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TTD — The Trade Desk Inc Institutional Holders · Q3 2026

Who owns The Trade Desk Inc (TTD)? 30 institutions reported holding $1.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CenterStar Asset Management, LLC ($608,966), Avaii Wealth Management, LLC ($320,328), Ables, Iannone, Moore & Associates, Inc. ($228,747).

RankInstitutionValueSharesChange
1CenterStar Asset Management, LLC$608,96650,060Trimmed
2AVAII WEALTH MANAGEMENT, LLC$320,32826,806New
3ABLES, IANNONE, MOORE & ASSOCIATES, INC.$228,74718,796Trimmed
4Plan A Wealth LLC$167,61713,773New
5SPRING CAPITAL MANAGEMENT, LLC$166,12113,650Hold
6GAMMA Investing LLC$122,35710,054Added
7Versant Capital Management, Inc$71,2555,855Added
8Farther Finance Advisors, LLC$64,1545,271Trimmed
9MassMutual Private Wealth & Trust, FSB$25,4842,094Added
10CX Institutional$14,0001,180Added
11Polaris Financial Partners$14,0001,190New
12Bank & Trust Co$11,683960Hold
13ELEVATION WEALTH PARTNERS, LLC$11,416938Added
14GK Wealth Management LLC$11,379935New
15GoalVest Advisory LLC$10,198838Added
16CoreCap Advisors, LLC$6,341521Trimmed
17ARMSTRONG ADVISORY GROUP, INC$2,958243New
18AMERICAN NATIONAL BANK & TRUST$1,667137Trimmed
19Bullock Wealth Management Group$1,258104Trimmed
20Marquette Asset Management, LLC$1,242102Added
21BURKETT FINANCIAL SERVICES, LLC$1,217100Hold
22Noble Wealth Management PBC$1,217100Trimmed
23Grove Bank & Trust$87672Hold
24Planning Strategies Inc.$42635Trimmed
25Davis Capital Management$32927New

Source: SEC Form 13F filings · as of 2026-09-30