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TFS Financial Corp (TFSL)

CUSIP: 87240R107 | NYSE | Financial Services · Banks - Regional | Mid Cap | 677 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,971,703
0.0% of portfolio›$48.1M
Exchange Traded Concepts, LLC400,292
0.0% of portfolio›$6.5M
Beverly Hills Private Wealth, LLC391,245
1.1% of portfolio›$6.3M
Kestra Investment Management, LLC187,832
0.1% of portfolio›$3.0M
Sage Investment Counsel LLC117,087
1.9% of portfolio›$1.9M
Creative Planning109,187
0.0% of portfolio›$1.8M
Vision Capital Management, Inc.82,564
0.2% of portfolio›$1.3M
Citigroup Inc69,505
0.0% of portfolio›$1.1M
Ethic Inc.51,658
0.0% of portfolio›$836.9K
Signature Estate & Investment Advisors LLC49,545
0.0% of portfolio›$802.6K
Frank, Rimerman Advisors LLC47,067
0.0% of portfolio›$762.5K
Inspire Investing, LLC39,423
0.0% of portfolio›$638.7K
Oak Thistle LLC38,859
0.1% of portfolio›$629.5K
Farther Finance Advisors, LLC33,905
0.0% of portfolio›$549.3K
Parallel Advisors, LLC32,904
0.0% of portfolio›$533.0K
Wedmont Private Capital31,843
0.0% of portfolio›$515.5K
HB Wealth Management, LLC27,309
0.0% of portfolio›$376.5K
Nisa Investment Advisors, LLC25,440
0.0% of portfolio›$412.1K
Gateway Investment Advisers LLC24,853
0.0% of portfolio›$402.6K
Keybank National Association20,657
0.0% of portfolio›$334.6K
Wealth Enhancement Advisory Services, LLC19,108
0.0% of portfolio›$309.4K
Cherry Creek Investment Advisors, Inc.18,042
0.1% of portfolio›$292.3K
Hennion & Walsh Asset Management, Inc.16,712
0.0% of portfolio›$270.7K
Perigon Wealth Management, LLC15,408
0.0% of portfolio›$249.6K
Arizona State Retirement System14,608
0.0% of portfolio›$236.7K
Investment Partners, Ltd.13,634
0.0% of portfolio›$220.9K
Abel Hall, LLC12,932
0.0% of portfolio›$209.5K
Signaturefd, LLC11,823
0.0% of portfolio›$191.5K
Capital Advisors, Ltd. LLC11,067
0.0% of portfolio›$179
Lineweaver Wealth Advisors, LLC10,972
0.0% of portfolio›$177.7K
Vise Technologies, Inc.10,750
0.0% of portfolio›$174.2K
Commonwealth Financial Services, LLC10,426
0.0% of portfolio›$168.9K
SBI Securities Co., Ltd.8,222
0.0% of portfolio›$133.2K
Covestor Ltd7,891
0.0% of portfolio›$128
CoreCap Advisors, LLC6,811
0.0% of portfolio›$110.3K
Archer Investment Corp5,359
0.0% of portfolio›$86.8K
Gamma Investing LLC5,090
0.0% of portfolio›$82.5K
Compass Wealth Management LLC2,400
0.0% of portfolio›$38.9K
Toth Financial Advisory Corp2,000
0.0% of portfolio›$32.4K
EverSource Wealth Advisors, LLC1,905
0.0% of portfolio›$30.9K
Sterling Capital Management LLC1,494
0.0% of portfolio›$24.2K
Westside Investment Management, Inc.1,134
0.0% of portfolio›$19.1K
Parkside Financial Bank & Trust1,118
0.0% of portfolio›$18.1K
Root Financial Partners, LLC949
0.0% of portfolio›$15.4K
Spire Wealth Management942
0.0% of portfolio›$15.3K
Larson Financial Group LLC924
0.0% of portfolio›$15.0K
Rossby Financial, LCC850
0.0% of portfolio›$13.8K
SJS Investment Consulting Inc.744
0.0% of portfolio›$12.1K
Strs Ohio718
0.0% of portfolio›$11.6K
Private Trust Co NA502
0.0% of portfolio›$8.1K
Elevation Wealth Partners, LLC468
0.0% of portfolio›$7.6K
Marquette Asset Management, LLC350
0.0% of portfolio›$5.7K
Elyxium Wealth, LLC265
0.0% of portfolio›$4.3K
Pinnacle Wealth Planning Services, Inc.261
0.0% of portfolio›$4.2K
Versant Capital Management, Inc204
0.0% of portfolio›$3.3K
Triumph Capital Management200
0.0% of portfolio›$3.2K
James T. Borello RIA139
0.0% of portfolio›$2.3K
Fortitude Family Office, LLC139
0.0% of portfolio›$2.3K
Creative Capital Management Investments LLC134
0.0% of portfolio›$2.2K
JFS Wealth Advisors, LLC128
0.0% of portfolio›$2.1K
Simplex Trading, LLC125
0.0% of portfolio›$2.0K
MassMutual Private Wealth & Trust, FSB123
0.0% of portfolio›$2.0K
Balance Wealth Partners LLC100
0.0% of portfolio›$1.6K
IFP Advisors, Inc88
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC84
0.0% of portfolio›$1.4K
Avion Wealth81
0.0% of portfolio›$1
Physician Wealth Advisors, Inc.38
0.0% of portfolio›$616
Bay Harbor Wealth Management, LLC29
0.0% of portfolio›$470
Ascentis Wealth Management, LLC27
0.0% of portfolio›$437
WPG Advisers, LLC25
0.0% of portfolio›$405
Assetmark, Inc22
0.0% of portfolio›$356
DiNuzzo Private Wealth, Inc.22
0.0% of portfolio›$357
MV Capital Management, Inc.20
0.0% of portfolio›$324
Essential Partners LLC12
0.0% of portfolio›$194
DecisionPoint Financial, LLC8
0.0% of portfolio›$132
Maryland Capital Advisors Inc.2
0.0% of portfolio›$33
Signature Resources Capital Management, LLC1
0.0% of portfolio›$16
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,971,703$48.1M0.0%IndexLowAustin, TX2026-11-04
Exchange Traded Concepts, LLC
400,292$6.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Beverly Hills Private Wealth, LLC
391,245$6.3M1.1%ValueMediumBeverly Hills, CA2026-11-04
Kestra Investment Management, LLC
187,832$3.0M0.1%ETFMediumAustin, TX2026-11-04
Sage Investment Counsel LLC
117,087$1.9M1.9%ValueMediumFranklin, TN2026-10-26
Creative Planning
109,187$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Vision Capital Management, Inc.
82,564$1.3M0.2%CoreVery LowPortland, OR2026-10-20
Citigroup Inc
69,505$1.1M0.0%CoreMediumNew York, NY2026-11-04
Ethic Inc.
51,658$836.9K0.0%CoreLowNew York, NY2026-11-03
Signature Estate & Investment Advisors LLC
49,545$802.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Frank, Rimerman Advisors LLC
47,067$762.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Inspire Investing, LLC
39,423$638.7K0.0%GARPHighMeridian, ID2026-10-22
Oak Thistle LLC
38,859$629.5K0.1%ValueVery HighNew York, NY2026-10-21
Farther Finance Advisors, LLC
33,905$549.3K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
32,904$533.0K0.0%IndexLowSan Francisco, CA2026-11-03
Wedmont Private Capital
31,843$515.5K0.0%IndexVery LowWest Chester, PA2026-10-09
HB Wealth Management, LLC
27,309$376.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
25,440$412.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gateway Investment Advisers LLC
24,853$402.6K0.0%GrowthLowCincinnati, OH2026-10-13
Keybank National Association
20,657$334.6K0.0%CoreLowBrooklyn, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
19,108$309.4K0.0%CoreLowPlymouth, MN2026-10-13
Cherry Creek Investment Advisors, Inc.
18,042$292.3K0.1%GrowthLowEnglewood, CO2026-10-14
Hennion & Walsh Asset Management, Inc.
16,712$270.7K0.0%ValueMediumParsippany, NJ2026-10-13
Perigon Wealth Management, LLC
15,408$249.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Arizona State Retirement System
14,608$236.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Investment Partners, Ltd.
13,634$220.9K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Abel Hall, LLC
12,932$209.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Signaturefd, LLC
11,823$191.5K0.0%IndexLowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
11,067$1790.0%ETFLowShaker Heights, OH2026-10-27
Lineweaver Wealth Advisors, LLC
10,972$177.7K0.0%ETFLowValley View, OH2026-10-13
Vise Technologies, Inc.
10,750$174.2K0.0%IndexLowNew York, NY2026-10-29
Commonwealth Financial Services, LLC
10,426$168.9K0.0%ETFMediumVienna, WV2026-10-20
SBI Securities Co., Ltd.
8,222$133.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Covestor Ltd
7,891$1280.0%ValueHighLondon, United Kingdom2026-10-30
CoreCap Advisors, LLC
6,811$110.3K0.0%ETFMediumSouthfield, MI2026-10-08
Archer Investment Corp
5,359$86.8K0.0%CoreMediumCarmel, IN2026-11-05
Gamma Investing LLC
5,090$82.5K0.0%IndexVery LowFoster City, CA2026-10-08
Compass Wealth Management LLC
2,400$38.9K0.0%GARPLowGuilford, CT2026-10-22
Toth Financial Advisory Corp
2,000$32.4K0.0%CoreLowLeesburg, VA2026-10-08
EverSource Wealth Advisors, LLC
1,905$30.9K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,494$24.2K0.0%GARPMediumCharlotte, NC2026-10-22
Westside Investment Management, Inc.
1,134$19.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Parkside Financial Bank & Trust
1,118$18.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
949$15.4K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
942$15.3K0.0%GrowthMediumMclean, VA2026-10-30
Larson Financial Group LLC
924$15.0K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
850$13.8K0.0%ETFMediumMelbourne, FL2026-11-05
SJS Investment Consulting Inc.
744$12.1K0.0%ETFVery LowSylvania, OH2026-10-26
Strs Ohio
718$11.6K0.0%CoreMediumColumbus, OH2026-10-30
Private Trust Co NA
502$8.1K0.0%CoreLowCleveland, OH2026-10-20
Elevation Wealth Partners, LLC
468$7.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Marquette Asset Management, LLC
350$5.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Elyxium Wealth, LLC
265$4.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Wealth Planning Services, Inc.
261$4.2K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
204$3.3K0.0%GARPLowPhoenix, AZ2026-10-02
Triumph Capital Management
200$3.2K0.0%ETFMediumDenver, CO2026-10-14
James T. Borello RIA
139$2.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Fortitude Family Office, LLC
139$2.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Creative Capital Management Investments LLC
134$2.2K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
128$2.1K0.0%ETFVery LowHermitage, PA2026-11-03
Simplex Trading, LLC
125$2.0K0.0%CoreVery HighChicago, IL2026-11-04
MassMutual Private Wealth & Trust, FSB
123$2.0K0.0%CoreLowSpringfield, MA2026-10-05
Balance Wealth Partners LLC
100$1.6K0.0%ETFMediumWorthington, OH2026-10-27
IFP Advisors, Inc
88$1.4K0.0%GrowthLowTampa, FL2026-10-16
Hughes Financial Services, LLC
84$1.4K0.0%ETFLowHerndon, VA2026-10-30
Avion Wealth
81$10.0%ETFLowThe Woodlands, TX2026-11-04
Physician Wealth Advisors, Inc.
38$6160.0%ETFMediumMidvale, UT2026-10-20
Bay Harbor Wealth Management, LLC
29$4700.0%ETFMediumHunt Valley, MD2026-11-03
Ascentis Wealth Management, LLC
27$4370.0%Agg GrowthLowDallas, TX2026-11-03
WPG Advisers, LLC
25$4050.0%CoreLowBaltimore, MD2026-10-27
Assetmark, Inc
22$3560.0%ETFLowConcord, CA2026-10-21
DiNuzzo Private Wealth, Inc.
22$3570.0%ETFLowBeaver, PA2026-10-16
MV Capital Management, Inc.
20$3240.0%ETFLowBethesda, MD2026-10-29
Essential Partners LLC
12$1940.0%ValueMediumRancho Santa Fe, CA2026-10-14
DecisionPoint Financial, LLC
8$1320.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
2$330.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$160.0%ETFLowNewport Beach, CA2026-10-16