Signals

TDTF

77 in-universe funds with a nonzero position in TDTF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22321
Score / z0.000 / -0.00
Consensus33.86 over 51 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 422.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 90.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 67.6 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 65.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 29.6 3.2% 2 +0.6 pp +3.2 pp +3.2 pp +3.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 17.4 4.1% 3 +1.1 pp +2.3 pp +4.1 pp +4.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.1 0.0% 2 +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 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 4.5 0.0% 2 -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 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 3.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.3 0.0% 2 +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 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 2 -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 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
BFSG, LLC CIK 0001706836 0.376 765 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CLG LLC CIK 0002059872 0.428 156 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VeraBank, N.A. CIK 0001767297 0.624 167 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.3 0.2% 2 -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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 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 TDTF). Qtrs Held counts distinct quarters this fund has actually held TDTF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TDTF position size. Δ columns are the percentage-point change in TDTF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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