Telephone and Data SystemsTDS

13F holders, Q2 2026 (June 30)
351holders −5
49new positions
54sold out
9famous investors
$37.02avg. 13F price*

At the end of Q2 2026, 351 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, down 5 from Q1 2026. 49 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($583.6M), Dimensional Fund Advisors LP ($234.8M) and Third Point ($232.2M). 9 famous investors held it, including Howard Marks (5.2% of Oaktree Capital Management's portfolio), Dan Loeb (5.1% of Third Point's portfolio) and Mario Gabelli (0.5% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$120.8M
Exits54$166.3M

All 13F filers, Q1 2026 → Q2 2026: 14,240,540 shares bought and 8,794,064 shares sold, net +5,446,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

BlackRock, Inc. 0.01% Add +5.7% 15,768,166 $583.6M
Dimensional Fund Advisors LP 0.04% Reduce -2.1% 6,342,746 $234.8M
Third Point 5.09% Reduce -4.9% 6,275,000 $232.2M
Vanguard Portfolio Management LLC 0.01% Reduce -7.4% 5,790,808 $214.3M
Carronade Capital Management, LP 3.42% Add +15.0% 5,319,175 $196.9M
Oaktree Capital Management 5.18% Add +23.1% 5,282,905 $195.5M
American Century Companies Inc. 0.08% Add +28.0% 4,720,830 $174.7M
State Street Corp. 0.00% Add +5.7% 4,430,551 $164.0M
Vanguard Capital Management LLC 0.00% Reduce -3.5% 4,154,077 $153.7M
Geode Capital Management, LLC 0.01% Add +18.4% 2,847,613 $105.4M
Goldman Sachs Group Inc. 0.01% Add +13.9% 2,502,233 $92.6M
Davidson Kempner Capital Management LP 1.82% Add +42.0% 2,004,506 $74.2M
UBS Group AG 0.01% Add +139.7% 1,931,686 $71.5M
Diameter Capital Partners LP 8.16% New 1,675,955 $62.0M
Morgan Stanley 0.00% Reduce -7.2% 1,576,007 $58.3M
Gabelli Funds LLC 0.37% Add +0.6% 1,527,900 $56.5M
Goldentree Asset Management LP 3.28% Add +194.2% 1,518,180 $56.1M
GAMCO Investors 0.50% Reduce -1.0% 1,490,973 $55.2M
Foursixthree Capital LP 14.04% Add +49.4% 1,405,682 $52.0M
Redwood Capital Management, LLC 5.12% No change 1,275,282 $47.2M
Aristeia Capital, L.L.C. 1.63% Add +94.3% 1,165,593 $43.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 1,137,756 $42.1M
Northern Trust Corp. 0.00% Add +6.3% 1,103,740 $40.8M
140 Summer Partners LP 2.90% Reduce -27.5% 968,633 $35.8M
Hudson Bay Capital Management LP 0.18% Add +15.1% 942,129 $34.9M
Invesco Ltd. 0.00% Reduce -8.7% 928,956 $34.4M
Qube Research & Technologies Ltd 0.04% Reduce -27.7% 904,110 $33.5M
Bank of America Corp. 0.00% Add +113.8% 870,420 $32.2M
Bank of New York Mellon Corp 0.01% Add +1.6% 840,208 $31.1M
VR Advisory Services Ltd 2.63% Add +9.6% 800,904 $29.6M
Capital International Investors 0.01% New 718,894 $26.6M
Deutsche Bank AG 0.01% Reduce -18.8% 703,046 $26.0M
Vanguard Fiduciary Trust Co. 0.01% Add +0.5% 639,010 $23.6M
TCW Group Inc. 0.15% Add +0.9% 617,332 $22.8M
Nuveen, LLC 0.00% Add +2.0% 516,988 $19.1M
Loomis Sayles & Co. L P 0.02% Reduce -3.2% 507,441 $18.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -11.3% 492,552 $18.2M
Point72 Asset Management 0.03% Reduce -16.3% 490,915 $18.2M
Principal Financial Group Inc. 0.01% Reduce -2.1% 467,586 $17.3M
Knighthead Capital Management, LLC 2.94% No change 445,695 $16.5M
JPMorgan Chase & Co. 0.00% Reduce -37.3% 414,945 $15.9M
Congress Asset Management Co. 0.08% Add +26.6% 352,497 $13.0M
Public Sector Pension Investment Board 0.03% Reduce -5.5% 332,325 $12.3M
Franklin Resources Inc. 0.00% Add +803.1% 329,880 $12.2M
Citadel Advisors 0.01% Reduce -20.1% 304,251 $11.3M
Man Group plc 0.02% Reduce -39.6% 294,048 $10.9M
FMR LLC 0.00% Add +2.3% 280,597 $10.4M
Rokos Capital Management LLP 0.12% Reduce -46.5% 267,640 $9.9M
Tudor Investment Corporation 0.04% Add +406.1% 266,423 $9.9M
Rhumbline Advisers 0.01% Reduce -11.4% 253,414 $9.4M
Empyrean Capital Partners, LP 0.35% Reduce -18.3% 245,000 $9.1M
Legal & General Group Plc 0.00% Reduce -4.1% 232,788 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -16.1% 224,652 $8.3M
Victory Capital Management Inc. 0.00% Add +43.2% 221,959 $8.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +213.0% 219,431 $8.1M
Cooper Investors PTY Ltd. 3.62% Add +8.4% 212,845 $7.9M
Pinnacle Associates Ltd. 0.08% Add +0.6% 210,017 $7.8M
Picton Mahoney Asset Management 0.07% Reduce -5.0% 202,906 $7.5M
Swiss National Bank 0.00% Reduce -5.4% 192,000 $7.1M
DigitalBridge Group, Inc. 0.42% Add +133.7% 188,831 $7.0M
Ameriprise Financial Inc. 0.00% Reduce -1.6% 186,541 $6.9M
Barclays PLC 0.00% Add +414.3% 172,053 $6.4M
Diametric Capital, LP 0.67% Add +80.7% 171,273 $6.3M
Kerrisdale Advisers, LLC 1.52% Reduce -45.0% 163,758 $6.1M
Prudential Financial Inc. 0.01% Add +5.7% 163,056 $6.0M
Alliancebernstein L.P. 0.00% Add +11.4% 128,223 $5.4M
Jacobs Levy Equity Management, Inc. 0.02% Add +79.0% 142,505 $5.3M
T. Rowe Price Associates Inc. 0.00% Add +16.4% 141,870 $5.3M
Phocas Financial Corp. 0.73% Reduce -5.1% 141,651 $5.2M
Allianz Asset Management GmbH 0.00% Reduce -36.5% 137,637 $5.1M
Algert Global LLC 0.06% Add +178.2% 131,180 $4.9M
Jain Global LLC 0.06% Add +1.4% 130,427 $4.8M
Arini Capital Management Ltd 0.48% New 125,224 $4.6M
Vestcor Inc 0.11% No change 125,000 $4.6M
California State Teachers Retirement System 0.00% Reduce -2.6% 121,466 $4.5M
Balyasny Asset Management L.P. 0.01% Add +35.9% 121,427 $4.5M
Russell Investments Group, Ltd. 0.00% Add +0.9% 117,445 $4.3M
Sentinel Dome Partners, LLC 6.42% No change 115,000 $4.3M
Hahn Capital Management LLC 2.58% Reduce -3.3% 114,821 $4.2M
Mutual of America Capital Management LLC 0.04% Reduce -51.4% 114,395 $4.2M
State of Wisconsin Investment Board 0.01% Add +87.1% 105,844 $3.9M
New York State Teachers Retirement System 0.01% Add +0.9% 105,341 $3.9M
Raymond James Financial Inc. 0.00% Add +6.2% 104,383 $3.9M
SG Americas Securities, LLC 0.00% Add +707.2% 102,985 $3.8M
Royal Bank of Canada 0.00% Reduce -8.7% 102,824 $3.8M
Krilogy Financial LLC 0.11% Add +0.0% 101,035 $3.7M
Midwest Trust Co 0.04% New 100,000 $3.7M
LMR Partners LLP 0.03% New 97,800 $3.6M
Wells Fargo & Company 0.00% Add +110.3% 95,460 $3.5M
First Trust Advisors LP 0.00% Reduce -18.6% 94,015 $3.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +3.2% 93,316 $3.5M
Bessemer Group Inc. 0.00% Reduce -0.1% 88,696 $3.3M
AQR Capital Management 0.00% Add +2.2% 88,474 $3.3M
Intech Investment Management LLC 0.03% Reduce -1.8% 85,732 $3.2M
BTG Pactual Asset Management US LLC 0.24% New 85,157 $3.2M
Prelude Capital Management, LLC 0.22% Add +77.2% 82,561 $3.1M
NewEdge Advisors, LLC 0.01% Add +9.0% 81,383 $3.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.7% 81,326 $3.0M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -30.9% 79,502 $2.9M
Beartown Capital Management, LLC 1.23% No change 75,000 $2.8M
Saba Capital Management, L.P. 0.08% No change 74,484 $2.8M
CastleKnight Management LP 0.10% Reduce -25.6% 74,200 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -26.6% 73,455 $2.7M
Sunstone Asset Management, LP 2.83% No change 70,604 $2.6M
Whittier Trust Co. 0.03% New 71,918 $2.5M
Private Management Group Inc. 0.07% Reduce -5.3% 67,337 $2.5M
Two Sigma Investments, LP 0.00% Reduce -23.3% 65,884 $2.4M
Citigroup Inc. 0.00% Add +163.7% 63,710 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -3.2% 63,521 $2.4M
New York State Common Retirement Fund 0.00% Add +4.8% 61,307 $2.3M
Cambridge Investment Research Advisors, Inc. 0.00% New 59,475 $2.2M
MetLife Investment Management, LLC 0.01% Add +7.3% 58,315 $2.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +29.8% 56,700 $2.1M
Manufacturers Life Insurance Company, The 0.00% Add +9.0% 53,012 $2.0M
Illinois Municipal Retirement Fund 0.02% Reduce -1.0% 50,635 $1.9M
Bank of Montreal 0.00% Add +35.1% 50,062 $1.9M
Vanguard Global Advisers, LLC 0.00% Reduce -5.6% 46,284 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.4% 45,995 $1.7M
Governors Lane LP 0.16% No change 43,386 $1.6M
Natixis Advisors, LLC 0.00% Add +9.8% 43,027 $1.6M
Aquatic Capital Management LLC 0.05% Add +235.2% 42,879 $1.6M
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 42,400 $1.6M
Royce & Associates LP 0.01% Reduce -90.5% 42,213 $1.6M
Truist Financial Corp. 0.00% Add +1.4% 41,196 $1.5M
Envestnet Asset Management Inc. 0.00% Add +9.8% 40,877 $1.5M
Jupiter Topco LLC 0.00% — 40,234 $1.5M
Janney Montgomery Scott LLC 0.00% Add +9.0% 39,603 $1.5M
Three Seasons Wealth, LLC 0.13% New 38,731 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 38,639 $1.4M
Croban 0.62% Add +1.9% 38,056 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 38,016 $1.4M
CSS LLC 0.19% Add +46.3% 37,939 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -48.9% 37,401 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -32.0% 35,459 $1.3M
XTX Topco Ltd 0.02% Add +1.6% 34,988 $1.3M
Hennion & Walsh Asset Management, Inc. 0.04% Add +15.6% 34,770 $1.3M
Alhambra Investment Management LLC 0.55% No change 34,000 $1.3M
Quantinno Capital Management LP 0.00% Add +17.8% 33,838 $1.3M
State of New Jersey Common Pension Fund D 0.00% Reduce -32.4% 33,408 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 32,503 $1.2M
Entropy Technologies, LP 0.05% Add +48.0% 31,117 $1.2M
Handelsbanken Fonder AB 0.00% No change 30,725 $1.1M
Norges Bank 0.00% — 30,053 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +8.7% 29,585 $1.1M
Sei Investments Co. 0.00% Reduce -19.6% 28,555 $1.1M
Milestone Asset Management, LLC 0.17% New 28,444 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -2.6% 28,228 $1.0M
State of Tennessee, Department of Treasury 0.00% Add +24.9% 28,121 $1.0M
Savant Capital, LLC 0.00% Add +141.0% 26,575 $1.0M
Arizona State Retirement System 0.00% Reduce -6.3% 26,398 $977K
Central Pacific Bank - Trust Division 0.10% No change 26,200 $970K
Amalgamated Bank 0.01% Reduce -8.0% 26,082 $965K
KLP Kapitalforvaltning As 0.00% No change 25,900 $959K
D. E. Shaw & Co. 0.00% Reduce -42.8% 25,690 $951K
Fifth Third Bancorp 0.00% Reduce -3.5% 25,528 $945K
Vanguard Investments Australia, Ltd. 0.00% No change 25,506 $944K
HSBC Holdings PLC 0.00% Add +68.3% 24,955 $929K
Horizon Investments, LLC 0.01% Reduce -14.9% 24,974 $924K
Teachers Retirement System of the State of Kentucky 0.01% No change 24,734 $915K
Magnetar Financial LLC 0.01% New 24,397 $903K
Voya Investment Management LLC 0.00% Reduce -55.6% 23,610 $874K
Verition Fund Management LLC 0.01% Reduce -81.0% 23,148 $857K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.6% 22,939 $849K
Creative Planning 0.00% Reduce -13.5% 22,611 $837K
Steward Partners Investment Advisory, LLC 0.00% Add +1201.1% 22,561 $835K
Marshall Wace, LLP 0.00% Add +48.0% 22,216 $822K
Exchange Traded Concepts, LLC 0.00% Add +1.8% 22,125 $819K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.8% 22,022 $815K
Martingale Asset Management L P 0.02% Reduce -10.2% 21,118 $782K
Tidal Investments LLC 0.00% Add +310.4% 20,060 $742K
Jefferies Financial Group Inc. 0.01% No change 20,000 $740K
CenterBook Partners LP 0.03% Reduce -31.1% 19,178 $710K
First Citizens Bank & Trust Co. 0.01% Reduce -10.0% 19,168 $709K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.8% 18,586 $688K
Wealth Enhancement Advisory Services, LLC 0.00% Add +174.1% 19,727 $673K
New Age Alpha Advisors, LLC 0.03% Add +25.7% 17,603 $651K
OmniStar Financial Group, Inc. 0.30% Add +14.4% 17,346 $642K
Vident Advisory, LLC 0.00% Reduce -16.7% 17,184 $636K
Amundi 0.00% Reduce -23.5% 16,834 $623K
Brevan Howard Capital Management LP 0.01% New 16,702 $618K
Fidelis Capital Partners, LLC 0.04% Reduce -0.0% 16,598 $614K
STRS Ohio 0.00% Add +22.0% 16,100 $596K
HighTower Advisors, LLC 0.00% Add +5.7% 15,961 $591K
LPL Financial LLC 0.00% Add +5.6% 15,955 $590K
Acadian Asset Management LLC 0.00% Reduce -89.9% 15,659 $579K
Pictet Asset Management Holding SA 0.00% Reduce -7.5% 15,459 $572K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +13.8% 15,424 $571K
Fieldview Capital Management, LLC 0.16% New 15,010 $556K
IMC-Chicago, LLC 0.00% New 14,538 $538K
Whittier Trust Co. of Nevada Inc. 0.01% New 15,130 $533K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 14,399 $533K
ProShare Advisors LLC 0.00% Reduce -7.9% 14,263 $528K
Maryland State Retirement & Pension System 0.01% Reduce -1.0% 14,160 $524K
Cynosure Group, LLC 0.08% New 14,111 $522K
Integrated Wealth Concepts LLC 0.00% New 13,811 $511K
Stifel Financial Corp. 0.00% Add +4.6% 13,676 $507K
Callan Family Office, LLC 0.01% Add +0.1% 13,412 $496K
Vanguard Personalized Indexing Management, LLC 0.00% Add +8.3% 12,905 $478K
Vise Technologies, Inc. 0.01% New 12,671 $469K
Cerity Partners LLC 0.00% Reduce -16.5% 12,579 $466K
Osaic Holdings, Inc. 0.00% Add +604.9% 12,237 $453K
Evergreen Capital Management LLC 0.01% Reduce -0.5% 12,105 $448K
Public Employees Retirement Association of Colorado 0.00% No change 11,670 $432K
Walleye Trading LLC 0.01% New 11,367 $421K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 11,000 $407K
Oxford Asset Management LLP 0.20% Reduce -23.3% 10,822 $401K
Mariner, LLC 0.00% Reduce -44.5% 10,583 $392K
US Bancorp \de 0.00% Add +0.3% 10,519 $389K
Fox Run Management, L.L.C. 0.06% New 10,420 $386K
World Investment Advisors 0.01% No change 9,012 $379K
Highbridge Capital Management LLC 0.03% No change 10,000 $379K
Mariner Investment Group LLC 0.14% Add +100.0% 10,000 $370K
Persistent Asset Partners Ltd 0.12% New 9,948 $368K
Xponance LLC 0.00% Add +5.9% 9,882 $366K
EntryPoint Capital, LLC 0.09% New 9,697 $359K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -1.1% 9,627 $356K
Centiva Capital, LP 0.01% New 9,449 $350K
Mutual Advisors, LLC 0.01% Add +20.0% 9,402 $348K
CIBC Asset Management Inc 0.00% Reduce -1.8% 9,374 $347K
Ameritas Investment Partners, Inc. 0.01% Add +12.6% 9,104 $337K
Neuberger Berman Group LLC 0.00% Reduce -22.1% 9,062 $335K
Millennium Management 0.00% Reduce -95.2% 8,762 $324K
Dynamic Technology Lab Private Ltd 0.07% New 8,643 $320K
Tower Research Capital LLC (TRC) 0.01% Reduce -24.1% 8,449 $313K
AE Wealth Management LLC 0.00% Add +33.7% 8,296 $307K
Corient Private Wealth LP 0.00% Reduce -45.5% 8,225 $304K
O'shaughnessy Asset Management, LLC 0.00% Reduce -23.6% 8,220 $304K
Cetera Investment Advisers 0.00% New 7,944 $294K
Choreo, LLC 0.00% Add +3.5% 7,631 $282K
Sequoia Financial Advisors, LLC 0.00% Reduce -21.6% 7,616 $282K
Waldron Private Wealth LLC 0.01% No change 7,400 $274K
Ethic Inc. 0.00% New 7,400 $274K
Ballentine Partners, LLC 0.00% No change 7,344 $272K
Guggenheim Capital LLC 0.00% New 7,098 $263K
Pallas Capital Advisors LLC 0.01% Reduce -0.1% 7,027 $260K
Crossmark Global Holdings, Inc. 0.00% No change 7,025 $260K
Swiss Life Asset Management Ltd 0.00% Add +3.2% 6,833 $253K
GAMMA Investing LLC 0.01% Reduce -4.0% 6,393 $237K
Jones Financial Companies LLLP 0.00% Add +323.7% 6,127 $236K
Nisa Investment Advisors, LLC 0.00% Add +11.6% 6,335 $234K
Captrust Financial Advisors 0.00% Add +3.0% 6,302 $233K
Cornerstone Investment Partners, LLC 0.01% New 6,250 $231K
Covestor Ltd 0.13% Reduce -3.5% 6,189 $229K
HB Wealth Management, LLC 0.00% Add +2.9% 6,050 $224K
Graham Capital Management, L.P. 0.01% New 5,903 $218K
Mangrove Partners Im, LLC 0.01% New 5,755 $213K
Inspire Advisors, LLC 0.01% Add +9.0% 5,752 $213K
Mercer Global Advisors Inc. 0.00% Add +4.5% 5,651 $209K
CIBC Bancorp USA Inc. 0.00% Add +10.8% 5,611 $208K
Greenleaf Trust 0.00% Reduce -0.4% 5,510 $204K
Ensign Peak Advisors, Inc 0.00% Reduce -43.6% 5,500 $204K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,290 $196K
Northwestern Mutual Wealth Management Co. 0.00% Add +2457.9% 4,374 $162K
Quantbot Technologies LP 0.01% Add +45.2% 4,353 $161K
Summit Securities Group LLC 0.03% New 4,340 $161K
Clearstead Advisors, LLC 0.00% No change 4,100 $152K
Northwest & Ethical Investments L.P. 0.00% Reduce -62.2% 3,593 $136K
KBC Group NV 0.00% No change 3,247 $120K
Inspire Investing, LLC 0.00% Reduce -80.6% 2,905 $108K
Parallel Advisors, LLC 0.00% Reduce -14.0% 2,845 $105K
Versant Capital Management, Inc 0.01% Add +16.3% 2,730 $101K
Signaturefd, LLC 0.00% Add +1.0% 2,613 $97K
Smartleaf Asset Management LLC 0.00% No change 2,296 $87K
Farther Finance Advisors, LLC 0.00% Reduce -19.0% 2,280 $84K
Arax Advisory Partners 0.00% Add +86.5% 2,257 $84K
Ameliora Wealth Management Ltd. 0.02% No change 2,145 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -1.3% 2,124 $79K
Sterling Capital Management LLC 0.00% Reduce -38.9% 2,022 $75K
Hoey Investments, Inc. 0.01% No change 1,668 $62K
Strengthening Families & Communities, LLC 0.01% Add +0.1% 1,618 $60K
Nykredit A/S 0.00% — 1,584 $59K
Assetmark, Inc. 0.00% Add +9.3% 1,543 $57K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -21.3% 1,401 $52K
TD Waterhouse Canada Inc. 0.00% Add +446.9% 1,340 $50K
Aster Capital Management (DIFC) Ltd 0.01% New 1,136 $42K
SBI Securities Co., Ltd. 0.00% Reduce -15.6% 1,131 $42K
Salomon & Ludwin, LLC 0.00% Add +64.5% 1,120 $42K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 1,037 $38K
Huntington National Bank 0.00% Add +197.9% 974 $36K
Hantz Financial Services, Inc. 0.00% Add +155.1% 959 $35K
Keating Financial Advisory Services, Inc. 0.00% Add +125.1% 907 $34K
Optiver Holding B.V. 0.00% Add +1971.4% 870 $32K
JPL Wealth Management, LLC 0.01% No change 780 $29K
Nomura Asset Management Co. Ltd. 0.00% Reduce -59.0% 750 $28K
Kemnay Advisory Services Inc. 0.00% Reduce -12.4% 683 $25K
Beacon Investment Advisory Services, Inc. 0.00% No change 550 $20K
Larson Financial Group LLC 0.00% Reduce -44.2% 513 $19K
UMB Bank, n.a. 0.00% Reduce -1.2% 508 $19K
Harbour Investments, Inc. 0.00% Add +0.2% 505 $19K
Federated Hermes, Inc. 0.00% Add +12.8% 502 $19K
Los Angeles Capital Management LLC 0.00% No change 393 $15K
Allworth Financial LP 0.00% Reduce -6.9% 350 $13K
Private Trust Co. NA 0.00% No change 341 $13K
Bare Financial Services, Inc 0.00% Add +30.4% 322 $12K
Rockefeller Capital Management L.P. 0.00% Add +100.0% 236 $9K
Harbor Capital Advisors, Inc. 0.00% No change 217 $8K
Private Wealth Management Group, LLC 0.00% No change 203 $8K
SouthState Bank Corp 0.00% No change 174 $6K
Rothschild Investment LLC 0.00% Add +13.4% 169 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -85.2% 161 $6K
Valued Wealth Advisors LLC 0.00% New 160 $6K
Parkside Financial Bank & Trust 0.00% No change 154 $6K
Prestige Wealth Management Group LLC 0.00% Add +7.9% 150 $6K
Quarry LP 0.00% Add +145.8% 145 $5K
Torren Management, LLC 0.00% No change 140 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +19.8% 121 $4K
Zions Bancorporation, National Association 0.00% New 114 $4K
Country Trust Bank 0.00% No change 90 $3K
JFS Wealth Advisors, LLC 0.00% Add +7.2% 89 $3K
Silver Grove Financial Group, Inc. 0.00% New 85 $3K
Fulcrum Asset Management LLP 0.00% New 80 $3K
Fortitude Family Office, LLC 0.00% Reduce -19.0% 81 $3K
Arlington Trust Co LLC 0.00% No change 70 $3K
RMG Wealth Management LLC 0.00% New 76 $3K
CVA Family Office, LLC 0.00% Reduce -55.7% 66 $2K
Farmers & Merchants Investments Inc. 0.00% No change 60 $2K
Hilton Head Capital Partners, LLC 0.00% No change 57 $2K
Manchester Capital Management LLC 0.00% No change 54 $2K
Global Retirement Partners, LLC 0.00% — 53 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -12.5% 49 $2K
Fiduciary Financial Advisors 0.00% New 45 $2K
Blue Trust, Inc. 0.00% Reduce -55.9% 41 $2K
Physician Wealth Advisors, Inc. 0.00% New 39 $1K
Creative Capital Management Investments LLC 0.00% New 34 $1K
Kilter Group LLC 0.00% No change 32 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -34.2% 25 $925
Rialto Wealth Management, LLC 0.00% Add +118.2% 24 $889
Bell Investment Advisors, Inc 0.00% No change 24 $889
Plante Moran Financial Advisors, LLC 0.00% New 22 $814
SJS Investment Consulting Inc. 0.00% No change 20 $741
Hughes Financial Services, LLC 0.00% Reduce -24.0% 19 $703
Essential Partners LLC 0.00% Add +750.0% 17 $629
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.1% 16 $593
Ankerstar Wealth, LLC 0.00% Reduce -11.1% 16 $592
McGuire Capital Advisors Inc. 0.00% No change 15 $555
Bay Harbor Wealth Management, LLC 0.00% Add +7.1% 15 $555
HFM Investment Advisors, LLC 0.00% Add +100.0% 14 $519
Marquette Asset Management, LLC 0.00% No change 13 $482
Bruce G. Allen Investments, LLC 0.00% No change 12 $444
IFP Advisors, Inc 0.00% No change 11 $407
Gilpin Wealth Management, LLC 0.00% Reduce -43.8% 9 $334
Godfrey Financial Associates, Inc. 0.00% No change 8 $296
TD Capital Management LLC 0.00% No change 8 $296
LRI Investments, LLC 0.00% New 6 $222
Davis Capital Management 0.00% New 5 $185
DecisionPoint Financial, LLC 0.00% New 3 $112
CoreCap Advisors, LLC 0.00% New 2 $74
Maryland Capital Advisors Inc. 0.00% — 1 $38
Raffa Wealth Management, LLC 0.00% Reduce -66.7% 1 $37
Evolution Advisers, Inc. 0.00% New 24 $0
Navigoe, LLC 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.