# EXCHANGE LISTED FDS TR (TDSB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TDSB/

- Reporting holders: 12
- Reported value: $36.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $31.8M | 1,297,354 | 0.3% | 23 |
| [Signal Advisors Wealth, LLC](https://holderbook.com/funds/2010926-signal-advisors-wealth-llc/) | $1.8M | 71,713 | 0.1% | 10 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $921.6K | 37,551 | 0.0% | 7 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $899.3K | 36,641 | 0.0% | 5 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $739.8K | 30,142 | 0.0% | 23 |
| [Aegis Wealth Management, Inc.](https://holderbook.com/funds/2096565-aegis-wealth-management-inc/) | $403.6K | 16,444 | 0.3% | 3 |
| [Continuum Advisory, LLC](https://holderbook.com/funds/1846532-continuum-advisory-llc/) | $147.0K | 5,990 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $37.1K | 1,510 | 0.0% | 6 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $29.1K | 1,187 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $11.1K | 452 | 0.0% | 5 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $3.0K | 122 | 0.0% | 5 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $614 | 25 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $36.8M |
| Q1 2026 | 14 | $41.5M |
| Q4 2025 | 15 | $51.5M |
| Q3 2025 | 11 | $53.5M |
| Q2 2025 | 14 | $66.5M |
| Q1 2025 | 9 | $73.4M |
| Q4 2024 | 11 | $78.8M |
| Q3 2024 | 10 | $91.0M |
| Q2 2024 | 12 | $102.2M |
| Q1 2024 | 9 | $114.6M |
| Q4 2023 | 11 | $117.8M |
| Q3 2023 | 13 | $95.8M |