Among active 13F managers last quarter, 9 opened and 25 added, while 14 reduced; the largest holder to move was Lakewood Capital Management, LP (−27%). Over the last 180 days, 7 insiders sold and 1 insider bought, a net -$763K in open-market trades.
The legs disagree, or only one of them leans.
222 tracked 13F filers disclose a position in TFSL as of the latest SEC 13F filings, a combined $595.6M 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. | 3.9M | $69.4M | ▲+4.5% Added · +169K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 3.1M | $43.3M | ▲+5.2% Added · +152K sh | Q1 2026 | |
| 3 | Renaissance Technologies LLC | 2.5M | $35.8M | ▼−4.0% Reduced · −107K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 2.4M | $43.3M | ▲+3.8% Added · +89K sh | Q2 2026 | |
| 5 | Mirae Asset Global Etfs Holdings Ltd. | 2.3M | $32.5M | ▼−2.4% Reduced · −56K sh | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 2.3M | $40.5M | ▼−0.1% Reduced · −3K sh | Q2 2026 | |
| 7 | State Street Corp | 2.3M | $40.0M | ▼−4.5% Reduced · −106K sh | Q2 2026 | |
| 8 | Lakewood Capital Management, LP | 2.1M | $36.7M | ▼−27% Reduced · −765K sh | Q2 2026 | |
| 9 | Bank of New York Mellon Corp | 1.9M | $26.3M | ▼~0% Reduced · −682 sh | Q1 2026 | |
| 10 | Cramer Rosenthal McGlynn LLC | 1.2M | $20.6M | ▼−1.3% Reduced · −15K sh | Q2 2026 | |
| 11 | Geode Capital Management, LLC | 1.2M | $20.5M | ▼−1.4% Reduced · −16K sh | Q2 2026 | |
| 12 | Bank Of America Corp | 1.0M | $14.2M | ▲+27% Added · +215K sh | Q1 2026 | |
| 13 | Morgan Stanley | 797K | $11.2M | ▲+12% Added · +86K sh | Q1 2026 | |
| 14 | UBS Group AG | 686K | $9.6M | ▲+37% Added · +186K sh | Q1 2026 | |
| 15 | Squarepoint Ops LLC | 449K | $6.3M | ▲+109% Added · +235K sh | Q1 2026 | |
| 16 | Quantinno Capital Management LP | 405K | $5.7M | ▲+53% Added · +140K sh | Q1 2026 | |
| 17 | Exchange Traded Concepts, LLC | 397K | $7.0M | ▲New +397K sh | Q2 2026 | |
| 18 | Norges Bank | 392K | $5.2M | ▼−2.7% Reduced · −11K sh | Q4 2025 | |
| 19 | Beverly Hills Private Wealth, LLC | 374K | $6.6M | ▲+14% Added · +47K sh | Q2 2026 | |
| 20 | Schonfeld Strategic Advisors LLC | 339K | $6.0M | ▲+24% Added · +66K sh | Q2 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 328K | $5.8M | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 22 | Two Sigma Investments, LP | 322K | $4.5M | ▲+25% Added · +64K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 310K | $4.4M | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 248K | $3.5M | ▲+4.8% Added · +11K sh | Q1 2026 | |
| 25 | Clearstead Advisors, LLC | 239K | $4.2M | ▼−1.4% Reduced · −3K 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, 9 funds opened a new position in TFSL and 25 added to an existing one, while 14 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 | 110 funds | $138.1B |
| Nvidia CorpNVDA | 109 funds | $231.9B |
| Meta Platforms Inc-Class AMETA | 108 funds | $61.6B |
| Broadcom IncAVGO | 107 funds | $92.3B |
| Alphabet Inc-CL AGOOGL | 106 funds | $92.3B |
| Visa Inc-Class A SharesV | 106 funds | $34.9B |
| JPMorgan Chase & CoJPM | 106 funds | $34.2B |
| Amazon.com IncAMZN | 105 funds | $106.9B |
| Intuitive Surgical IncISRG | 105 funds | $15.5B |
| Eli Lilly & CoLLY | 104 funds | $50.1B |
| Costco Wholesale CorpCOST | 104 funds | $20.1B |
| Chevron CorpCVX | 104 funds | $13.5B |
Ranked by how many of TFSL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TFSL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 8, 2026 | Williams Ashley H | Director | Sell (S) | 10K | $173K |
| Sep 8, 2026 | Stefanski Marc A | Chairman, President and CEO, Director | Sell (S) | 10K | $173K |
| Sep 3, 2026 | Weil Meredith S | Chief Financial Officer, Director | Sell (S) | 6K | $103K |
| Aug 31, 2026 | Anderson Barbara J. | Director | Sell (S) | 6K | $109K |
| Aug 28, 2026 | Weil Meredith S | Chief Financial Officer, Director | Sell (S) | 600 | $11K |
| Aug 5, 2026 | Stefanski Gavin B | Chief Experience Officer | Sell (S) | 7K | $119K |
| Jun 11, 2026 | Weil Meredith S | Chief Financial Officer, Director | Sell (S) | 4K | $73K |
| Jun 2, 2026 | Weil Meredith S | Chief Financial Officer, Director | Sell (S) | 4K | $65K |
| May 29, 2026 | Weir Daniel F | Director | Buy (P) | 7K | $111K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | Sell (S) | 594 | $10K |
| May 18, 2026 | Zbanek Cathy W | Chief Synergy Officer | Sell (S) | 10K | $153K |
| May 14, 2026 | Weir Daniel F | Director | Buy (P) | 7K | $105K |
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 | 50 | 32 | – |
Insiders Form 4 open-market | 1 | 7 | -$763K |
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 TFSL
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/TFSL/capital-change-brief"
Use Arkolith's capital_change_brief for TFSL. 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 TFSL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.