TAPPALPHA IN 100 GR & DI ETF (TDAQ) Institutional Ownership Changes & 13F Activity
TAPPALPHA IN 100 GR & DI ETF (TDAQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Clear Street Group Inc., Stegent Equity Advisors, Inc., Summit Financial, Llc, Hrt Financial Lp, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +31,124 | — | 31,124 | $883.92K | Q2 2026 | Sep 09, 2026 |
| Hrt Financial Lp | Sell | -32,506 | -67.0% | 16,004 | $454.00K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -19,692 | -73.1% | 7,246 | $205.79K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +12,208 | — | 12,208 | $346.71K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +52 | +17.3% | 353 | $10.03K | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | Buy | +1,174,570 | +144.2% | 1,989,331 | $56.50M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +55,323 | +25.5% | 271,978 | $7.72M | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group Llc | Buy | +22,405 | — | 22,405 | $589.92K | Q2 2026 | Jul 30, 2026 |
| Stegent Equity Advisors, Inc. | Buy | +129,539 | — | 129,539 | $3.68M | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +22,399 | +31.0% | 94,611 | $2.69M | Q2 2026 | Jul 27, 2026 |
| Pfg Investments, Llc | Buy | +16,237 | — | 16,237 | $461.14K | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +4,178 | +29.4% | 18,409 | $522.80K | Q2 2026 | Jul 09, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -50 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -2 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Kingsview Wealth Management, Llc | Sell | -9,683 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about TDAQ activity
Which institutional owners are buying TDAQ?
Institutional owners buying TDAQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TDAQ activity?
"Buy" means an investor increased their reported position in TDAQ compared to the prior reporting period. This reflects growing exposure to TAPPALPHA IN 100 GR & DI ETF (TDAQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TDAQ increasing?
Institutional interest in TDAQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.