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TD AMERITRADE HLDG CORP
TD AMERITRADE HLDG CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 7 Institutional holders with a total value of $4,424,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 43,833 1,488,000 33.63%
2 TWIN CAPITAL MANAGEMENT INC 28,650 973,000 21.99%
3 REYNOLDS CAPITAL MANAGEMENT LLC 21,300 723,000 16.34%
4 Financial Sense Advisors, Inc. 14,045 476,000 10.76%
5 World Asset Management Inc 11,662 396,000 8.95%
6 Detwiler Fenton Investment Management LLC 10,850 368,000 8.32%
7 TOCQUEVILLE ASSET MANAGEMENT L.P. 2 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.