Telephone and Data SystemsTDS

13F holders, Q1 2026 (March 31)
356holders +13
51new positions
37sold out
9famous investors
$42.10avg. 13F price*

At the end of Q1 2026, 356 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 13 from Q4 2025. 51 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($628.2M), Third Point ($277.9M) and Dimensional Fund Advisors LP ($272.9M). 9 famous investors held it, including Dan Loeb (13.4% of Third Point's portfolio), Howard Marks (4.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions51$132.9M
Exits37$84.5M

All 13F filers, Q4 2025 → Q1 2026: 7,732,184 shares bought and 7,938,926 shares sold, net −206,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 356 holders

BlackRock, Inc. 0.01% Add +0.3% 14,922,314 $628.2M
Third Point 13.40% Reduce -1.1% 6,600,000 $277.9M
Dimensional Fund Advisors LP 0.06% Add +1.4% 6,482,147 $272.9M
Vanguard Portfolio Management LLC 0.01% — 6,256,295 $263.4M
Carronade Capital Management, LP 14.28% Add +10.0% 4,623,934 $194.7M
Vanguard Capital Management LLC 0.00% — 4,304,742 $181.2M
Oaktree Capital Management 4.20% Add +16.4% 4,292,243 $180.7M
State Street Corp. 0.01% Add +3.5% 4,191,440 $176.5M
American Century Companies Inc. 0.08% Add +3.5% 3,688,614 $155.3M
Geode Capital Management, LLC 0.01% Reduce -0.5% 2,404,511 $101.2M
Goldman Sachs Group Inc. 0.01% Reduce -2.8% 2,196,822 $92.5M
Rubric Capital Management LP 0.95% No change 1,850,000 $77.9M
Morgan Stanley 0.00% Reduce -9.2% 1,698,564 $71.5M
Gabelli Funds LLC 0.44% Reduce -0.5% 1,519,000 $63.9M
GAMCO Investors 0.63% Reduce -6.0% 1,506,011 $63.4M
Davidson Kempner Capital Management LP 1.63% No change 1,411,700 $59.4M
140 Summer Partners LP 4.97% Add +1.6% 1,336,731 $56.3M
Redwood Capital Management, LLC 9.10% Add +45.5% 1,275,282 $53.7M
Qube Research & Technologies Ltd 0.07% Reduce -2.5% 1,249,999 $52.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 1,137,090 $47.9M
Northern Trust Corp. 0.01% Add +4.1% 1,038,855 $43.7M
Invesco Ltd. 0.00% Reduce -18.6% 1,016,884 $42.8M
Foursixthree Capital LP 19.48% Reduce -22.2% 940,927 $39.6M
Deutsche Bank AG 0.01% Reduce -22.1% 865,977 $36.5M
Bank of New York Mellon Corp 0.01% Reduce -3.7% 826,873 $34.8M
Hudson Bay Capital Management LP 0.23% Add +9.2% 818,700 $34.5M
UBS Group AG 0.01% Reduce -11.4% 805,993 $33.9M
Dendur Capital LP 2.52% New 802,000 $33.8M
VR Advisory Services Ltd 3.64% Add +27.6% 730,904 $30.8M
JPMorgan Chase & Co. 0.00% Add +72.6% 661,938 $27.7M
Vanguard Fiduciary Trust Co. 0.01% — 635,975 $26.8M
TCW Group Inc. 0.19% Add +1.1% 612,032 $25.8M
Aristeia Capital, L.L.C. 0.98% Add +33.3% 600,000 $25.3M
Point72 Asset Management 0.05% Reduce -48.5% 586,485 $24.7M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -34.7% 555,400 $23.4M
Loomis Sayles & Co. L P 0.03% Reduce -1.4% 524,086 $22.1M
Goldentree Asset Management LP 1.29% New 516,000 $21.7M
Nuveen, LLC 0.01% Add +98.8% 506,773 $21.3M
Rokos Capital Management LLP 0.38% New 500,000 $21.0M
Man Group plc 0.04% Add +280.7% 487,037 $20.5M
Principal Financial Group Inc. 0.01% Add +2.0% 477,704 $20.1M
Royce & Associates LP 0.19% Add +327.3% 446,489 $18.8M
Knighthead Capital Management, LLC 1.90% Reduce -13.6% 445,695 $18.8M
Bank of America Corp. 0.00% Add +20.9% 407,109 $17.1M
Citadel Advisors 0.01% Reduce -20.5% 380,798 $16.0M
Public Sector Pension Investment Board 0.05% Add +3.4% 351,644 $14.8M
Empyrean Capital Partners, LP 0.45% No change 300,000 $12.6M
Kerrisdale Advisers, LLC 4.77% Reduce -41.1% 297,966 $12.5M
Rhumbline Advisers 0.01% Add +1.5% 286,100 $12.0M
Congress Asset Management Co. 0.08% Add +22.0% 278,324 $11.7M
FMR LLC 0.00% Add +4.7% 274,249 $11.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.8% 267,847 $11.3M
Legal & General Group Plc 0.00% Reduce -9.5% 242,640 $10.2M
Mutual of America Capital Management LLC 0.11% Reduce -0.7% 235,465 $9.9M
Hennessy Advisors Inc. 0.34% Reduce -3.4% 225,400 $9.5M
Allianz Asset Management GmbH 0.01% Reduce -35.3% 216,681 $9.1M
Picton Mahoney Asset Management 0.09% New 213,605 $9.0M
Pinnacle Associates Ltd. 0.11% Reduce -2.5% 208,769 $8.8M
Boothbay Fund Management, LLC 0.21% Reduce -21.9% 205,492 $8.7M
Swiss National Bank 0.00% Add +0.3% 203,000 $8.5M
Cooper Investors PTY Ltd. 3.37% New 196,421 $8.3M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 189,538 $8.0M
Millennium Management 0.01% Reduce -82.6% 181,339 $7.6M
Acadian Asset Management LLC 0.01% Add +642.7% 155,611 $6.5M
Victory Capital Management Inc. 0.00% Add +13.7% 155,010 $6.5M
Prudential Financial Inc. 0.01% Reduce -0.9% 154,313 $6.5M
Phocas Financial Corp. 0.99% New 149,225 $6.3M
Teacher Retirement System of Texas 0.03% Add +1550.4% 146,013 $6.1M
Jain Global LLC 0.07% Reduce -7.9% 128,576 $5.4M
Vestcor Inc 0.14% Reduce -16.7% 125,000 $5.3M
California State Teachers Retirement System 0.01% Add +28.2% 124,665 $5.2M
T. Rowe Price Associates Inc. 0.00% Add +19.9% 121,910 $5.1M
Verition Fund Management LLC 0.05% Add +138.1% 121,500 $5.1M
Hahn Capital Management LLC 3.14% New 118,735 $5.0M
Russell Investments Group, Ltd. 0.01% Add +157.0% 116,395 $4.9M
First Trust Advisors LP 0.00% Reduce -9.0% 115,566 $4.9M
Sentinel Dome Partners, LLC 8.16% Reduce -4.2% 115,000 $4.8M
Susquehanna Portfolio Strategies, LLC 0.07% Add +5.3% 114,977 $4.8M
Royal Bank of Canada 0.00% Add +105.9% 112,617 $4.7M
Alliancebernstein L.P. 0.00% Reduce -4.4% 115,123 $4.7M
Krilogy Financial LLC 0.15% Reduce -10.0% 101,030 $4.6M
New York State Teachers Retirement System 0.01% Reduce -10.1% 104,370 $4.4M
Susquehanna International Group, LLP 0.01% Add +82.7% 100,087 $4.2M
CastleKnight Management LP 0.20% Reduce -27.4% 99,800 $4.2M
Raymond James Financial Inc. 0.00% Reduce -42.6% 98,314 $4.1M
Diametric Capital, LP 1.05% Reduce -7.3% 94,768 $4.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 90,393 $3.8M
Balyasny Asset Management L.P. 0.01% Add +29.4% 89,382 $3.8M
Bessemer Group Inc. 0.01% Add +0.6% 88,810 $3.7M
Intech Investment Management LLC 0.04% Reduce -8.5% 87,299 $3.7M
AQR Capital Management 0.00% Add +4.8% 86,602 $3.6M
Two Sigma Investments, LP 0.00% New 85,900 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.2% 82,764 $3.5M
Toronto Dominion Bank 0.01% Add +21.8% 81,746 $3.4M
DigitalBridge Group, Inc. 0.22% Reduce -60.7% 80,800 $3.4M
Mirabella Financial Services LLP 0.34% New 80,187 $3.4M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -22.0% 79,607 $3.4M
Beartown Capital Management, LLC 2.49% No change 75,000 $3.2M
NewEdge Advisors, LLC 0.01% Add +0.5% 74,691 $3.1M
Saba Capital Management, L.P. 0.10% Reduce -6.9% 74,484 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -63.9% 73,208 $3.1M
Private Management Group Inc. 0.09% Reduce -85.3% 71,127 $3.0M
Sunstone Asset Management, LP 3.91% No change 70,604 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 70,105 $3.0M
Resolute Capital Asset Partners LLC 1.55% New 70,000 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -2.9% 65,600 $2.8M
New York State Common Retirement Fund 0.00% Add +80.4% 58,507 $2.5M
State of Wisconsin Investment Board 0.01% Reduce -44.9% 56,571 $2.4M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 54,340 $2.3M
Aperture Investors, LLC 0.29% New 54,292 $2.3M
Voya Investment Management LLC 0.00% Reduce -5.4% 53,144 $2.2M
Canada Pension Plan Investment Board 0.00% No change 52,700 $2.2M
Tudor Investment Corporation 0.01% Add +307.9% 52,637 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -2.9% 52,117 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -9.4% 51,162 $2.2M
Squarepoint Ops LLC 0.00% Add +121.2% 50,591 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.8% 49,384 $2.1M
Vanguard Global Advisers, LLC 0.00% — 49,039 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 48,652 $2.0M
Algert Global LLC 0.03% New 47,150 $2.0M
Janus Henderson Group PLC 0.00% Add +8.6% 46,934 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.9% 46,658 $2.0M
Prelude Capital Management, LLC 0.15% Reduce -48.0% 46,589 $2.0M
Wells Fargo & Company 0.00% Reduce -61.9% 45,381 $1.9M
D. E. Shaw & Co. 0.00% Reduce -62.4% 44,905 $1.9M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -13.0% 43,768 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +16.8% 43,700 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -3.1% 43,600 $1.8M
Governors Lane LP 0.23% Reduce -40.4% 43,386 $1.8M
Truist Financial Corp. 0.00% Add +6.8% 40,647 $1.7M
Natixis Advisors, LLC 0.00% Add +1.8% 39,184 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.1% 38,639 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 38,016 $1.6M
Croban 0.74% Reduce -0.4% 37,366 $1.6M
Envestnet Asset Management Inc. 0.00% New 37,242 $1.6M
Bank of Montreal 0.00% Add +1.2% 37,057 $1.6M
Franklin Resources Inc. 0.00% Add +54.2% 36,529 $1.5M
Janney Montgomery Scott LLC 0.00% Add +5.8% 36,337 $1.5M
Segall Bryant & Hamill, LLC 0.02% Reduce -29.3% 36,271 $1.5M
Sei Investments Co. 0.00% Add +11.9% 35,493 $1.5M
XTX Topco Ltd 0.03% Add +51.8% 34,448 $1.5M
Alhambra Investment Management LLC 0.66% No change 34,000 $1.4M
Barclays PLC 0.00% Reduce -90.3% 33,451 $1.4M
Handelsbanken Fonder AB 0.00% No change 30,725 $1.3M
Hennion & Walsh Asset Management, Inc. 0.04% Add +21.3% 30,078 $1.3M
Horizon Investments, LLC 0.01% Reduce -26.4% 29,340 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -0.2% 28,988 $1.2M
Quantinno Capital Management LP 0.00% Add +8.6% 28,736 $1.2M
Amalgamated Bank 0.01% Reduce -0.9% 28,334 $1.2M
Arizona State Retirement System 0.01% Reduce -1.4% 28,169 $1.2M
CenterBook Partners LP 0.06% New 27,850 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.2% 27,226 $1.1M
Blackstone Inc. 0.00% New 26,660 $1.1M
Fifth Third Bancorp 0.00% Add +1663.8% 26,439 $1.1M
Central Pacific Bank - Trust Division 0.15% No change 26,200 $1.1M
Creative Planning 0.00% Add +29.6% 26,134 $1.1M
CSS LLC 0.17% Add +30.8% 25,939 $1.1M
KLP Kapitalforvaltning As 0.00% Add +2.8% 25,900 $1.1M
Vanguard Investments Australia, Ltd. 0.00% — 25,506 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 24,734 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.1% 24,304 $1.0M
Citigroup Inc. 0.00% Reduce -15.0% 24,161 $1.0M
Landscape Capital Management, L.L.C. 0.06% Reduce -0.7% 23,586 $993K
Martingale Asset Management L P 0.02% Reduce -12.0% 23,518 $990K
State of Tennessee, Department of Treasury 0.00% No change 22,513 $948K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.4% 22,422 $944K
Amundi 0.00% Add +18.6% 21,996 $926K
Exchange Traded Concepts, LLC 0.01% Add +414.5% 21,727 $915K
Caxton Associates LLP 0.02% Reduce -12.6% 21,633 $911K
First Citizens Bank & Trust Co. 0.02% Add +0.2% 21,305 $897K
Entropy Technologies, LP 0.04% Reduce -12.9% 21,022 $885K
Vident Advisory, LLC 0.01% Reduce -10.8% 20,631 $869K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.0% 20,615 $868K
Jefferies Financial Group Inc. 0.01% Reduce -50.2% 20,000 $842K
Advisors Asset Management, Inc. 0.01% Reduce -48.2% 19,615 $826K
Mariner, LLC 0.00% Add +68.4% 19,087 $803K
Brooklyn Investment Group 0.03% New 18,980 $799K
Pictet Asset Management Holding SA 0.00% Add +13.7% 16,706 $703K
Fidelis Capital Partners, LLC 0.05% Add +0.0% 16,599 $699K
Cambria Investment Management, L.P. 0.04% Reduce -6.5% 16,266 $685K
ProShare Advisors LLC 0.00% Reduce -20.0% 15,480 $652K
OmniStar Financial Group, Inc. 0.33% New 15,166 $638K
LPL Financial LLC 0.00% Reduce -0.6% 15,114 $636K
HighTower Advisors, LLC 0.00% Add +157.4% 15,100 $636K
Corient Private Wealth LP 0.00% Add +0.4% 15,088 $635K
Cerity Partners LLC 0.00% Add +20.0% 15,062 $634K
Marshall Wace, LLP 0.00% New 15,007 $632K
Inspire Investing, LLC 0.04% Reduce -67.7% 14,998 $631K
HSBC Holdings PLC 0.00% Reduce -36.4% 14,830 $624K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 14,303 $602K
Maryland State Retirement & Pension System 0.01% Reduce -0.4% 14,302 $602K
Inceptionr LLC 0.14% New 14,155 $596K
Oxford Asset Management LLP 0.24% Add +46.7% 14,117 $594K
New Age Alpha Advisors, LLC 0.03% Reduce -9.4% 13,999 $589K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +17.1% 13,549 $570K
Assenagon Asset Management S.A. 0.00% Reduce -95.5% 13,537 $570K
Callan Family Office, LLC 0.01% Reduce -9.9% 13,402 $564K
STRS Ohio 0.00% Add +4.8% 13,200 $556K
Stifel Financial Corp. 0.00% New 13,080 $551K
Aquatic Capital Management LLC 0.02% Reduce -34.3% 12,791 $539K
SG Americas Securities, LLC 0.00% Reduce -67.8% 12,758 $537K
Evergreen Capital Management LLC 0.01% Reduce -0.2% 12,168 $512K
Vanguard Personalized Indexing Management, LLC 0.00% Add +10.5% 11,910 $501K
Public Employees Retirement Association of Colorado 0.00% No change 11,670 $491K
Neuberger Berman Group LLC 0.00% Add +11.6% 11,635 $490K
Tower Research Capital LLC (TRC) 0.01% Add +91.7% 11,130 $469K
Savant Capital, LLC 0.00% Add +25.2% 11,028 $464K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.07% No change 11,000 $463K
O'shaughnessy Asset Management, LLC 0.00% Add +13.0% 10,759 $453K
Pathstone Holdings, LLC 0.00% Add +8.8% 10,631 $448K
US Bancorp \de 0.00% Add +0.4% 10,485 $441K
Northwest & Ethical Investments L.P. 0.01% New 9,500 $431K
Bleakley Financial Group, LLC 0.01% New 10,116 $426K
Highbridge Capital Management LLC 0.04% No change 10,000 $418K
Ensign Peak Advisors, Inc 0.00% No change 9,750 $410K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +2.5% 9,732 $410K
Sequoia Financial Advisors, LLC 0.00% Add +9.4% 9,714 $409K
CIBC Asset Management Inc 0.00% Reduce -2.6% 9,548 $402K
Xponance LLC 0.00% Add +18.3% 9,333 $393K
World Investment Advisors 0.01% Reduce -6.3% 9,012 $379K
Bridgeway Capital Management, LLC 0.01% Reduce -94.7% 8,345 $351K
Occudo Quantitative Strategies LP 0.02% Reduce -14.2% 7,760 $350K
Ameritas Investment Partners, Inc. 0.01% No change 8,083 $340K
Mutual Advisors, LLC 0.01% New 7,834 $330K
Wealth Enhancement Advisory Services, LLC 0.00% No change 7,197 $323K
Waldron Private Wealth LLC 0.01% No change 7,400 $312K
Choreo, LLC 0.00% Reduce -5.0% 7,372 $310K
Ballentine Partners, LLC 0.00% Reduce -0.2% 7,344 $309K
Massar Capital Management, LP 0.06% New 7,297 $307K
Pallas Capital Advisors LLC 0.01% Reduce -0.1% 7,034 $296K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.0% 7,025 $296K
DRW Securities, LLC 0.02% New 6,917 $291K
GAMMA Investing LLC 0.01% Add +4.4% 6,660 $280K
Swiss Life Asset Management Ltd 0.00% Add +34.2% 6,621 $279K
Covestor Ltd 0.19% Reduce -0.2% 6,417 $270K
AE Wealth Management LLC 0.00% New 6,204 $261K
Journey Strategic Wealth LLC 0.01% Add +2.2% 6,165 $260K
Captrust Financial Advisors 0.00% Add +1.6% 6,120 $258K
HB Wealth Management, LLC 0.00% Reduce -0.0% 5,882 $248K
United Capital Financial Advisors, LLC 0.00% Add +6.1% 5,701 $240K
Nisa Investment Advisors, LLC 0.00% Add +0.8% 5,679 $239K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -16.8% 5,290 $238K
Greenleaf Trust 0.00% Add +0.6% 5,534 $233K
Sage Rhino Capital LLC 0.04% Add +3.1% 5,454 $230K
Profund Advisors LLC 0.01% Reduce -55.0% 5,424 $228K
Mercer Global Advisors Inc. 0.00% New 5,409 $228K
Venturi Wealth Management, LLC 0.01% New 5,393 $227K
Inspire Advisors, LLC 0.02% Reduce -7.9% 5,277 $222K
CIBC Bancorp USA Inc. 0.00% — 5,062 $213K
Panagora Asset Management Inc. 0.00% No change 5,042 $212K
T3 Companies, LLC 0.29% Reduce -71.3% 5,000 $211K
Mariner Investment Group LLC 0.11% No change 5,000 $211K
Tidal Investments LLC 0.00% Reduce -46.8% 4,888 $206K
Focus Partners Wealth 0.00% New 4,879 $205K
Mgo One Seven LLC 0.00% Reduce -0.8% 4,879 $205K
Jackson Square Capital, LLC 0.04% New 4,800 $202K
GTS Securities LLC 0.01% New 4,768 $201K
Cwm, LLC 0.00% Reduce -0.6% 4,262 $179K
Clearstead Advisors, LLC 0.00% No change 4,100 $173K
Freestone Grove Partners LP 0.00% New 3,555 $150K
Sterling Capital Management LLC 0.00% Reduce -42.8% 3,311 $139K
Parallel Advisors, LLC 0.00% Add +17.1% 3,307 $139K
Quadrant Capital Group LLC 0.00% Reduce -7.6% 3,300 $139K
KBC Group NV 0.00% No change 3,247 $137K
Quantbot Technologies LP 0.01% Reduce -77.3% 2,998 $126K
Farther Finance Advisors, LLC 0.00% Add +6.4% 2,815 $124K
True Link Financial Advisors, LLC 0.01% New 2,700 $114K
Signaturefd, LLC 0.00% No change 2,588 $109K
Versant Capital Management, Inc 0.01% No change 2,347 $99K
Smartleaf Asset Management LLC 0.00% Reduce -33.7% 2,296 $96K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.6% 2,151 $91K
Ameliora Wealth Management Ltd. 0.03% New 2,145 $90K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $77K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +29.4% 1,780 $75K
Osaic Holdings, Inc. 0.00% Reduce -44.5% 1,736 $73K
Steward Partners Investment Advisory, LLC 0.00% No change 1,734 $73K
Hoey Investments, Inc. 0.01% No change 1,668 $70K
Strengthening Families & Communities, LLC 0.02% New 1,616 $68K
Jones Financial Companies LLLP 0.00% Add +3.0% 1,446 $61K
Assetmark, Inc. 0.00% Add +8.9% 1,412 $59K
SBI Securities Co., Ltd. 0.00% Reduce -6.9% 1,340 $56K
Arax Advisory Partners 0.00% Add +194.4% 1,210 $51K
Independence Bank of Kentucky 0.01% No change 1,200 $51K
EverSource Wealth Advisors, LLC 0.00% Add +29.2% 1,085 $46K
Larson Financial Group LLC 0.00% Add +212.9% 920 $39K
JPL Wealth Management, LLC 0.01% New 780 $33K
Kemnay Advisory Services Inc. 0.01% Add +190.0% 780 $33K
Salomon & Ludwin, LLC 0.00% No change 681 $31K
MAI Capital Management 0.00% New 647 $27K
Beacon Investment Advisory Services, Inc. 0.00% New 550 $23K
UMB Bank, n.a. 0.00% Add +1.8% 514 $22K
Harbour Investments, Inc. 0.00% Add +12500.0% 504 $21K
Sound Income Strategies, LLC 0.00% Add +125.1% 448 $20K
Federated Hermes, Inc. 0.00% Add +160.2% 445 $19K
Keating Financial Advisory Services, Inc. 0.00% Add +29.6% 403 $17K
Los Angeles Capital Management LLC 0.00% No change 393 $17K
Hantz Financial Services, Inc. 0.00% Add +142.6% 376 $16K
Root Financial Partners, LLC 0.00% Add +14.9% 377 $16K
Allworth Financial LP 0.00% Add +14.3% 376 $16K
Private Trust Co. NA 0.00% Reduce -4.8% 341 $14K
Huntington National Bank 0.00% Add +62.7% 327 $14K
TD Waterhouse Canada Inc. 0.00% No change 245 $11K
Bare Financial Services, Inc 0.00% Add +80.3% 247 $10K
Harbor Capital Advisors, Inc. 0.00% Add +47.6% 217 $9K
Private Wealth Management Group, LLC 0.00% No change 203 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 184 $8K
SouthState Bank Corp 0.00% No change 174 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.1% 171 $7K
Parkside Financial Bank & Trust 0.00% No change 154 $6K
CVA Family Office, LLC 0.00% Add +520.8% 149 $6K
Rothschild Investment LLC 0.00% No change 149 $6K
Advisory Services Network, LLC 0.00% New 143 $6K
Torren Management, LLC 0.00% Reduce -97.4% 140 $6K
Prestige Wealth Management Group LLC 0.00% Add +6.9% 139 $6K
Rockefeller Capital Management L.P. 0.00% Add +107.0% 118 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 101 $4K
Anfield Capital Management, LLC 0.00% New 100 $4K
Fortitude Family Office, LLC 0.00% Add +112.8% 100 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 96 $4K
Blue Trust, Inc. 0.00% Reduce -1.1% 93 $4K
Country Trust Bank 0.00% No change 90 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -3.5% 83 $3K
Bayforest Capital Ltd 0.00% New 76 $3K
Arlington Trust Co LLC 0.00% New 70 $3K
Farmers & Merchants Investments Inc. 0.00% No change 60 $3K
Quarry LP 0.00% Reduce -99.9% 59 $2K
Hilton Head Capital Partners, LLC 0.00% No change 57 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 56 $2K
Manchester Capital Management LLC 0.00% No change 54 $2K
Basecamp Wealth Advisors LLC 0.00% Reduce -51.0% 49 $2K
Optiver Holding B.V. 0.00% Reduce -68.7% 42 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.6% 38 $2K
Kilter Group LLC 0.00% No change 32 $1K
AXS Investments LLC 0.00% New 32 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +350.0% 27 $1K
Hughes Financial Services, LLC 0.00% Reduce -32.4% 25 $1K
Bell Investment Advisors, Inc 0.00% No change 24 $1K
SJS Investment Consulting Inc. 0.00% Add +53.9% 20 $842
Ankerstar Wealth, LLC 0.00% Add +12.5% 18 $758
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 18 $758
Gilpin Wealth Management, LLC 0.00% Add +77.8% 16 $674
McGuire Capital Advisors Inc. 0.00% No change 15 $632
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 14 $589
Marquette Asset Management, LLC 0.00% No change 13 $548
Bruce G. Allen Investments, LLC 0.00% No change 12 $505
Rialto Wealth Management, LLC 0.00% Add +10.0% 11 $464
IFP Advisors, Inc 0.00% New 11 $463
Godfrey Financial Associates, Inc. 0.00% No change 8 $337
TD Capital Management LLC 0.00% No change 8 $337
HFM Investment Advisors, LLC 0.00% No change 7 $295
Rossby Financial, LCC 0.00% New 6 $265
Vermillion Wealth Management, Inc. 0.00% New 4 $168
Curio Wealth, LLC 0.00% New 4 $168
Raffa Wealth Management, LLC 0.00% New 3 $126
Dunhill Financial, LLC 0.00% No change 2 $84
Essential Partners LLC 0.00% No change 2 $84

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