TDVI Institutional Ownership & Shareholders
FT VEST TECHNOLOGY DIVIDEND (TDVI) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Luken Investment Analytics, Llc is currently the largest disclosed institutional shareholder of TDVI tracked by InsiderSet, reporting ownership valued at approximately $25.33M 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 $24.51M, representing an estimated loss of -3.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed TDVI value among the investors covered in this analysis. Major shareholders include Luken Investment Analytics, Llc, Lpl Financial Llc, Southern Capital Services Inc, and several other long-term asset managers with concentrated positions in FT VEST TECHNOLOGY DIVIDEND (TDVI).
This page ranks the largest institutional TDVI 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
87
Total Reported Value
$180.15M
Largest Holder
Luken Investment Analytics, Llc
Largest Position
$25.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Luken Investment Analytics, Llc | 8.85% | 797,531 | $25,329,585 | $24,508,128 | -$821,457 | -3.24% | |
| Lpl Financial Llc | 0.01% | 748,794 | $23,781,689 | $23,010,440 | -$771,249 | -3.24% | |
| Southern Capital Services Inc | 9.57% | 545,472 | $16,789,620 | $16,762,355 | -$27,265 | -0.16% | |
| Cetera Investment Advisers | 0.01% | 444,365 | $14,113,033 | $13,655,336 | -$457,697 | -3.24% | |
| Royal Bank Of Canada | 0.00% | 440,877 | $14,002,000 | $13,548,150 | -$453,850 | -3.24% | |
| Raymond James Financial Inc | 0.00% | 417,623 | $13,263,706 | $12,833,555 | -$430,151 | -3.24% | |
| Osaic Holdings, Inc. | 0.01% | 184,671 | $5,865,728 | $5,674,940 | -$190,788 | -3.25% | |
| Independent Financial Group, Llc | 0.10% | 170,797 | $5,257,121 | $5,248,592 | -$8,529 | -0.16% | |
| Stifel Financial Corp | 0.00% | 134,233 | $4,263,274 | $4,124,980 | -$138,294 | -3.24% | |
| Envestnet Asset Management Inc | 0.00% | 122,017 | $3,875,269 | $3,749,582 | -$125,687 | -3.24% | |
| Triad Wealth Partners, Llc | 0.19% | 105,914 | $3,254,752 | $3,254,737 | -$15 | -0.00% | |
| Two Sigma Investments, Lp | 0.00% | 100,900 | $3,204,584 | $3,100,657 | -$103,927 | -3.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 96,763 | $3,073,190 | $2,973,527 | -$99,663 | -3.24% | |
| Sequent Planning Llc | 0.57% | 84,555 | $2,685,472 | $2,598,375 | -$87,097 | -3.24% | |
| Private Advisor Group, Llc | 0.01% | 82,774 | $2,628,904 | $2,543,645 | -$85,259 | -3.24% | |
| Arax Advisory Partners | 0.02% | 80,508 | $2,556,935 | $2,474,011 | -$82,924 | -3.24% | |
| First Trust Advisors Lp | 0.00% | 73,320 | $2,328,643 | $2,253,124 | -$75,519 | -3.24% | |
| Gladstone Institutional Advisory Llc | 0.07% | 66,454 | $2,110,579 | $2,042,131 | -$68,448 | -3.24% | |
| Mgo One Seven Llc | 0.03% | 58,213 | $1,848,845 | $1,788,885 | -$59,960 | -3.24% | |
| Integrated Wealth Concepts Llc | 0.01% | 45,269 | $1,437,737 | $1,391,116 | -$46,621 | -3.24% | |
| Stephens Inc | 0.01% | 39,935 | $1,268,349 | $1,227,203 | -$41,146 | -3.24% | |
| Capital Investment Advisory Services, Llc | 0.08% | 38,685 | $1,228,638 | $1,188,790 | -$39,848 | -3.24% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 36,522 | $1,159,939 | $1,122,321 | -$37,618 | -3.24% | |
| Harbour Investments, Inc. | 0.01% | 32,954 | $1,046,619 | $1,012,676 | -$33,943 | -3.24% | |
| Old Mission Capital Llc | 0.03% | 32,884 | $1,044,395 | $1,010,525 | -$33,870 | -3.24% | |
| Owen Larue, Llc | 0.34% | 30,936 | $982,527 | $950,663 | -$31,864 | -3.24% | |
| Intrua Financial, Llc | 0.09% | 30,151 | $957,591 | $926,540 | -$31,051 | -3.24% | |
| Benson Wealth Management Inc | 0.94% | 29,294 | $930,377 | $900,205 | -$30,172 | -3.24% | |
| Susquehanna International Group, Llp | 0.00% | 29,042 | $922,374 | $892,461 | -$29,913 | -3.24% | |
| Rfg Advisory, Llc | 0.01% | 28,880 | $917,227 | $887,482 | -$29,745 | -3.24% | |
| Greenberg Financial Group | 0.31% | 27,940 | $859,993 | $858,596 | -$1,397 | -0.16% | |
| Jane Street Group, Llc | 0.00% | 26,755 | $849,739 | $822,181 | -$27,558 | -3.24% | |
| Triumph Capital Management | 0.14% | 26,044 | $801,648 | $800,332 | -$1,316 | -0.16% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,893 | $796,978 | $795,692 | -$1,286 | -0.16% | |
| Uniting Wealth Partners, Llc | 0.14% | 21,899 | $695,512 | $672,956 | -$22,556 | -3.24% | |
| Accel Wealth Management | 0.15% | 22,177 | $682,614 | $681,499 | -$1,115 | -0.16% | |
| Marshall Wace, Llp | 0.00% | 21,374 | $678,838 | $656,823 | -$22,015 | -3.24% | |
| Advisory Advocates, Llc | 0.55% | 20,330 | $645,681 | $624,741 | -$20,940 | -3.24% | |
| Iht Wealth Management, Llc | 0.01% | 19,539 | $620,555 | $600,433 | -$20,122 | -3.24% | |
| Venture Visionary Partners Llc | 0.02% | 19,879 | $611,879 | $610,882 | -$997 | -0.16% | |
| Newedge Advisors, Llc | 0.00% | 19,108 | $606,870 | $587,189 | -$19,681 | -3.24% | |
| Jaffetilchin Investment Partners, Llc | 0.03% | 18,789 | $596,737 | $577,386 | -$19,351 | -3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,123 | $566,353 | $556,920 | -$9,433 | -1.67% | |
| Silver Oak Securities, Incorporated | 0.03% | 17,623 | $559,691 | $541,555 | -$18,136 | -3.24% | |
| Endeavor Private Wealth, Inc. | 0.13% | 16,210 | $514,830 | $498,133 | -$16,697 | -3.24% | |
| Sunbelt Securities, Inc. | 0.03% | 18,096 | $480,617 | $556,090 | +$75,473 | +15.70% | |
| Core Wealth Partners Llc | 0.18% | 13,300 | $422,408 | $408,709 | -$13,699 | -3.24% | |
| Aft, Forsyth & Company, Inc. | 0.18% | 12,010 | $381,443 | $369,067 | -$12,376 | -3.24% | |
| Wcg Wealth Advisors Llc | 0.01% | 11,586 | $367,965 | $356,038 | -$11,927 | -3.24% | |
| Arkadios Wealth Advisors | 0.01% | 11,500 | $365,240 | $353,395 | -$11,845 | -3.24% |
Frequently asked questions about TDVI
Who are the largest institutional holders of TDVI?
The largest institutional holders of TDVI reported in the latest SEC Form 13F filings include Luken Investment Analytics, Llc, Lpl Financial Llc, Southern Capital Services Inc, Cetera Investment Advisers, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported TDVI position.
What is TDVI institutional ownership?
This page tracks TDVI positions reported by institutional investment managers through SEC Form 13F. FT VEST TECHNOLOGY DIVIDEND (TDVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDVI?
InsiderSet currently tracks 87 institutional managers reporting TDVI 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 TDVI shareholders.
How much TDVI stock do institutions own?
Institutional investment managers disclosed approximately $180.15M in TDVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDVI institutional ownership last updated?
The latest TDVI 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 TDVI 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 TDVI position after the reporting date.
Are institutions buying or selling TDVI?
Institutional buying and selling can be analyzed by comparing TDVI positions across consecutive 13F reporting periods. InsiderSet's TDVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDVI ownership changes.
How has TDVI institutional ownership changed over time?
InsiderSet tracks TDVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.