Signals

← Signals

☆STIP

1050 in-universe funds with a nonzero position in STIP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24410
Score / z-0.113 / -0.15
Consensus330.21 over 631 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 4,520.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 422.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 261.0 2.8% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 257.7 3.8% 5 -0.5 pp -0.4 pp -0.5 pp -0.8 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 229.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 203.9 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 190.0 2.4% 5 +0.5 pp +2.1 pp +2.3 pp +2.4 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 158.7 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 16 154.4 4.9% 3 -0.7 pp +2.7 pp +4.9 pp +4.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 146.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 135.1 2.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 124.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 114.3 0.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 103.7 3.7% 5 -0.2 pp -1.3 pp -0.1 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 101.1 1.0% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 98.6 1.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 95.9 9.1% 5 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 92.0 6.9% 7 -0.3 pp +1.8 pp +2.0 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 88.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 86.5 2.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 81.8 2.3% 4 -0.2 pp -1.0 pp -1.1 pp +2.3 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 78.8 12.9% 5 -1.2 pp +2.5 pp +2.0 pp +1.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 74.4 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 72.1 8.9% 3 +0.5 pp +1.5 pp +8.9 pp +8.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 68.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 67.9 0.5% 5 -0.1 pp -0.6 pp -0.9 pp -1.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 66.3 1.6% 5 -0.2 pp -1.3 pp -1.2 pp -1.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 64.1 1.2% 4 -0.4 pp +0.7 pp +0.7 pp +1.2 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 63.7 17.5% 5 +1.2 pp +1.3 pp +1.3 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.1 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 62.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 60.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 55.9 2.5% 5 -0.2 pp -3.4 pp -4.4 pp -4.7 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 54.9 8.6% 5 -0.9 pp -0.9 pp -1.3 pp -1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 51.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 51.3 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 50.5 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 48.2 7.6% 5 -0.8 pp +0.2 pp +1.8 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 47.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 44.1 3.8% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 42.6 2.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 41.0 4.0% 5 -0.4 pp -0.3 pp -0.4 pp -1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 36.5 5.1% 5 -0.2 pp +0.2 pp -0.3 pp -0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 34.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 33.6 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 32.8 4.3% 5 -0.3 pp -0.1 pp -0.0 pp -0.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 32.6 7.7% 2 +0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 32.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 32.0 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 31.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 29.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.7 0.4% 6 -0.3 pp -0.5 pp -0.7 pp -1.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 29.5 1.8% 5 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 27.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 27.4 0.9% 5 -0.6 pp -0.6 pp -0.6 pp -0.7 pp
☆DDFG, Inc CIK 0001967640 0.535 91 27.4 5.4% 5 +1.2 pp +1.3 pp +1.1 pp +1.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 26.9 7.0% 5 -0.6 pp -0.3 pp +0.2 pp +2.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 26.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 25.7 1.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 25.7 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 24.7 7.6% 5 +0.0 pp +0.7 pp +1.3 pp -0.2 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 24.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 23.6 0.5% 6 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 23.2 4.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 21.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 21.4 7.0% 3 -1.1 pp -0.5 pp +7.0 pp -0.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 21.3 1.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 21.0 1.8% 2 +1.3 pp +1.8 pp +0.9 pp +0.9 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 20.5 1.5% 5 -2.9 pp -2.6 pp -2.7 pp +1.5 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 20.3 2.6% 5 -0.2 pp -0.1 pp +0.2 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 19.9 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 19.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 19.7 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 19.5 8.3% 5 +0.0 pp +8.2 pp +0.8 pp +2.7 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 19.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 18.7 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆KWMG, LLC CIK 0001633024 0.515 153 18.4 1.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 18.3 1.6% 5 -0.3 pp +0.1 pp +0.5 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 18.3 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 17.4 5.1% 5 -0.4 pp -0.4 pp -0.7 pp -1.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 17.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 16.8 9.0% 5 +0.1 pp +3.4 pp +2.6 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 15.8 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 15.7 4.9% 5 -0.8 pp -0.5 pp -0.7 pp -1.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 15.1 6.4% 5 +0.0 pp +5.2 pp +5.6 pp +6.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 14.7 2.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Amundi CIK 0001330387 0.000 1 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 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 13.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 13.7 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 13.7 2.9% 5 -0.2 pp +0.0 pp -0.0 pp +0.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 13.4 1.2% 4 -0.1 pp -0.6 pp -1.3 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.4 0.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.2 0.1% 7 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 13.2 2.0% 5 -0.2 pp -0.1 pp +0.0 pp +0.6 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 13.0 4.4% 5 -1.5 pp +4.2 pp +4.1 pp +4.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 11.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 11.8 0.4% 5 -0.4 pp -1.6 pp -1.9 pp -2.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.8 0.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 11.8 2.8% 5 -0.5 pp -0.3 pp -0.6 pp -0.2 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 11.7 7.2% 4 +1.6 pp +2.9 pp +3.4 pp +7.2 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.7 6.6% 5 -0.4 pp -0.4 pp -1.2 pp -1.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 11.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp -0.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.3 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 11.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 10.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 10.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.6 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.5 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 10.4 2.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 10.4 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 9.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.9 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 9.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 9.6 3.5% 5 -5.3 pp -2.7 pp -5.6 pp +0.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 9.3 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 9.3 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 9.3 5.3% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 9.3 4.9% 2 -0.2 pp +4.9 pp +1.3 pp +1.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 9.3 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.1 0.2% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
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☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 8.2 3.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Straight Path Wealth Management CIK 0001902506 0.734 141 7.2 1.7% 5 -0.2 pp +0.0 pp +0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 7.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.4 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 +0.0 pp -0.7 pp -1.2 pp -1.9 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp -0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp -0.6 pp
☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp -0.7 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 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
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 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
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -3.0 pp -3.0 pp -3.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.2 pp -0.2 pp -0.5 pp -0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.4 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 -2.9 pp -4.6 pp -4.8 pp -5.3 pp
☆First Trust Bank, Ltd. CIK 0001406026 0.000 8 0.0 0.0% 0 -15.9 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 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
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.3 pp -0.8 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
☆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
☆CURIO WEALTH, LLC CIK 0002049201 0.748 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 Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.0 0.0% 0 -2.2 pp -1.6 pp -1.7 pp -2.3 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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 +0.0 pp -0.8 pp -0.4 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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 +0.0 pp -0.5 pp -0.5 pp -0.2 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
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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 (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