TTD · Company research
The Trade Desk, Inc. (TTD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294679 | 5327789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17959 | 324705 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12400 | 224192 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15504 | 280312 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 1265600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121778 | 2201747 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADIRONDACK TRUST CO | 1054257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 14456 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 18080 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1420 | 25674 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1320 | 23866 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Barnes Dennig Private Wealth Management LLC | 2058270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 579 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| RFG Advisory, LLC | 1633387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115773 | 2093176 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550000 | 9944000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JACOBSON & SCHMITT ADVISORS, LLC | 1632096 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 342330 | 6189327 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| COATUE MANAGEMENT LLC | 1135730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1387089 | 25078569 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25012 | 452 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17146 | 310000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16060 | 290367 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19841 | 362504 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 901 | 16290 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13691 | 247533 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1167212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34000 | 614720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294 | 5316 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300016 | 5424289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502214 | 9080030 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81562 | 1474641 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2370 | 42850 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347 | 6274 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14410 | 260533 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102328 | 1850090 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 615 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Freemont Management S.A. | 1609120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900000 | 16272000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14734941 | 266219411 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jacksonville Wealth Management, LLC | 2048486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18815 | 340165 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Bank & Trust Co | 2026082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 960 | 17357 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CKW FINANCIAL GROUP | 1600403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 0 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135900 | 2457 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 532 | 9619 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 417560 | 7549485 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 9040 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754 | 13635 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ascentis Independent Advisors | 1845003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1808 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51883 | 937846 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16713 | 302171 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174838 | 3161064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94300 | 1704944 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 392374 | 7094122 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Deane Retirement Strategies, Inc. | 1659346 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116051 | 2100615 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| GoalVest Advisory LLC | 1839307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 642 | 11607 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Hamrick Investment Counsel, llc | 2126147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232 | 4195 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3030533 | 54792036 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 307 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 308 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 73 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256 | 4629 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34091 | 616365 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4859 | 200033 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2488 | 44 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72 | 1302 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 181 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43955 | 794706 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14500 | 262160 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282844 | 5113821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132 | 2387 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95672 | 1729750 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1155 | 21 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15705 | 292898 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 532958 | 9635881 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68175 | 1232605 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 3236 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17789 | 321623 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Badgley Phelps Wealth Managers, LLC | 1895362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11491 | 207758 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315262 | 5699937 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32826 | 593494 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27899665 | 504425943 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 454103 | 8210182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Calamos Advisors LLC | 1316507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149874 | 2709722 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41067 | 742491 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Redwood Park Advisors LLC | 2056274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 3074 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| J. Safra Sarasin Holding AG | 1890222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38789 | 701513 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.