Signals

← Signals

☆TCAF

332 in-universe funds with a nonzero position in TCAF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#427
Score / z0.418 / 0.58
Consensus126.31 over 241 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 570.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 207.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 200.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 135.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 129.3 0.2% 4 +0.0 pp +0.1 pp +0.0 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 125.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 106.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 97.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 83.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 67.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 65.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 62.5 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 55.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 52.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 51.9 5.2% 3 -0.1 pp -0.8 pp +5.2 pp +5.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 48.9 0.9% 4 -0.1 pp -0.2 pp -0.4 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 45.4 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 44.3 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 41.9 11.3% 3 +2.8 pp +3.9 pp +11.3 pp +11.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 34.6 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 34.5 13.4% 3 -0.2 pp +0.7 pp +13.4 pp +13.4 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 31.5 10.3% 3 -6.9 pp -8.8 pp +10.3 pp +10.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 28.4 3.2% 3 -0.0 pp -0.0 pp +3.2 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 28.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 22.0 11.5% 3 -1.6 pp -1.4 pp +11.5 pp +11.5 pp
☆ADE, LLC CIK 0001845950 0.661 93 21.3 10.3% 3 +0.2 pp +0.7 pp +10.3 pp +10.3 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 20.9 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 20.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 18.9 6.8% 3 +1.5 pp +2.0 pp +6.8 pp +6.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 18.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 18.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 18.0 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 16.9 2.3% 3 -0.1 pp -1.3 pp +2.3 pp +2.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 16.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 15.7 11.7% 3 +0.2 pp -0.1 pp +11.7 pp +11.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 15.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 15.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 14.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 14.7 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 13.6 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 13.4 4.7% 3 -0.5 pp -1.8 pp +4.7 pp +4.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 13.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 13.1 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 12.1 5.2% 3 -0.4 pp -2.6 pp +5.2 pp +5.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.8 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 10.8 3.5% 3 +0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 10.7 6.1% 3 +0.2 pp +0.1 pp +6.1 pp +6.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 9.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 9.5 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 8.8 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 8.6 5.9% 3 +0.3 pp +0.2 pp +5.9 pp +5.9 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 8.5 3.2% 3 +0.6 pp +0.7 pp +3.2 pp +3.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 8.5 2.0% 3 -0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.4 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 8.0 4.2% 3 +0.4 pp +0.5 pp +4.2 pp +4.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 7.0 3.4% 3 +0.3 pp +0.2 pp +3.4 pp +3.4 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 6.8 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 6.8 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.4 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 6.2 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.1 1.2% 3 +0.1 pp +1.1 pp +1.2 pp +1.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 6.1 1.7% 3 +0.4 pp +0.4 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.5 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 5.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 5.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 5.2 3.4% 4 +0.4 pp +0.7 pp +0.9 pp +3.4 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 5.2 1.6% 3 +0.1 pp +0.4 pp +1.6 pp +1.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.8 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 4.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 4.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 4.4 2.9% 3 +0.4 pp +0.2 pp +2.9 pp +2.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.3 3.3% 3 +0.2 pp +0.3 pp +3.3 pp +3.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.9 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 3 -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 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 3.6 2.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.4 1.9% 3 -0.4 pp -0.9 pp +1.9 pp +1.9 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.4 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.1 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.9 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.8 0.4% 3 -0.4 pp -0.3 pp +0.4 pp +0.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.8 0.5% 3 -0.8 pp -0.8 pp +0.5 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.4 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 2.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 2.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 2.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.0 1.4% 3 -0.5 pp -0.6 pp +1.4 pp +1.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -8.9 pp -9.5 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.7 pp -0.8 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
☆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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 +0.0 pp -0.2 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
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 +0.0 pp -0.1 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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
☆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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.6 pp -0.5 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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