On this page, we present all of the funds holding TFI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TFI, with a link to that fund's top holdings. The next columns indicate the amount of TFI stock held by each of the funds holding TFI, followed by the TFI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 301 funds holding TFI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding TFI), click the fund name in the "Holder" column of the funds-holding-TFI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 16,048,116 | $754,261 | 12/31/2023 |
TFI | 16,048,116 | $754,261 | 12/31/2023 |
Morgan Stanley | 11,993,576 | $563,698 | 12/31/2023 |
TFI | 11,993,576 | $563,698 | 12/31/2023 |
Betterment LLC | 7,222,340 | $339,450 | 12/31/2023 |
TFI | 7,222,340 | $339,450 | 12/31/2023 |
Fisher Asset Management LLC | 4,076,048 | $191,574 | 12/31/2023 |
TFI | 4,076,048 | $191,574 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 4,055,007 | $190,586 | 12/31/2023 |
TFI | 4,055,007 | $190,586 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 3,146,953 | $147,907 | 12/31/2023 |
TFI | 3,146,953 | $147,907 | 12/31/2023 |
Bank of Montreal Can | 1,200,004 | $56,460 | 12/31/2023 |
TFI | 1,200,004 | $56,460 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,175,794 | $55,262 | 12/31/2023 |
TFI | 1,175,794 | $55,262 | 12/31/2023 |
Bailard Inc. | 1,171,566 | $55,064 | 12/31/2023 |
TFI | 1,171,566 | $55,064 | 12/31/2023 |
LPL Financial LLC | 1,162,133 | $54,620 | 12/31/2023 |
TFI | 1,162,133 | $54,620 | 12/31/2023 |
UBS Group AG | 882,608 | $41,483 | 12/31/2023 |
TFI | 882,608 | $41,483 | 12/31/2023 |
Cullen Frost Bankers Inc. | 844,390 | $39,686 | 12/31/2023 |
TFI | 844,390 | $39,686 | 12/31/2023 |
Assetmark Inc. | 832,069 | $39,107 | 12/31/2023 |
TFI | 832,069 | $39,107 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 770,338 | $36,206 | 12/31/2023 |
TFI | 770,338 | $36,206 | 12/31/2023 |
One Capital Management LLC | 672,933 | $31,628 | 12/31/2023 |
TFI | 672,933 | $31,628 | 12/31/2023 |
Foster Group Inc. | 557,561 | $25,915 | 03/31/2024 |
TFI | 557,561 | $25,915 | 03/31/2024 |
Advisor Group Holdings Inc. | 483,866 | $22,743 | 12/31/2023 |
TFI | 483,866 | $22,743 | 12/31/2023 |
Renaissance Technologies LLC | 467,100 | $21,954 | 12/31/2023 |
TFI | 467,100 | $21,954 | 12/31/2023 |
JPMorgan Chase & Co. | 458,701 | $21,559 | 12/31/2023 |
TFI | 458,701 | $21,559 | 12/31/2023 |
Allworth Financial LP | 452,975 | $21,290 | 12/31/2023 |
TFI | 452,975 | $21,290 | 12/31/2023 |
Jane Street Group LLC | 401,968 | $18,892 | 12/31/2023 |
TFI | 401,968 | $18,892 | 12/31/2023 |
Wells Fargo & Company MN | 376,544 | $17,698 | 12/31/2023 |
TFI | 376,544 | $17,698 | 12/31/2023 |
HBK Sorce Advisory LLC | 370,366 | $17,407 | 12/31/2023 |
TFI | 370,366 | $17,407 | 12/31/2023 |
Revolve Wealth Partners LLC | 352,025 | $16,362 | 03/31/2024 |
TFI | 352,025 | $16,362 | 03/31/2024 |
JFS Wealth Advisors LLC | 318,898 | $14,988 | 12/31/2023 |
TFI | 318,898 | $14,988 | 12/31/2023 |
Ackerman Capital Advisors LLC | 318,848 | $14,986 | 12/31/2023 |
TFI | 318,848 | $14,986 | 12/31/2023 |
Stifel Financial Corp | 311,171 | $14,625 | 12/31/2023 |
TFI | 311,171 | $14,625 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 297,527 | $13,829 | 03/31/2024 |
TFI | 297,527 | $13,829 | 03/31/2024 |
MML Investors Services LLC | 286,137 | $13,448 | 12/31/2023 |
TFI | 286,137 | $13,448 | 12/31/2023 |
State of Wisconsin Investment Board | 285,800 | $13,433 | 12/31/2023 |
TFI | 285,800 | $13,433 | 12/31/2023 |
Advisors Preferred LLC | 258,550 | $12,144 | 12/31/2023 |
TFI | 258,550 | $12,144 | 12/31/2023 |
Raymond James & Associates | 254,168 | $11,814 | 03/31/2024 |
TFI | 254,168 | $11,814 | 03/31/2024 |
SRS Capital Advisors Inc. | 232,777 | $10,941 | 12/31/2023 |
TFI | 232,777 | $10,941 | 12/31/2023 |
Crestwood Advisors Group LLC | 230,509 | $10,834 | 12/31/2023 |
TFI | 230,509 | $10,834 | 12/31/2023 |
Truist Financial Corp | 204,952 | $9,633 | 12/31/2023 |
TFI | 204,952 | $9,633 | 12/31/2023 |
Sontag Advisory LLC | 204,229 | $9,599 | 12/31/2023 |
TFI | 204,229 | $9,599 | 12/31/2023 |
Mather Group LLC. | 198,010 | $9,306 | 03/31/2024 |
TFI | 198,010 | $9,306 | 03/31/2024 |
McAdam LLC | 197,482 | $9,179 | 03/31/2024 |
TFI | 197,482 | $9,179 | 03/31/2024 |
Wealthcare Capital Management LLC | 191,700 | $8,910 | 03/31/2024 |
TFI | 191,700 | $8,910 | 03/31/2024 |
Sterling Financial Group Inc. | 181,790 | $8,450 | 03/31/2024 |
TFI | 181,790 | $8,450 | 03/31/2024 |
Sage Financial Group Inc. | 167,047 | $7,851 | 12/31/2023 |
TFI | 167,047 | $7,851 | 12/31/2023 |
Commonwealth Equity Services LLC | 160,078 | $7,524 | 12/31/2023 |
TFI | 160,078 | $7,524 | 12/31/2023 |
Steele Capital Management Inc. | 157,846 | $7,337 | 03/31/2024 |
TFI | 157,846 | $7,337 | 03/31/2024 |
Comerica Bank | 150,862 | $7,091 | 12/31/2023 |
TFI | 150,862 | $7,091 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 146,627 | $6,815 | 03/31/2024 |
TFI | 146,627 | $6,815 | 03/31/2024 |
OLD Mission Capital LLC | 134,755 | $6,333 | 12/31/2023 |
TFI | 134,755 | $6,333 | 12/31/2023 |
Royal Bank of Canada | 133,579 | $6,279 | 12/31/2023 |
TFI | 133,579 | $6,279 | 12/31/2023 |
HighTower Advisors LLC | 132,269 | $6,210 | 12/31/2023 |
TFI | 132,269 | $6,210 | 12/31/2023 |
CWM LLC | 131,738 | $6,123 | 03/31/2024 |
TFI | 131,738 | $6,123 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 129,426 | $6,083 | 12/31/2023 |
TFI | 129,426 | $6,083 | 12/31/2023 |
Mariner LLC | 121,609 | $5,716 | 12/31/2023 |
TFI | 121,609 | $5,716 | 12/31/2023 |
Towercrest Capital Management | 121,488 | $5,710 | 12/31/2023 |
TFI | 121,488 | $5,710 | 12/31/2023 |
Susquehanna International Group LLP | 113,279 | $5,324 | 12/31/2023 |
TFI | 113,279 | $5,324 | 12/31/2023 |
Cetera Investment Advisers | 113,162 | $5,319 | 12/31/2023 |
TFI | 113,162 | $5,319 | 12/31/2023 |
Alliance Wealth Management Group | 112,787 | $5,301 | 12/31/2023 |
TFI | 112,787 | $5,301 | 12/31/2023 |
Aquire Wealth Advisors LLC | 110,999 | $5,217 | 12/31/2023 |
TFI | 110,999 | $5,217 | 12/31/2023 |
Ameriprise Financial Inc. | 109,836 | $5,162 | 12/31/2023 |
TFI | 109,836 | $5,162 | 12/31/2023 |
Beacon Pointe Advisors LLC | 106,912 | $5,025 | 12/31/2023 |
TFI | 106,912 | $5,025 | 12/31/2023 |
Mayflower Financial Advisors LLC | 102,387 | $4,812 | 12/31/2023 |
TFI | 102,387 | $4,812 | 12/31/2023 |
Goldman Sachs Group Inc. | 102,045 | $4,796 | 12/31/2023 |
TFI | 102,045 | $4,796 | 12/31/2023 |
Versant Capital Management Inc | 95,802 | $4,453 | 03/31/2024 |
TFI | 95,802 | $4,453 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 88,937 | $4,180 | 12/31/2023 |
TFI | 88,937 | $4,180 | 12/31/2023 |
SWS Partners | 88,887 | $4,178 | 12/31/2023 |
TFI | 88,887 | $4,178 | 12/31/2023 |
Citadel Advisors LLC | 85,841 | $4,035 | 12/31/2023 |
TFI | 85,841 | $4,035 | 12/31/2023 |
Avantax Advisory Services Inc. | 82,702 | $3,887 | 12/31/2023 |
TFI | 82,702 | $3,887 | 12/31/2023 |
Flow Traders U.S. LLC | 79,416 | $3,733 | 12/31/2023 |
TFI | 79,416 | $3,733 | 12/31/2023 |
Invst LLC | 79,885 | $3,724 | 12/31/2023 |
TFI | 79,885 | $3,724 | 12/31/2023 |
Great Valley Advisor Group Inc. | 78,512 | $3,690 | 12/31/2023 |
TFI | 78,512 | $3,690 | 12/31/2023 |
Steel Peak Wealth Management LLC | 72,032 | $3,348 | 03/31/2024 |
TFI | 72,032 | $3,348 | 03/31/2024 |
Evensky & Katz LLC | 71,934 | $3,343 | 03/31/2024 |
TFI | 71,934 | $3,343 | 03/31/2024 |
HHM Wealth Advisors LLC | 65,821 | $3,094 | 12/31/2023 |
TFI | 65,821 | $3,094 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 60,865 | $2,829 | 03/31/2024 |
TFI | 60,865 | $2,829 | 03/31/2024 |
XML Financial LLC | 59,024 | $2,774 | 12/31/2023 |
TFI | 59,024 | $2,774 | 12/31/2023 |
Cornerstone Wealth Management LLC | 56,934 | $2,646 | 03/31/2024 |
TFI | 56,934 | $2,646 | 03/31/2024 |
The PNC Financial Services Group Inc. | 55,349 | $2,601 | 12/31/2023 |
TFI | 55,349 | $2,601 | 12/31/2023 |
Thrivent Financial for Lutherans | 54,911 | $2,581 | 12/31/2023 |
TFI | 54,911 | $2,581 | 12/31/2023 |
Cetera Advisor Networks LLC | 53,492 | $2,514 | 12/31/2023 |
TFI | 53,492 | $2,514 | 12/31/2023 |
Kestra Advisory Services LLC | 52,903 | $2,486 | 12/31/2023 |
TFI | 52,903 | $2,486 | 12/31/2023 |
WealthShield Partners LLC | 52,483 | $2,467 | 12/31/2023 |
TFI | 52,483 | $2,467 | 12/31/2023 |
Fifth Third Securities Inc. | 50,750 | $2,359 | 03/31/2024 |
TFI | 50,750 | $2,359 | 03/31/2024 |
Advisor OS LLC | 48,220 | $2,266 | 12/31/2023 |
TFI | 48,220 | $2,266 | 12/31/2023 |
ST Germain D J Co. Inc. | 45,561 | $2,118 | 03/31/2024 |
TFI | 45,561 | $2,118 | 03/31/2024 |
United Capital Financial Advisers LLC | 44,014 | $2,069 | 12/31/2023 |
TFI | 44,014 | $2,069 | 12/31/2023 |
Park Avenue Securities LLC | 43,939 | $2,042 | 03/31/2024 |
TFI | 43,939 | $2,042 | 03/31/2024 |
IFP Advisors Inc | 40,945 | $1,924 | 12/31/2023 |
TFI | 40,945 | $1,924 | 12/31/2023 |
Collective Family Office LLC | 40,161 | $1,867 | 03/31/2024 |
TFI | 40,161 | $1,867 | 03/31/2024 |
Linscomb & Williams Inc. | 39,518 | $1,857 | 12/31/2023 |
TFI | 39,518 | $1,857 | 12/31/2023 |
Citigroup Inc. | 39,413 | $1,852 | 12/31/2023 |
TFI | 39,413 | $1,852 | 12/31/2023 |
First National Corp MA ADV | 38,759 | $1,822 | 03/31/2024 |
TFI | 38,759 | $1,822 | 03/31/2024 |
Moser Wealth Advisors LLC | 38,690 | $1,818 | 12/31/2023 |
TFI | 38,690 | $1,818 | 12/31/2023 |
Harbour Investments Inc. | 38,538 | $1,811 | 12/31/2023 |
TFI | 38,538 | $1,811 | 12/31/2023 |
Goodman Advisory Group LLC | 37,851 | $1,779 | 12/31/2023 |
TFI | 37,851 | $1,779 | 12/31/2023 |
Rockefeller Capital Management L.P. | 35,582 | $1,672 | 12/31/2023 |
TFI | 35,582 | $1,672 | 12/31/2023 |
Cornerstone Wealth Group LLC | 35,428 | $1,647 | 03/31/2024 |
TFI | 35,428 | $1,647 | 03/31/2024 |
Eagle Rock Investment Company LLC | 35,221 | $1,637 | 03/31/2024 |
TFI | 35,221 | $1,637 | 03/31/2024 |
One Wealth Advisors LLC | 35,205 | $1,636 | 03/31/2024 |
TFI | 35,205 | $1,636 | 03/31/2024 |
Braun Bostich & Associates Inc. | 34,588 | $1,626 | 12/31/2023 |
TFI | 34,588 | $1,626 | 12/31/2023 |
Johnson Financial Group LLC | 34,201 | $1,607 | 12/31/2023 |
TFI | 34,201 | $1,607 | 12/31/2023 |
Tortoise Investment Management LLC | 32,422 | $1,524 | 12/31/2023 |
TFI | 32,422 | $1,524 | 12/31/2023 |
Private Advisor Group LLC | 31,308 | $1,471 | 12/31/2023 |
TFI | 31,308 | $1,471 | 12/31/2023 |
BKD Wealth Advisors LLC | 31,338 | $1,457 | 03/31/2024 |
TFI | 31,338 | $1,457 | 03/31/2024 |
Monticello Wealth Management LLC | 29,367 | $1,380 | 12/31/2023 |
TFI | 29,367 | $1,380 | 12/31/2023 |
Keebeck Wealth Management LLC | 28,773 | $1,352 | 12/31/2023 |
TFI | 28,773 | $1,352 | 12/31/2023 |
WBH Advisory Inc. | 28,562 | $1,328 | 03/31/2024 |
TFI | 28,562 | $1,328 | 03/31/2024 |
Vise Technologies Inc. | 28,226 | $1,327 | 12/31/2023 |
TFI | 28,226 | $1,327 | 12/31/2023 |
Financial Life Advisors | 27,621 | $1,284 | 03/31/2024 |
TFI | 27,621 | $1,284 | 03/31/2024 |
Integrated Wealth Concepts LLC | 27,215 | $1,279 | 12/31/2023 |
TFI | 27,215 | $1,279 | 12/31/2023 |
DORVAL Corp | 26,527 | $1,247 | 12/31/2023 |
TFI | 26,527 | $1,247 | 12/31/2023 |
Cetera Advisors LLC | 25,494 | $1,198 | 12/31/2023 |
TFI | 25,494 | $1,198 | 12/31/2023 |
Austin Private Wealth LLC | 25,664 | $1,180 | 03/31/2024 |
TFI | 25,664 | $1,180 | 03/31/2024 |
IHT Wealth Management LLC | 24,796 | $1,165 | 12/31/2023 |
TFI | 24,796 | $1,165 | 12/31/2023 |
Financial Network Wealth Management LLC | 24,729 | $1,162 | 12/31/2023 |
TFI | 24,729 | $1,162 | 12/31/2023 |
Savvy Advisors Inc. | 24,549 | $1,154 | 12/31/2023 |
TFI | 24,549 | $1,154 | 12/31/2023 |
Alesco Advisors LLC | 24,041 | $1,130 | 12/31/2023 |
TFI | 24,041 | $1,130 | 12/31/2023 |
Northeast Financial Group Inc. | 23,719 | $1,102 | 03/31/2024 |
TFI | 23,719 | $1,102 | 03/31/2024 |
Transcendent Capital Group LLC | 22,735 | $1,069 | 03/31/2024 |
TFI | 22,735 | $1,069 | 03/31/2024 |
Omega Financial Group LLC | 22,897 | $1,064 | 03/31/2024 |
TFI | 22,897 | $1,064 | 03/31/2024 |
Private Trust Co. NA | 22,608 | $1,063 | 12/31/2023 |
TFI | 22,608 | $1,063 | 12/31/2023 |
Sequoia Financial Advisors LLC | 22,545 | $1,060 | 12/31/2023 |
TFI | 22,545 | $1,060 | 12/31/2023 |
Juncture Wealth Strategies LLC | 22,213 | $1,032 | 03/31/2024 |
TFI | 22,213 | $1,032 | 03/31/2024 |
CFS Investment Advisory Services LLC | 21,890 | $1,029 | 12/31/2023 |
TFI | 21,890 | $1,029 | 12/31/2023 |
Orion Portfolio Solutions LLC | 21,667 | $1,019 | 12/31/2023 |
TFI | 21,667 | $1,019 | 12/31/2023 |
Wealthfront Advisers LLC | 21,828 | $1,015 | 03/31/2024 |
TFI | 21,828 | $1,015 | 03/31/2024 |
Idaho Trust Bank | 21,311 | $1,002 | 12/31/2023 |
TFI | 21,311 | $1,002 | 12/31/2023 |
Wealthsource Partners LLC | 20,953 | $985 | 12/31/2023 |
TFI | 20,953 | $985 | 12/31/2023 |
Little House Capital LLC | 20,462 | $951 | 03/31/2024 |
TFI | 20,462 | $951 | 03/31/2024 |
New Potomac Partners LLC | 19,975 | $939 | 12/31/2023 |
TFI | 19,975 | $939 | 12/31/2023 |
Facet Wealth Inc. | 19,991 | $932 | 12/31/2023 |
TFI | 19,991 | $932 | 12/31/2023 |
JFG Wealth Management LLC | 19,815 | $931 | 12/31/2023 |
TFI | 19,815 | $931 | 12/31/2023 |
Charles Schwab Investment Advisory Inc. | 19,785 | $930 | 12/31/2023 |
TFI | 19,785 | $930 | 12/31/2023 |
Gradient Investments LLC | 19,885 | $924 | 03/31/2024 |
TFI | 19,885 | $924 | 03/31/2024 |
Adviser Investments LLC | 19,288 | $907 | 12/31/2023 |
TFI | 19,288 | $907 | 12/31/2023 |
Cumberland Advisors Inc. | 19,160 | $891 | 03/31/2024 |
TFI | 19,160 | $891 | 03/31/2024 |
Bragg Financial Advisors Inc | 18,595 | $874 | 12/31/2023 |
TFI | 18,595 | $874 | 12/31/2023 |
FOCUS Wealth Advisors LLC | 18,690 | $869 | 03/31/2024 |
TFI | 18,690 | $869 | 03/31/2024 |
Proequities Inc. | 18,497 | $869 | 12/31/2023 |
TFI | 18,497 | $869 | 12/31/2023 |
Level Four Advisory Services LLC | 18,148 | $853 | 12/31/2023 |
TFI | 18,148 | $853 | 12/31/2023 |
Crabel Capital Management LLC | 17,985 | $845 | 12/31/2023 |
TFI | 17,985 | $845 | 12/31/2023 |
Wealth Management Resources Inc. | 18,089 | $841 | 03/31/2024 |
TFI | 18,089 | $841 | 03/31/2024 |
Aveo Capital Partners LLC | 17,866 | $840 | 12/31/2023 |
TFI | 17,866 | $840 | 12/31/2023 |
Ascent Group LLC | 17,723 | $829 | 12/31/2023 |
TFI | 17,723 | $829 | 12/31/2023 |
Two Sigma Securities LLC | 17,297 | $813 | 12/31/2023 |
TFI | 17,297 | $813 | 12/31/2023 |
PFW Advisors LLC | 16,152 | $751 | 03/31/2024 |
TFI | 16,152 | $751 | 03/31/2024 |
David Loasby | 15,367 | $721 | 12/31/2023 |
TFI | 15,367 | $721 | 12/31/2023 |
Global Retirement Partners LLC | 15,192 | $706 | 03/31/2024 |
TFI | 15,192 | $706 | 03/31/2024 |
Stratos Wealth Advisors LLC | 15,079 | $701 | 03/31/2024 |
TFI | 15,079 | $701 | 03/31/2024 |
Colony Group LLC | 14,810 | $696 | 12/31/2023 |
TFI | 14,810 | $696 | 12/31/2023 |
Cypress Financial Planning LLC | 14,727 | $685 | 03/31/2024 |
TFI | 14,727 | $685 | 03/31/2024 |
Creative Planning | 14,448 | $679 | 12/31/2023 |
TFI | 14,448 | $679 | 12/31/2023 |
Sawgrass Asset Management LLC | 14,324 | $673 | 12/31/2023 |
TFI | 14,324 | $673 | 12/31/2023 |
Claro Advisors LLC | 14,085 | $655 | 03/31/2024 |
TFI | 14,085 | $655 | 03/31/2024 |
Merit Financial Group LLC | 13,920 | $654 | 12/31/2023 |
TFI | 13,920 | $654 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 13,900 | $653 | 12/31/2023 |
TFI | 13,900 | $653 | 12/31/2023 |
Vertex Planning Partners LLC | 13,304 | $625 | 12/31/2023 |
TFI | 13,304 | $625 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 13,250 | $623 | 12/31/2023 |
TFI | 13,250 | $623 | 12/31/2023 |
Consilium Wealth Advisory LLC | 13,177 | $619 | 12/31/2023 |
TFI | 13,177 | $619 | 12/31/2023 |
Family Asset Management LLC | 12,927 | $608 | 12/31/2023 |
TFI | 12,927 | $608 | 12/31/2023 |
Deutsche Bank AG | 12,912 | $607 | 12/31/2023 |
TFI | 12,912 | $607 | 12/31/2023 |
Qube Research & Technologies Ltd | 12,151 | $571 | 12/31/2023 |
TFI | 12,151 | $571 | 12/31/2023 |
OneAscent Financial Services LLC | 12,212 | $568 | 03/31/2024 |
TFI | 12,212 | $568 | 03/31/2024 |
Moors & Cabot Inc. | 11,932 | $561 | 12/31/2023 |
TFI | 11,932 | $561 | 12/31/2023 |
STA Wealth Management LLC | 11,868 | $558 | 12/31/2023 |
TFI | 11,868 | $558 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 11,776 | $553 | 12/31/2023 |
TFI | 11,776 | $553 | 12/31/2023 |
AFT Forsyth & Company Inc. | 11,750 | $552 | 12/31/2023 |
TFI | 11,750 | $552 | 12/31/2023 |
Resources Investment Advisors LLC. | 11,631 | $547 | 12/31/2023 |
TFI | 11,631 | $547 | 12/31/2023 |
Friedenthal Financial | 11,511 | $541 | 12/31/2023 |
TFI | 11,511 | $541 | 12/31/2023 |
Prudential Financial Inc. | 11,492 | $540 | 12/31/2023 |
TFI | 11,492 | $540 | 12/31/2023 |
Atria Wealth Solutions Inc. | 10,999 | $517 | 12/31/2023 |
TFI | 10,999 | $517 | 12/31/2023 |
Richardson Financial Services Inc. | 10,708 | $503 | 12/31/2023 |
TFI | 10,708 | $503 | 12/31/2023 |
Stablepoint Partners LLC | 10,026 | $466 | 03/31/2024 |
TFI | 10,026 | $466 | 03/31/2024 |
My Legacy Advisors LLC | 9,903 | $466 | 12/31/2023 |
TFI | 9,903 | $466 | 12/31/2023 |
First Affirmative Financial Network | 9,719 | $452 | 03/31/2024 |
TFI | 9,719 | $452 | 03/31/2024 |
AdvisorNet Financial Inc | 9,551 | $444 | 03/31/2024 |
TFI | 9,551 | $444 | 03/31/2024 |
Flagship Harbor Advisors LLC | 9,162 | $426 | 03/31/2024 |
TFI | 9,162 | $426 | 03/31/2024 |
First Trust Advisors LP | 8,996 | $423 | 12/31/2023 |
TFI | 8,996 | $423 | 12/31/2023 |
Castleview Partners LLC | 8,758 | $412 | 12/31/2023 |
TFI | 8,758 | $412 | 12/31/2023 |
L.M. Kohn & Company | 8,622 | $405 | 12/31/2023 |
TFI | 8,622 | $405 | 12/31/2023 |
Lincoln National Corp | 8,357 | $393 | 12/31/2023 |
TFI | 8,357 | $393 | 12/31/2023 |
Magnus Financial Group LLC | 8,360 | $393 | 12/31/2023 |
TFI | 8,360 | $393 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 8,262 | $388 | 12/31/2023 |
TFI | 8,262 | $388 | 12/31/2023 |
Beaumont Financial Advisors LLC | 8,232 | $387 | 12/31/2023 |
TFI | 8,232 | $387 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 8,308 | $386 | 03/31/2024 |
TFI | 8,308 | $386 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 8,038 | $378 | 12/31/2023 |
TFI | 8,038 | $378 | 12/31/2023 |
Icon Wealth Advisors LLC | 7,943 | $373 | 12/31/2023 |
TFI | 7,943 | $373 | 12/31/2023 |
Dakota Wealth Management | 7,864 | $370 | 12/31/2023 |
TFI | 7,864 | $370 | 12/31/2023 |
FMR LLC | 7,793 | $366 | 12/31/2023 |
TFI | 7,793 | $366 | 12/31/2023 |
StrategIQ Financial Group LLC | 7,790 | $366 | 12/31/2023 |
TFI | 7,790 | $366 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 7,668 | $360 | 12/31/2023 |
TFI | 7,668 | $360 | 12/31/2023 |
Waypoint Capital Advisors LLC | 7,611 | $358 | 12/31/2023 |
TFI | 7,611 | $358 | 12/31/2023 |
Atomi Financial Group Inc. | 7,565 | $356 | 12/31/2023 |
TFI | 7,565 | $356 | 12/31/2023 |
Blair William & Co. IL | 7,241 | $340 | 12/31/2023 |
TFI | 7,241 | $340 | 12/31/2023 |
First Horizon Advisors Inc. | 7,125 | $335 | 12/31/2023 |
TFI | 7,125 | $335 | 12/31/2023 |
Citizens National Bank Trust Department | 7,100 | $334 | 12/31/2023 |
TFI | 7,100 | $334 | 12/31/2023 |
1620 Investment Advisors Inc. | 6,888 | $324 | 12/31/2023 |
TFI | 6,888 | $324 | 12/31/2023 |
Provence Wealth Management Group | 6,789 | $319 | 12/31/2023 |
TFI | 6,789 | $319 | 12/31/2023 |
GLOBALT Investments LLC GA | 6,750 | $317 | 12/31/2023 |
TFI | 6,750 | $317 | 12/31/2023 |
Keybank National Association OH | 6,697 | $315 | 12/31/2023 |
TFI | 6,697 | $315 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 6,680 | $314 | 12/31/2023 |
TFI | 6,680 | $314 | 12/31/2023 |
SageView Advisory Group LLC | 6,581 | $308 | 12/31/2023 |
TFI | 6,581 | $308 | 12/31/2023 |
Diligent Investors LLC | 6,514 | $306 | 12/31/2023 |
TFI | 6,514 | $306 | 12/31/2023 |
Exchange Capital Management Inc. | 6,500 | $302 | 03/31/2024 |
TFI | 6,500 | $302 | 03/31/2024 |
EPG Wealth Management LLC | 6,493 | $301 | 12/31/2023 |
TFI | 6,493 | $301 | 12/31/2023 |
Osborne Partners Capital Management LLC | 6,339 | $298 | 12/31/2023 |
TFI | 6,339 | $298 | 12/31/2023 |
Continuum Advisory LLC | 6,340 | $298 | 12/31/2023 |
TFI | 6,340 | $298 | 12/31/2023 |
Farther Finance Advisors LLC | 6,325 | $297 | 12/31/2023 |
TFI | 6,325 | $297 | 12/31/2023 |
Cooper Financial Group | 6,366 | $296 | 03/31/2024 |
TFI | 6,366 | $296 | 03/31/2024 |
PFG Advisors | 6,285 | $295 | 12/31/2023 |
TFI | 6,285 | $295 | 12/31/2023 |
CX Institutional | 6,316 | $294 | 03/31/2024 |
TFI | 6,316 | $294 | 03/31/2024 |
Summit Financial LLC | 6,203 | $292 | 12/31/2023 |
TFI | 6,203 | $292 | 12/31/2023 |
Tritonpoint Wealth LLC | 5,862 | $276 | 12/31/2023 |
TFI | 5,862 | $276 | 12/31/2023 |
Janney Montgomery Scott LLC | 5,856 | $275 | 12/31/2023 |
TFI | 5,856 | $275 | 12/31/2023 |
Kestra Private Wealth Services LLC | 5,635 | $265 | 12/31/2023 |
TFI | 5,635 | $265 | 12/31/2023 |
Synovus Financial Corp | 5,535 | $260 | 12/31/2023 |
TFI | 5,535 | $260 | 12/31/2023 |
Perigon Wealth Management LLC | 5,529 | $260 | 12/31/2023 |
TFI | 5,529 | $260 | 12/31/2023 |
Advisory Services Network LLC | 5,509 | $259 | 12/31/2023 |
TFI | 5,509 | $259 | 12/31/2023 |
WealthTrust Axiom LLC | 5,500 | $258 | 12/31/2023 |
TFI | 5,500 | $258 | 12/31/2023 |
Hanson & Doremus Investment Management | 5,457 | $254 | 03/31/2024 |
TFI | 5,457 | $254 | 03/31/2024 |
Csenge Advisory Group | 5,364 | $252 | 12/31/2023 |
TFI | 5,364 | $252 | 12/31/2023 |
Captrust Financial Advisors | 5,307 | $249 | 12/31/2023 |
TFI | 5,307 | $249 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 5,285 | $248 | 12/31/2023 |
TFI | 5,285 | $248 | 12/31/2023 |
Apollon Wealth Management LLC | 5,274 | $248 | 12/31/2023 |
TFI | 5,274 | $248 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 5,069 | $236 | 03/31/2024 |
TFI | 5,069 | $236 | 03/31/2024 |
Bartlett & Co. LLC | 4,925 | $232 | 12/31/2023 |
TFI | 4,925 | $232 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 4,925 | $232 | 12/31/2023 |
TFI | 4,925 | $232 | 12/31/2023 |
Twin Focus Capital Partners LLC | 4,886 | $230 | 12/31/2023 |
TFI | 4,886 | $230 | 12/31/2023 |
Pensionmark Financial Group LLC | 4,835 | $227 | 12/31/2023 |
TFI | 4,835 | $227 | 12/31/2023 |
Taylor Hoffman Wealth Management | 4,656 | $219 | 12/31/2023 |
TFI | 4,656 | $219 | 12/31/2023 |
Exchange Bank | 4,622 | $215 | 03/31/2024 |
TFI | 4,622 | $215 | 03/31/2024 |
Colton Groome Financial Advisors LLC | 4,550 | $211 | 03/31/2024 |
TFI | 4,550 | $211 | 03/31/2024 |
Sentinel Pension Advisors Inc. | 4,464 | $210 | 12/31/2023 |
TFI | 4,464 | $210 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 4,430 | $208 | 12/31/2023 |
TFI | 4,430 | $208 | 12/31/2023 |
Capital Advisors Ltd. LLC | 4,426 | $206 | 03/31/2024 |
TFI | 4,426 | $206 | 03/31/2024 |
Parcion Private Wealth LLC | 4,277 | $201 | 12/31/2023 |
TFI | 4,277 | $201 | 12/31/2023 |
Marquette Asset Management LLC | 4,066 | $191 | 12/31/2023 |
TFI | 4,066 | $191 | 12/31/2023 |
Private Wealth Management Group LLC | 4,041 | $190 | 12/31/2023 |
TFI | 4,041 | $190 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 3,925 | $184 | 12/31/2023 |
TFI | 3,925 | $184 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 3,189 | $150 | 12/31/2023 |
TFI | 3,189 | $150 | 12/31/2023 |
LGT Financial Advisors LLC | 3,132 | $147 | 12/31/2023 |
TFI | 3,132 | $147 | 12/31/2023 |
GAMMA Investing LLC | 3,013 | $140 | 03/31/2024 |
TFI | 3,013 | $140 | 03/31/2024 |
Bank of New Hampshire | 3,000 | $139 | 03/31/2024 |
TFI | 3,000 | $139 | 03/31/2024 |
Northwest Capital Management Inc | 2,770 | $129 | 03/31/2024 |
TFI | 2,770 | $129 | 03/31/2024 |
APCM Wealth Management for Individuals | 2,655 | $123 | 03/31/2024 |
TFI | 2,655 | $123 | 03/31/2024 |
BNP Paribas Arbitrage SA | 2,443 | $115 | 12/31/2023 |
TFI | 2,443 | $115 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,433 | $114 | 12/31/2023 |
TFI | 2,433 | $114 | 12/31/2023 |
Principal Securities Inc. | 2,337 | $110 | 12/31/2023 |
TFI | 2,337 | $110 | 12/31/2023 |
BlackRock Inc. | 2,049 | $96 | 12/31/2023 |
TFI | 2,049 | $96 | 12/31/2023 |
Private Ocean LLC | 2,024 | $94 | 03/31/2024 |
TFI | 2,024 | $94 | 03/31/2024 |
Laurel Wealth Advisors LLC | 2,000 | $94 | 12/31/2023 |
TFI | 2,000 | $94 | 12/31/2023 |
Adirondack Trust Co. | 1,500 | $70 | 03/31/2024 |
TFI | 1,500 | $70 | 03/31/2024 |
Capital Analysts LLC | 1,391 | $65 | 12/31/2023 |
TFI | 1,391 | $65 | 12/31/2023 |
Spire Wealth Management | 1,363 | $63 | 12/31/2023 |
TFI | 1,363 | $63 | 12/31/2023 |
Salomon & Ludwin LLC | 1,405 | $61 | 12/31/2023 |
TFI | 1,405 | $61 | 12/31/2023 |
Ameritas Investment Partners Inc. | 1,185 | $56 | 12/31/2023 |
TFI | 1,185 | $56 | 12/31/2023 |
Thompson Investment Management Inc. | 1,152 | $54 | 03/31/2024 |
TFI | 1,152 | $54 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 1,149 | $54 | 12/31/2023 |
TFI | 1,149 | $54 | 12/31/2023 |
US Bancorp DE | 1,130 | $53 | 12/31/2023 |
TFI | 1,130 | $53 | 12/31/2023 |
Brown Brothers Harriman & Co. | 1,102 | $52 | 12/31/2023 |
TFI | 1,102 | $52 | 12/31/2023 |
Tradition Wealth Management LLC | 1,097 | $52 | 12/31/2023 |
TFI | 1,097 | $52 | 12/31/2023 |
Woodmont Investment Counsel LLC | 1,081 | $50 | 03/31/2024 |
TFI | 1,081 | $50 | 03/31/2024 |
Venturi Wealth Management LLC | 1,007 | $47 | 03/31/2024 |
TFI | 1,007 | $47 | 03/31/2024 |
O Dell Group LLC | 1,000 | $47 | 12/31/2023 |
TFI | 1,000 | $47 | 12/31/2023 |
Ballast Advisors LLC | 989 | $46 | 12/31/2023 |
TFI | 989 | $46 | 12/31/2023 |
Barclays PLC | 919 | $43 | 12/31/2023 |
TFI | 919 | $43 | 12/31/2023 |
Founders Financial Alliance LLC | 884 | $42 | 12/31/2023 |
TFI | 884 | $42 | 12/31/2023 |
Park Place Capital Corp | 861 | $40 | 03/31/2024 |
TFI | 861 | $40 | 03/31/2024 |
Sound Income Strategies LLC | 836 | $39 | 03/31/2024 |
TFI | 836 | $39 | 03/31/2024 |
Pinnacle Bank | 755 | $35 | 03/31/2024 |
TFI | 755 | $35 | 03/31/2024 |
Coastal Investment Advisors Inc. | 630 | $29 | 03/31/2024 |
TFI | 630 | $29 | 03/31/2024 |
Cambridge Trust Co. | 600 | $28 | 12/31/2023 |
TFI | 600 | $28 | 12/31/2023 |
Sunbelt Securities Inc. | 314 | $15 | 03/31/2024 |
TFI | 314 | $15 | 03/31/2024 |
Hexagon Capital Partners LLC | 315 | $15 | 03/31/2024 |
TFI | 315 | $15 | 03/31/2024 |
Balentine LLC | 329 | $15 | 12/31/2023 |
TFI | 329 | $15 | 12/31/2023 |
Larson Financial Group LLC | 301 | $14 | 12/31/2023 |
TFI | 301 | $14 | 12/31/2023 |
Rockbridge Investment Management LCC | 303 | $14 | 12/31/2023 |
TFI | 303 | $14 | 12/31/2023 |
Fifth Third Bancorp | 264 | $12 | 03/31/2024 |
TFI | 264 | $12 | 03/31/2024 |
WASHINGTON TRUST Co | 256 | $12 | 03/31/2024 |
TFI | 256 | $12 | 03/31/2024 |
Fortis Advisors LLC | 228 | $11 | 12/31/2023 |
TFI | 228 | $11 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 204 | $10 | 12/31/2023 |
TFI | 204 | $10 | 12/31/2023 |
Aptus Capital Advisors LLC | 187 | $9 | 12/31/2023 |
TFI | 187 | $9 | 12/31/2023 |
Planned Solutions Inc. | 165 | $8 | 12/31/2023 |
TFI | 165 | $8 | 12/31/2023 |
Delta Asset Management LLC TN | 154 | $7 | 12/31/2023 |
TFI | 154 | $7 | 12/31/2023 |
Franklin Resources Inc. | 125 | $6 | 12/31/2023 |
TFI | 125 | $6 | 12/31/2023 |
Headlands Technologies LLC | 80 | $4 | 12/31/2023 |
TFI | 80 | $4 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 71 | $3 | 03/31/2024 |
TFI | 71 | $3 | 03/31/2024 |
Signaturefd LLC | 68 | $3 | 12/31/2023 |
TFI | 68 | $3 | 12/31/2023 |
GWM Advisors LLC | 72 | $3 | 12/31/2023 |
TFI | 72 | $3 | 12/31/2023 |
Ruedi Wealth Management Inc. | 74 | $3 | 12/31/2023 |
TFI | 74 | $3 | 12/31/2023 |
Prestige Wealth Management Group LLC | 43 | $2 | 12/31/2023 |
TFI | 43 | $2 | 12/31/2023 |
FSA Wealth Management LLC | 47 | $2 | 12/31/2023 |
TFI | 47 | $2 | 12/31/2023 |
Nemes Rush Group LLC | 45 | $2 | 12/31/2023 |
TFI | 45 | $2 | 12/31/2023 |
Global Wealth Strategies & Associates | 11 | $1 | 03/31/2024 |
TFI | 11 | $1 | 03/31/2024 |
Parallel Advisors LLC | 20 | $1 | 12/31/2023 |
TFI | 20 | $1 | 12/31/2023 |
Key Financial Inc | 25 | $1 | 12/31/2023 |
TFI | 25 | $1 | 12/31/2023 |
Cornerstone Planning Group LLC | 13 | $1 | 12/31/2023 |
TFI | 13 | $1 | 12/31/2023 |
Addison Advisors LLC | 26 | $1 | 12/31/2023 |
TFI | 26 | $1 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 12 | $1 | 12/31/2023 |
TFI | 12 | $1 | 12/31/2023 |
Sandy Spring Bank | 0 | $0 | 12/31/2023 |
TFI | 0 | $0 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
TFI | 1 | $0 | 12/31/2023 |
Clear Street Markets LLC | 1 | $0 | 12/31/2023 |
TFI | 1 | $0 | 12/31/2023 |
Tower Research Capital LLC TRC | 2 | $0 | 12/31/2023 |
TFI | 2 | $0 | 12/31/2023 |
Avion Wealth | 3 | $0 | 12/31/2023 |
TFI | 3 | $0 | 12/31/2023 |
Western Pacific Wealth Management LP | 10 | $0 | 12/31/2023 |
TFI | 10 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TFI
See Details: Top 10 Hedge Funds Holding TFI
Also See: TFI Holdings Changes
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