Public record / Tickers / TDS

TDS — TELEPHONE & DATA SYSTEMS INC /DE/

Both disclosure regimes on one name: who in Congress filed about TDS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming TDS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-13
filed 2019-06-13
13F holders
296
top-296 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bill Flores · $1.0K–$15.0K

Purchase · traded 2019-05-08 → filed 2019-06-13. Ranked over every TDS row by the provable lower bound, never a point estimate.

No member disclosed TDS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated TDS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TDS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TDS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-06-13Bill Flores R–TX-17PurchaseTraded 05-08 +36d$1K–$15K
2019-04-04Bill Flores R–TX-17PurchaseTraded 03-25 +10d$1K–$15K
2014-11-24Lois Frankel D–FL-22SaleTraded 10-30 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in TDS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed TDS in the trailing 12 months.

Congress ↔ notable managers · TDS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Oaktree Capital Management $181M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TELEPHONE & DATA SYS INC

Merged timeline of congressional filings and notable-manager moves on TDS
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Fadd+603,857 sh
2026-05-15Third Point 13Ftrim−75,000 sh
2026-05-15Bridgewater Associates 13Fexit−14,967 sh
2026-05-14Caxton Associates 13Ftrim−3,107 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of TDS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$628M1
2Third Point LLC$278M1
3DIMENSIONAL FUND ADVISORS LP$273M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$263M1
5CARRONADE CAPITAL MANAGEMENT, LP$195M1
6VANGUARD CAPITAL MANAGEMENT LLC$181M1
7OAKTREE CAPITAL MANAGEMENT LP$181M1
8STATE STREET CORP$176M1
9AMERICAN CENTURY COMPANIES INC$155M1
10Rubric Capital Management LP$77.9M1
11MORGAN STANLEY$71.5M1
12DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$59.4M1
13140 Summer Partners LP$56.3M1
14REDWOOD CAPITAL MANAGEMENT, LLC$53.7M1
15Qube Research & Technologies Ltd$52.6M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.9M1
17NORTHERN TRUST CORP$43.7M1
18Invesco Ltd.$42.8M1
19FOURSIXTHREE CAPITAL LP$39.6M1
20DEUTSCHE BANK AG\$36.5M1
21Hudson Bay Capital Management LP$34.5M1
22UBS Group AG$33.9M1
23DENDUR CAPITAL LP$33.8M1
24VR Advisory Services Ltd$30.8M1
25VANGUARD FIDUCIARY TRUST CO$26.8M1
26Point72 Asset Management, L.P.$24.7M1
27HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23.4M1
28GOLDENTREE ASSET MANAGEMENT LP$21.7M1
29Nuveen, LLC$21.3M1
30Rokos Capital Management LLP$21.0M1
31Man Group plc$20.5M1
32PRINCIPAL FINANCIAL GROUP INC$20.1M1
33ROYCE & ASSOCIATES LP$18.8M1
34Knighthead Capital Management, LLC$18.8M1
35BANK OF AMERICA CORP /DE/$17.1M1
36CITADEL ADVISORS LLC$16.0M1
37PUBLIC SECTOR PENSION INVESTMENT BOARD$14.8M1
38Empyrean Capital Partners, LP$12.6M1
39Kerrisdale Advisers, LLC$12.5M1
40FMR LLC$11.5M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.3M1
42Legal & General Group Plc$10.2M1
43MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.9M1
44Allianz Asset Management GmbH$9.1M1
45PICTON MAHONEY ASSET MANAGEMENT$9.0M1
46PINNACLE ASSOCIATES LTD$8.8M1
47BOOTHBAY FUND MANAGEMENT, LLC$8.7M1
48Swiss National Bank$8.5M1
49MILLENNIUM MANAGEMENT LLC$7.6M1
50PRUDENTIAL FINANCIAL INC$6.5M1
51Phocas Financial Corp.$6.3M1
52TEACHER RETIREMENT SYSTEM OF TEXAS$6.1M1
53Jain Global LLC$5.4M1
54CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$5.2M1
55Verition Fund Management LLC$5.1M1
56FIRST TRUST ADVISORS LP$4.9M1
57Russell Investments Group, Ltd.$4.8M1
58Susquehanna Portfolio Strategies, LLC$4.8M1
59ROYAL BANK OF CANADA$4.7M1
60ALLIANCEBERNSTEIN L.P.$4.7M1
61Krilogy Financial LLC$4.6M1
62SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M1
63CastleKnight Management LP$4.2M1
64RAYMOND JAMES FINANCIAL INC$4.1M1
65Diametric Capital, LP$4.0M1
66VANGUARD ASSET MANAGEMENT, Ltd$3.8M1
67BALYASNY ASSET MANAGEMENT L.P.$3.8M1
68INTECH INVESTMENT MANAGEMENT LLC$3.7M1
69AQR CAPITAL MANAGEMENT LLC$3.6M1
70TWO SIGMA INVESTMENTS, LP$3.6M1
71DigitalBridge Group, Inc.$3.4M1
72MIRABELLA FINANCIAL SERVICES LLP$3.4M1
73JACOBS LEVY EQUITY MANAGEMENT, INC$3.4M1
74Beartown Capital Management, LLC$3.2M1
75NewEdge Advisors, LLC$3.1M1
76Saba Capital Management, L.P.$3.1M1
77PRIVATE MANAGEMENT GROUP INC$3.0M1
78Sunstone Asset Management, L.P.$3.0M1
79Connor, Clark & Lunn Investment Management Ltd.$3.0M1
80STATE OF WISCONSIN INVESTMENT BOARD$2.4M1
81Aperture Investors, LLC$2.3M1
82VOYA INVESTMENT MANAGEMENT LLC$2.2M1
83CANADA PENSION PLAN INVESTMENT BOARD$2.2M1
84Illinois Municipal Retirement Fund$2.2M1
85Squarepoint Ops LLC$2.1M1
86State of New Jersey Common Pension Fund D$2.1M1
87Vanguard Global Advisers, LLC$2.1M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.0M1
89Janus Henderson Group Ltd.$2.0M1
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.0M1
91PRELUDE CAPITAL MANAGEMENT, LLC$2.0M1
92WELLS FARGO & COMPANY/MN$1.9M1
93D. E. Shaw & Co., Inc.$1.9M1
94Y-Intercept (Hong Kong) Ltd$1.8M1
95Governors Lane LP$1.8M1
96TRUIST FINANCIAL CORP$1.7M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
99CROBAN$1.6M1
100ENVESTNET ASSET MANAGEMENT INC$1.6M1
101BANK OF MONTREAL /CAN/$1.6M1
102FRANKLIN RESOURCES INC$1.5M1
103SEI INVESTMENTS CO$1.5M1
104XTX Topco Ltd$1.5M1
105Alhambra Investment Management LLC$1.4M1
106Hennion & Walsh Asset Management, Inc.$1.3M1
107Quantinno Capital Management LP$1.2M1
108Arizona State Retirement System$1.2M1
109CenterBook Partners LP$1.2M1
110Blackstone Inc.$1.1M1
111FIFTH THIRD BANCORP$1.1M1
112Central Pacific Bank - Trust Division$1.1M1
113Creative Planning$1.1M1
114CSS LLC/IL$1.1M1
115Vanguard Investments Australia, Ltd.$1.1M1
116COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
117CITIGROUP INC$1.0M1
118LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$993K1
119OREGON PUBLIC EMPLOYEES RETIREMENT FUND$944K1
120Amundi$926K1
121EXCHANGE TRADED CONCEPTS, LLC$915K1
122CAXTON ASSOCIATES LLP$911K1
123FIRST CITIZENS BANK & TRUST CO$897K1
124Vident Advisory, LLC$869K1
125Envestnet Portfolio Solutions, Inc.$868K1
126Jefferies Financial Group Inc.$842K1
127Advisors Asset Management, Inc.$826K1
128Mariner, LLC$803K1
129Brooklyn Investment Group$799K1
130Pictet Asset Management Holding SA$703K1
131FIDELIS CAPITAL PARTNERS, LLC$699K1
132Cambria Investment Management, L.P.$685K1
133ProShare Advisors LLC$652K1
134OmniStar Financial Group, Inc.$638K1
135LPL Financial LLC$636K1
136HighTower Advisors, LLC$636K1
137Corient Private Wealth LLC$635K1
138Cerity Partners LLC$634K1
139Inspire Investing, LLC$631K1
140HSBC HOLDINGS PLC$624K1
141Maryland State Retirement & Pension System$602K1
142INCEPTIONR LLC$596K1
143OXFORD ASSET MANAGEMENT LLP$594K1
144New Age Alpha Advisors, LLC$589K1
145Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$570K1
146Assenagon Asset Management S.A.$570K1
147Callan Family Office, LLC$564K1
148STIFEL FINANCIAL CORP$551K1
149Aquatic Capital Management LLC$539K1
150EVERGREEN CAPITAL MANAGEMENT LLC$512K1
151Vanguard Personalized Indexing Management, LLC$501K1
152Tower Research Capital LLC (TRC)$469K1
153Savant Capital, LLC$464K1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$453K1
155Pathstone Holdings, LLC$448K1
156US BANCORP \DE\$441K1
157Northwest & Ethical Investments L.P.$431K1
158Bleakley Financial Group, LLC$426K1
159Ensign Peak Advisors, Inc$410K1
160Universal- Beteiligungs- und Servicegesellschaft mbH$410K1
161Sequoia Financial Advisors, LLC$409K1
162CIBC Asset Management Inc$402K1
163XPONANCE LLC$393K1
164World Investment Advisors$379K1
165BRIDGEWAY CAPITAL MANAGEMENT, LLC$351K1
166OCCUDO QUANTITATIVE STRATEGIES LP$350K1
167Mutual Advisors, LLC$330K1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$323K1
169Waldron Private Wealth LLC$312K1
170CHOREO, LLC$310K1
171Ballentine Partners, LLC$309K1
172Massar Capital Management, LP$307K1
173Pallas Capital Advisors LLC$296K1
174Crossmark Global Holdings, Inc.$296K1
175Swiss Life Asset Management Ltd$279K1
176AE Wealth Management LLC$261K1
177JOURNEY STRATEGIC WEALTH LLC$260K1
178HB Wealth Management, LLC$248K1
179UNITED CAPITAL FINANCIAL ADVISORS, LLC$240K1
180SAGE RHINO CAPITAL LLC$230K1
181PROFUND ADVISORS LLC$228K1
182MERCER GLOBAL ADVISORS INC /ADV$228K1
183Inspire Advisors, LLC$222K1
184CIBC Bancorp USA Inc.$213K1
185PANAGORA ASSET MANAGEMENT INC$212K1
186MARINER INVESTMENT GROUP LLC$211K1
187T3 Companies, LLC$211K1
188Tidal Investments LLC$206K1
189Focus Partners Wealth$205K1
190MGO ONE SEVEN LLC$205K1
191JACKSON SQUARE CAPITAL, LLC$202K1
192GTS SECURITIES LLC$201K1
193CWM, LLC$179K1
194Clearstead Advisors, LLC$173K1
195Freestone Grove Partners LP$150K1
196QUADRANT CAPITAL GROUP LLC$139K1
197SIGNATUREFD, LLC$109K1
198Smartleaf Asset Management LLC$96.0K1
199Pinnacle Wealth Planning Services, Inc.$90.6K1
200NOMURA ASSET MANAGEMENT CO LTD$77.0K1
201BNP Paribas Asset Management Holding S.A.$74.9K1
202OSAIC HOLDINGS, INC.$73.1K1
203Steward Partners Investment Advisory, LLC$73.0K1
204HOEY INVESTMENTS, INC$70.2K1
205ASSETMARK, INC$59.4K1
206Arax Advisory Partners$50.9K1
207Larson Financial Group LLC$38.7K1
208Kemnay Advisory Services Inc.$32.8K1
209JPL Wealth Management, LLC$32.8K1
210MAI Capital Management$27.3K1
211BEACON INVESTMENT ADVISORY SERVICES, INC.$23.2K1
212UMB Bank, n.a.$21.6K1
213FEDERATED HERMES, INC.$18.7K1
214LOS ANGELES CAPITAL MANAGEMENT LLC$16.5K1
215Allworth Financial LP$15.8K1
216HUNTINGTON NATIONAL BANK$13.8K1
217TD Waterhouse Canada Inc.$10.8K1
218Private Wealth Management Group, LLC$8.5K1
219SouthState Bank Corp$7.3K1
220NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.2K1
221ACADIAN ASSET MANAGEMENT LLC$6.5K1
222Parkside Financial Bank & Trust$6.5K1
223CVA Family Office, LLC$6.3K1
224Prestige Wealth Management Group LLC$5.9K1
225Vestcor Inc$5.3K1
226Rockefeller Capital Management L.P.$5.0K1
227Wilmington Savings Fund Society, FSB$4.0K1
228Blue Trust, Inc.$3.9K1
229COUNTRY TRUST BANK$3.8K1
230JFS WEALTH ADVISORS, LLC$3.5K1
231CANADA LIFE ASSURANCE Co$3.5K1
232Bayforest Capital Ltd$3.2K1
233THRIVENT FINANCIAL FOR LUTHERANS$2.8K1
234Quarry LP$2.5K1
235BROWN, LISLE/CUMMINGS, INC.$2.4K1
236Manchester Capital Management LLC$2.3K1
237State of Alaska, Department of Revenue$2.2K1
238ALGERT GLOBAL LLC$2.0K1
239Optiver Holding B.V.$1.8K1
240Caitong International Asset Management Co., Ltd$1.6K1
241Kilter Group LLC$1.3K1
242Annis Gardner Whiting Capital Advisors, LLC$1.1K1
243Bell Investment Advisors, Inc$1.0K1
244SJS Investment Consulting Inc.$8421
245DiNuzzo Private Wealth, Inc.$7581
246Ankerstar Wealth, LLC$7581
247GILPIN WEALTH MANAGEMENT, LLC$6741
248MCGUIRE CAPITAL ADVISORS INC$6321
249Marquette Asset Management, LLC$5481
250Rialto Wealth Management, LLC$4641
251TD Capital Management LLC$3371
252Godfrey Financial Associates, Inc.$3371
253HFM Investment Advisors, LLC$2951
254Vermillion Wealth Management, Inc.$1681
255KBC Group NV$1371
256TORONTO DOMINION BANK$491
257VANGUARD GROUP INC$01
258BAILARD, INC.$01
259HARBOUR INVESTMENTS, INC.$01
260COMERICA BANK$01
261MACKENZIE FINANCIAL CORP$01
262VIRGINIA RETIREMENT SYSTEMS ET Al$01
263CIBC WORLD MARKETS CORP$01
264Carlson Capital, L.P.$01
265ARISTEIA CAPITAL, L.L.C.$01
266GUGGENHEIM CAPITAL LLC$01
267CIBC Private Wealth Group LLC$01
268Graham Capital Management, L.P.$01
269Bridgewater Associates, LP$01
270Magnetar Financial LLC$01
271NORGES BANK$01
272KETTLE HILL CAPITAL MANAGEMENT, LLC$01
273Laurion Capital Management LP$01
274TWO SIGMA ADVISERS, LP$01
275Brevan Howard Capital Management LP$01
276FOX RUN MANAGEMENT, L.L.C.$01
277LMR Partners LLP$01
278JANE STREET GROUP, LLC$01
279Lighthouse Investment Partners, LLC$01
280WINTON GROUP Ltd$01
281Cetera Investment Advisers$01
282OneDigital Investment Advisors LLC$01
283BFSG, LLC$01
284Diameter Capital Partners LP$01
285ExodusPoint Capital Management, LP$01
286Elo Mutual Pension Insurance Co$01
287Global Retirement Partners, LLC$01
288Matrix Trust Co$01
289AlphaQuest LLC$01
290Forum Financial Management, LP$01
291SageView Advisory Group, LLC$01
292AXQ CAPITAL, LP$01
293Dunhill Financial, LLC$01
294Abound Wealth Management$01
295Axecap Investments, LLC$01
296OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 296 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TDS

RETAINED WINDOW · ACTIVE HITS

Zero hits on TDS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for TDS · financials and macro

Financials — as filed PLANNED

TDS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TDS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing