ETF Holders

Who owns TFI?

Bond

State Street SPDR Nuveen ICE Municipal Bond ETF · State Street

336 institutions reported holding TFI, worth $2.9B, in Form 13F filings for June 30, 2026.

13F holders
336
Institutional value
$2.9B
Change from prior quarter
+3.3%
+$92.2M, with price moves
New and sold-out firms
36 / 23
133 added, 85 trimmed

Top 10 institutional holders of TFI

FirmLocationValueSharesChange
Betterment LLCNew York, NY$505.2M11,029,685−533,910 shares
Bank of America Corp.Charlotte, NC$404.3M8,827,168+290,754 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$266.3M5,815,223+241,861 shares
Envestnet Asset Management Inc.Berwyn, PA$134.5M2,935,958+252,255 shares
UBS Group AGZurich, Switzerland$115.7M2,525,765+15,761 shares
Morgan StanleyNew York, NY$112.2M2,450,023−693,561 shares
Fisher Asset Management, LLCPlano, TX$106.5M2,325,206−128,426 shares
LPL Financial LLCFort Mill, SC$81.7M1,784,663+157,647 shares
Bank of MontrealToronto, Ontario, Canada$70.5M1,538,717−117,908 shares
Arax Advisory PartnersNew York, NY$61.8M1,348,815+334,008 shares
326 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns TFI?

336 institutional managers reported holding TFI in Form 13F filings for June 30, 2026, worth $2.9B in total. The largest reported position was held by Betterment LLC, at $505.2M.

Did institutions buy or sell TFI last quarter?

Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 23 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is TFI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.