Signals

← Signals

☆TCAF

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

Flow ranking

Rank#784
Score / z0.158 / 0.17
Consensus112.93 over 220 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-39% / 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 731.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 257.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 217.5 0.3% 5 +0.0 pp +0.0 pp +0.0 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 179.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 160.8 0.2% 6 +0.0 pp +0.0 pp +0.0 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 136.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 94.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 90.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 86.9 0.0% 5 +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 83.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 74.6 10.1% 5 -0.5 pp +4.8 pp +4.7 pp +4.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 72.3 0.1% 5 +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 69.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 64.8 1.0% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 64.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 51.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 51.5 0.8% 5 +0.0 pp -0.1 pp +0.2 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 45.8 1.3% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 45.8 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 35.8 8.5% 5 +0.3 pp -2.7 pp +0.0 pp +1.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 33.3 3.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 33.0 9.3% 5 +0.1 pp -4.2 pp -4.4 pp -3.5 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 28.3 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ADE, LLC CIK 0001845950 0.661 93 25.9 10.9% 5 +0.6 pp +0.6 pp +0.8 pp +1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 22.1 10.5% 1 +10.5 pp -1.0 pp -2.6 pp -2.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 20.6 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 19.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 19.2 1.6% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 18.8 2.1% 5 +0.1 pp -0.2 pp -0.3 pp -1.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 18.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 18.4 1.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 17.3 0.7% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 16.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 15.9 6.6% 5 +1.2 pp -0.2 pp +1.3 pp +1.8 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 15.3 2.4% 5 +0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 15.2 9.9% 5 +0.1 pp -1.8 pp -1.6 pp -1.9 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 14.2 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 12.6 1.1% 5 -0.0 pp -4.1 pp -4.5 pp -6.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.0 1.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 11.9 3.4% 5 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 11.6 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.9 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.8 2.1% 5 +0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 10.8 3.3% 5 +0.4 pp +0.2 pp +0.7 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.7 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 10.5 5.8% 5 +0.3 pp -0.1 pp +0.2 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 10.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 10.3 3.2% 5 -1.5 pp -1.5 pp -2.0 pp -3.3 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 9.9 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 9.9 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.9 0.8% 5 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.4 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 9.3 4.3% 5 +0.2 pp +0.1 pp +0.5 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 9.2 1.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 9.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 8.9 3.3% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 8.5 1.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 8.4 4.1% 5 -1.3 pp -2.0 pp -1.8 pp -1.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 8.0 1.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 7.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 7.5 0.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 7.3 3.8% 6 +0.0 pp +0.4 pp +0.8 pp +1.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 7.2 1.0% 5 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 6.7 1.4% 5 -0.1 pp -0.2 pp +0.2 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 6.7 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.6 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.2 0.3% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 6.1 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 6.1 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.1 2.9% 2 -1.0 pp +2.9 pp +2.7 pp +2.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.1 0.1% 6 -0.7 pp -0.8 pp -0.9 pp -1.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 5.7 2.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.8 3.0% 5 -0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 4.1 1.8% 5 +0.1 pp -0.1 pp -0.5 pp -1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.0 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.9 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.9 0.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.6 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.5 1.0% 2 +0.0 pp +1.0 pp +0.4 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.4 0.7% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 3.4 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 3.3 2.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 3.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.1 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.1 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.0 0.4% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 3.0 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFM, LLC CIK 0002064225 0.428 69 2.9 1.5% 7 -0.5 pp -0.6 pp -0.7 pp -0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.7 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.7 1.3% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 2.6 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.2 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.1 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.1 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 +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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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% 4 -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% 4 +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% 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% 5 +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% 4 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 +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
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -8.9 pp -9.5 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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 +0.0 pp -0.1 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 +0.0 pp -0.4 pp -0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 +0.0 pp -0.9 pp -0.9 pp -0.8 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
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp -1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.0 pp +0.0 pp -0.7 pp -0.8 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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 +0.0 pp -0.1 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 +0.0 pp -0.1 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆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
☆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 +0.0 pp -0.2 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 +0.0 pp -10.3 pp -17.2 pp -19.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status