Position in TTD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$344,532
+$143,250 QoQ
Shares Held
19,056
+114.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 677 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $3,181,394 across 17 Advertising Agencies names. TTD ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
2,952 | $1,520,958 | |
| 2 | OMC |
Omnicom Group Inc.
|
12,652 | $921,445 | |
| 3 | TTD |
Trade Desk, Inc.
This page
|
19,056 | $344,532 | |
| 4 | QNST |
Quinstreet, Inc
|
7,810 | $114,416 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
6,744 | $73,104 | |
| 6 | ZD |
Ziff Davis, Inc.
|
1,114 | $58,340 | |
| 7 | STGW |
Stagwell Inc
|
7,002 | $52,024 | |
| 8 | CRTO |
Criteo S.A.
|
1,959 | $35,810 |
All Filings in TTD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,532 | 19,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $201,282 | 8,871 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $201,795 | 5,316 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $487,404 | 9,945 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,549,224 | 21,520 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $769,417 | 14,061 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,187,233 | 18,610 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,088,393 | 19,046 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,645,641 | 16,849 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,379,662 | 15,782 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,143,660 | 15,893 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,105,978 | 14,152 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,114,284 | 14,430 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $842,202 | 13,827 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $587,048 | 13,095 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $672,605 | 11,257 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $449,898 | 10,740 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $757,941 | 10,945 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,076,128 | 11,743 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $787,641 | 11,204 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||