Smart Money Radar / Tickers / TFIN

TFIN Banks

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
60
of 215 total, index funds excluded
This quarter
+12
14 out
Conviction
10 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $1.4B held
FundValueNote
BlackRock, Inc. $197M
KAYNE ANDERSON RUDNICK INVE… $117M
STATE STREET CORP $87M
AltraVue Capital, LLC $85M
Thrivent Financial for Luth… $80M
VANGUARD CAPITAL MANAGEMENT… $60M
VANGUARD PORTFOLIO MANAGEME… $52M
DIMENSIONAL FUND ADVISORS LP $50M
BARROW HANLEY MEWHINNEY & S… $46M
FRONTIER CAPITAL MANAGEMENT… $38M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.