Filing Research | TTD - THE TRADE DESK INC Institutional Holdings

Snapshot holdings

50 / 153 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	2.6MSH	$46.9M
2	Y-Intercept (Hong Kong) Ltd	Shares	452.4KSH	$8.2M
3	JACOBSON & SCHMITT ADVISORS, LLC	Shares	342.3KSH	$6.2M
4	Police & Firemen's Retirement System of New Jersey	Shares	191.8KSH	$3.5M
5	Czech National Bank	Shares	121.5KSH	$2.2M
6	Deane Retirement Strategies, Inc.	Shares	116.1KSH	$2.1M
7	RFG Advisory, LLC	Shares	115.8KSH	$2.1M
8	LaFleur & Godfrey LLC	Shares	111.7KSH	$2.0M
9	Linden Thomas Advisory Services, LLC	Shares	108.3KSH	$2.0M
10	Mirae Asset Global Investments Co., Ltd.	Shares	99.3KSH	$1.8M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	94.3KSH	$1.7M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.3KSH	$1.4M
13	Apollon Wealth Management, LLC	Shares	75.9KSH	$1.4M
14	Fulcrum Capital LLC	Shares	75.3KSH	$1.4M
15	MISSION WEALTH MANAGEMENT, LP	Shares	73.9KSH	$1.3M
16	Total Clarity Wealth Management, Inc.	Shares	57.7KSH	$1.0M
17	KIECKHEFER GROUP LLC	Shares	57.3KSH	$1.0M
18	Robeco Institutional Asset Management B.V.	Shares	56.8KSH	$1.0M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	47.9KSH	$865.9K
20	Mesirow Financial Investment Management, Inc.	Shares	37.3KSH	$675.0K
21	MIZUHO SECURITIES USA LLC	Shares	26.6KSH	$604.0K
22	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	Shares	28.4KSH	$513.5K
23	Counterpoint Mutual Funds LLC	Shares	26.2KSH	$473.2K
24	Global X Japan Co., Ltd.	Shares	22.6KSH	$409.0K
25	Louisiana State Employees Retirement System	Shares	21.8KSH	$394.1K
26	BENJAMIN EDWARDS INC	Shares	20.0KSH	$362.1K
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	19.5KSH	$352.2K
28	Malaga Cove Capital, LLC	Shares	19.4KSH	$350.6K
29	Archford Capital Strategies, LLC	Shares	18.0KSH	$326.0K
30	Wealthcare Advisory Partners LLC	Shares	18.0KSH	$325.2K
31	D.A. DAVIDSON & CO.	Shares	18.0KSH	$324.8K
32	Sequoia Financial Advisors, LLC	Shares	18.0KSH	$324.7K
33	Congress Park Capital LLC	Shares	17.0KSH	$307.0K
34	Lifestyle Asset Management, Inc.	Shares	16.8KSH	$304.0K
35	Prospera Financial Services Inc	Shares	16.7KSH	$301.1K
36	Rathbones Group PLC	Shares	16.3KSH	$295.5K
37	Aaron Wealth Advisors LLC	Shares	15.5KSH	$280.3K
38	SPRING CAPITAL MANAGEMENT, LLC	Shares	13.7KSH	$246.8K
39	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.7KSH	$229.4K
40	Crossmark Global Holdings, Inc.	Shares	12.4KSH	$224.2K
41	SBI Securities Co., Ltd.	Shares	12.3KSH	$222.8K
42	Kohmann Bosshard Financial Services, LLC	Shares	12.3KSH	$222.2K
43	Farther Finance Advisors, LLC	Shares	11.9KSH	$215.6K
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.7KSH	$211.4K
45	SECURIAN ASSET MANAGEMENT, INC	Shares	11.3KSH	$211.0K
46	Canada Post Corp Registered Pension Plan	Shares	11.2KSH	$202.7K
47	Trust Asset Management LLC	Shares	4.9KSH	$200.0K
48	Fifth Third Wealth Advisors LLC	Shares	10.0KSH	$181.1K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.5KSH	$163.7K
50	Tema ETFs LLC	Shares	8.4KSH	$151.1K

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

50 / 203 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+365.2K	+$6.2M	$8.2M
2	Deane Retirement Strategies, Inc. new	Shares	+116.1K	+$2.1M	$2.1M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+123.5K	+$1.9M	$3.5M
4	Total Clarity Wealth Management, Inc. new	Shares	+57.7K	+$1.0M	$1.0M
5	LaFleur & Godfrey LLC added	Shares	+43.5K	+$472.3K	$2.0M
6	Global X Japan Co., Ltd. new	Shares	+22.6K	+$409.0K	$409.0K
7	Archford Capital Strategies, LLC new	Shares	+18.0K	+$326.0K	$326.0K
8	SPRING CAPITAL MANAGEMENT, LLC new	Shares	+13.7K	+$246.8K	$246.8K
9	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.7K	+$211.4K	$211.4K
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+24.0K	+$202.8K	$1.3M
11	Trust Asset Management LLC new	Shares	+4.9K	+$200.0K	$200.0K
12	RFG Advisory, LLC added	Shares	+31.8K	+$188.3K	$2.1M
13	Fifth Third Wealth Advisors LLC new	Shares	+10.0K	+$181.1K	$181.1K
14	DARA CAPITAL US, INC. new	Shares	+7.1K	+$128.9K	$128.9K
15	Apollon Wealth Management, LLC added	Shares	+17.9K	+$55.3K	$1.4M
16	Aaron Wealth Advisors LLC added	Shares	+5.0K	+$42.0K	$280.3K
17	HIGHLINE WEALTH PARTNERS LLC added	Shares	+1.4K	+$18.5K	$52.3K
18	Vermillion Wealth Management, Inc. added	Shares	+998	+$16.9K	$22.6K
19	Cromwell Holdings LLC added	Shares	+936	+$16.5K	$18.5K
20	Lifestyle Asset Management, Inc. added	Shares	+4.1K	+$15.2K	$304.0K
21	Aventura Private Wealth, LLC added	Shares	+917	+$14.1K	$26.2K
22	Total Clarity Wealth Management, Inc. new	CALL	+19.4K	+$13.2K	$13.2K
23	Apollon Wealth Management, LLC new	CALL	+500	+$9.0K	$9.0K
24	SJS Investment Consulting Inc. added	Shares	+253	+$4.5K	$4.7K
25	Founders Capital Management added	Shares	+500	+$4.4K	$27.1K
26	LifeSteps Financial, Inc. new	Shares	+220	+$4.0K	$4.0K
27	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+211	+$3.8K	$3.8K
28	Mascoma Wealth Management LLC new	Shares	+174	+$3.1K	$3.1K
29	Decker Retirement Planning Inc. new	Shares	+108	+$2.0K	$2.0K
30	Owl Creek Wealth Partners LLC added	Shares	+185	+$1.9K	$8.9K
31	Wealth Enhancement Trust Services, Inc. added	Shares	+130	+$1.7K	$4.9K
32	Sachetta, LLC added	Shares	+106	+$1.7K	$2.9K
33	Mosley Wealth Management added	Shares	+82	+$617	$2.0K
34	NorthAvenue LLC new	Shares	+30	+$543	$543
35	West Financial Advisors, LLC new	Shares	+30	+$543	$543
36	MassMutual Private Wealth & Trust, FSB added	Shares	+367	+$329	$31.4K
37	Quaker Wealth Management, LLC added	Shares	+20	+$325	$507
38	Princeton Global Asset Management LLC new	Shares	+13	+$235	$235
39	Achmea Investment Management B.V. new	Shares	+12.4K	+$224	$224
40	Central Pacific Bank - Trust Division new	Shares	+10	+$181	$181
41	Creative Capital Management Investments LLC new	Shares	+8	+$145	$145
42	AdvisorNet Financial, Inc added	Shares	+6	+$100	$145
43	3 FACTOR INDEXING, LLC added	Shares	+1	$0	$91
44	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$604.0K
45	Capital Advisors, Ltd. LLC exited	Shares	-38	-$1	$0
46	CX Institutional added	Shares	+141	-$2	$21
47	WOLFF WIESE MAGANA LLC added	Shares	+6	-$7	$561
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$9	$37
49	Scarborough Advisors, LLC exited	Shares	-2	-$45	$0
50	Retirement Wealth Solutions LLC exited	Shares	-2	-$46	$0

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