Signals

TFC

2014 in-universe funds with a nonzero position in TFC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1309
Score / z0.027 / 0.02
Consensus510.15 over 988 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Lyons Michael P. P $1,015,577

8-K events

Negative / total0 / 4
FiledFormItems
2026-09-15 8-K 7.01, 9.01
2026-07-29 8-K 5.03, 9.01
2026-07-23 8-K 8.01, 9.01
2026-07-17 8-K 2.02, 9.01
2026-06-15 8-K 5.02, 7.01, 9.01
2026-06-08 8-K 5.02, 7.01, 9.01
2026-05-15 8-K 3.03, 5.03, 8.01, 9.01
2026-05-01 8-K 5.02, 5.07, 9.01
2026-04-23 8-K 8.01, 9.01
2026-04-17 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-13 424B5 TRUIST FINANCIAL CORP
2024-01-19 424B5 TRUIST FINANCIAL CORP
2022-03-11 424B5 TRUIST FINANCIAL CORP
2021-12-22 S-3 TRUIST FINANCIAL CORP

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,959.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 4,651.4 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 4,051.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2,924.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,086.9 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 1,835.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,584.2 0.1% 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 1,122.9 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 877.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 782.3 0.4% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 766.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 627.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 574.7 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 532.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 507.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 454.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 447.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 440.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 422.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 395.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 391.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 369.4 1.1% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 352.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 348.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 338.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 326.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 297.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 257.2 0.1% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 230.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 224.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 223.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 222.9 2.2% 5 +0.1 pp -0.1 pp -0.1 pp +0.2 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 221.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 217.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 207.7 0.1% 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 206.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 198.7 0.3% 5 -0.5 pp -0.6 pp -0.6 pp -0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 193.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 170.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 158.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 155.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 151.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 149.8 0.2% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 149.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 143.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 140.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 139.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 138.2 0.1% 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 133.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 132.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 131.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 128.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 128.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 127.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 126.7 3.9% 5 -0.3 pp -0.6 pp -0.2 pp -0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 122.8 1.1% 3 +0.4 pp +0.3 pp +1.1 pp +1.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 117.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 117.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 112.4 2.1% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
SEB Asset Management AB CIK 0002127509 0.832 700 110.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 105.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 104.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 95.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 94.1 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 90.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 84.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 81.9 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 79.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 77.3 1.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 77.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 72.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 71.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 68.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 68.1 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 67.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 67.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 66.7 2.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 64.2 0.4% 5 +0.1 pp -0.3 pp -0.1 pp +0.2 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 60.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 60.2 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Regal Partners Ltd CIK 0001577774 0.595 122 59.5 3.3% 5 +0.3 pp +0.7 pp +0.3 pp -0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 59.4 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 57.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 56.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 56.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 56.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 56.1 3.4% 5 -0.3 pp -0.5 pp +0.3 pp +1.5 pp
AVIVA PLC CIK 0001140022 0.925 854 54.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 53.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 53.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 52.8 1.0% 3 -1.0 pp +0.9 pp +1.0 pp +1.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 52.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 50.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 45.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 44.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 41.6 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 41.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 40.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 40.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 39.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 39.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 38.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 38.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 38.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 38.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 37.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 37.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 37.0 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 36.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 36.1 0.9% 5 +0.0 pp -0.1 pp -0.0 pp -0.2 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 35.9 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 35.6 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 35.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 35.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 35.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 33.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 33.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 33.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 32.9 1.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 32.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 32.3 1.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 32.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 31.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 31.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 29.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 29.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 29.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 28.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 28.1 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 28.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 27.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 27.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 27.2 2.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 26.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 26.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 25.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 25.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
CORNERCAP INVESTMENT COUNSEL INC CIK 0001062938 0.134 151 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carlson Capital, L.P. CIK 0001056973 0.000 67 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp -0.5 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 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 TFC). Qtrs Held counts distinct quarters this fund has actually held TFC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFC position size. Δ columns are the percentage-point change in TFC'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