Signals

← Signals

☆STIP

970 in-universe funds with a nonzero position in STIP within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#185
Score / z1.261 / 1.12
Consensus265.27 over 508 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 4,372.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 323.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 252.7 3.0% 4 +0.3 pp +0.5 pp +0.4 pp +3.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 249.2 4.3% 4 +0.1 pp +0.0 pp -0.3 pp +4.3 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 184.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 161.4 5.6% 2 +3.4 pp +5.6 pp +5.6 pp +5.6 pp
☆Main Management Fund Advisors LLC CIK 0001862787 0.000 8 152.0 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 150.3 1.9% 4 +1.6 pp +1.8 pp +1.8 pp +1.9 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 137.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 125.1 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 120.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.4 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 101.8 3.8% 4 -1.1 pp +0.0 pp +0.5 pp +3.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 100.1 1.1% 4 +0.5 pp +0.5 pp +0.5 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 97.6 0.9% 4 +0.1 pp +0.2 pp +0.5 pp +0.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 96.8 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 95.5 1.6% 3 +1.1 pp +1.1 pp +1.6 pp +1.6 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 94.9 9.5% 4 +0.7 pp +0.8 pp +0.7 pp +9.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 86.9 7.2% 6 +2.1 pp +2.3 pp +2.1 pp +1.9 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 85.4 2.2% 4 +0.1 pp +0.0 pp -0.0 pp +2.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 80.1 2.5% 3 -0.8 pp -0.9 pp +2.5 pp +2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 79.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 75.2 14.0% 4 +3.7 pp +3.2 pp +2.5 pp +14.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 73.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 67.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 67.2 0.6% 4 -0.5 pp -0.8 pp -1.0 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 66.2 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 65.9 16.3% 4 +0.1 pp +0.1 pp -1.1 pp +16.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 65.6 1.7% 4 -1.2 pp -1.1 pp -1.1 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 62.3 8.4% 2 +0.9 pp +8.4 pp +8.4 pp +8.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 58.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 55.6 9.5% 4 +0.0 pp -0.4 pp -0.7 pp +9.5 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 54.7 2.6% 4 -3.3 pp -4.2 pp -4.5 pp +2.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 54.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 52.8 4.4% 4 +0.3 pp +0.2 pp +4.4 pp +4.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 52.4 0.3% 4 -0.1 pp -0.2 pp +0.0 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 52.3 1.1% 4 -0.0 pp -0.2 pp -0.2 pp +1.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 48.6 8.4% 4 +1.0 pp +2.7 pp +1.2 pp +8.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 43.3 4.2% 4 -0.0 pp -0.1 pp -0.3 pp +4.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 42.1 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 40.5 4.3% 4 +0.1 pp -0.1 pp -1.0 pp +4.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 36.3 0.6% 5 -0.2 pp -0.5 pp -1.0 pp -1.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 36.0 0.7% 4 -0.0 pp -0.2 pp -0.5 pp +0.7 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 34.7 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 32.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 32.2 4.6% 4 +0.2 pp +0.3 pp +0.2 pp +4.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 32.1 5.3% 4 +0.4 pp -0.1 pp -0.3 pp +5.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 31.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 31.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 31.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 28.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 27.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 25.7 7.5% 4 +0.2 pp +0.8 pp +3.5 pp +7.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 24.5 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 24.4 1.0% 4 +0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 23.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 23.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 22.6 8.0% 2 +0.5 pp +8.0 pp +0.9 pp +8.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 22.2 7.6% 4 +0.6 pp +1.2 pp -0.3 pp +7.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 21.9 4.5% 4 +0.2 pp +0.2 pp +0.1 pp +4.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 21.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 20.5 8.2% 4 +8.2 pp +0.8 pp +2.7 pp +8.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 20.1 2.8% 4 +0.1 pp +0.3 pp +0.3 pp +2.8 pp
☆DDFG, Inc CIK 0001967640 0.535 91 19.9 4.3% 4 +0.1 pp -0.0 pp +0.0 pp +4.3 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.7 2.1% 4 +0.0 pp +0.0 pp -0.0 pp +2.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 19.7 1.2% 4 +0.1 pp +0.0 pp -0.1 pp +1.2 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 19.3 3.4% 3 -0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 18.8 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 18.7 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 18.5 0.8% 4 -1.2 pp -1.5 pp -1.9 pp +0.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 18.5 1.9% 4 +0.4 pp +0.8 pp +0.8 pp +1.9 pp
☆KWMG, LLC CIK 0001633024 0.515 153 18.0 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 17.7 5.6% 4 +0.0 pp -0.3 pp -0.9 pp +5.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 17.4 0.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 16.8 8.8% 4 +2.6 pp -0.3 pp +5.9 pp +8.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 16.4 8.9% 4 +3.3 pp +2.5 pp +2.2 pp +8.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 16.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 16.0 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 15.3 5.7% 4 +0.3 pp +0.1 pp -0.3 pp +5.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 14.8 2.3% 4 +0.1 pp +0.1 pp +0.0 pp +2.3 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 14.8 2.9% 4 -1.7 pp -1.9 pp -2.4 pp +2.9 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 14.7 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆Amundi CIK 0001330387 0.000 1 14.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 14.3 5.9% 4 +5.7 pp +5.7 pp +5.7 pp +5.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 14.0 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.9 0.1% 6 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 13.7 6.3% 4 +5.1 pp +5.5 pp +5.9 pp +6.3 pp
☆Ethos Capital Management, Inc. CIK 0002106214 0.022 59 13.5 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 13.5 3.1% 4 +0.2 pp +0.2 pp +0.6 pp +3.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 13.5 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 13.3 2.2% 4 +0.0 pp +0.2 pp +0.7 pp +2.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 12.5 2.2% 4 +0.6 pp +0.5 pp -0.1 pp +2.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 12.4 1.3% 3 -0.5 pp -1.1 pp +1.3 pp +1.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 12.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 12.1 3.3% 4 +0.1 pp -0.2 pp +0.2 pp +3.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.9 7.0% 4 +0.0 pp -0.7 pp -1.2 pp +7.0 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 11.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.1 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.6 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 10.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 10.4 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.2 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 10.2 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.9 1.1% 4 +0.0 pp -0.0 pp -0.2 pp +1.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 9.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 9.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 9.4 2.8% 4 +0.1 pp +0.1 pp +0.1 pp +2.8 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 9.3 5.1% 1 +5.1 pp +1.5 pp +1.4 pp +5.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 9.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 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 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.9 0.7% 4 -0.1 pp +0.0 pp +0.5 pp +0.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 8.6 5.5% 4 -0.0 pp +0.2 pp +0.2 pp +5.5 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 8.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 8.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 8.2 5.0% 4 -0.1 pp -0.2 pp -0.2 pp +5.0 pp
☆First Trust Bank, Ltd. CIK 0001406026 0.000 8 8.1 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.1 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 8.1 3.9% 4 +0.0 pp +0.1 pp -0.3 pp +3.9 pp
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☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.8 pp -0.4 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.2 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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