Steward Partners Investment Advisory, LLC
Position in TTD — Trade Desk, Inc.
CIK 1723397
STAMFORD, CT
Position in TTD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$404,812
-$172,331 QoQ
Shares Held
17,841
+17.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,948,876 across 8 Advertising Agencies names. TTD ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
59,655 | $4,492,618 | |
| 2 | APP |
AppLovin Corp
|
5,037 | $2,004,726 | |
| 3 | TTD |
Trade Desk, Inc.
This page
|
17,841 | $404,812 | |
| 4 | WPP |
WPP plc
|
2,118 | $32,934 | |
| 5 | FLNT |
Fluent, Inc.
|
3,571 | $11,284 | |
| 6 | ZD |
Ziff Davis, Inc.
|
46 | $1,930 | |
| 7 | MGNI |
Magnite, Inc.
|
40 | $475 | |
| 8 | DRCT |
Direct Digital Holdings, Inc.
|
30 | $97 |
All Filings in TTD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,812 | 17,841 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $577,143 | 15,204 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $830,425 | 16,944 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $797,505 | 11,078 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $627,091 | 11,460 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,621,561 | 13,797 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $985,205 | 8,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $769,346 | 7,877 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $670,161 | 7,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $521,853 | 7,252 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $504,380 | 6,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $599,304 | 7,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $587,172 | 9,640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $431,757 | 9,631 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $607,777 | 10,172 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $454,590 | 10,852 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $752,816 | 10,871 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,159,704 | 12,655 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $596,776 | 8,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $517,306 | 6,687 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $76,635 | 1,176 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,817 | 572 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,513 | 646 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,796 | 118 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,100 | 57 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||