Public record / Tickers / TDC

TDC — TERADATA CORP /DE/†

Both disclosure regimes on one name: who in Congress filed about TDC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming TDC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-11
filed 2022-02-11
13F holders
388
top-388 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $50.0K–$100K

BUY · traded 2021-04-26 → filed 2021-06-12. Ranked over every TDC row by the provable lower bound, never a point estimate.

No member disclosed TDC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated TDC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TDC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TDC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-11Pete Sessions R–TX-17SELLTraded 01-18 +24d$1K–$15K
2021-06-12Tom Malinowski D–NJ-7BUYTraded 04-26 LATE·47d$50K–$100K
2021-03-06Tom Malinowski D–NJ-7BUYTraded 02-12 +22d$15K–$50K
2021-03-05Tom Malinowski D–NJ-7SELLTraded 2020-10-20 LATE·136d$1K–$15K
2021-03-05Tom Malinowski D–NJ-7SELLTraded 2020-07-17 LATE·231d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in TDC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed TDC in the trailing 12 months.

Congress ↔ notable managers · TDC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $33.8M held
Trimming
1 Bridgewater Associates $4.2M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TERADATA CORP DEL

Merged timeline of congressional filings and notable-manager moves on TDC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+156,693 sh
2026-05-15Bridgewater Associates 13FTRIM−49,311 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of TDC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$322M1
2Lynrock Lake LP$240M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$236M1
4AMERIPRISE FINANCIAL INC$107M1
5VANGUARD CAPITAL MANAGEMENT LLC$103M1
6STATE STREET CORP$85.6M1
7Boston Partners$82.5M1
8MORGAN STANLEY$65.2M1
9GEODE CAPITAL MANAGEMENT, LLC$65.1M1
10AQR CAPITAL MANAGEMENT LLC$59.4M1
11FULLER & THALER ASSET MANAGEMENT, INC.$58.8M1
12Allianz Asset Management GmbH$53.7M1
13CITADEL ADVISORS LLC$50.6M1
14DIMENSIONAL FUND ADVISORS LP$48.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$38.4M1
16UBS Group AG$35.9M1
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35.9M1
18VICTORY CAPITAL MANAGEMENT INC$35.1M1
19Defiance ETFs, LLC$34.1M1
20BANK OF AMERICA CORP /DE/$33.8M1
21Gotham Asset Management, LLC$33.8M1
22Quantinno Capital Management LP$33.2M1
23Nuveen, LLC$31.2M1
24Qube Research & Technologies Ltd$22.8M1
25FIRST TRUST ADVISORS LP$22.2M1
26FMR LLC$22.1M1
27MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.7M1
28Robeco Institutional Asset Management B.V.$19.7M1
29LAZARD ASSET MANAGEMENT LLC$19.6M1
30NORTHERN TRUST CORP$19.2M1
31FRANKLIN RESOURCES INC$19.0M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.7M1
33Parsifal Capital Management, LP$18.3M1
34Bank of New York Mellon Corp$15.3M1
35VANGUARD FIDUCIARY TRUST CO$14.8M1
36Invesco Ltd.$14.0M1
37Janus Henderson Group Ltd.$11.8M1
38PUBLIC SECTOR PENSION INVESTMENT BOARD$11.6M1
39PRINCIPAL FINANCIAL GROUP INC$11.6M1
40Corient Private Wealth LLC$10.7M1
41Archon Capital Management LLC$8.9M1
42Hillsdale Investment Management Inc.$8.8M1
43SEI INVESTMENTS CO$8.7M1
44JACOBS LEVY EQUITY MANAGEMENT, INC$8.3M1
45CITIGROUP INC$6.5M1
46SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.1M1
47RENAISSANCE TECHNOLOGIES LLC$6.0M1
48BNP Paribas Asset Management Holding S.A.$5.9M1
49Legal & General Group Plc$5.7M1
50AMERICAN CENTURY COMPANIES INC$5.5M1
51Man Group plc$5.2M1
52Squarepoint Ops LLC$5.0M1
53Counterpoint Mutual Funds LLC$4.8M1
54BARCLAYS PLC$4.5M1
55NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.5M1
56TWO SIGMA INVESTMENTS, LP$4.3M1
57Convergence Investment Partners, LLC$4.3M1
58Swiss National Bank$4.3M1
59Bridgewater Associates, LP$4.2M1
60ROYAL BANK OF CANADA$4.2M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
62NORDEA INVESTMENT MANAGEMENT AB$4.2M1
63Trexquant Investment LP$4.1M1
64ALLIANCEBERNSTEIN L.P.$4.0M1
65ENVESTNET ASSET MANAGEMENT INC$3.6M1
66ExodusPoint Capital Management, LP$3.6M1
67Mitsubishi UFJ Trust & Banking Corp$3.4M1
68Lightrock Netherlands B.V.$3.2M1
69New Age Alpha Advisors, LLC$3.2M1
70RAYMOND JAMES FINANCIAL INC$3.1M1
71OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
72Amundi$3.1M1
73ZACKS INVESTMENT MANAGEMENT$3.0M1
74WELLS FARGO & COMPANY/MN$3.0M1
75MACKENZIE FINANCIAL CORP$2.8M1
76LPL Financial LLC$2.8M1
77FIFTH THIRD BANCORP$2.5M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.5M1
79CLARK ESTATES INC/NY$2.5M1
80WEDGE CAPITAL MANAGEMENT L L P/NC$2.5M1
81Crossmark Global Holdings, Inc.$2.5M1
82Engineers Gate Manager LP$2.4M1
83XTX Topco Ltd$2.4M1
84O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
85JANE STREET GROUP, LLC$2.3M1
86Vinva Investment Management Ltd$2.2M1
87Vanguard Global Advisers, LLC$2.2M1
88VANGUARD ASSET MANAGEMENT, Ltd$2.1M1
89Strategic Global Advisors, LLC$1.8M1
90Mitsubishi UFJ Asset Management Co., Ltd.$1.8M1
91Creative Planning$1.8M1
92Elo Mutual Pension Insurance Co$1.8M1
93Summit Trail Advisors, LLC$1.7M1
94LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
95ROYCE & ASSOCIATES LP$1.5M1
96Cerity Partners LLC$1.5M1
97Illinois Municipal Retirement Fund$1.4M1
98Integrated Quantitative Investments LLC$1.4M1
99CWM, LLC$1.3M1
100KLP KAPITALFORVALTNING AS$1.3M1
101PICTON MAHONEY ASSET MANAGEMENT$1.3M1
102TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
103NEW YORK STATE COMMON RETIREMENT FUND$1.2M1
104WINTON GROUP Ltd$1.2M1
105MERCER GLOBAL ADVISORS INC /ADV$1.2M1
106SORA INVESTORS LLC$1.2M1
107CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.1M1
108OCCUDO QUANTITATIVE STRATEGIES LP$1.1M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$1.0M1
110Parrish Capital LLC$1.0M1
111Dynamic Technology Lab Private Ltd$1.0M1
112Kestra Investment Management, LLC$1.0M1
113Magnetar Financial LLC$995K1
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$981K1
115NewEdge Wealth, LLC$967K1
116Freestone Grove Partners LP$921K1
117CSS LLC/IL$915K1
118VARCOV Co.$869K1
119Sequoia Financial Advisors, LLC$828K1
120D. E. Shaw & Co., Inc.$824K1
121Focus Partners Wealth$791K1
122Schonfeld Strategic Advisors LLC$772K1
123PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$758K1
124Vident Advisory, LLC$715K1
125L2 Asset Management, LLC$683K1
126Impact Partnership Wealth, LLC$643K1
127YOUSIF CAPITAL MANAGEMENT, LLC$638K1
128MEEDER ASSET MANAGEMENT INC$606K1
129Arizona State Retirement System$591K1
130COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$591K1
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND$545K1
132Inscription Capital, LLC$545K1
133JOHN G ULLMAN & ASSOCIATES INC$543K1
134TWIN CAPITAL MANAGEMENT INC$539K1
135Gibbs Wealth Management$537K1
136NewEdge Advisors, LLC$504K1
137Vanguard Investments Australia, Ltd.$504K1
138Cetera Investment Advisers$498K1
139Empowered Funds, LLC$493K1
140Maryland State Retirement & Pension System$490K1
141MANUFACTURERS LIFE INSURANCE COMPANY, THE$487K1
142ALPS ADVISORS INC$477K1
143Jain Global LLC$476K1
144CANADA PENSION PLAN INVESTMENT BOARD$469K1
145RITHOLTZ WEALTH MANAGEMENT$469K1
146State of Wyoming$461K1
147HighTower Advisors, LLC$422K1
148STATE OF WISCONSIN INVESTMENT BOARD$417K1
149DEUTSCHE BANK AG\$409K1
150Chicago Partners Investment Group LLC$407K1
151BOOTHBAY FUND MANAGEMENT, LLC$405K1
152GLENMEDE TRUST CO NA$402K1
153Portside Wealth Group, LLC$400K1
154One Wealth Advisors, LLC$397K1
155IEQ CAPITAL, LLC$390K1
156Graham Capital Management, L.P.$388K1
157Y-Intercept (Hong Kong) Ltd$385K1
158Pictet Asset Management Holding SA$384K1
159Brevan Howard Capital Management LP$369K1
160Optimist Retirement Group LLC$357K1
161MIRABELLA FINANCIAL SERVICES LLP$343K1
162Kera Capital Partners, Inc.$317K1
163Smith Group Asset Management, LLC$315K1
164ProShare Advisors LLC$306K1
165Pinnacle Financial Partners, Inc.$306K1
166XPONANCE LLC$303K1
167JMN Financial LLC$294K1
168EVERGREEN CAPITAL MANAGEMENT LLC$290K1
169DIVERSIFY WEALTH MANAGEMENT, LLC$287K1
170Swiss Life Asset Management Ltd$282K1
171BANK OF MONTREAL /CAN/$281K1
172Sagewood Asset Management LP$275K1
173MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$273K1
174Legato Capital Management LLC$272K1
175HSBC HOLDINGS PLC$266K1
176Sumitomo Mitsui DS Asset Management Company, Ltd$265K1
177Composition Wealth, LLC$259K1
178Caitong International Asset Management Co., Ltd$259K1
179INCEPTIONR LLC$256K1
180nVerses Capital, LLC$255K1
181Vanguard Personalized Indexing Management, LLC$254K1
182NORDEN GROUP LLC$253K1
183MILLENNIUM MANAGEMENT LLC$237K1
184Merit Financial Group, LLC$226K1
185TWINBEECH CAPITAL LP$222K1
186ARDSLEY ADVISORY PARTNERS LP$205K1
187Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$201K1
188WESTPORT ASSET MANAGEMENT INC$192K1
189Ensign Peak Advisors, Inc$168K1
190NISA INVESTMENT ADVISORS, LLC$164K1
191Bayforest Capital Ltd$137K1
192OSAIC HOLDINGS, INC.$118K1
193Pinnacle Wealth Planning Services, Inc.$107K1
194OSSIAM$104K1
195New Vernon Capital Holdings II LLC$103K1
196US BANCORP \DE\$101K1
197ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$92.2K1
198Allworth Financial LP$91.0K1
199Larson Financial Group LLC$90.8K1
200LSV ASSET MANAGEMENT$87.8K1
201Federation des caisses Desjardins du Quebec$84.6K1
202Walleye Trading LLC$79.4K1
203Eurizon Capital SGR S.p.A.$73.4K1
204Rockefeller Capital Management L.P.$66.4K1
205Caitlin John, LLC$65.2K1
206MetLife Investment Management, LLC$63.1K1
207Parkside Financial Bank & Trust$62.1K1
208FEDERATED HERMES, INC.$58.8K1
209SJS Investment Consulting Inc.$46.5K1
210Salomon & Ludwin, LLC$37.6K1
211Steward Partners Investment Advisory, LLC$34.5K1
212Penserra Capital Management LLC$34.1K1
213Independence Bank of Kentucky$30.8K1
214ARMSTRONG ADVISORY GROUP, INC$30.3K1
215SIGNATUREFD, LLC$30.0K1
216North Ridge Wealth Advisors, Inc.$25.6K1
217QUADRANT CAPITAL GROUP LLC$24.8K1
218WealthCollab, LLC$24.8K1
219BARTLETT & CO. WEALTH MANAGEMENT LLC$23.5K1
220NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20.6K1
221Financial Network Wealth Advisors LLC$19.5K1
222Atlantic Union Bankshares Corp$18.4K1
223MAI Capital Management$18.4K1
224True Wealth Design, LLC$17.1K1
225Mirae Asset Global Investments Co., Ltd.$16.6K1
226UMB Bank, n.a.$12.7K1
227Advisors Asset Management, Inc.$12.3K1
228GROUP ONE TRADING LLC$10.2K1
229SBI Securities Co., Ltd.$9.4K1
230CX Institutional$8.3K1
231HM PAYSON & CO$8.1K1
232WEBSTER BANK, N. A.$7.5K1
233Smartleaf Asset Management LLC$6.9K1
234Smallwood Wealth Investment Management, LLC$6.2K1
235Intentional Wealth Strategies, LLC$5.5K1
236SHP Wealth Management$5.4K1
237ENTRUST FINANCIAL LLC$5.4K1
238TOMPKINS FINANCIAL CORP$5.1K1
239Costello Asset Management, INC$5.1K1
240Hickory Point Bank & Trust$4.8K1
241ELEVATION WEALTH PARTNERS, LLC$4.4K1
242PFS Partners, LLC$4.2K1
243Marquette Asset Management, LLC$3.9K1
244Arax Advisory Partners$3.8K1
245Treasurer of the State of North Carolina$3.5K1
246NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3.4K1
247CVA Family Office, LLC$3.4K1
248Blue Trust, Inc.$2.9K1
249Private Wealth Management Group, LLC$2.9K1
250Manchester Capital Management LLC$2.7K1
251COUNTRY TRUST BANK$2.6K1
252Wall Street Financial Group, Inc.$2.6K1
253Keating Financial Advisory Services, Inc.$2.4K1
254Prestige Wealth Management Group LLC$2.3K1
255BEACON INVESTMENT ADVISORY SERVICES, INC.$2.3K1
256Transamerica Financial Advisors, LLC$2.2K1
257Altshuler Shaham Ltd$2.2K1
258JFS WEALTH ADVISORS, LLC$2.1K1
259CANADA LIFE ASSURANCE Co$2.0K1
260Scarborough Advisors, LLC$1.9K1
261Darwin Wealth Management, LLC$1.9K1
262ASSETMARK, INC$1.7K1
263Center for Financial Planning, Inc.$1.6K1
264Sachetta, LLC$1.6K1
265Dogwood Wealth Management LLC$1.6K1
266THRIVENT FINANCIAL FOR LUTHERANS$1.6K1
267MCF Advisors LLC$1.6K1
268Raleigh Capital Management Inc.$1.5K1
269Key FInancial Inc$1.5K1
270Annis Gardner Whiting Capital Advisors, LLC$1.5K1
271ACADIAN ASSET MANAGEMENT LLC$1.4K1
272State of Alaska, Department of Revenue$1.3K1
273TOTH FINANCIAL ADVISORY CORP$1.3K1
274FARMERS & MERCHANTS INVESTMENTS INC$1.3K1
275Owl Creek Wealth Partners LLC$1.2K1
276PRIVATE TRUST CO NA$1.2K1
277AMERIFLEX GROUP, INC.$1.1K1
278Redwood Investment Management, LLC$1.0K1
279Kilter Group LLC$9741
280MV CAPITAL MANAGEMENT, INC.$8981
281Inspire Investing, LLC$8901
2821 NORTH WEALTH SERVICES LLC$8461
283MidFirst Bank$8461
284STOREBRAND ASSET MANAGEMENT AS$8201
285Godfrey Financial Associates, Inc.$8071
286CONTRAVISORY INVESTMENT MANAGEMENT, INC.$7691
287AMALGAMATED BANK$7611
288Ankerstar Wealth, LLC$7431
289Community Financial Services Group, LLC$7071
290Physician Wealth Advisors, Inc.$6671
291WOLFF WIESE MAGANA LLC$6671
292GILPIN WEALTH MANAGEMENT, LLC$6671
293Bell Investment Advisors, Inc$6161
294Cassaday & Co Wealth Management LLC$6161
295Medallion Wealth Advisors, LLC$6161
296Kentucky Retirement Systems$6141
297TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5981
298Destiny Wealth Partners, LLC$5891
299Harvest Fund Management Co., Ltd$5681
300USA FINANCIAL FORMULAS$5381
301EASTERN BANK$5131
302HARBOR CAPITAL ADVISORS, INC.$4141
303South Dakota Investment Council$4141
304Jackson Creek Investment Advisors LLC$3881
305New England Capital Financial Advisors LLC$3851
306DiNuzzo Private Wealth, Inc.$3851
307Frazier Financial Advisors, LLC$3851
308NATIXIS ADVISORS, LLC$3241
309TD Capital Management LLC$3201
310Leonteq Securities AG$3081
311Claret Asset Management Corp$2681
312HFM Investment Advisors, LLC$2311
313Signature Equity Partners, LLC$2311
314Hilton Head Capital Partners, LLC$2311
315PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2121
316Rialto Wealth Management, LLC$2061
317Cromwell Holdings LLC$2051
318Vestcor Inc$1971
319SALEM INVESTMENT COUNSELORS INC$1541
320Anfield Capital Management, LLC$1541
321Pacific Center for Financial Services$1541
322INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1511
323Vermillion Wealth Management, Inc.$1031
324DekaBank Deutsche Girozentrale$861
325KBC Group NV$831
326Cranbrook Wealth Management, LLC$351
327TD Waterhouse Canada Inc.$251
328Measured Wealth Private Client Group, LLC$111
329Capital Advisors, Ltd. LLC$01
330VANGUARD GROUP INC— value not disclosed1
331COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
332MML INVESTORS SERVICES, LLC— value not disclosed1
333VALLEY NATIONAL ADVISERS INC— value not disclosed1
334HARBOUR INVESTMENTS, INC.— value not disclosed1
335Clearstead Advisors, LLC— value not disclosed1
336PANAGORA ASSET MANAGEMENT INC— value not disclosed1
337TOCQUEVILLE ASSET MANAGEMENT L.P.— value not disclosed1
338KORNITZER CAPITAL MANAGEMENT INC /KS— value not disclosed1
339COMERICA BANK— value not disclosed1
340VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
341VOYA INVESTMENT MANAGEMENT LLC— value not disclosed1
342PRUDENTIAL FINANCIAL INC— value not disclosed1
343CIBC Private Wealth Group LLC— value not disclosed1
344Mariner, LLC— value not disclosed1
345Cambridge Investment Research Advisors, Inc.— value not disclosed1
346Verition Fund Management LLC— value not disclosed1
347EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
348HRT FINANCIAL LP— value not disclosed1
349TWO SIGMA ADVISERS, LP— value not disclosed1
350Diversified Trust Co— value not disclosed1
351SIMPLEX TRADING, LLC— value not disclosed1
352SUMMIT SECURITIES GROUP LLC— value not disclosed1
353Tower Research Capital LLC (TRC)— value not disclosed1
354Atria Investments, Inc— value not disclosed1
355Assenagon Asset Management S.A.— value not disclosed1
356WESTERLY CAPITAL MANAGEMENT, LLC— value not disclosed1
357Headlands Technologies LLC— value not disclosed1
358Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
359Tidal Investments LLC— value not disclosed1
360Versor Investments LP— value not disclosed1
361Quadrature Capital Ltd— value not disclosed1
362Holocene Advisors, LP— value not disclosed1
363DV Trading LLC— value not disclosed1
364Crewe Advisors LLC— value not disclosed1
365Steigerwald, Gordon & Koch Inc.— value not disclosed1
366Circumference Group LLC— value not disclosed1
367Global Retirement Partners, LLC— value not disclosed1
368Laurel Wealth Advisors LLC— value not disclosed1
369Occidental Asset Management, LLC— value not disclosed1
370Sanctuary Advisors, LLC— value not disclosed1
371Kestra Advisory Services, LLC— value not disclosed1
372EMC Capital Management— value not disclosed1
373Concentric Capital Strategies, LP— value not disclosed1
374Pallas Capital Advisors LLC— value not disclosed1
375Focus Partners Advisor Solutions, LLC— value not disclosed1
376Activest Wealth Management— value not disclosed1
377AlphaQuest LLC— value not disclosed1
378SageView Advisory Group, LLC— value not disclosed1
379Dunhill Financial, LLC— value not disclosed1
380LECAP ASSET MANAGEMENT LTD— value not disclosed1
381EntryPoint Capital, LLC— value not disclosed1
382Turning Point Benefit Group, Inc.— value not disclosed1
383Optimize Financial Inc— value not disclosed1
384Aster Capital Management (DIFC) Ltd— value not disclosed1
385Unified Investment Management— value not disclosed1
386OPTIMA CAPITAL LLC— value not disclosed1
387Exit Wealth Advisors, LLC.— value not disclosed1
388EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 329 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TDC

RETAINED WINDOW · ACTIVE HITS

Zero hits on TDC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for TDC · financials and macro

Financials — as filed PLANNED

TDC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TDC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing