Signals

← Signals

☆TCAF

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

Flow ranking

Rank#22412
Score / z-0.030 / -0.05
Consensus110.55 over 217 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+6% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 573.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 199.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 188.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 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 144.9 0.0% 6 +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 124.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 120.2 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 98.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 84.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.9 0.0% 4 -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 67.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 67.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 64.9 10.5% 4 +5.3 pp +5.1 pp +4.5 pp +10.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 58.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 57.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 54.4 0.9% 4 +0.2 pp +0.0 pp +0.2 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 45.7 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 43.2 0.8% 4 -0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 42.5 1.4% 4 -0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 38.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 29.6 8.2% 4 -3.0 pp -0.3 pp +0.9 pp +8.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 27.9 9.2% 4 -4.2 pp -4.4 pp -3.5 pp +9.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 27.7 3.2% 4 -0.1 pp -0.1 pp -0.1 pp +3.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 23.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 21.5 10.3% 4 +0.0 pp +0.2 pp +0.7 pp +10.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 18.1 0.8% 4 -0.0 pp +0.1 pp -0.0 pp +0.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 18.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 17.3 1.6% 4 -0.4 pp -0.4 pp -0.4 pp +1.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.2 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 15.8 2.0% 4 -0.3 pp -0.5 pp -1.6 pp +2.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 15.0 5.4% 4 -1.4 pp +0.1 pp +0.6 pp +5.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 14.9 1.3% 4 -0.1 pp -0.1 pp -0.0 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 14.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 13.6 9.8% 4 -1.9 pp -1.7 pp -2.0 pp +9.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 13.2 2.4% 4 -0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 12.6 4.7% 4 +0.0 pp -0.5 pp -1.7 pp +4.7 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 12.5 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 11.1 1.1% 4 -4.1 pp -4.5 pp -6.6 pp +1.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.0 1.2% 4 -0.1 pp -0.0 pp -0.1 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 10.2 3.2% 4 -0.2 pp -0.2 pp -0.2 pp +3.2 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 10.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 9.6 5.5% 4 -0.6 pp -0.5 pp -0.6 pp +5.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 9.1 2.1% 4 -0.1 pp -0.1 pp +0.2 pp +2.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 9.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 8.6 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 8.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 8.5 5.4% 4 -0.4 pp -0.1 pp -0.2 pp +5.4 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 8.1 0.4% 4 -0.3 pp -0.3 pp -0.3 pp +0.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 8.1 1.9% 4 -0.1 pp -0.2 pp -0.0 pp +1.9 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 8.1 2.9% 4 -0.3 pp +0.3 pp +0.4 pp +2.9 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.0 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 7.8 4.0% 4 -0.1 pp +0.3 pp +0.3 pp +4.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.4 1.0% 4 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 7.1 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 7.0 3.2% 4 -0.2 pp +0.1 pp +0.0 pp +3.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.6 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 6.6 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 6.3 3.8% 5 +0.4 pp +0.8 pp +1.1 pp +1.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.1 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.1 1.1% 4 -0.1 pp +0.0 pp +1.0 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 5.8 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 5.7 3.8% 1 +3.8 pp +3.7 pp +3.7 pp +3.8 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 5.7 1.5% 4 -0.1 pp +0.3 pp +0.3 pp +1.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 5.2 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 5.0 0.7% 4 +0.1 pp +0.2 pp +0.5 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.8 2.2% 4 -0.2 pp -0.3 pp -0.2 pp +2.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.8 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.7 0.3% 4 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 4.2 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.0 3.0% 4 -0.3 pp -0.1 pp +0.1 pp +3.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 4.0 1.0% 1 +1.0 pp +0.4 pp +0.5 pp +1.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.428 69 3.3 2.0% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.2 1.7% 4 -0.2 pp -0.6 pp -1.1 pp +1.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.1 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.0 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.8 2.0% 4 -0.2 pp -0.2 pp -0.1 pp +2.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.7 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 2.7 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.6 0.4% 4 -0.0 pp -0.4 pp -0.3 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.3 1.0% 4 -0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.3 1.2% 4 -0.1 pp -0.1 pp -0.0 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 2.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +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% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -8.9 pp -9.5 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 +0.0 pp +0.0 pp -0.1 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -11.5 pp -13.1 pp -12.9 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.9 pp -0.9 pp -0.8 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -1.6 pp -1.5 pp -1.2 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
☆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 -1.3 pp -1.3 pp -1.4 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
☆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
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 -0.1 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 -10.3 pp -17.2 pp -19.1 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status