Signals

INFL

221 in-universe funds with a nonzero position in INFL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24461
Score / z-0.084 / -0.12
Consensus75.02 over 125 funds
Momentum-0.12 =

Price & positioning

225 cached closes, trailing year
Drawdown-9%
Short interest+630% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 192.5 9.8% 5 -1.3 pp +0.0 pp -0.3 pp -0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 58.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 54.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 24.2 5.6% 5 -0.9 pp -0.1 pp -0.3 pp -0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 15.9 0.6% 5 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 14.0 3.0% 4 -0.5 pp +0.3 pp +0.7 pp +3.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 13.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 13.0 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 12.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 11.2 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 10.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 9.3 5.5% 5 -0.2 pp +0.2 pp +0.1 pp -0.5 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 7.9 3.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.5 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 7.7 2.4% 5 -0.1 pp +0.3 pp +0.4 pp +0.5 pp
PECAUT & CO. CIK 0001597200 0.622 65 7.6 2.3% 5 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 6.8 7.4% 5 +0.2 pp +1.0 pp +1.6 pp +1.5 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 6.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pillsbury Lake Capital LLC CIK 0002111915 0.050 38 5.8 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 5.3 2.4% 2 -1.2 pp +2.4 pp +2.4 pp +2.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 4.9 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.7 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 4.4 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 4.2 3.9% 5 +0.1 pp +0.3 pp +0.5 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 4.0 2.0% 3 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 3.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.0 2.0% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.7 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Triad Investment Management CIK 0001615717 0.117 34 1.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 1.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.9 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.9 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.6 0.4% 6 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IKE Capital, LLC CIK 2150482 0.286 91 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.3 0.1% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 0.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWLE & CO CIK 0001224014 0.032 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.0 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp -0.3 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenhaven Road Investment Management, L.P. CIK 0001741129 0.496 17 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just INFL). Qtrs Held counts distinct quarters this fund has actually held INFL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INFL position size. Δ columns are the percentage-point change in INFL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status