TFSL TFS Financial Corporation
TFS Financial Corporation (TFSL) Institutional Ownership
What the institutions did with TFSL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 3.0M | 29.6% |
| Bank of New York Mellon Corp | 1.9M | 19.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 12.6% |
| Squarepoint Ops LLC | 717.5K | 7.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 400.3K | 4.0% |
| Beverly Hills Private Wealth, LLC | 391.2K | 3.9% |
| UBS Group AG | 307.5K | 3.1% |
| Clearstead Advisors, LLC | 232.5K | 2.3% |
| Nuveen, LLC | 213.3K | 2.1% |
| Kestra Investment Management, LLC | 187.8K | 1.9% |
| Sage Investment Counsel LLC | 117.1K | 1.2% |
| Creative Planning | 109.2K | 1.1% |
| BARCLAYS PLC | 83.4K | 0.8% |
| Vision Capital Management, Inc. | 82.6K | 0.8% |
| CITIGROUP INC | 69.5K | 0.7% |
| Ethic Inc. | 51.7K | 0.5% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49.5K | 0.5% |
| Russell Investments Group, Ltd. | 49.5K | 0.5% |
| RHUMBLINE ADVISERS | 48.1K | 0.5% |
| Frank, Rimerman Advisors LLC | 47.1K | 0.5% |
| Inspire Investing, LLC | 39.4K | 0.4% |
| Oak Thistle LLC | 38.9K | 0.4% |
| Farther Finance Advisors, LLC | 33.9K | 0.3% |
| Parallel Advisors, LLC | 32.9K | 0.3% |
| Avise Financial Cooperative, Inc. | 32.1K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Reduced | 437.2K | 307.5K | -129.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.2M | 1.3M | +108.1K |
| Squarepoint Ops LLC | Increased | 674.1K | 717.5K | +43.5K |
| Bank of New York Mellon Corp | Increased | 1.9M | 1.9M | +40.2K |
| Oak Thistle LLC | New | 0 | 38.9K | +38.9K |
| BARCLAYS PLC | Increased | 45.8K | 83.4K | +37.7K |
| Nuveen, LLC | Reduced | 249.0K | 213.3K | -35.7K |
| Wedmont Private Capital | New | 0 | 31.8K | +31.8K |
| SEI INVESTMENTS CO | Sold Out | 19.0K | 0 | -19.0K |
| Beverly Hills Private Wealth, LLC | Increased | 374.2K | 391.2K | +17.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 17.0K | 0 | -17.0K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Sold Out | 13.8K | 0 | -13.8K |
| INVESTMENT PARTNERS, LTD. | New | 0 | 13.6K | +13.6K |
| State of Alaska, Department of Revenue | Sold Out | 12.5K | 0 | -12.5K |
| Amundi | New | 0 | 12.0K | +12.0K |
| CenterBook Partners LP | Sold Out | 11.8K | 0 | -11.8K |
| ANCHYRA PARTNERS LLC | Sold Out | 10.3K | 0 | -10.3K |
| HUB Investment Partners, LLC | Sold Out | 10.1K | 0 | -10.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 3.0M | 3.0M | +8.8K |
| Archer Investment Corp | Reduced | 13.4K | 5.4K | -8.1K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 17.7K | 25.4K | +7.7K |
| CITIGROUP INC | Reduced | 76.8K | 69.5K | -7.3K |
| Ethic Inc. | Increased | 44.5K | 51.7K | +7.2K |
| Clearstead Advisors, LLC | Reduced | 238.6K | 232.5K | -6.1K |
| HB Wealth Management, LLC | Increased | 21.5K | 27.3K | +5.8K |
| Creative Planning | Increased | 104.0K | 109.2K | +5.2K |
| Machina Capital S.A.S. | Increased | 11.9K | 16.0K | +4.2K |
| Global Retirement Partners, LLC | Increased | 2.5K | 6.5K | +4.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 15.5K | 19.1K | +3.6K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 396.7K | 400.3K | +3.6K |
| Cherry Creek Investment Advisors, Inc. | Increased | 14.5K | 18.0K | +3.6K |
| DEUTSCHE BANK AG\ | Increased | 4.2K | 7.4K | +3.2K |
| Compass Wealth Management LLC | New | 0 | 2.4K | +2.4K |
| Vision Capital Management, Inc. | Increased | 80.5K | 82.6K | +2.1K |
| Russell Investments Group, Ltd. | Increased | 47.6K | 49.5K | +1.8K |
| Alpine Bank Wealth Management | Sold Out | 1.7K | 0 | -1.7K |
| FMR LLC | Increased | 21.1K | 22.2K | +1.1K |
| Inspire Investing, LLC | Increased | 38.4K | 39.4K | +1.0K |
| Quent Capital, LLC | Increased | 1.9K | 2.9K | +1.0K |
| Avise Financial Cooperative, Inc. | Increased | 31.1K | 32.1K | +1.0K |
| Root Financial Partners, LLC | New | 0 | 949 | +949 |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 24.1K | 24.9K | +747 |
| Vise Technologies, Inc. | Increased | 10.1K | 10.8K | +607 |
| SBI Securities Co., Ltd. | Reduced | 8.8K | 8.2K | -598 |
| EverSource Wealth Advisors, LLC | Reduced | 2.4K | 1.9K | -514 |
| Covestor Ltd | Reduced | 8.4K | 7.9K | -464 |
| US BANCORP \DE\ | Increased | 20.9K | 21.4K | +449 |
| RHUMBLINE ADVISERS | Reduced | 48.5K | 48.1K | -406 |
| STRS OHIO | Reduced | 1.1K | 718 | -385 |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 20.3K | 20.7K | +378 |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 32.3K | 31.9K | -360 |
| Hennion & Walsh Asset Management, Inc. | Reduced | 17.0K | 16.7K | -294 |
| Kestra Investment Management, LLC | Reduced | 188.1K | 187.8K | -290 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 14.3K | 14.6K | +286 |
| LPL Financial LLC | Increased | 23.2K | 23.5K | +280 |
| Elyxium Wealth, LLC | New | 0 | 265 | +265 |
| Geneos Wealth Management Inc. | New | 0 | 176 | +176 |
| Lineweaver Wealth Advisors, LLC | Increased | 10.8K | 11.0K | +166 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 274 | 123 | -151 |
| Rossby Financial, LCC | Reduced | 1.0K | 850 | -150 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.