Holders over time
- TD
- WFC
| Quarter | TD | WFC |
|---|---|---|
| Q3 2020 | 12 holders, $3.4bn | 34 holders, $15.9bn |
| Q4 2020 | 12 holders, $4.6bn | 33 holders, $19.5bn |
| Q1 2021 | 13 holders, $8.2bn | 31 holders, $23.4bn |
| Q2 2021 | 11 holders, $9.3bn | 33 holders, $28.0bn |
| Q3 2021 | 12 holders, $8.6bn | 28 holders, $27.7bn |
| Q4 2021 | 10 holders, $9.9bn | 32 holders, $28.6bn |
| Q1 2022 | 10 holders, $10.3bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $7.7bn | 32 holders, $24.1bn |
| Q3 2022 | 14 holders, $6.6bn | 28 holders, $25.5bn |
| Q4 2022 | 11 holders, $6.2bn | 33 holders, $25.2bn |
| Q1 2023 | 9 holders, $3.2bn | 34 holders, $21.5bn |
| Q2 2023 | 9 holders, $3.2bn | 29 holders, $23.4bn |
| Q3 2023 | 7 holders, $2.4bn | 30 holders, $22.9bn |
| Q4 2023 | 10 holders, $2.3bn | 32 holders, $27.2bn |
| Q1 2024 | 13 holders, $2.4bn | 27 holders, $33.6bn |
| Q2 2024 | 13 holders, $1.9bn | 37 holders, $34.1bn |
| Q3 2024 | 11 holders, $2.0bn | 35 holders, $32.0bn |
| Q4 2024 | 10 holders, $1.3bn | 42 holders, $38.9bn |
| Q1 2025 | 8 holders, $1.7bn | 39 holders, $38.2bn |
| Q2 2025 | 10 holders, $2.7bn | 33 holders, $41.6bn |
| Q3 2025 | 9 holders, $3.3bn | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $4.8bn | 29 holders, $43.6bn |
| Q1 2026 | 12 holders, $4.2bn | 34 holders, $36.8bn |
| Q2 2026 | 13 holders, $4.8bn | 41 holders, $38.2bn |
Toronto Dominion BK Ont
- Holders
- 10
- Reported value
- $2.3bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 93 comparable managers.
Wells Fargo & Co
- Holders
- 32
- Reported value
- $27.2bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
Arrowstreet Capital LP, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC
Only TD (3)
Capital Research Global Investors, Quantbot Technologies LP, Renaissance Technologies LLC
Only WFC (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.