TFSL / TFS Financial Corporation - Proprietà istituzionale - Acquirenti

TFS Financial Corporation
US ˙ NasdaqGS ˙ US87240R1077

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in TFS Financial Corporation includono Equitec Proprietary Markets, Llc, Glenmede Investment Management, LP, Prasad Wealth Partners, LLC, Capstone Investment Advisors, Llc, WSML - iShares MSCI World Small-Cap ETF, Fifth Third Bancorp, Westside Investment Management, Inc., Rossby Financial, LCC, Assetmark, Inc, Mount Yale Investment Advisors, LLC, Avion Wealth, Fortitude Family Office, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, e Rialto Wealth Management, LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-28 NP VCGAX - Growth & Income Fund 15.465 60,83 204 61,90
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 255.653 0,04 3.377 0,21
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.591 6,69 100 7,53
2025-08-04 13F Spire Wealth Management 855 2,15 11 10,00
2025-08-13 13F Parkworth Wealth Management, Inc. 25 525,00 0
2025-08-08 13F/A Sterling Capital Management LLC 3.430 21,37 44 25,71
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1.196 8,14 16 7,14
2025-09-04 13F/A Advisor Group Holdings, Inc. 19.762 5,65 256 10,39
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.205 8,76 359 9,12
2025-08-12 13F SRS Capital Advisors, Inc. 582 84,76 8 133,33
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio Short -34.760 96,16 -450 85,19
2025-07-22 13F Sage Investment Counsel LLC 116.647 1,83 1.511 6,41
2025-08-14 13F Quarry LP 5.198 30,18 67 36,73
2025-08-14 13F Capstone Investment Advisors, Llc 10.000 130
2025-08-15 13F Tower Research Capital LLC (TRC) 5.249 913,32 68 1.016,67
2025-08-04 13F Assetmark, Inc 182 2
2025-08-11 13F Frank, Rimerman Advisors LLC 46.988 133,46 608 144,18
2025-08-05 13F Bank of New York Mellon Corp 1.540.799 3,08 19.953 7,74
2025-08-14 13F Quantinno Capital Management LP 121.842 114,42 1.578 124,01
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6.552 87
2025-08-07 13F Meeder Advisory Services, Inc. 24.161 57,99 313 65,08
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 172.848 21,28 2.240 14,58
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1.250 16,60 16 23,08
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.842 7,84 283 2,17
2025-07-31 13F Quest Partners LLC 10.196 28,72 132 34,69
2025-05-15 13F/A Orion Portfolio Solutions, LLC 20.221 251
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7.779 1,24 101 5,26
2025-06-27 NP DIV - Global X SuperDividend U.S. ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 983.285 5,40 12.743 -0,44
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 4.911 8,46 64 12,50
2025-07-23 13F Prasad Wealth Partners, LLC 10.758 139
2025-08-05 13F Simplex Trading, Llc Call 16.700 1.418,18 0
2025-08-27 13F/A Brinker Capital Investments, LLC 20.254 0,16 262 4,80
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -237.784 -10,33 -3.079 -6,27
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.955 55,93 116 61,97
2025-07-31 13F Oppenheimer Asset Management Inc. 35.240 7,70 456 12,59
2025-08-07 13F Campbell & CO Investment Adviser LLC 70.920 415,63 918 440,00
2025-07-17 13F HB Wealth Management, LLC 17.558 75,32 227 83,06
2025-08-12 13F Charles Schwab Investment Management Inc 311.226 0,60 4.030 5,14
2025-08-08 13F Cetera Investment Advisers 31.762 2,01 411 6,75
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.019.107 5,42 13.197 10,18
2025-05-15 13F Glenmede Trust Co Na 15.989 6,27 198 5,32
2025-08-26 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80.051 2,10 1.037 6,69
2025-07-15 13F Fortitude Family Office, LLC 36 0
2025-08-13 13F M&t Bank Corp 10.136 132
2025-08-14 13F Ameriprise Financial Inc 12.055 156
2025-05-30 NP NIXT - Research Affiliates Deletions ETF 22.353 15,69 277 14,05
2025-07-15 13F Fifth Third Bancorp 1.906 25
2025-08-13 13F Quantbot Technologies LP 18.376 238
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.575 113,98 98 104,17
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.217 1,93 29 -3,45
2025-08-04 13F Strs Ohio 1.252 16
2025-08-14 13F Jane Street Group, Llc Call 18.700 242
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42.964 0,67 556 5,30
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 490.514 0,76 6.357 -4,82
2025-08-15 13F Great West Life Assurance Co /can/ 26.529 16,87 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 12.250 23,13 159 16,18
2025-08-14 13F Jane Street Group, Llc 28.129 119,71 364 130,38
2025-08-13 13F Mount Yale Investment Advisors, LLC 42 1
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33.189 3,22 438 3,30
2025-08-14 13F Alliancebernstein L.p. 85.739 15,21 1.110 20,39
2025-08-05 13F Westside Investment Management, Inc. 567 7
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.073 43,82 53 36,84
2025-08-01 13F Rossby Financial, LCC 500 6
2025-07-24 13F Capital Advisors, Ltd. LLC 14.171 3.000,88 0
2025-07-25 NP HIDV - AB US High Dividend ETF 21.435 38,56 283 38,73
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.785 85,43 129 86,96
2025-08-12 13F BlackRock, Inc. 3.555.794 13,96 46.048 19,11
2025-07-22 13F HFM Investment Advisors, LLC 11 175,00 0
2025-08-14 13F Two Sigma Investments, Lp 65.369 201,74 847 215,67
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.431 19,59 109 13,54
2025-08-12 13F Legal & General Group Plc 60.358 1,32 782 5,83
2025-08-14 13F Lakewood Capital Management, Lp 2.113.382 366,49 27.368 387,58
2025-08-07 13F Allworth Financial LP 1.453 55,24 19 50,00
2025-08-08 13F Larson Financial Group LLC 924 12
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.080 2,16 221 -3,49
2025-07-22 13F Bay Harbor Wealth Management, LLC 13 333,33 0
2025-08-14 13F Citadel Advisors Llc 678.679 21,79 8.789 27,29
2025-08-14 13F Price T Rowe Associates Inc /md/ 22.987 9,60 0
2025-07-24 13F Jfs Wealth Advisors, Llc 109 34,57 1 0,00
2025-07-24 13F Us Bancorp \de\ 18.898 16,83 245 22,00
2025-08-08 13F Tortoise Investment Management, LLC 911 1,22 12 0,00
2025-07-25 13F Hemington Wealth Management 172 43,33 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Royal Bank Of Canada 28.331 2.290,80 367 2.346,67
2025-08-14 13F Susquehanna International Group, Llp 43.852 6,49 568 11,18
2025-08-13 13F First Trust Advisors Lp 180.888 6,18 2.342 11,00
2025-08-14 13F State Street Corp 1.391.968 8,29 18.026 13,18
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 4.280 5,55 55 10,00
2025-08-29 NP STXK - Strive Small-Cap ETF 1.648 3,52 21 10,53
2025-07-16 13F Vision Capital Management, Inc. 97.880 6,36 1.268 11,14
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9.743 53,80 126 46,51
2025-08-08 13F Creative Planning 75.076 117,73 972 127,63
2025-08-15 13F CI Private Wealth, LLC 22.234 102,00 288 111,03
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 885 11
2025-07-16 13F Maridea Wealth Management LLC 39.266 1,85 508 6,50
2025-07-24 13F CWM Advisors, LLC 30.060 8,27 389 13,41
2025-07-08 13F Parallel Advisors, LLC 25.793 5,39 334 10,23
2025-08-13 13F PharVision Advisers, LLC 15.742 25,44 204 30,97
2025-08-14 13F Treasurer of the State of North Carolina 24.472 5,85 0
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.640 3,90 34 0,00
2025-07-25 13F Cwm, Llc 2.734 14,25 0
2025-07-15 13F Public Employees Retirement System Of Ohio 16.267 4,57 211 9,38
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.110 10,91 40 17,65
2025-07-31 13F/A Avion Wealth 41 0
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 179.225 6,33 2.321 11,11
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 162.424 2,00 2.103 6,64
2025-08-08 13F Geode Capital Management, Llc 1.154.189 2,09 14.949 6,69
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.354 3,85 108 -1,82
2025-07-09 13F Massmutual Trust Co Fsb/adv 393 43,43 5 66,67
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104.911 99,99 1.360 89,01
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.498 0,49 175 -5,43
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168.305 5,53 2.181 -0,32
2025-08-13 13F EverSource Wealth Advisors, LLC 1.755 180,35 23 214,29
2025-08-14 13F Comerica Bank 1.168 20,79 15 36,36
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 10.643 115,31 141 115,38
2025-08-08 13F Mv Capital Management, Inc. 15 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 19.612 1,45 254 5,86
2025-08-11 13F Principal Securities, Inc. 3.250 8.927,78 42
2025-08-14 13F Glenmede Investment Management, LP 15.064 195
2025-08-11 13F Strategic Wealth Partners, Ltd. 1.055 14
2025-08-14 13F UBS Group AG 263.007 53,20 3.406 60,08
2025-08-14 13F/A Barclays Plc 33.503 22,40 0
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 30 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 26.400 15,79 342 20,92
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73.062 2,51 946 7,13
2025-08-14 13F Aqr Capital Management Llc 18.202 4,91 236 9,81
2025-08-11 13F Citigroup Inc 73.703 11,91 954 17,06
2025-08-06 13F Equitec Proprietary Markets, Llc 17.675 229
2025-08-06 13F Vestmark Advisory Solutions, Inc. 87.736 124,60 1.136 135,20
2025-08-15 13F Morgan Stanley 450.902 46,02 5.839 52,65
2025-07-29 NP EBI - Longview Advantage ETF 24 4,35 0
2025-08-14 13F Two Sigma Advisers, Lp 31.472 17,56 408 22,96
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88.255 0,49 1.166 0,60
2025-08-05 13F Fourth Dimension Wealth, LLC 1.436 0,49 19 5,88
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 24.190 31,00 313 37,28
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 216 6,40 3 0,00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 318.031 2,01 4.122 -3,65
2025-08-11 13F Rothschild Investment Llc 8 0
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72.251 6,13 936 0,21
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 1.133.510 3,32 14.679 7,99
2025-08-12 13F Dimensional Fund Advisors Lp 2.819.794 7,51 36.517 12,38
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 177.174 5,67 2.294 10,45
2025-08-08 13F Pnc Financial Services Group, Inc. 792 13,96 10 25,00
2025-08-14 13F Ubs Asset Management Americas Inc 235.413 14,95 3.049 20,14
2025-07-16 13F Perigon Wealth Management, LLC 11.911 2,35 154 6,94
2025-07-31 13F Nisa Investment Advisors, Llc 20.560 86,91 266 95,59
2025-08-14 13F Fmr Llc 9.149 23,29 118 29,67
2025-08-11 13F Covestor Ltd 16.594 1,23 0
2025-08-06 13F Rialto Wealth Management, LLC 11 0
2025-08-13 13F Norges Bank 403.097 5.220
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 215.696 22,33 2.795 15,54
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29.749 19,40 385 25,00
2025-08-14 13F Millennium Management Llc 64.457 58,92 835 66,14
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 366 7,65 5 0,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2.925 15,07 38 19,35
2025-08-06 13F Commonwealth Equity Services, Llc 12.577 3,64 0
2025-06-23 NP IYG - iShares U.S. Financial Services ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19.783 15,29 256 8,94
2025-08-14 13F Colony Group, LLC 50.212 1,00 650 5,69
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 406.579 15,94 5.265 21,20
2025-08-13 13F Arizona State Retirement System 16.384 1,78 212 6,53
2025-08-08 13F SBI Securities Co., Ltd. 11.240 2,41 146 7,41
2025-08-14 13F Rafferty Asset Management, LLC 55.500 26,31 719 31,99
2025-08-05 13F Huntington National Bank 799 125,71 10 150,00
2025-08-01 13F Envestnet Asset Management Inc 18.370 0,81 238 5,33
2025-06-23 NP IYF - iShares U.S. Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39.770 21,60 515 14,96
Other Listings
DE:PWT 11,60 €
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