Signals

← Signals

☆TBUX

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

Flow ranking

Rank#794
Score / z0.153 / 0.17
Consensus45.61 over 85 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-23% / 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 ▾
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 177.4 13.9% 4 -0.4 pp +2.0 pp +7.5 pp +13.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 85.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 25.4 3.9% 4 +0.3 pp +2.3 pp +3.4 pp +3.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 22.9 0.7% 5 +0.6 pp +0.7 pp +0.7 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 21.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 15.7 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 5 +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 14.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 11.8 3.5% 2 +0.0 pp +3.5 pp +1.3 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 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 8.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.8 1.8% 5 -0.3 pp -0.4 pp -0.2 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Management, Inc. CIK 0002130270 0.369 24 5.1 5.2% 2 +2.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.1 0.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 4.4 2.1% 3 +0.0 pp +1.8 pp +2.1 pp +2.1 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 3.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAWOOD & CO CIK 0002109484 0.128 95 3.6 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 3.3 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 3.2 1.6% 5 +0.3 pp +0.6 pp +0.8 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.7 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 2.7 1.7% 5 -0.1 pp -0.0 pp +0.5 pp +0.7 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆9823 Capital, L.P. CIK 0001982920 0.745 33 2.4 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.3 0.1% 5 -0.5 pp +0.0 pp +0.0 pp -0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 1.9 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.8 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.7 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.8 0.7% 5 -0.8 pp -0.9 pp -1.2 pp -1.8 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.7 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.2 0.6% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.8 0.2% 3 -0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topor & Co. Korea CIK 0002113285 0.778 19 0.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.5 0.1% 5 -0.0 pp -0.5 pp -0.6 pp -0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.4 0.1% 3 -0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.4 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 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 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +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 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +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 0.0 0.0% 5 -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
☆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
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.0 0.0% 0 -0.1 pp -0.1 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 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 TBUX). Qtrs Held counts distinct quarters this fund has actually held TBUX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TBUX position size. Δ columns are the percentage-point change in TBUX'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