Signals

← Signals

☆TFI

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

Flow ranking

Rank#22353
Score / z0.000 / -0.00
Consensus112.68 over 199 funds
Momentumnot computed

Price & positioning

227 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)
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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 ▾
☆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 620.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 238.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 162.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 122.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 97.2 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 87.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 39.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 33.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 33.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 29.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 26.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 21.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 20.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 19.2 2.3% 3 -0.1 pp -0.5 pp +2.3 pp +2.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.6 0.0% 3 -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 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 13.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 10.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 10.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.3 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 8.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 8.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 7.6 1.6% 2 +0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 6.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 4.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.2 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 4.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 3.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 3.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 3.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 3.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 3.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.8 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 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 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
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.1 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
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.7 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 TFI). Qtrs Held counts distinct quarters this fund has actually held TFI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFI position size. Δ columns are the percentage-point change in TFI'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