Titelia

Fund shareholders of TFS Financial Corp

ISIN US87240R1077 · United States

Fund shareholders
155
Of which ETFs
48 107 other funds
Value held
222.9M $
Share of capital
5.5 % of 280.4M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,708,39524M $0.00 %0.61 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,452,90120.4M $1.05 %0.52 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,299,25518.3M $0.01 %0.46 %as of Mar 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 976,54314.7M $1.96 %0.35 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 920,99512.9M $0.35 %0.33 %as of Mar 31, 2026 ↗
Global X SuperDividend ETF GLOBAL X FUNDS 824,81712.4M $0.97 %0.29 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 729,96010.3M $0.03 %0.26 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 561,4617.9M $0.01 %0.20 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 510,7327.7M $0.04 %0.18 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 454,8236.8M $0.05 %0.16 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 372,2495.6M $0.15 %0.13 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 363,6125.5M $0.01 %0.13 %as of Apr 30, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 294,9594.4M $2.91 %0.11 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 270,1253.8M $0.01 %0.10 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 269,0554M $0.01 %0.10 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 245,3483.4M $0.02 %0.09 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 210,1963M $0.01 %0.07 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 205,0923.1M $0.00 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 205,0892.9M $0.20 %0.07 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 204,4383.1M $0.01 %0.07 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 193,9902.9M $0.01 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 175,5692.5M $0.01 %0.06 %as of Feb 28, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 145,0002M $2.14 %0.05 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 136,4081.9M $0.00 %0.05 %as of Mar 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 125,9441.9M $2.67 %0.04 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 121,0831.8M $0.00 %0.04 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 103,5331.5M $0.00 %0.04 %as of Feb 28, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 100,0001.5M $1.85 %0.04 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 98,9211.4M $1.91 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 92,1091.4M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 87,1601.2M $0.01 %0.03 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78,7621.2M $0.02 %0.03 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 78,6561.2M $0.24 %0.03 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 78,5081.1M $0.00 %0.03 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 76,7811.1M $0.01 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 76,3121.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 75,6151.1M $0.00 %0.03 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 75,2651.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,2691.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 63,675892.7K $0.58 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 57,989814.7K $0.03 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 50,745763.2K $0.03 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 42,643641.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 42,226593.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 37,663566.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 36,083505.9K $0.19 %0.01 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 35,153493.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 34,085477.9K $0.06 %0.01 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 32,540457.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 31,970480.8K $0.06 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 30,988466.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 30,743431K $0.00 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 27,994392.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,894391.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,162408.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 26,645400.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 26,400370.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 26,397397K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 25,840363.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,595358.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 24,399342.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 22,697318.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 21,396300.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,378321.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 21,228319.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 21,063295.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 19,160269.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,817264.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,591279.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,457277.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 18,342275.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 16,669250.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 16,000224.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,378216.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 14,693221K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 14,335201K $0.05 %0.01 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,506203.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 12,420174.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,589148.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 10,056151.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 9,967149.9K $0.58 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,915139.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 9,713136.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 9,297139.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 9,007135.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 9,000126.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 8,905125.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,872124.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 8,782123.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 8,689121.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,591129.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,114113.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,895118.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 7,857110.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,804117.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,410104.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 7,310102.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 7,03198.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,74394.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,33888.9K $0.00 %0.00 %as of Feb 28, 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
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 2.91 %as of Apr 30, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2.67 %as of Apr 30, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 2.14 %as of Feb 28, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.96 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.91 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.85 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1.05 %as of Mar 31, 2026 ↗
Global X SuperDividend ETF GLOBAL X FUNDS 0.97 %as of Apr 30, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 0.58 %as of Feb 28, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.58 %as of Apr 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
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