TFIN · Triumph Financial, Inc. · Shareholders & Ownership
Every disclosed holder of TFIN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns TFIN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 23,220,538 | 97.07% |
| Insiders (Forms 3, 4, 5) | 1,287,965 | 5.38% |
| 13D/G-only blocks | 1,917,686 | 8.02% |
| Remaining | 2,504,679 | -10.47% |
| Registered funds (N-PORT, not summed) | 10,854,448 | 45.38% |
Shares outstanding: 23,921,510, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of TFIN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,394,337 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,361,750 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
601,809 | ||
| 1.3 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
194,722 | ||
| 1.4 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
111,596 | ||
| 1.5 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
108,592 | ||
| 2 |
|
1,472,643 | ||
| 2.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
355,778 | ||
| 2.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
207,896 | ||
| 2.3 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
188,910 | ||
| 2.4 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
117,029 | ||
| 2.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
8,021 | ||
| 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
CIK 1021223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,423,285 | ||
| 3.1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13G
CIK 1021223 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,423,285 | ||
| 4 |
AltraVue Capital, LLC
13F
CIK 1740837 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,404,817 | ||
| 5 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,300,194 | ||
| 5.1 |
THRIVENT SMALL CAP STOCK FUND
Fund
S000001358 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
622,589 | ||
| 5.2 |
Thrivent Small-Mid Cap Equity ETF
Fund
S000075337 · Registered fund · Jun 30, 2026
Thrivent ETF Trust, not summed
|
207,878 | ||
| 5.3 |
THRIVENT SMALL CAP STOCK PORTFOLIO
Fund
S000001445 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
206,781 | ||
| 5.4 |
THRIVENT AGGRESSIVE ALLOCATION FUND
Fund
S000000700 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
42,765 | ||
| 5.5 |
THRIVENT SMALL CAP GROWTH PORTFOLIO
Fund
S000061813 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
38,808 | ||
| 6 |
Luxor Capital Group, LP
13G
CIK 1316580 · Registered investment adviser · Feb 14, 2024
Rule 13d-1(c), passive investor
|
1,214,703 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,019,619 | ||
| 7.1 |
VANGUARD CAPITAL MANAGEMENT LLC
13G
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,194,592 | ||
| 8 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
898,978 | ||
| 9 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
839,369 | ||
| 9.1 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
124,493 | ||
| 9.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
118,401 | ||
| 9.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
105,644 | ||
| 9.4 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
92,056 | ||
| 9.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
77,763 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
719,713 | ||
| 11 |
|
702,983 | ||
| 12 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
CIK 313028 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
642,731 | ||
| 13 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
614,081 | ||
| 14 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
586,991 | ||
| 14.1 |
Small Cap Growth Fund
Fund
S000006193 · Registered fund · Jul 31, 2026
American Century Mutual Funds, Inc., not summed
|
403,656 | ||
| 15 |
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
584,333 | ||
| 16 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
579,887 | ||
| 17 |
Virtus KAR Small-Cap Growth Fund
Fund
S000021170 · Registered fund · Jun 30, 2026
Virtus Equity Trust, not summed
|
520,885 | ||
| 18 |
DIAMOND HILL CAPITAL MANAGEMENT INC
13F
CIK 1217541 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
508,548 | ||
| 18.1 |
DIAMOND HILL SMALL CAP FUND
Fund
S000003154 · Registered fund · Jun 30, 2026
Diamond Hill Funds, not summed
|
211,033 | ||
| 18.2 |
DIAMOND HILL SMALL-MID CAP FUND
Fund
S000012190 · Registered fund · Jun 30, 2026
Diamond Hill Funds, not summed
|
131,282 | ||
| 19 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
501,324 | ||
| 20 |
Ranger Investment Management, L.P.
13F
CIK 1319691 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
483,810 | ||
| 20.1 |
Ranger Micro Cap Fund
Fund
S000033850 · Registered fund · Jul 31, 2026
SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
|
4,175 | ||
| 20.2 |
Ranger Small Cap Fund
Fund
S000033849 · Registered fund · Jul 31, 2026
SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
|
4,053 | ||
| 21 |
|
366,003 | ||
| 22 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
13F
CIK 52024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
353,851 | ||
| 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
291,556 | ||
| 23.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
109,155 | ||
| 23.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
56,165 | ||
| 23.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
55,863 | ||
| 23.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
15,061 | ||
| 23.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
13,170 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
259,913 | ||
| 25 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
259,030 | ||
| 26 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
236,195 | ||
| 26.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
11,710 | ||
| 26.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
2,210 | ||
| 27 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
233,834 | ||
| 27.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
7 | ||
| 28 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
209,339 | ||
| 28.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
309 | ||
| 29 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
202,006 | ||
| 30 |
|
172,618 | ||
| 31 |
PEREGRINE CAPITAL MANAGEMENT LLC
13F
CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
171,188 | ||
| 32 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
171,003 | ||
| 33 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
163,065 | ||
| 34 |
Hodges Capital Management Inc.
13F
CIK 1337263 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,265 | ||
| 34.1 |
Hodges Fund
Fund
S000081358 · Registered fund · Jun 30, 2026
NORTHERN LIGHTS FUND TRUST II, not summed
|
85,000 | ||
| 34.2 |
Hodges Small Intrinsic Value Fund
Fund
S000081360 · Registered fund · Jun 30, 2026
NORTHERN LIGHTS FUND TRUST II, not summed
|
23,360 | ||
| 35 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
158,925 | ||
| 35.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
49,866 | ||
| 35.2 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
12,541 | ||
| 35.3 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
6,648 | ||
| 35.4 |
Russell Investments U.S. Small Cap Equity ETF
Fund
S000089990 · Registered fund · Jun 30, 2026
Russell Investments Exchange Traded Funds, not summed
|
2,812 | ||
| 36 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,168 | ||
| 37 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP
13F
CIK 1731530 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,000 | ||
| 38 |
|
149,359 | ||
| 39 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
148,750 | ||
| 40 |
|
142,501 | ||
| 41 |
|
139,228 | ||
| 42 |
Legato Capital Management LLC
13F
CIK 1442641 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
132,714 | ||
| 43 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,509 | ||
| 43.1 |
Columbia Select Small Cap Value Fund
Fund
S000031375 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
49,899 | ||
| 43.2 |
Columbia Small Cap Index Fund
Fund
S000010827 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
|
33,743 | ||
| 43.3 |
Columbia Variable Portfolio - Select Small Cap Value Fund
Fund
S000019852 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
23,213 | ||
| 44 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,121 | ||
| 45 |
NFC Investments, LLC
13F
CIK 1512858 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,238 | ||
| 46 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,462 | ||
| 47 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,375 | ||
| 48 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
117,136 | ||
| 49 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
116,666 | ||
| 50 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,417 |
50 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 367 holders
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