UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in TTD — Trade Desk, Inc.

CIK 1463217 IRVING, TX

Back to TTD Full portfolio

Position in TTD

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$561,022

+$19,321 QoQ

Shares Held

31,030

+30.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#278

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,439,117 across 4 Advertising Agencies names. TTD ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	11,262	$5,802,520
2	OMC	Omnicom Group Inc.	11,068	$806,082
3	TTD	Trade Desk, Inc. This page	31,030	$561,022
4	DV	DoubleVerify Holdings, Inc.	24,861	$269,493

All Filings in TTD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$561,022	31,030	+30.0%	Shares	Defined	2026-08-17
2026-03-31	$541,701	23,874	+107.3%	Shares	Defined	2026-05-15
2025-12-31	$437,071	11,514	+8.4%	Shares	Defined	2026-02-17
2025-09-30	$520,633	10,623	-60.6%	Shares	Defined	2025-11-14
2025-06-30	$1,943,154	26,992	+2.6%	Shares	Defined	2025-08-11
2025-03-31	$1,438,971	26,297	-8.1%	Shares	Defined	2025-05-13
2024-12-31	$3,362,180	28,607	-13.5%	Shares	Defined	2025-02-13
2024-09-30	$3,627,770	33,085	+29.6%	Shares	Defined	2024-11-12
2024-06-30	$2,492,636	25,521	+36.8%	Shares	Defined	2024-08-14
2024-03-31	$1,630,383	18,650	+1.6%	Shares	Defined	2024-05-15
2023-12-31	$1,320,609	18,352	-17.6%	Shares	Defined	2024-02-14
2023-09-30	$1,740,322	22,269	-1.0%	Shares	Defined	2023-11-14
2023-06-30	$1,737,295	22,498	-13.7%	Shares	Defined	2023-08-14
2023-03-31	$1,587,131	26,057	-24.0%	Shares	Defined	2023-08-15
2022-12-31	$1,536,772	34,280	-10.5%	Shares	Defined	2023-02-15
2022-09-30	$2,287,947	38,292	-2.3%	Shares	Defined	2022-11-14
2022-06-30	$1,642,213	39,203	-9.5%	Shares	Defined	2022-08-11
2022-03-31	$3,000,256	43,325	-4.8%	Shares	Defined	2022-05-16
2021-12-31	$4,171,911	45,525	+8.6%	Shares	Defined	2022-02-14
2021-09-30	$2,946,905	41,919	-6.7%	Shares	Defined	2021-11-15
2021-06-30	$3,475,630	44,928	+907.4%	Shares	Defined	2021-08-13
2021-03-31	$2,906,403	4,460	+64.5%	Shares	Defined	2021-05-14
2020-12-31	$2,171,511	2,711	+547.0%	Shares	Defined	2021-02-17
2020-09-30	$217,368	419	-86.8%	Shares	Defined	2020-11-13
2020-06-30	$1,289,418	3,172	-2.7%	Shares	Defined	2020-08-13
2020-03-31	$628,987	3,259	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.