Signals

← Signals

☆TBIL

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

Flow ranking

Rank#22345
Score / z-0.019 / -0.04
Consensus92.54 over 188 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-13% / 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)
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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 ▾
☆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 551.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 540.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 178.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 155.6 0.0% 4 +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 118.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 69.7 3.2% 4 +0.2 pp +0.5 pp +0.8 pp +3.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 60.3 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 51.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 51.5 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 45.4 3.0% 4 +1.5 pp +1.5 pp +1.2 pp +3.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 44.8 0.5% 4 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 41.5 1.0% 3 -0.4 pp -0.5 pp +1.0 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 38.8 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.9 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 27.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 23.6 0.6% 4 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 22.9 2.8% 4 +1.3 pp +1.9 pp +2.6 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 20.7 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 19.5 2.3% 4 -4.1 pp -4.3 pp -5.1 pp +2.3 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 19.5 1.8% 4 +0.2 pp +0.4 pp +0.4 pp +1.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 18.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 17.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 16.5 3.1% 4 +0.2 pp +0.3 pp +0.1 pp +3.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 16.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 15.0 5.6% 4 +5.5 pp +5.4 pp +5.2 pp +5.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 14.2 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 13.7 6.5% 4 +1.0 pp +2.0 pp +5.8 pp +6.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 12.9 9.4% 4 +1.0 pp +0.3 pp -1.2 pp +9.4 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 12.5 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 11.9 4.5% 4 +0.4 pp -0.0 pp -0.4 pp +4.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 11.5 5.0% 4 -0.5 pp -2.5 pp -0.6 pp +5.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 11.2 0.8% 5 +0.2 pp +0.7 pp +0.8 pp +0.7 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 11.0 1.6% 4 +0.0 pp +0.4 pp +0.2 pp +1.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.7 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 9.2 4.8% 4 -0.1 pp -1.2 pp -0.5 pp +4.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 8.7 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.1 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.9 0.5% 4 -0.0 pp +0.0 pp +0.4 pp +0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 6.6 0.9% 5 -2.0 pp -2.2 pp -2.3 pp -2.7 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 6.2 3.0% 4 -1.1 pp -1.2 pp -1.4 pp +3.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 6.2 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 6.1 0.9% 4 -0.4 pp -0.3 pp -0.1 pp +0.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 5.9 0.6% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.9 1.0% 4 +0.5 pp +0.5 pp +0.3 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.6 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 5.3 1.5% 4 +0.0 pp +0.6 pp +0.2 pp +1.5 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 5.3 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 5.1 5.0% 4 -1.1 pp +0.0 pp -0.1 pp +5.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.1 0.9% 4 -0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 4.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.7 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 4.7 0.9% 3 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 4.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.4 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.9 2.7% 5 -1.1 pp -1.7 pp -2.5 pp -3.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 3.8 0.6% 4 -0.1 pp -0.3 pp -0.3 pp +0.6 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 3.8 1.0% 4 +0.2 pp +0.1 pp -0.5 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.5 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 3.3 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 2.9 1.9% 4 -0.2 pp -0.2 pp +0.2 pp +1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 2.6 1.3% 3 +0.1 pp +0.8 pp +1.3 pp +1.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 2.5 1.5% 4 -0.3 pp -0.6 pp -1.1 pp +1.5 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 2.4 1.0% 4 -2.4 pp -2.4 pp -3.2 pp +1.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.4 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 2.3 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.3 0.5% 4 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.1% 4 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.1 0.0% 4 -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 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 2.1 0.2% 4 -0.0 pp -0.5 pp -1.0 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.9 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Redwood Family Wealth LLC CIK 0002116118 0.293 106 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.210 86 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 1.7 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.7 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.5 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.5 0.5% 4 -0.2 pp -1.5 pp -3.8 pp +0.5 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.4 0.7% 4 -0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 1.3 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cane Capital Partners, LLC CIK 0002086121 0.218 115 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.2 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.2 0.4% 4 -0.4 pp -1.0 pp -2.9 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 1.2 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 -0.8 pp -0.9 pp -0.4 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 pp -0.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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
☆Rareview Capital LLC CIK 0002044533 0.417 51 0.0 0.0% 0 +0.0 pp -1.4 pp -1.7 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.2 pp -2.7 pp -2.5 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -1.9 pp -2.5 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -2.1 pp -6.3 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -0.2 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
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.7 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 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 -1.6 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 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
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 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
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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 TBIL). Qtrs Held counts distinct quarters this fund has actually held TBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TBIL position size. Δ columns are the percentage-point change in TBIL'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