TDAQ Institutional Ownership & Shareholders
TAPPALPHA IN 100 GR & DI ETF (TDAQ) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Clear Street Group Inc. is currently the largest disclosed institutional shareholder of TDAQ tracked by InsiderSet, reporting ownership valued at approximately $56.50M in its June 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 $49.89M, representing an estimated loss of -11.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TDAQ value among the investors covered in this analysis. Major shareholders include Clear Street Group Inc., Summit Financial, Llc, Stegent Equity Advisors, Inc., and several other long-term asset managers with concentrated positions in TAPPALPHA IN 100 GR & DI ETF (TDAQ).
This page ranks the largest institutional TDAQ 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
16
Total Reported Value
$75.34M
Largest Holder
Clear Street Group Inc.
Largest Position
$56.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Clear Street Group Inc. | 0.18% | 1,989,331 | $56,497,000 | $49,892,421 | -$6,604,579 | -11.69% | |
| Summit Financial, Llc | 0.08% | 271,978 | $7,724,165 | $6,821,208 | -$902,957 | -11.69% | |
| Stegent Equity Advisors, Inc. | 2.95% | 136,866 | $3,728,230 | $3,432,599 | -$295,631 | -7.93% | |
| Concurrent Investment Advisors, Llc | 0.02% | 118,636 | $3,231,634 | $2,975,391 | -$256,243 | -7.93% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,124 | $883,920 | $780,590 | -$103,330 | -11.69% | |
| Chicago Partners Investment Group Llc | 0.01% | 24,572 | $630,028 | $616,266 | -$13,762 | -2.18% | |
| Wealthcare Advisory Partners Llc | 0.01% | 19,162 | $521,967 | $480,583 | -$41,384 | -7.93% | |
| Pfg Investments, Llc | 0.02% | 16,237 | $461,137 | $407,224 | -$53,913 | -11.69% | |
| Hrt Financial Lp | 0.00% | 16,004 | $454,000 | $401,380 | -$52,620 | -11.59% | |
| Milestone Asset Management Group, Llc | 0.19% | 14,912 | $406,214 | $373,993 | -$32,221 | -7.93% | |
| Brown Advisory Inc | 0.00% | 12,208 | $346,707 | $306,177 | -$40,530 | -11.69% | |
| Gts Securities Llc | 0.00% | 7,246 | $205,786 | $181,730 | -$24,056 | -11.69% | |
| Farther Finance Advisors, Llc | 0.00% | 4,507 | $122,771 | $113,036 | -$9,735 | -7.93% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,162 | $118,201 | $104,383 | -$13,818 | -11.69% | |
| Ubs Group Ag | 0.00% | 353 | $10,025 | $8,853 | -$1,172 | -11.69% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about TDAQ
Who are the largest institutional holders of TDAQ?
The largest institutional holders of TDAQ reported in the latest SEC Form 13F filings include Clear Street Group Inc., Summit Financial, Llc, Stegent Equity Advisors, Inc., Concurrent Investment Advisors, Llc, and Integrated Wealth Concepts Llc. InsiderSet ranks institutional holders by their latest reported TDAQ position.
What is TDAQ institutional ownership?
This page tracks TDAQ positions reported by institutional investment managers through SEC Form 13F. TAPPALPHA IN 100 GR & DI ETF (TDAQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDAQ?
InsiderSet currently tracks 16 institutional managers reporting TDAQ 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 TDAQ shareholders.
How much TDAQ stock do institutions own?
Institutional investment managers disclosed approximately $75.34M in TDAQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDAQ institutional ownership last updated?
The latest TDAQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 TDAQ 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 TDAQ position after the reporting date.
Are institutions buying or selling TDAQ?
Institutional buying and selling can be analyzed by comparing TDAQ positions across consecutive 13F reporting periods. InsiderSet's TDAQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDAQ ownership changes.
How has TDAQ institutional ownership changed over time?
InsiderSet tracks TDAQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.