Signals

← Signals

☆TCAF

267 in-universe funds with a nonzero position in TCAF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1187
Score / z0.046 / 0.04
Consensus106.22 over 209 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 378.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 188.8 0.1% 2 +0.0 pp +0.1 pp +0.1 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 97.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 97.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 96.2 0.2% 1 +0.2 pp +0.2 pp +0.2 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 91.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 64.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 58.3 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 47.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 45.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 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 42.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 36.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 34.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 32.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 28.7 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 25.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 25.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 19.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 19.0 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 19.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 18.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆ADE, LLC CIK 0001845950 0.661 93 18.0 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 13.7 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 13.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 12.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 11.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 11.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 11.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 11.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 10.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 10.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 10.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 9.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 7.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 7.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 6.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 5.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 5.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.428 69 3.6 2.3% 3 -0.1 pp -0.0 pp +2.3 pp +2.3 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 3.5 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.2 0.6% 3 +0.0 pp -0.5 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +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 TCAF). Qtrs Held counts distinct quarters this fund has actually held TCAF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TCAF position size. Δ columns are the percentage-point change in TCAF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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