Ft Vest Technology Dividend
$31.73+0.9%
+$29.8M
Net Activity
+17.83% total shares
Institutions Holding
86
Popularity Rank
#4946
Avg Weight
0.33%
Total Value
$189.4M
86 institutions currently hold TDVI, with 60 net buyers and 26 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
26
Net Buying Institutions
60
Top 5 by Value
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Across its top 20 institutional holders, TDVI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 32/100).
TDVI ranks #4946 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
TDVI is a top-conviction position for Southern Capital Services Inc /adv — at 9.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in TDVI belongs to Luken Investment Analytics, LLC, but the position matters far more to Southern Capital Services Inc /adv, who has 9.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Triumph Capital Management has added to its TDVI position for two straight quarters, increasing it by $718.2K to reach $801.6K today.
CoreCap Advisors, LLC has trimmed its TDVI position for two straight quarters, cutting it by $237.8K while still holding $22.8K.
TDVI is up 0.9% today, and institutions have been net buyers of $29.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$38.4M
Total Buy Value
$12.1M
Total Sell Value
60
Net Buyers
26
Net Sellers
TDVI
Q2 2026
Top 5 Institutional Movers
+$11.5M
+$5.8M
+$3.8M
+$3.3M
+$3.2M
TDVI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33738D812
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,280
Total reported value
$2.2T
3255 13F institutions increased their position this quarter
Institutions Holding
6,027
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,190
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,951
Total reported value
$485.2B
Held by 4951 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,870
Total reported value
$1.5T
Held by 4870 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,790
Total reported value
$1.2T
Held by 4790 institutions — one of the most-tracked stocks on AlphaSMO
Access TDVI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/TDVICLI
npx alphasmo stocks get TDVI