TFI Institutional Ownership
State Street SPDR Nuveen ICE Municipal Bond ETF
1W: +0.0%
1M: -3.5%
3M: -6.6%
YTD: -6.1%
1Y: -5.3%
3Y: +4.8%
5Y: -7.9%
$42.72
-0.18 (-0.43%)
Weekly Expected Move ±0.9%
$42
$42
$43
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TFI
363
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
35
New Positions
135
Increased
108
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (392 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 11,029,685 | $471M | -533,910 | -4.6% | 42Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 8,827,168 | $377M | +290,754 | +3.4% | 15Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,815,223 | $248M | +241,861 | +4.3% | 42Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2,935,958 | $125M | +252,255 | +9.4% | 42Q | SEC ↗ |
| 5 | UBS Group AG | 2,525,765 | $108M | +15,761 | +0.6% | 42Q | SEC ↗ |
| 6 | MORGAN STANLEY | 2,450,023 | $105M | -693,561 | -22.1% | 42Q | SEC ↗ |
| 7 | Fisher Asset Management, LLC | 2,325,206 | $99M | -128,426 | -5.2% | 42Q | SEC ↗ |
| 8 | LPL Financial LLC | 1,784,663 | $76M | +157,647 | +9.7% | 42Q | SEC ↗ |
| 9 | BANK OF MONTREAL /CAN | 1,538,717 | $66M | -117,908 | -7.1% | 21Q | SEC ↗ |
| 10 | Arax Advisory Partners | 1,348,815 | $58M | +334,008 | +32.9% | 3Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,173,043 | $50M | +87,393 | +8.0% | 7Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 1,112,505 | $48M | +479,864 | +75.9% | 42Q | SEC ↗ |
| 13 | Vestmark Advisory Solutions, Inc. | 1,028,763 | $44M | +84,200 | +8.9% | 2Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 1,003,300 | $43M | +254,995 | +34.1% | 42Q | SEC ↗ |
| 15 | Cerity Partners LLC | 973,365 | $42M | +49,439 | +5.4% | 3Q | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 765,849 | $33M | +14,434 | +1.9% | 39Q | SEC ↗ |
| 17 | ASSETMARK, INC | 680,591 | $29M | -22,687 | -3.2% | 42Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 589,288 | $25M | +19,180 | +3.4% | 41Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 514,739 | $22M | +87,707 | +20.5% | 27Q | SEC ↗ |
| 20 | PARK AVENUE SECURITIES LLC NEW | 499,621 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Wealthcare Advisory Partners LLC | 487,611 | $21M | -1,462 | -0.3% | 41Q | SEC ↗ |
| 22 | Foster Group, Inc. | 468,265 | $20M | -8,174 | -1.7% | 10Q | SEC ↗ |
| 23 | Revolve Wealth Partners, LLC | 449,303 | $19M | +9,308 | +2.1% | 19Q | SEC ↗ |
| 24 | One Capital Management, LLC | 416,214 | $18M | — | +0.0% | 31Q | SEC ↗ |
| 25 | OpenArc Corporate Advisory, LLC | 394,142 | $17M | +38,714 | +10.9% | 3Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 382,516 | $16M | -36,675 | -8.7% | 25Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 357,460 | $15M | +124,171 | +53.2% | 12Q | SEC ↗ |
| 28 | TD PRIVATE CLIENT WEALTH LLC | 350,211 | $15M | +30,562 | +9.6% | 27Q | SEC ↗ |
| 29 | Dynasty Wealth Management, LLC | 335,216 | $14M | +49,039 | +17.1% | 3Q | SEC ↗ |
| 30 | Allworth Financial LP | 320,319 | $14M | -33,471 | -9.5% | 22Q | SEC ↗ |
| 31 | STATE OF WISCONSIN INVESTMENT BOARD | 285,800 | $12M | — | +0.0% | 15Q | SEC ↗ |
| 32 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 271,971 | $12M | +4,394 | +1.6% | 15Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 245,232 | $10M | +21,735 | +9.7% | 42Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 235,362 | $10M | +58,083 | +32.8% | 37Q | SEC ↗ |
| 35 | UBS AM, a distinct business unit of UB | 234,345 | $10M | -237,922 | -50.4% | 3Q | SEC ↗ |
| 36 | Avidian Wealth Enterprises, LLC | 206,923 | $9M | +24,745 | +13.6% | 15Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 202,055 | $9M | +21,121 | +11.7% | 26Q | SEC ↗ |
| 38 | Mariner, LLC | 201,233 | $9M | +52,031 | +34.9% | 23Q | SEC ↗ |
| 39 | HighTower Advisors, LLC | 190,199 | $8M | -19,283 | -9.2% | 42Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 187,562 | $8M | +69,705 | +59.1% | 9Q | SEC ↗ |
| 41 | Keebeck Wealth Management | 175,357 | $7M | +6,615 | +3.9% | 17Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 174,969 | $7M | +76,793 | +78.2% | 7Q | SEC ↗ |
| 43 | WEALTHCARE CAPITAL MANAGEMENT LLC | 170,695 | $7M | -12,642 | -6.9% | 11Q | SEC ↗ |
| 44 | Crestwood Advisors Group, LLC | 154,646 | $7M | -8,426 | -5.2% | 38Q | SEC ↗ |
| 45 | TruNorth Capital Management, LLC | 154,027 | $7M | +16,444 | +12.0% | 10Q | SEC ↗ |
| 46 | JFS WEALTH ADVISORS, LLC | 153,591 | $7M | -750 | -0.5% | 31Q | SEC ↗ |
| 47 | SEEDS INVESTOR LLC | 149,733 | $6M | -242 | -0.2% | 5Q | SEC ↗ |
| 48 | &PARTNERS | 147,924 | $6M | +2,231 | +1.5% | 8Q | SEC ↗ |
| 49 | Tenret Co LLC | 140,767 | $6M | — | +0.0% | 4Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 139,786 | $6M | +2,484 | +1.8% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PARK AVENUE SECURITIES LLC | 499,621 | $21M |
| Logan Stone Capital, LLC | 80,122 | $3M |
| Elequin Capital, LP | 66,250 | $3M |
| Tower Research Capital LLC (TRC) | 63,076 | $3M |
| A4 Wealth Advisors LLC | 51,827 | $2M |
| Quadrant Private Wealth Management, | 40,439 | $2M |
| Janney Montgomery Scott LLC | 28,321 | $1M |
| Global Retirement Partners, LLC | 26,329 | $1M |
| Crabel Capital Management, LLC | 21,553 | $921K |
| FLOW TRADERS U.S. LLC | 21,231 | $907K |
| Legacy Wealth Managment, LLC/ID | 20,417 | $872K |
| Legacy Edge Advisors, LLC | 10,927 | $467K |
| Claro Advisors Inc. | 10,695 | $457K |
| Mainsail Financial Group, LLC | 10,273 | $439K |
| WEALTH ALLIANCE, LLC | 9,046 | $386K |
| Quadrature Capital Ltd | 8,787 | $375K |
| B. Riley Wealth Advisors, Inc. | 7,619 | $325K |
| StoneX Group Inc. | 6,259 | $267K |
| Savant Capital, LLC | 5,846 | $250K |
| Equitable Holdings, Inc. | 5,777 | $247K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisors Preferred, LLC | 110,894 | $5M |
| Ackerman Capital Advisors, LLC | 86,444 | $4M |
| SteelPeak Wealth, LLC | 45,336 | $2M |
| Independent Advisor Alliance | 25,652 | $1M |
| Strategic Financial Concepts, LLC | 17,993 | $769K |
| Magnus Financial Group LLC | 12,223 | $522K |
| THRYVE WEALTH MANAGEMENT LLC | 9,456 | $404K |
| First Heartland Consultants, Inc. | 9,027 | $386K |
| Collaborative Wealth Managment Inc. | 8,762 | $374K |
| GOLDMAN SACHS GROUP INC | 8,688 | $371K |
| VILLERE ST DENIS J & CO LLC | 7,794 | $333K |
| Corient Private Wealth LLC | 7,630 | $326K |
| RFG Advisory, LLC | 6,961 | $297K |
| Prime Capital Investment Advisors, | 6,780 | $290K |
| ACT Advisors, LLC. | 5,517 | $236K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,454 | $233K |
| Kagan Cocozza Asset Management | 5,421 | $232K |
| HB Wealth Management, LLC | 5,380 | $230K |
| PFG Advisors | 5,238 | $224K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 5,131 | $219K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +479,864 | +75.9% | 1,112,505 |
| Arax Advisory Partners | +334,008 | +32.9% | 1,348,815 |
| BANK OF AMERICA CORP /DE | +290,754 | +3.4% | 8,827,168 |
| WELLS FARGO & COMPANY/MN | +254,995 | +34.1% | 1,003,300 |
| ENVESTNET ASSET MANAGEMENT INC | +252,255 | +9.4% | 2,935,958 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +241,861 | +4.3% | 5,815,223 |
| LPL Financial LLC | +157,647 | +9.7% | 1,784,663 |
| JANE STREET GROUP, LLC | +124,171 | +53.2% | 357,460 |
| RENAISSANCE TECHNOLOGIES LLC | +91,320 | +454.3% | 111,420 |
| TRUIST FINANCIAL CORP | +87,707 | +20.5% | 514,739 |
| RAYMOND JAMES FINANCIAL INC | +87,393 | +8.0% | 1,173,043 |
| Vestmark Advisory Solutions, Inc. | +84,200 | +8.9% | 1,028,763 |
| Ascent Group, LLC | +78,378 | +494.1% | 94,240 |
| CITADEL ADVISORS LLC | +76,793 | +78.2% | 174,969 |
| Sanctuary Advisors, LLC | +69,705 | +59.1% | 187,562 |
| Bleakley Financial Group, LLC | +63,912 | +550.7% | 75,517 |
| MML INVESTORS SERVICES, LLC | +58,083 | +32.8% | 235,362 |
| Mariner, LLC | +52,031 | +34.9% | 201,233 |
| BlueChip Wealth Advisors LLC | +50,918 | +528.5% | 60,552 |
| Cerity Partners LLC | +49,439 | +5.4% | 973,365 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| IHT Wealth Management, LLC | -719,771 | -97.0% | 22,029 |
| MORGAN STANLEY | -693,561 | -22.1% | 2,450,023 |
| Betterment LLC | -533,910 | -4.6% | 11,029,685 |
| UBS AM, a distinct business unit of | -237,922 | -50.4% | 234,345 |
| Fisher Asset Management, LLC | -128,426 | -5.2% | 2,325,206 |
| BANK OF MONTREAL /CAN | -117,908 | -7.1% | 1,538,717 |
| McAdam, LLC | -69,658 | -44.7% | 86,268 |
| Fourth Dimension Wealth, LLC | -42,117 | -39.1% | 65,728 |
| Cetera Investment Advisers | -36,675 | -8.7% | 382,516 |
| Allworth Financial LP | -33,471 | -9.5% | 320,319 |
| AMERIPRISE FINANCIAL INC | -27,879 | -18.5% | 122,441 |
| Balentine LLC | -24,249 | -62.2% | 14,740 |
| ASSETMARK, INC | -22,687 | -3.2% | 680,591 |
| Northeast Financial Group, Inc. | -20,004 | -22.8% | 67,845 |
| HighTower Advisors, LLC | -19,283 | -9.2% | 190,199 |
| Aptus Capital Advisors, LLC | -15,329 | -84.7% | 2,777 |
| WealthShield Partners, LLC | -15,285 | -42.2% | 20,937 |
| Aquire Wealth Advisors, LLC | -13,998 | -18.9% | 60,099 |
| Towercrest Capital Management | -13,232 | -19.1% | 55,947 |
| Versant Capital Management, Inc | -13,185 | -15.1% | 73,964 |