Signals

← Signals

☆TFLO

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

Flow ranking

Rank#627
Score / z0.246 / 0.30
Consensus113.69 over 227 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+22% / 1.0d ⚡

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 363.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 308.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 208.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 135.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 112.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 91.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 86.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 82.3 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 71.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 68.4 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 67.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 66.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 65.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 50.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 49.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 48.7 0.1% 1 +0.1 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 45.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 45.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 38.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 37.9 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 36.6 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 35.8 0.1% 1 +0.1 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 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 34.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rinkey Investments CIK 0001730774 0.601 128 34.5 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 30.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 29.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 26.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 25.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 22.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 21.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 20.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 18.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 16.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 16.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 15.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 15.1 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 15.0 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 14.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 13.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 13.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 13.2 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 12.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 11.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 11.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 11.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 10.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 10.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 10.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 10.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 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 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 10.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.7 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 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 9.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 9.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 8.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 7.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 7.5 1.9% 2 -1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 7.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 7.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 6.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 5.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 4.4 0.4% 3 -0.8 pp -0.6 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 4.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 3.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 2.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Haverford Trust Co CIK 0000842941 0.805 424 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Glenview Trust Co CIK 0001691827 0.856 500 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Adams Wealth Management CIK 0001803084 0.408 147 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 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
☆Covestor Ltd CIK 0001909846 0.023 2832 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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 TFLO). Qtrs Held counts distinct quarters this fund has actually held TFLO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFLO position size. Δ columns are the percentage-point change in TFLO'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