Titelia

Fund shareholders of TFS Financial Corp

ISIN US87240R1077 · United States

Fund shareholders
153
Of which ETFs
49 104 other funds
Value held
284.8M $
Share of capital
5.7 % of 280.4M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,783,89531.6M $0.00 %0.64 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,458,45225.8M $1.18 %0.52 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,285,02022.8M $0.01 %0.46 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,143,30720.3M $0.43 %0.41 %as of Jun 30, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1,006,78718.5M $2.36 %0.36 %as of Jul 31, 2026 ↗
Global X SuperDividend ETF GLOBAL X FUNDS 815,12515M $1.24 %0.29 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 737,78713.1M $0.03 %0.26 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 577,14810.2M $0.01 %0.21 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 532,0169.8M $0.05 %0.19 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 517,4739.5M $0.06 %0.18 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 406,7967.5M $0.18 %0.15 %as of Jul 31, 2026 ↗
Adaptiv Select ETF Series Portfolios Trust 396,3177.3M $4.09 %0.14 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 363,6126.7M $0.01 %0.13 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 269,7374.3M $0.01 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 269,0555M $0.01 %0.10 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 241,4243.8M $0.02 %0.09 %as of May 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 236,0424.3M $2.40 %0.08 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 233,9434.1M $0.01 %0.08 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 209,2593.9M $0.00 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 206,6563.7M $0.24 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 204,4383.8M $0.01 %0.07 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 198,1283.6M $0.01 %0.07 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 175,5692.8M $0.01 %0.06 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 121,0832.2M $0.00 %0.04 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 116,8452.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 103,5331.6M $0.00 %0.04 %as of May 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 100,0001.8M $2.32 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 98,8501.8M $2.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 88,7511.4M $0.01 %0.03 %as of May 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 85,6271.6M $2.15 %0.03 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 83,1391.5M $0.01 %0.03 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 80,4121.4M $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 77,3221.2M $0.00 %0.03 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,3621.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 75,0621.4M $0.01 %0.03 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,2691.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 68,9591.3M $0.30 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 68,4021.2M $0.48 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 57,9891M $0.03 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 55,377881K $0.03 %0.02 %as of May 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 47,401754.1K $0.39 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 46,970864.7K $0.03 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 43,614802.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 41,524735.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 39,695730.8K $0.02 %0.01 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 38,260608.7K $0.19 %0.01 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,221666.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 35,736568.6K $0.07 %0.01 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 35,153622.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 33,279529.5K $0.00 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 32,269594.1K $0.07 %0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 30,496540.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 28,754509.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,894494.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,162500.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 26,645490.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 26,400467.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 26,397486K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 25,840457.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,595407.2K $0.00 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 22,763403.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 22,140392.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 21,483380.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 20,545378.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 19,617347.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 19,186353.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 19,160339.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,591342.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 18,550341.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 17,614324.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 16,000283.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 15,419273.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,259270.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 14,693270.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 14,602268.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,365264.5K $0.04 %0.01 %as of Jul 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 13,669251.6K $0.70 %0.00 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,639185.2K $0.00 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 10,890200.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,589187.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 10,199187.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,915175.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 9,750172.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 9,713172.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 9,092167.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 9,007165.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 8,782155.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 8,689138.2K $0.13 %0.00 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,282131.8K $0.00 %0.00 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,830144.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,804143.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,410131.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 7,310129.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 7,047129.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,743107.3K $0.01 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,338100.8K $0.00 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,088107.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 5,958109.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,98691.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 4,96491.4K $0.06 %0.00 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Adaptiv Select ETF Series Portfolios Trust 4.09 %as of Jul 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 2.40 %as of Jul 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 2.36 %as of Jul 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 2.32 %as of Jul 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2.15 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2.00 %as of Jun 30, 2026 ↗
Global X SuperDividend ETF GLOBAL X FUNDS 1.24 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1.18 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.70 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.48 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3153-215,957,643+3.3 %
2026Q2155015,442,916+17.6 %
2026Q1155+113,136,555-1.2 %
2025Q4154-213,301,972-2.6 %
2025Q3156+213,651,584+2.9 %
2025Q2154+713,264,058+8.5 %
2025Q1147-512,229,335-7.1 %
2024Q4152+113,168,235+0.1 %
2024Q3151013,157,676-1.5 %
2024Q2151013,362,854+12.0 %
2024Q1151-111,929,185-1.3 %
2023Q415212,080,458

Institutional managers

208 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,747,52652.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,083,79243.3M $as of Mar 31, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP2,835,38239.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC2,549,49135.8M $as of Mar 31, 2026
STATE STREET CORP2,362,08133.2M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,316,08132.5M $as of Mar 31, 2026
Bank of New York Mellon Corp1,868,62026.3M $as of Mar 31, 2026
CRAMER ROSENTHAL MCGLYNN LLC1,177,63816.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,172,89316.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,009,30914.2M $as of Mar 31, 2026
MORGAN STANLEY796,57311.2M $as of Mar 31, 2026
Gator Capital Management, LLC687,8009.7M $as of Mar 31, 2026
UBS Group AG685,7719.6M $as of Mar 31, 2026
Squarepoint Ops LLC448,7146.3M $as of Mar 31, 2026
Quantinno Capital Management LP405,3225.7M $as of Mar 31, 2026
Beverly Hills Private Wealth, LLC326,8324.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP322,3844.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC310,3884.4M $as of Mar 31, 2026
CITADEL ADVISORS LLC293,1674.1M $as of Mar 31, 2026
Schonfeld Strategic Advisors LLC273,3813.8M $as of Mar 31, 2026
NORTHERN TRUST CORP248,3723.5M $as of Mar 31, 2026
Clearstead Advisors, LLC242,0403.4M $as of Mar 31, 2026
Pathstone Holdings, LLC224,1893.1M $as of Mar 31, 2026
Kestra Investment Management, LLC203,9682.9M $as of Mar 31, 2026
Nuveen, LLC166,6242.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of TFS Financial Corp". https://titelia.com/en/stocks/tfs-financial-corp-US87240R1077