Among active 13F managers last quarter, 7 opened and 19 added, while 18 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−28%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$235K in open-market trades.
The legs disagree, or only one of them leans.
192 tracked 13F filers disclose a position in TFIN as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $259.0M | ▲+2.6% Added · +86K sh | Q2 2026 | |
| 2 | State Street Corp | 1.5M | $112.4M | ▲+1.4% Added · +21K sh | Q2 2026 | |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 1.4M | $108.6M | ▼−28% Reduced · −541K sh | Q2 2026 | |
| 4 | AltraVue Capital, LLC | 1.4M | $107.2M | ▼−1.9% Reduced · −27K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 1.0M | $77.8M | ▲+2.1% Added · +21K sh | Q2 2026 | |
| 6 | Vanguard Portfolio Management LLC | 899K | $68.6M | ▲+2.9% Added · +25K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 832K | $49.6M | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 8 | Barrow Hanley Mewhinney & Strauss LLC | 763K | $45.5M | ▼−5.9% Reduced · −48K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 614K | $46.9M | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 10 | Frontier Capital Management Co LLC | 584K | $44.6M | ▼−9.4% Reduced · −60K sh | Q2 2026 | |
| 11 | Geode Capital Management, LLC | 580K | $44.3M | ▲+6.0% Added · +33K sh | Q2 2026 | |
| 12 | Diamond Hill Capital Management, LLC (Investment Advisor) | 509K | $38.8M | ▼−5.6% Reduced · −30K sh | Q2 2026 | |
| 13 | Ranger Investment Management, L.P. | 484K | $36.9M | ▼−7.5% Reduced · −39K sh | Q2 2026 | |
| 14 | American Century Companies Inc | 478K | $28.5M | ▼−33% Reduced · −239K sh | Q1 2026 | |
| 15 | Bank Of America Corp | 460K | $27.4M | ▲+13% Added · +53K sh | Q1 2026 | |
| 16 | Investment Management Associates Inc | 354K | $27.0M | ▼~0% Reduced · −151 sh | Q2 2026 | |
| 17 | Morgan Stanley | 336K | $20.1M | ▲+34% Added · +86K sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 291K | $17.4M | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 19 | UBS Group AG | 270K | $16.1M | ▲+163% Added · +167K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 268K | $16.0M | ▲+107% Added · +138K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 238K | $14.2M | ▲+5.3% Added · +12K sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 195K | $11.6M | ▼−14% Reduced · −31K sh | Q1 2026 | |
| 23 | Marshall Wace, LLP | 174K | $10.4M | ▼−29% Reduced · −72K sh | Q1 2026 | |
| 24 | Peregrine Capital Management LLC | 171K | $13.1M | ▼−4.8% Reduced · −9K sh | Q2 2026 | |
| 25 | Earnest Partners LLC | 171K | $13.0M | ▲+11% Added · +17K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in TFIN and 19 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 89 funds | $164.0B |
| Amazon.com IncAMZN | 88 funds | $126.7B |
| Nvidia CorpNVDA | 85 funds | $264.9B |
| Alphabet Inc-CL AGOOGL | 85 funds | $111.1B |
| JPMorgan Chase & CoJPM | 85 funds | $39.6B |
| Visa Inc-Class A SharesV | 84 funds | $39.9B |
| Chevron CorpCVX | 84 funds | $18.7B |
| Meta Platforms Inc-Class AMETA | 83 funds | $70.6B |
| Costco Wholesale CorpCOST | 82 funds | $23.2B |
| Capital One Financial CorpCOF | 82 funds | $10.3B |
| Apple IncAAPL | 81 funds | $185.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 81 funds | $24.1B |
Ranked by how many of TFIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TFIN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell (S) | 3K | $214K |
| Aug 4, 2026 | Nelson Adam D | EVP and General Counsel | Sell (S) | 4K | $296K |
| May 22, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell (S) | 3K | $193K |
| May 8, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | Buy (P) | 7K | $469K |
| Mar 10, 2026 | Voss William B. | Chief Financial Officer | Sell (S) | 427 | $25K |
| Feb 27, 2026 | Graft Aaron P | President & CEO, Director | Buy (P) | 9K | $500K |
| Dec 18, 2025 | Nelson Adam D | EVP and General Counsel | Sell (S) | 3K | $196K |
| Sep 2, 2025 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell (S) | 7K | $440K |
| Aug 25, 2025 | Nelson Adam D | EVP and General Counsel | Sell (S) | 4K | $211K |
| Aug 22, 2025 | Graft Aaron P | President & CEO, Director | Sell (S) | 7K | $391K |
| Jul 1, 2025 | Nelson Adam D | EVP and General Counsel | Sell (S) | 4K | $211K |
| Jun 9, 2025 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell (S) | 7K | $437K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 31 | – |
Insiders Form 4 open-market | 1 | 2 | -$235K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TFIN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TFIN/capital-change-brief"
Use Arkolith's capital_change_brief for TFIN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TFIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.