Signals

← Signals

☆TFI

353 in-universe funds with a nonzero position in TFI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#20738
Score / z0.000 / -0.01
Consensus112.94 over 200 funds
Momentumnot computed

Price & positioning

226 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 323.7 0.0% 4 -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 139.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 114.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 109.3 0.0% 3 +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 93.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 58.7 1.4% 3 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 38.2 2.9% 3 +0.3 pp +0.6 pp +2.9 pp +2.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 33.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.3 0.1% 3 -0.0 pp -0.0 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 28.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.7 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 21.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 20.2 2.4% 4 +0.1 pp -0.0 pp -0.4 pp +2.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 19.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.7 0.0% 3 +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 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 12.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.6 0.4% 3 +0.0 pp -0.4 pp +0.4 pp +0.4 pp
☆Balentine LLC CIK 0001586678 0.932 243 9.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 9.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 8.5 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 8.3 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 7.6 1.5% 3 -0.1 pp +0.7 pp +1.5 pp +1.5 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 7.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.1 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 7.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 6.4 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 6.2 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.0 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.8 1.8% 3 +0.2 pp +0.0 pp +1.8 pp +1.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.8 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 4.7 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.4 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 4.1 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 4.0 1.0% 3 +0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 4.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 4.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 3.9 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.4 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 3.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 3.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 2.6 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.9 1.5% 3 +0.9 pp +1.1 pp +1.5 pp +1.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.8 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 1.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.666 49 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 3 -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% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.7 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 -0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 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
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.7 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
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp -0.0 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
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 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
☆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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 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
☆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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -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% 0 +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% 0 +0.0 pp -0.8 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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