Signals

TDG

1059 in-universe funds with a nonzero position in TDG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23979
Score / z-3.429 / -4.41
Consensus392.86 over 726 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 10,179.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 9,480.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6,482.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 6,037.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,563.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3,059.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Capital Research Global Investors CIK 0001422848 0.983 426 3,047.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,034.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 2,847.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,837.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALTAROCK PARTNERS LP CIK 0001631014 0.963 8 1,490.2 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 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 1,440.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 1,275.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WINDACRE PARTNERSHIP LLC CIK 0001599383 0.983 11 1,083.8 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 1,058.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 848.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 846.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stockbridge Partners LLC CIK 0001505183 0.882 17 809.8 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 738.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 725.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 567.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 546.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 531.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 456.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 453.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 445.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 441.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 419.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 361.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 309.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 299.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 297.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 279.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 276.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Darsana Capital Partners LP CIK 0001609098 0.000 16 266.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 263.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 262.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 259.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 258.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 252.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 251.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 244.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 232.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 216.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 212.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 208.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heard Capital LLC CIK 0001796409 0.828 21 204.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 195.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Skye Global Management LP CIK 0001675884 0.960 30 182.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 170.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 165.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 159.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 156.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 154.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 152.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 151.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 148.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 143.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 141.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 139.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 138.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 137.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Atalan Capital Partners, LP CIK 0001662906 0.822 9 136.9 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 133.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 132.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 129.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 119.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 119.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 117.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 116.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 114.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 110.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 109.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 105.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 102.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 102.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 102.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 97.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hudson Way Capital Management LLC CIK 0001697597 0.644 18 96.6 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 94.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 90.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 90.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 89.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 89.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 88.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 84.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 83.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 83.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 83.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 78.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 76.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 76.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 75.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 71.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 70.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 69.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 69.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 65.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EULAV Asset Management CIK 0001540826 0.373 152 64.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AVIVA PLC CIK 0001140022 0.925 854 63.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 61.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 61.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 59.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 59.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Symmetry Investments LP CIK 0001691919 0.056 112 58.7 4.9% 2 +4.3 pp +4.9 pp +4.9 pp +4.9 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 58.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 56.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSSIAM CIK 0001767471 0.182 680 56.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 56.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 54.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 53.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Crow's Nest Holdings LP CIK 0001898772 0.758 11 53.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 53.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 51.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 51.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Triple Frond Partners LLC CIK 0001454502 0.868 13 51.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
CYPRESS FUNDS LLC CIK 0001081198 0.824 14 50.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Ampfield Management, L.P. CIK 0001853635 0.758 5 50.6 53.4% 1 +53.4 pp +53.4 pp +53.4 pp +53.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 50.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 49.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADVENT INTERNATIONAL, L.P. CIK 0001034196 0.000 34 48.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Praesidium Investment Management Company, LLC CIK 0001320769 0.674 12 48.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 48.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 47.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 47.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 45.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 45.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 44.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 43.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 43.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 41.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BRX Global LP CIK 0001844103 0.798 3 41.3 34.9% 1 +34.9 pp +34.9 pp +34.9 pp +34.9 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Capital Management, LLC CIK 0001901166 0.696 128 39.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Madison Group LLC CIK 0001728278 0.472 27 38.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 37.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 36.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 36.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 36.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 35.9 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Capital International Sarl CIK 0001065349 0.698 287 35.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TCW GROUP INC CIK 0000850401 0.730 629 35.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 35.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 34.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 34.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 34.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +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
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +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
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 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 TDG). Qtrs Held counts distinct quarters this fund has actually held TDG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TDG position size. Δ columns are the percentage-point change in TDG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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