Signals

← Signals

☆TCHP

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

Flow ranking

Rank#24630
Score / z-0.276 / -0.35
Consensus66.06 over 122 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 208.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 163.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 115.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 114.8 1.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 81.0 0.0% 1 +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 79.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 69.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 61.7 4.1% 5 +0.6 pp +3.4 pp +3.3 pp +3.3 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 48.6 5.3% 5 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Trust Co of Kansas CIK 0001803988 0.543 59 41.7 21.4% 5 -0.4 pp -2.2 pp -2.3 pp +1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 41.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 29.1 9.6% 4 -0.9 pp -2.0 pp -1.5 pp +9.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 27.7 3.3% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 18.3 3.7% 2 -1.8 pp +3.7 pp +3.7 pp +3.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 17.1 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 16.1 1.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 14.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 13.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.2 0.0% 5 -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 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 7.9 1.2% 5 +0.1 pp -0.5 pp -0.4 pp -0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 6.4 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 6.3 2.0% 5 -1.5 pp -1.7 pp -2.5 pp -3.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CROBAN CIK 0001694663 0.128 81 5.7 2.5% 7 +0.2 pp -2.0 pp -1.2 pp -0.5 pp
☆John & Kathleen Schreiber Foundation CIK 0001910790 0.845 4 5.6 5.8% 5 +0.8 pp +1.5 pp +2.3 pp +2.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 5.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 5.2 3.0% 5 +0.0 pp -0.5 pp -0.2 pp -0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 4.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 3.9 1.4% 5 +0.3 pp +0.5 pp +0.8 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 3.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.3 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 3.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.2 1.7% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 3.2 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Thayer Partners, LLC / MA CIK 0002010185 0.568 100 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 2.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.8 0.8% 5 +0.2 pp +0.1 pp +0.5 pp +0.6 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 1.4 0.8% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 1.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 1.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.9 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.6 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.5 0.3% 5 -1.0 pp -1.0 pp -0.9 pp -0.8 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.3 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.3 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 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 0.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.1 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 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 3 -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 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +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 0.1 0.0% 2 +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
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Bey-Douglas LLC CIK 0002011271 0.256 56 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -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% 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 -0.1 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 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
☆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 -0.2 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 TCHP). Qtrs Held counts distinct quarters this fund has actually held TCHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TCHP position size. Δ columns are the percentage-point change in TCHP'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