Signals

← Signals

☆TCAF

302 in-universe funds with a nonzero position in TCAF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#743
Score / z0.148 / 0.22
Consensus120.44 over 224 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 488.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 221.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 124.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 117.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 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 115.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 104.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 96.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.6 0.0% 2 +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 78.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 59.2 17.2% 2 -2.0 pp +17.2 pp +17.2 pp +17.2 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 54.5 0.0% 3 +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 53.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 51.1 5.4% 2 -0.6 pp +5.4 pp +5.4 pp +5.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 48.5 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 48.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 38.9 8.9% 2 -0.6 pp +8.9 pp +8.9 pp +8.9 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 36.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 32.0 13.6% 2 +0.9 pp +13.6 pp +13.6 pp +13.6 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 31.7 8.5% 2 +1.1 pp +8.5 pp +8.5 pp +8.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 29.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 28.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 27.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 20.4 13.1% 2 +0.2 pp +13.1 pp +13.1 pp +13.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 20.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 20.0 10.1% 2 +0.5 pp +10.1 pp +10.1 pp +10.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 19.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 18.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 17.2 2.4% 2 -1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 15.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 14.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 14.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 14.3 11.5% 2 -0.3 pp +11.5 pp +11.5 pp +11.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 13.8 5.2% 2 -1.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 13.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 13.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 13.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 12.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 12.1 5.3% 2 +0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 12.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 12.0 5.6% 2 -2.2 pp +5.6 pp +5.6 pp +5.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 10.8 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 10.1 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 9.2 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 8.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 8.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 8.2 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 7.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 6.7 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 6.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 6.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 5.8 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.7 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 5.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 5.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 5.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 4.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 4.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 4.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 4.5 3.0% 3 +0.3 pp +0.5 pp +3.0 pp +3.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.4 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 4.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.0 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.428 69 3.7 2.2% 4 -0.1 pp -0.2 pp -0.2 pp +2.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 3.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.5 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 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.3 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 2.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NVWM, LLC CIK 0001697274 0.202 780 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.4 0.8% 4 +0.2 pp +0.2 pp -0.3 pp +0.8 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 3 +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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 2 +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% 2 -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 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 2 -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% 2 +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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.1 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 0.1 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 4 -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% 1 +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% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 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% 2 +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% 2 -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
☆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
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 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
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 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
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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