TFI Institutional Ownership & Shareholders
SPDR NUVEEN BLOOMBERG MUNICI (TFI) is currently held by 338 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of TFI tracked by InsiderSet, reporting ownership valued at approximately $505.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $490.16M, representing an estimated loss of -2.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed TFI value among the investors covered in this analysis. Major shareholders include Betterment Llc, Bank Of America Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SPDR NUVEEN BLOOMBERG MUNICI (TFI).
This page ranks the largest institutional TFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
338
Total Reported Value
$2.45B
Largest Holder
Betterment Llc
Largest Position
$505.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.85% | 11,029,685 | $505,160,000 | $490,159,201 | -$15,000,799 | -2.97% | |
| Bank Of America Corp | 0.03% | 8,827,168 | $404,284,311 | $392,279,346 | -$12,004,965 | -2.97% | |
| Envestnet Asset Management Inc | 0.03% | 2,935,958 | $134,466,872 | $130,473,974 | -$3,992,898 | -2.97% | |
| Ubs Group Ag | 0.02% | 2,525,765 | $115,680,037 | $112,244,997 | -$3,435,040 | -2.97% | |
| Morgan Stanley | 0.01% | 2,450,023 | $112,211,095 | $108,879,022 | -$3,332,073 | -2.97% | |
| Lpl Financial Llc | 0.02% | 1,693,542 | $72,432,808 | $75,261,006 | +$2,828,198 | +3.90% | |
| Bank Of Montreal | 0.03% | 1,538,717 | $70,473,238 | $68,380,583 | -$2,092,655 | -2.97% | |
| Arax Advisory Partners | 0.41% | 1,348,815 | $61,775,684 | $59,941,339 | -$1,834,345 | -2.97% | |
| Raymond James Financial Inc | 0.01% | 1,173,043 | $53,725,396 | $52,130,031 | -$1,595,365 | -2.97% | |
| Jpmorgan Chase & Co | 0.00% | 1,112,505 | $50,963,876 | $49,439,722 | -$1,524,154 | -2.99% | |
| Vestmark Advisory Solutions, Inc. | 0.44% | 1,028,763 | $47,117,343 | $45,718,228 | -$1,399,115 | -2.97% | |
| Wells Fargo & Company/Mn | 0.01% | 1,003,300 | $45,951,159 | $44,586,652 | -$1,364,507 | -2.97% | |
| Cerity Partners Llc | 0.05% | 973,365 | $44,580,136 | $43,256,341 | -$1,323,795 | -2.97% | |
| Financial Engines Advisors L.L.C. | 0.06% | 765,849 | $35,075,902 | $34,034,330 | -$1,041,572 | -2.97% | |
| Truist Financial Corp | 0.03% | 656,022 | $28,058,059 | $29,153,618 | +$1,095,559 | +3.90% | |
| Assetmark, Inc | 0.05% | 647,260 | $27,683,310 | $28,764,234 | +$1,080,924 | +3.90% | |
| Stifel Financial Corp | 0.02% | 589,288 | $26,989,377 | $26,187,959 | -$801,418 | -2.97% | |
| Wealthcare Advisory Partners Llc | 0.38% | 520,101 | $22,244,708 | $23,113,288 | +$868,580 | +3.90% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 472,267 | $21,412,586 | $20,987,545 | -$425,041 | -1.99% | |
| Foster Group, Inc. | 0.53% | 455,724 | $19,491,321 | $20,252,375 | +$761,054 | +3.90% | |
| One Capital Management, Llc | 0.52% | 416,214 | $18,871,174 | $18,496,550 | -$374,624 | -1.99% | |
| Cetera Investment Advisers | 0.02% | 382,516 | $17,519,242 | $16,999,011 | -$520,231 | -2.97% | |
| Allworth Financial Lp | 0.06% | 366,848 | $16,801,616 | $16,302,725 | -$498,891 | -2.97% | |
| Jane Street Group, Llc | 0.01% | 357,460 | $16,371,668 | $15,885,522 | -$486,146 | -2.97% | |
| Dynasty Wealth Management, Llc | 0.11% | 335,216 | $15,352,915 | $14,896,999 | -$455,916 | -2.97% | |
| Revolve Wealth Partners, Llc | 1.41% | 315,113 | $13,477,377 | $14,003,622 | +$526,245 | +3.90% | |
| Openarc Corporate Advisory, Llc | 0.15% | 307,916 | $13,169,561 | $13,683,787 | +$514,226 | +3.90% | |
| Fisher Asset Management, Llc | 0.00% | 307,554 | $13,154,087 | $13,667,700 | +$513,613 | +3.90% | |
| State Of Wisconsin Investment Board | 0.03% | 285,800 | $13,089,640 | $12,700,952 | -$388,688 | -2.97% | |
| Td Private Client Wealth Llc | 0.22% | 291,820 | $12,481,155 | $12,968,481 | +$487,326 | +3.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 257,158 | $10,998,666 | $11,428,102 | +$429,436 | +3.90% | |
| Mml Investors Services, Llc | 0.02% | 235,362 | $10,779,568 | $10,459,487 | -$320,081 | -2.97% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.13% | 239,311 | $10,235,349 | $10,634,981 | +$399,632 | +3.90% | |
| Osaic Holdings, Inc. | 0.01% | 202,055 | $9,254,488 | $8,979,324 | -$275,164 | -2.97% | |
| Mariner, Llc | 0.01% | 201,233 | $9,216,486 | $8,942,795 | -$273,691 | -2.97% | |
| Sanctuary Advisors, Llc | 0.04% | 187,562 | $8,590,340 | $8,335,255 | -$255,085 | -2.97% | |
| Keebeck Wealth Management | 0.78% | 175,357 | $8,031,351 | $7,792,865 | -$238,486 | -2.97% | |
| Citadel Advisors Llc | 0.00% | 174,969 | $8,013,580 | $7,775,622 | -$237,958 | -2.97% | |
| Vise Technologies, Inc. | 0.07% | 182,888 | $7,822,131 | $8,127,543 | +$305,412 | +3.90% | |
| Seeds Investor Llc | 0.70% | 149,733 | $6,857,771 | $6,654,135 | -$203,636 | -2.97% | |
| &Partners | 0.03% | 147,924 | $6,765,765 | $6,573,743 | -$192,022 | -2.84% | |
| Wealthcare Capital Management Llc | 0.73% | 155,422 | $6,647,399 | $6,906,954 | +$259,555 | +3.90% | |
| Jfs Wealth Advisors, Llc | 0.33% | 151,080 | $6,461,704 | $6,713,995 | +$252,291 | +3.90% | |
| Waverly Advisors, Llc | 0.04% | 133,649 | $6,121,105 | $5,939,362 | -$181,743 | -2.97% | |
| Avidian Wealth Enterprises, Llc | 0.17% | 141,386 | $6,047,061 | $6,283,194 | +$236,133 | +3.90% | |
| Crestwood Advisors Group, Llc | 0.09% | 137,364 | $5,875,058 | $6,104,456 | +$229,398 | +3.90% | |
| Collective Family Office Llc | 1.17% | 132,159 | $5,652,440 | $5,873,146 | +$220,706 | +3.90% | |
| Ameriprise Financial Inc | 0.00% | 122,441 | $5,607,818 | $5,441,278 | -$166,540 | -2.97% | |
| Gamma Investing Llc | 0.19% | 130,519 | $5,582,298 | $5,800,264 | +$217,966 | +3.90% | |
| Wealthspire Advisors, Llc | 0.03% | 117,063 | $5,361,486 | $5,202,280 | -$159,206 | -2.97% |
Frequently asked questions about TFI
Who are the largest institutional holders of TFI?
The largest institutional holders of TFI reported in the latest SEC Form 13F filings include Betterment Llc, Bank Of America Corp, Envestnet Asset Management Inc, Ubs Group Ag, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported TFI position.
What is TFI institutional ownership?
This page tracks TFI positions reported by institutional investment managers through SEC Form 13F. SPDR NUVEEN BLOOMBERG MUNICI (TFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TFI?
InsiderSet currently tracks 338 institutional managers reporting TFI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TFI shareholders.
How much TFI stock do institutions own?
Institutional investment managers disclosed approximately $2.45B in TFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TFI institutional ownership last updated?
The latest TFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TFI position after the reporting date.
Are institutions buying or selling TFI?
Institutional buying and selling can be analyzed by comparing TFI positions across consecutive 13F reporting periods. InsiderSet's TFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TFI ownership changes.
How has TFI institutional ownership changed over time?
InsiderSet tracks TFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.