Who Owns TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ)?Hedge Fund & Institutional Holders
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$307000.5T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
TDAQ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Milestone Asset Management Group, LLC | New Position | +12K | +$307.0M |
| UBS Group AG | New Position | +202 | +$5.0M |
| Summit Financial, LLC | New Position | +42K | +$1.0M |
| Steward Partners Investment Advisory, LLC | New Position | +3K | +$0 |
TDAQ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Closed Position | -13K | -$340.6M |
| PIN OAK INVESTMENT ADVISORS INC | Closed Position | -50 | -$1K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Milestone Asset Management Group, LLC | 11,795 | $307.0M | 0.17% | Share |
| 2 | UBS Group AG | 202 | $5.0M | 0.00% | Share |
| 3 | Summit Financial, LLC | 41,773 | $1.0M | 0.01% | Share |
| 4 | Steward Partners Investment Advisory, LLC | 2,557 | $0 | 0.00% | Share |
TDAQ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $313.0M | +2 |
| Q3 2025 | 2 | $340.6M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 4 institutional investors hold TDAQ (TappAlpha Innovation 100 Growth & Daily Income ETF). The largest holder is Milestone Asset Management Group, LLC with $307.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own TDAQ?
As of Q4 2025, 4 institutional investors report holding TDAQ (TappAlpha Innovation 100 Growth & Daily Income ETF) in their 13F filings.
Who is the largest institutional holder of TDAQ?
The largest institutional holder of TDAQ is Milestone Asset Management Group, LLC with $307.0M in shares.
Is institutional ownership of TDAQ increasing or decreasing?
This quarter, 4 institutions opened new positions in TDAQ and 2 closed their positions.