Filing Research | TDOC - TELADOC HEALTH INC Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Counterpoint Mutual Funds LLC	Shares	147.7KSH	$1.3M
2	CHIRON CAPITAL MANAGEMENT, LLC	Shares	109.8KSH	$930.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	96.1KSH	$891.8K
4	Y-Intercept (Hong Kong) Ltd	Shares	103.4KSH	$876.8K
5	EQUITABLE TRUST CO	Shares	60.8KSH	$515.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	54.5KSH	$461.7K
7	Harbour Capital Advisors, LLC	Shares	44.6KSH	$414.2K
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	44.8KSH	$380.2K
9	Robeco Institutional Asset Management B.V.	Shares	27.1KSH	$230.2K
10	Realta Investment Advisors	Shares	20.4KSH	$172.6K
11	SBI Securities Co., Ltd.	Shares	18.6KSH	$157.7K
12	GC Wealth Management RIA, LLC	Shares	17.1KSH	$144.7K
13	Formidable Asset Management, LLC	Shares	26.3KSH	$143.4K
14	Abel Hall, LLC	Shares	16.0KSH	$135.6K
15	MISSION WEALTH MANAGEMENT, LP	Shares	16.0KSH	$135.5K
16	Olympiad Research LP	Shares	14.5KSH	$122.6K
17	Merit Financial Group, LLC	Shares	13.1KSH	$111.3K
18	Waldron Private Wealth LLC	Shares	10.6KSH	$89.5K
19	Mirae Asset Global Investments Co., Ltd.	Shares	10.3KSH	$87.1K
20	Versant Capital Management, Inc	Shares	8.2KSH	$69.6K
21	SIGNATUREFD, LLC	Shares	7.5KSH	$63.3K
22	GAMMA Investing LLC	Shares	7.2KSH	$61.3K
23	EverSource Wealth Advisors, LLC	Shares	5.9KSH	$49.9K
24	True Wealth Design, LLC	Shares	2.6KSH	$21.9K
25	Farther Finance Advisors, LLC	Shares	2.5KSH	$21.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.3KSH	$12.2K
27	SALEM INVESTMENT COUNSELORS INC	Shares	900SH	$7.6K
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	600SH	$5.1K
29	IFP Advisors, Inc	Shares	598SH	$5.1K
30	Physician Wealth Advisors, Inc.	Shares	495SH	$4.2K
31	CoreCap Advisors, LLC	Shares	411SH	$3.5K
32	Aventura Private Wealth, LLC	Shares	400SH	$3.4K
33	FINANCIAL CONSULATE, INC	Shares	372SH	$3.2K
34	ADIRONDACK TRUST CO	Shares	327SH	$2.8K
35	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	278SH	$2.4K
36	Cape Investment Advisory, Inc.	Shares	253SH	$2.1K
37	Allied Private Wealth LLC	Shares	200SH	$1.8K
38	ELEVATION WEALTH PARTNERS, LLC	Shares	164SH	$1.4K
39	Dogwood Wealth Management LLC	Shares	141SH	$1.2K
40	Blue Trust, Inc.	Shares	138SH	$1.2K
41	SJS Investment Consulting Inc.	Shares	131SH	$1.1K
42	CIGNA INVESTMENTS INC /NEW	Shares	107.9KSH	$915
43	Financial Perspectives, Inc	Shares	84SH	$712
44	Bogart Wealth, LLC	Shares	72SH	$611
45	Pacifica Partners Inc.	Shares	60SH	$551
46	AdvisorNet Financial, Inc	Shares	50SH	$424
47	Rachor Investment Advisory Services, LLC	Shares	50SH	$424
48	ST GERMAIN D J CO INC	Shares	39SH	$331
49	BARRETT & COMPANY, INC.	Shares	30SH	$254
50	GHP Investment Advisors, Inc.	Shares	24SH	$204

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Manager changes2026-06-30 vs 2026-03-31

50 / 62 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+103.4K	+$876.8K	$876.8K
2	Counterpoint Mutual Funds LLC added	Shares	+44.8K	+$691.7K	$1.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+40.3K	+$597.6K	$891.8K
4	Harbour Capital Advisors, LLC new	Shares	+44.6K	+$414.2K	$414.2K
5	CHIRON CAPITAL MANAGEMENT, LLC trimmed	Shares	-200	+$331.5K	$930.9K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+5.7K	+$196.2K	$461.7K
7	EQUITABLE TRUST CO unchanged	Shares	0	+$184.1K	$515.3K
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.5K	+$181.9K	$380.2K
9	Realta Investment Advisors new	Shares	+20.4K	+$172.6K	$172.6K
10	Olympiad Research LP new	Shares	+14.5K	+$122.6K	$122.6K
11	Merit Financial Group, LLC new	Shares	+13.1K	+$111.3K	$111.3K
12	Mirae Asset Global Investments Co., Ltd. new	Shares	+10.3K	+$87.1K	$87.1K
13	Abel Hall, LLC added	Shares	+1.4K	+$56.2K	$135.6K
14	MISSION WEALTH MANAGEMENT, LP unchanged	Shares	0	+$48.4K	$135.5K
15	Versant Capital Management, Inc added	Shares	+2.1K	+$36.0K	$69.6K
16	Waldron Private Wealth LLC unchanged	Shares	0	+$32.0K	$89.5K
17	SIGNATUREFD, LLC trimmed	Shares	-44	+$22.4K	$63.3K
18	GAMMA Investing LLC trimmed	Shares	-433	+$19.5K	$61.3K
19	EverSource Wealth Advisors, LLC added	Shares	+232	+$19.1K	$49.9K
20	SBI Securities Co., Ltd. trimmed	Shares	-7.2K	+$17.3K	$157.7K
21	True Wealth Design, LLC added	Shares	+1.1K	+$13.7K	$21.9K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-65	+$4.8K	$12.2K
23	SALEM INVESTMENT COUNSELORS INC added	Shares	+150	+$3.5K	$7.6K
24	Cape Investment Advisory, Inc. new	Shares	+253	+$2.1K	$2.1K
25	Farther Finance Advisors, LLC trimmed	Shares	-1.1K	+$2.0K	$21.1K
26	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$1.8K	$5.1K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.5K	$4.2K
28	CoreCap Advisors, LLC unchanged	Shares	0	+$1.2K	$3.5K
29	Aventura Private Wealth, LLC unchanged	Shares	0	+$1.2K	$3.4K
30	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.1K	$3.2K
31	SJS Investment Consulting Inc. new	Shares	+131	+$1.1K	$1.1K
32	ADIRONDACK TRUST CO unchanged	Shares	0	+$990	$2.8K
33	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$842	$2.4K
34	IFP Advisors, Inc trimmed	Shares	-213	+$651	$5.1K
35	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$497	$1.4K
36	Dogwood Wealth Management LLC unchanged	Shares	0	+$428	$1.2K
37	Blue Trust, Inc. unchanged	Shares	0	+$418	$1.2K
38	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	+$327	$915
39	Financial Perspectives, Inc unchanged	Shares	0	+$254	$712
40	Pacifica Partners Inc. unchanged	Shares	0	+$224	$551
41	Bogart Wealth, LLC unchanged	Shares	0	+$219	$611
42	AdvisorNet Financial, Inc unchanged	Shares	0	+$151	$424
43	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$151	$424
44	ST GERMAIN D J CO INC unchanged	Shares	0	+$118	$331
45	BARRETT & COMPANY, INC. unchanged	Shares	0	+$90	$254
46	GHP Investment Advisors, Inc. unchanged	Shares	0	+$73	$204
47	Citizens National Bank Trust Department unchanged	Shares	0	+$61	$170
48	NorthAvenue LLC new	Shares	+7	+$60	$60
49	Tradewinds Capital Management, LLC unchanged	Shares	0	+$46	$128
50	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$30	$85

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