC 0.00% New 37 $2K
Hughes Financial Services, LLC 0.00% New 37 $2K
Kilter Group LLC 0.00% New 32 $1K
Bell Investment Advisors, Inc 0.00% No change 24 $984
CVA Family Office, LLC 0.00% No change 24 $984
Ankerstar Wealth, LLC 0.00% — 16 $656
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.1% 16 $656
McGuire Capital Advisors Inc. 0.00% — 15 $615
Flagship Harbor Advisors, LLC 0.00% New 14 $575
Optima Capital LLC 0.00% New 13 $533
Marquette Asset Management, LLC 0.00% New 13 $533
SJS Investment Consulting Inc. 0.00% No change 13 $533
Bruce G. Allen Investments, LLC 0.00% No change 12 $492
Rialto Wealth Management, LLC 0.00% No change 10 $410
Gilpin Wealth Management, LLC 0.00% — 9 $369
Godfrey Financial Associates, Inc. 0.00% — 8 $328
TD Capital Management LLC 0.00% New 8 $328
Bay Harbor Wealth Management, LLC 0.00% No change 7 $287
HFM Investment Advisors, LLC 0.00% Add +16.7% 7 $287
Abound Wealth Management 0.00% No change 6 $246
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 6 $246
Harbour Investments, Inc. 0.00% Reduce -87.9% 4 $164
Dunhill Financial, LLC 0.00% New 2 $83
Essential Partners LLC 0.00% Reduce -33.3% 2 $82

"% of holder's portfolio" is TDS's weight in each manager's 13F, not the share of Telephone and Data Systems the manager owns.