Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
207 institutional managers reported holding TFSL for the quarter ended Mar 31, 2026. Together they hold about 14% of shares outstanding; the top 10 hold 9%. 37 opened new positions; 30 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 5.08M | 1.81% | $71.3M | added +1% | ≤2013 |
| BlackRock | 3.75M | 1.34% | $52.7M | trimmed -7% | ≤2013 |
| Dimensional Fund Advisors | 3.08M | 1.10% | $43.3M | added +5.2% | ≤2013 |
| Lakewood Capital Management, LP | 2.84M | 1.01% | $39.8M | added +3.1% | 2025 Q1 |
| Renaissance Technologies | 2.55M | 0.91% | $35.8M | trimmed -4% | ≤2013 |
| State Street | 2.36M | 0.84% | $33.2M | added +20.1% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 2.32M | 0.83% | $32.5M | trimmed -2.4% | 2021 Q1 |
| BNY Mellon | 1.87M | 0.67% | $26.3M | unchanged | ≤2013 |
| Cramer Rosenthal Mcglynn LLC | 1.18M | 0.42% | $16.5M | unchanged | 2023 Q1 |
| Geode Capital | 1.17M | 0.42% | $16.5M | added +2.7% | ≤2013 |
| Bank OF America CORP /DE/ | 1.01M | 0.36% | $14.2M | added +27.1% | ≤2013 |
| UBS | 850.0k | 0.30% | $11.9M | added +29.4% | ≤2013 |
| Morgan Stanley | 796.6k | 0.28% | $11.2M | added +12.1% | ≤2013 |
| Gator Capital Management, LLC | 687.8k | 0.25% | $9.7M | added +46.3% | 2025 Q4 |
| Squarepoint Ops LLC | 448.7k | 0.16% | $6.3M | added +109.5% | 2021 Q3 |
| Quantinno Capital Management LP | 405.3k | 0.14% | $5.7M | added +53% | 2024 Q4 |
| Beverly Hills Private Wealth, LLC | 326.8k | 0.12% | $4.6M | opened | 2026 Q1 |
| Two Sigma | 322.4k | 0.12% | $4.5M | added +24.6% | 2024 Q2 |
| Charles Schwab Investment Management | 310.4k | 0.11% | $4.4M | added +1% | ≤2013 |
| Citadel Advisors | 293.2k | 0.10% | $4.1M | trimmed -42.9% | 2020 Q1 |
| ExodusPoint | 277.0k | 0.10% | $3.9M | opened | 2026 Q1 |
| Schonfeld Strategic Advisors | 273.4k | 0.10% | $3.8M | added +162.4% | 2025 Q4 |
| Northern Trust | 248.4k | 0.09% | $3.5M | added +4.8% | ≤2013 |
| Clearstead Advisors, LLC | 242.0k | 0.09% | $3.4M | trimmed -2.1% | 2016 Q4 |
| Pathstone Holdings, LLC | 224.2k | 0.08% | $3.1M | trimmed -5.5% | 2023 Q4 |
| Kestra Advisory Services, LLC | 204.0k | 0.07% | $2.9M | trimmed -8.3% | 2024 Q1 |
| Nuveen | 166.6k | 0.06% | $2.3M | added +2.1% | 2019 Q2 |
| State Board OF Administration OF Florida Retirement System | 161.3k | 0.06% | $2.3M | unchanged | ≤2013 |
| Goldman Sachs | 144.3k | 0.05% | $2.0M | added +54.7% | ≤2013 |
| Vestmark Advisory Solutions, INC. | 134.4k | 0.05% | $1.9M | added +123.1% | 2023 Q3 |
| Mangrove Partners IM, LLC | 129.6k | 0.05% | $1.8M | opened | 2026 Q1 |
| Millennium Management | 125.6k | 0.04% | $1.8M | added +35.7% | 2024 Q2 |
| AllianceBernstein | 124.1k | 0.04% | $1.7M | added +31.9% | ≤2013 |
| Invesco | 118.7k | 0.04% | $1.7M | added +2.1% | ≤2013 |
| Sage Investment Counsel LLC | 116.9k | 0.04% | $1.6M | unchanged | 2024 Q4 |
| Citigroup INC | 112.6k | 0.04% | $1.6M | added +7.7% | ≤2013 |
| Atom Investors LP | 112.3k | 0.04% | $1.6M | opened | 2026 Q1 |
| Swiss National Bank | 110.7k | 0.04% | $1.6M | unchanged | ≤2013 |
| Corient Private Wealth LLC | 105.1k | 0.04% | $1.5M | added +352% | 2024 Q4 |
| Occudo Quantitative Strategies LP | 104.4k | 0.04% | $1.5M | added +23.1% | 2025 Q4 |
| First Trust Advisors LP | 100.2k | 0.04% | $1.4M | trimmed -10.1% | ≤2013 |
| Creative Planning | 93.0k | 0.03% | $1.3M | trimmed -7.9% | 2022 Q3 |
| Susquehanna International Group | 92.9k | 0.03% | $1.3M | added +620.9% | 2017 Q3 |
| D. E. Shaw | 83.8k | 0.03% | $1.2M | opened | 2024 Q2 |
| Vision Capital Management, INC. | 80.1k | 0.03% | $1.1M | trimmed -11.4% | 2018 Q1 |
| Rafferty Asset Management, LLC | 78.0k | 0.03% | $1.1M | added +11.9% | 2023 Q4 |
| Voloridge Investment Management | 76.6k | 0.03% | $1.1M | opened | 2026 Q1 |
| AXQ Capital, LP | 73.2k | 0.03% | $1.0M | added +406.2% | 2025 Q4 |
| Summit Trail Advisors, LLC | 65.1k | 0.02% | $915k | added +95% | 2025 Q3 |
| Balyasny Asset Management | 65.1k | 0.02% | $914k | opened | 2025 Q3 |
Largest 50 of 207 shown; the full ranked, searchable register is at boothcheck.com/holders/TFSL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.