Signals

← Signals

☆TBLL

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

Flow ranking

Rank#24473
Score / z-0.087 / -0.12
Consensus39.92 over 69 funds
Momentum-0.27 =

Price & positioning

225 cached closes, trailing year
Drawdown0%
Short interest-69% / 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 ▾
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 606.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 168.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 109.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 106.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 65.4 5.2% 5 -0.5 pp -2.8 pp -3.1 pp -0.1 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 61.5 0.0% 7 -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 48.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 39.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 36.2 2.9% 5 +1.3 pp +0.9 pp +1.0 pp +1.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 33.5 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 32.9 25.3% 5 -1.2 pp +14.2 pp +12.6 pp +14.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 32.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 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 25.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 23.9 7.1% 5 -1.3 pp -2.6 pp -3.0 pp -5.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 18.8 1.7% 5 -0.7 pp -0.7 pp +0.0 pp +1.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 15.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 12.9 8.8% 2 -0.5 pp +8.8 pp +8.8 pp +8.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 12.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 10.7 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 10.4 0.4% 4 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 8.8 3.0% 5 -0.3 pp -0.0 pp -0.0 pp -1.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 8.2 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 7.2 2.1% 5 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 6.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 5.9 1.2% 5 -0.3 pp -0.1 pp +0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 4.4 0.8% 5 -0.9 pp -0.1 pp +0.6 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.2 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 3.8 2.5% 2 -2.9 pp +2.5 pp +2.5 pp +2.5 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 3.8 0.9% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 2.3 1.3% 4 -0.1 pp -0.3 pp -0.5 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barton Investment Management CIK 0001387818 0.844 60 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.6 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.5 0.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.3 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.2 0.5% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.2 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 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.9 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.6 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.6 0.3% 2 -0.4 pp +0.3 pp -1.4 pp -0.4 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.4 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
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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 TBLL). Qtrs Held counts distinct quarters this fund has actually held TBLL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TBLL position size. Δ columns are the percentage-point change in TBLL'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