Signals

← Signals

☆STIP

816 in-universe funds with a nonzero position in STIP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24112
Score / z-0.209 / -0.31
Consensus276.95 over 548 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,085.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 343.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 343.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 296.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 221.9 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 220.9 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 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 188.5 0.0% 4 -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 181.4 0.0% 3 +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 157.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 121.9 6.9% 2 -0.3 pp +6.9 pp +6.9 pp +6.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 111.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 109.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 106.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 101.7 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 95.5 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 95.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 89.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 87.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 85.9 8.7% 2 -0.0 pp +8.7 pp +8.7 pp +8.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 78.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 71.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 69.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 66.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 66.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 63.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 56.8 16.2% 2 -1.2 pp +16.2 pp +16.2 pp +16.2 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 55.6 9.9% 2 -0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 55.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 55.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 54.8 1.1% 3 -0.5 pp -1.0 pp +1.1 pp +1.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 54.8 4.9% 4 -0.2 pp -0.4 pp -0.0 pp +4.9 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 53.5 10.9% 2 -0.6 pp +10.9 pp +10.9 pp +10.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.0 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 52.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 51.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 48.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 48.5 4.2% 2 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 45.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 45.9 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 43.3 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 41.5 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 40.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 39.3 4.4% 2 -0.9 pp +4.4 pp +4.4 pp +4.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 38.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 36.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 33.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 31.1 5.8% 2 -1.5 pp +5.8 pp +5.8 pp +5.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 30.4 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 29.8 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 29.1 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 27.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 27.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 24.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 24.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 23.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 23.0 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 22.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 21.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 21.5 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 20.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 20.7 6.8% 2 +2.7 pp +6.8 pp +6.8 pp +6.8 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 20.6 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 19.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 19.1 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 18.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DDFG, Inc CIK 0001967640 0.535 91 18.7 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 18.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 18.3 5.8% 2 -0.7 pp +5.8 pp +5.8 pp +5.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 18.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 17.4 7.5% 2 +1.9 pp +7.5 pp +7.5 pp +7.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 17.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 17.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 16.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 16.8 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 16.5 9.1% 2 +6.2 pp +9.1 pp +9.1 pp +9.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 16.4 6.4% 2 -1.5 pp +6.4 pp +6.4 pp +6.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 15.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 15.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 14.6 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 14.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Amundi CIK 0001330387 0.000 1 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 14.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 13.6 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 13.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 12.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 12.7 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 12.6 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 12.4 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 12.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 4 -0.2 pp -0.0 pp -0.0 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 11.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.1 7.7% 2 -0.5 pp +7.7 pp +7.7 pp +7.7 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 11.1 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 10.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 10.0 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 9.7 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 9.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 9.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.6 1.2% 2 -0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 8.4 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.2 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 8.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.9 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.7 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 7.3 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 7.2 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 7.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 6.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 6.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 6.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 6.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆City State Bank CIK 0001910666 0.322 809 6.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 6.0 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 5.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 5.9 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vigilare Wealth Management CIK 0001730889 0.248 123 5.7 2.0% 2 -2.7 pp +2.0 pp +2.0 pp +2.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 5.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 5.7 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 5.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.1 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 5.0 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 4.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 4.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 4.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 4.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 4.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 4.2 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
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☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 4.1 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
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☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 4.1 1.9% 4 -0.1 pp -0.5 pp -0.7 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 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 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 3.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 3.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 3.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -1.8 pp -2.1 pp -3.4 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -7.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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 STIP). Qtrs Held counts distinct quarters this fund has actually held STIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STIP position size. Δ columns are the percentage-point change in STIP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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