TCV Institutional Ownership & Shareholders
TOWLE VALUE ETF (TCV) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.97M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Well Done, Llc is currently the largest disclosed institutional shareholder of TCV tracked by InsiderSet, reporting ownership valued at approximately $8.77M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.29M, representing an estimated gain of +5.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed TCV value among the investors covered in this analysis. Major shareholders include Well Done, Llc, Towle & Co, Sanders Morris Harris Llc, and several other long-term asset managers with concentrated positions in TOWLE VALUE ETF (TCV).
This page ranks the largest institutional TCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$19.97M
Largest Holder
Well Done, Llc
Largest Position
$8.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Well Done, Llc | 1.20% | 278,759 | $8,768,839 | $9,291,037 | +$522,198 | +5.96% | |
| Towle & Co | 0.97% | 89,163 | $2,857,576 | $2,971,803 | +$114,227 | +4.00% | |
| Sanders Morris Harris Llc | 0.35% | 82,829 | $2,606,747 | $2,760,691 | +$153,944 | +5.91% | |
| Raymond James Financial Inc | 0.00% | 34,115 | $1,093,348 | $1,137,053 | +$43,705 | +4.00% | |
| Moneta Group Investment Advisors Llc | 0.01% | 28,127 | $901,449 | $937,473 | +$36,024 | +4.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 20,773 | $665,754 | $692,364 | +$26,610 | +4.00% | |
| Mariner, Llc | 0.00% | 18,140 | $581,367 | $604,606 | +$23,239 | +4.00% | |
| Cwa Asset Management Group, Llc | 0.01% | 14,150 | $445,112 | $471,620 | +$26,508 | +5.96% | |
| Plancorp, Llc | 0.01% | 13,495 | $443,041 | $449,788 | +$6,747 | +1.52% | |
| Archford Capital Strategies, Llc | 0.04% | 13,819 | $434,703 | $460,587 | +$25,884 | +5.95% | |
| Apollon Wealth Management, Llc | 0.00% | 10,963 | $344,860 | $365,397 | +$20,537 | +5.96% | |
| Amg National Trust Bank | 0.01% | 9,162 | $293,637 | $305,369 | +$11,732 | +4.00% | |
| Mountain Capital Investment Advisors Inc. | 0.03% | 7,317 | $234,502 | $243,876 | +$9,374 | +4.00% | |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | 6,556 | $206,230 | $218,511 | +$12,281 | +5.96% | |
| Farther Finance Advisors, Llc | 0.00% | 2,994 | $94,181 | $99,790 | +$5,609 | +5.96% |
Frequently asked questions about TCV
Who are the largest institutional holders of TCV?
The largest institutional holders of TCV reported in the latest SEC Form 13F filings include Well Done, Llc, Towle & Co, Sanders Morris Harris Llc, Raymond James Financial Inc, and Moneta Group Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported TCV position.
What is TCV institutional ownership?
This page tracks TCV positions reported by institutional investment managers through SEC Form 13F. TOWLE VALUE ETF (TCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TCV?
InsiderSet currently tracks 15 institutional managers reporting TCV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TCV shareholders.
How much TCV stock do institutions own?
Institutional investment managers disclosed approximately $19.97M in TCV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TCV institutional ownership last updated?
The latest TCV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TCV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TCV position after the reporting date.
Are institutions buying or selling TCV?
Institutional buying and selling can be analyzed by comparing TCV positions across consecutive 13F reporting periods. InsiderSet's TCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TCV ownership changes.
How has TCV institutional ownership changed over time?
InsiderSet tracks TCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.