Signals

← Signals

☆TBLL

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

Flow ranking

Rank#790
Score / z0.173 / 0.14
Consensus45.67 over 82 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-40% / 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 616.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 180.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 155.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 132.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 116.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 75.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 63.6 5.8% 4 -2.3 pp -2.6 pp +0.4 pp +5.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.8 0.0% 4 -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 49.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 39.8 26.5% 4 +15.5 pp +13.8 pp +15.4 pp +26.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 34.4 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 31.9 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 25.9 8.4% 4 -1.3 pp -1.7 pp -4.4 pp +8.4 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 24.6 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 23.2 2.4% 4 -0.0 pp +0.7 pp +1.7 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 15.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 14.7 1.6% 4 -0.4 pp -0.3 pp -0.2 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 11.9 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 9.1 1.7% 4 +0.8 pp +1.4 pp +1.0 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 8.8 3.3% 4 +0.2 pp +0.2 pp -0.8 pp +3.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 8.7 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 8.0 1.1% 4 -0.1 pp -0.2 pp -0.5 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 7.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 7.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 6.4 1.5% 4 +0.2 pp +0.3 pp +0.3 pp +1.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 3.5 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.5 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 2.3 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Barton Investment Management CIK 0001387818 0.844 60 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.6 0.7% 4 -0.2 pp -0.3 pp -0.4 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.5 0.1% 4 -0.0 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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.3 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.2 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.2 0.7% 1 +0.7 pp -1.0 pp +0.0 pp +0.7 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.2 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.0 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.0 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.8 0.3% 4 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.7 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 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 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.6 0.2% 4 -0.2 pp -0.3 pp -0.4 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.3 0.0% 4 -0.1 pp -0.4 pp -1.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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% 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -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% 1 +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% 1 +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% 4 -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% 4 -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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +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% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.2 pp -2.4 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.3 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
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 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 -0.7 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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 -0.3 pp -0.4 pp -0.5 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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 -0.1 pp +0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.4 pp +0.0 pp -0.1 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.0 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 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 (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