Filing Research | TFSL - TFS FINL CORP Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	396.7KSH	$7.0M
2	Sage Investment Counsel LLC	Shares	117.0KSH	$2.1M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	49.6KSH	$878.2K
4	Farther Finance Advisors, LLC	Shares	34.0KSH	$602.8K
5	Sequoia Financial Advisors, LLC	Shares	31.9KSH	$564.5K
6	GATEWAY INVESTMENT ADVISERS LLC	Shares	24.1KSH	$427.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$401.0K
8	Hennion & Walsh Asset Management, Inc.	Shares	17.0KSH	$301.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.5KSH	$274.4K
10	Abel Hall, LLC	Shares	12.8KSH	$227.2K
11	SIGNATUREFD, LLC	Shares	11.8KSH	$209.8K
12	Lineweaver Wealth Advisors, LLC	Shares	10.8KSH	$191.5K
13	Commonwealth Financial Services, LLC	Shares	10.4KSH	$184.7K
14	ANCHYRA PARTNERS LLC	Shares	10.3KSH	$183.0K
15	SBI Securities Co., Ltd.	Shares	8.8KSH	$156.3K
16	CoreCap Advisors, LLC	Shares	6.8KSH	$120.7K
17	GAMMA Investing LLC	Shares	5.0KSH	$88.0K
18	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$42.9K
19	TOTH FINANCIAL ADVISORY CORP	Shares	2.0KSH	$35.4K
20	Spire Wealth Management	Shares	925SH	$16.4K
21	SJS Investment Consulting Inc.	Shares	737SH	$13.1K
22	Crews Bank & Trust	Shares	500SH	$8.9K
23	ELEVATION WEALTH PARTNERS, LLC	Shares	468SH	$8.3K
24	Marquette Asset Management, LLC	Shares	350SH	$6.2K
25	MassMutual Private Wealth & Trust, FSB	Shares	274SH	$4.9K
26	Versant Capital Management, Inc	Shares	204SH	$3.6K
27	Triumph Capital Management	Shares	200SH	$3.5K
28	Fortitude Family Office, LLC	Shares	129SH	$2.3K
29	JFS WEALTH ADVISORS, LLC	Shares	128SH	$2.3K
30	IFP Advisors, Inc	Shares	88SH	$1.6K
31	Creative Capital Management Investments LLC	Shares	65SH	$1.2K
32	Sachetta, LLC	Shares	41SH	$727
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	40SH	$709
34	Physician Wealth Advisors, Inc.	Shares	38SH	$674
35	DiNuzzo Private Wealth, Inc.	Shares	22SH	$390
36	State of Alaska, Department of Revenue	Shares	12.5KSH	$222
37	Capital Advisors, Ltd. LLC	Shares	11.1KSH	$196
38	LRI Investments, LLC	Shares	9SH	$159
39	Activest Wealth Management	Shares	5SH	$89
40	MARYLAND CAPITAL ADVISORS INC.	Shares	2SH	$36

Manager changes2026-06-30 vs 2026-03-31

42 / 42 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+396.7K	+$7.0M	$7.0M
2	Sage Investment Counsel LLC added	Shares	+77	+$430.5K	$2.1M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+231	+$185.2K	$878.2K
4	ANCHYRA PARTNERS LLC new	Shares	+10.3K	+$183.0K	$183.0K
5	Farther Finance Advisors, LLC trimmed	Shares	-1.2K	+$101.3K	$602.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.3K	+$99.1K	$274.4K
7	GATEWAY INVESTMENT ADVISERS LLC unchanged	Shares	0	+$88.5K	$427.2K
8	Hennion & Walsh Asset Management, Inc. added	Shares	+1.7K	+$85.9K	$301.3K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$83.0K	$401.0K
10	Abel Hall, LLC trimmed	Shares	-9	+$46.9K	$227.2K
11	Lineweaver Wealth Advisors, LLC added	Shares	+445	+$45.9K	$191.5K
12	SIGNATUREFD, LLC trimmed	Shares	-151	+$41.3K	$209.8K
13	TOTH FINANCIAL ADVISORY CORP new	Shares	+2.0K	+$35.4K	$35.4K
14	Commonwealth Financial Services, LLC trimmed	Shares	-483	+$31.5K	$184.7K
15	GAMMA Investing LLC added	Shares	+337	+$23.0K	$88.0K
16	CoreCap Advisors, LLC trimmed	Shares	-215	+$22.0K	$120.7K
17	SBI Securities Co., Ltd. trimmed	Shares	-1.3K	+$14.4K	$156.3K
18	SJS Investment Consulting Inc. added	Shares	+697	+$12.5K	$13.1K
19	ELEVATION WEALTH PARTNERS, LLC new	Shares	+468	+$8.3K	$8.3K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-287	+$4.8K	$42.9K
21	Spire Wealth Management added	Shares	+16	+$3.6K	$16.4K
22	Crews Bank & Trust unchanged	Shares	0	+$1.8K	$8.9K
23	Marquette Asset Management, LLC unchanged	Shares	0	+$1.3K	$6.2K
24	Creative Capital Management Investments LLC new	Shares	+65	+$1.2K	$1.2K
25	JFS WEALTH ADVISORS, LLC added	Shares	+45	+$1.1K	$2.3K
26	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.0K	$4.9K
27	Fortitude Family Office, LLC added	Shares	+23	+$797	$2.3K
28	Versant Capital Management, Inc unchanged	Shares	0	+$749	$3.6K
29	Triumph Capital Management unchanged	Shares	0	+$734	$3.5K
30	Sachetta, LLC new	Shares	+41	+$727	$727
31	IFP Advisors, Inc trimmed	Shares	-2	+$295	$1.6K
32	LRI Investments, LLC new	Shares	+9	+$159	$159
33	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$140	$674
34	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$112	$709
35	Activest Wealth Management new	Shares	+5	+$89	$89
36	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$80	$390
37	State of Alaska, Department of Revenue unchanged	Shares	0	+$46	$222
38	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$41	$196
39	Vermillion Wealth Management, Inc. exited	Shares	-6	-$84	$0
40	Dogwood Wealth Management LLC exited	Shares	-15	-$211	$0
41	DAGCO, INC. exited	Shares	-300	-$4.2K	$0
42	Sequoia Financial Advisors, LLC trimmed	Shares	-13.6K	-$73.6K	$564.5K