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Institutional Holders of TFI

There is a long list of 300 institutional holders of TFI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TFI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TFI table below, the initial column indicates the name of each top institutional holder of TFI, with a link to that fund's top holdings. The next columns indicate the amount of TFI stock held by each of the institutional holders of TFI, followed by the TFI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE16,048,116$754,261 12/31/2023
     TFI16,048,116$754,261 12/31/2023
Morgan Stanley11,993,576$563,698 12/31/2023
     TFI11,993,576$563,698 12/31/2023
Betterment LLC7,222,340$339,450 12/31/2023
     TFI7,222,340$339,450 12/31/2023
Fisher Asset Management LLC4,076,048$191,574 12/31/2023
     TFI4,076,048$191,574 12/31/2023
Northwestern Mutual Wealth Management Co.4,055,007$190,586 12/31/2023
     TFI4,055,007$190,586 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC3,146,953$147,907 12/31/2023
     TFI3,146,953$147,907 12/31/2023
Bank of Montreal Can1,200,004$56,460 12/31/2023
     TFI1,200,004$56,460 12/31/2023
Envestnet Asset Management Inc.1,175,794$55,262 12/31/2023
     TFI1,175,794$55,262 12/31/2023
Bailard Inc.1,171,566$55,064 12/31/2023
     TFI1,171,566$55,064 12/31/2023
LPL Financial LLC1,162,133$54,620 12/31/2023
     TFI1,162,133$54,620 12/31/2023
UBS Group AG882,608$41,483 12/31/2023
     TFI882,608$41,483 12/31/2023
Cullen Frost Bankers Inc.844,390$39,686 12/31/2023
     TFI844,390$39,686 12/31/2023
Assetmark Inc.832,069$39,107 12/31/2023
     TFI832,069$39,107 12/31/2023
Financial Engines Advisors L.L.C.770,338$36,206 12/31/2023
     TFI770,338$36,206 12/31/2023
One Capital Management LLC672,933$31,628 12/31/2023
     TFI672,933$31,628 12/31/2023
Foster Group Inc.557,561$25,915 03/31/2024
     TFI557,561$25,915 03/31/2024
Advisor Group Holdings Inc.483,866$22,743 12/31/2023
     TFI483,866$22,743 12/31/2023
Renaissance Technologies LLC467,100$21,954 12/31/2023
     TFI467,100$21,954 12/31/2023
JPMorgan Chase & Co.458,701$21,559 12/31/2023
     TFI458,701$21,559 12/31/2023
Allworth Financial LP452,975$21,290 12/31/2023
     TFI452,975$21,290 12/31/2023
Jane Street Group LLC401,968$18,892 12/31/2023
     TFI401,968$18,892 12/31/2023
Wells Fargo & Company MN376,544$17,698 12/31/2023
     TFI376,544$17,698 12/31/2023
HBK Sorce Advisory LLC370,366$17,407 12/31/2023
     TFI370,366$17,407 12/31/2023
Revolve Wealth Partners LLC352,025$16,362 03/31/2024
     TFI352,025$16,362 03/31/2024
JFS Wealth Advisors LLC318,898$14,988 12/31/2023
     TFI318,898$14,988 12/31/2023
Ackerman Capital Advisors LLC316,888$14,729 03/31/2024
     TFI316,888$14,729 03/31/2024
Stifel Financial Corp311,171$14,625 12/31/2023
     TFI311,171$14,625 12/31/2023
Wealthcare Advisory Partners LLC297,527$13,829 03/31/2024
     TFI297,527$13,829 03/31/2024
MML Investors Services LLC286,137$13,448 12/31/2023
     TFI286,137$13,448 12/31/2023
State of Wisconsin Investment Board285,800$13,433 12/31/2023
     TFI285,800$13,433 12/31/2023
Advisors Preferred LLC258,550$12,144 12/31/2023
     TFI258,550$12,144 12/31/2023
Raymond James & Associates254,168$11,814 03/31/2024
     TFI254,168$11,814 03/31/2024
SRS Capital Advisors Inc.232,777$10,941 12/31/2023
     TFI232,777$10,941 12/31/2023
Crestwood Advisors Group LLC230,509$10,834 12/31/2023
     TFI230,509$10,834 12/31/2023
Truist Financial Corp204,952$9,633 12/31/2023
     TFI204,952$9,633 12/31/2023
Sontag Advisory LLC204,229$9,599 12/31/2023
     TFI204,229$9,599 12/31/2023
Mather Group LLC.198,010$9,306 03/31/2024
     TFI198,010$9,306 03/31/2024
McAdam LLC197,482$9,179 03/31/2024
     TFI197,482$9,179 03/31/2024
Wealthcare Capital Management LLC191,700$8,910 03/31/2024
     TFI191,700$8,910 03/31/2024
Sterling Financial Group Inc.181,790$8,450 03/31/2024
     TFI181,790$8,450 03/31/2024
Sage Financial Group Inc.167,047$7,851 12/31/2023
     TFI167,047$7,851 12/31/2023
Commonwealth Equity Services LLC160,078$7,524 12/31/2023
     TFI160,078$7,524 12/31/2023
Steele Capital Management Inc.157,846$7,337 03/31/2024
     TFI157,846$7,337 03/31/2024
Comerica Bank150,862$7,091 12/31/2023
     TFI150,862$7,091 12/31/2023
Wealth Enhancement Advisory Services LLC146,627$6,815 03/31/2024
     TFI146,627$6,815 03/31/2024
Cambridge Investment Research Advisors Inc.140,566$6,534 03/31/2024
     TFI140,566$6,534 03/31/2024
OLD Mission Capital LLC134,755$6,333 12/31/2023
     TFI134,755$6,333 12/31/2023
Royal Bank of Canada133,579$6,279 12/31/2023
     TFI133,579$6,279 12/31/2023
HighTower Advisors LLC132,269$6,210 12/31/2023
     TFI132,269$6,210 12/31/2023
CWM LLC131,738$6,123 03/31/2024
     TFI131,738$6,123 03/31/2024

See All: Funds Holding TFI
See Details: Top 10 Hedge Funds Holding TFI
Also See: TFI Holdings Changes

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