Signals

← Signals

☆TFLO

516 in-universe funds with a nonzero position in TFLO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#223
Score / z1.068 / 0.95
Consensus110.35 over 231 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-70% / 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 392.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 341.8 0.1% 4 -0.0 pp -0.0 pp -0.0 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 184.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 103.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 90.8 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 88.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 79.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 75.7 10.5% 4 -1.2 pp -1.8 pp -2.1 pp +10.5 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 67.7 8.8% 4 +0.6 pp +0.5 pp +0.1 pp +8.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 66.0 2.7% 4 +0.0 pp -1.1 pp -3.0 pp +2.7 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 59.8 2.3% 4 +0.3 pp -0.6 pp -0.8 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 59.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 57.5 12.0% 4 +0.5 pp +0.6 pp +0.8 pp +12.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 53.9 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 52.6 10.2% 4 +6.4 pp +7.6 pp +7.1 pp +10.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 45.9 1.4% 4 +0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 45.9 17.8% 4 +0.2 pp +0.4 pp +0.4 pp +17.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 42.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 40.3 10.3% 4 -0.2 pp +0.3 pp -0.0 pp +10.3 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 39.3 13.5% 4 +1.2 pp +2.7 pp +11.6 pp +13.5 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 35.4 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 33.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 32.2 3.2% 3 -0.8 pp -0.8 pp +3.2 pp +3.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 31.6 1.1% 4 +0.8 pp +1.0 pp +0.9 pp +1.1 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 31.3 40.6% 2 +29.7 pp +40.6 pp +40.6 pp +40.6 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 29.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 26.1 6.9% 4 +0.2 pp +0.2 pp -0.1 pp +6.9 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 26.1 1.6% 4 +0.3 pp +0.5 pp +0.3 pp +1.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 25.0 1.4% 3 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 24.5 16.8% 4 +6.9 pp +7.3 pp +6.2 pp +16.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 22.8 2.3% 4 +0.0 pp +0.1 pp +0.3 pp +2.3 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 22.5 29.9% 4 +14.1 pp +22.7 pp +18.3 pp +29.9 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 22.1 6.0% 4 -1.0 pp +2.3 pp +2.0 pp +6.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 21.9 0.5% 4 +0.3 pp +0.3 pp +0.2 pp +0.5 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 21.5 7.2% 4 +3.4 pp +3.1 pp +3.0 pp +7.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 20.9 0.9% 4 +0.0 pp +0.0 pp -0.7 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.1 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 19.1 4.6% 4 -0.5 pp -0.9 pp -1.7 pp +4.6 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 18.2 10.3% 4 -0.9 pp -0.8 pp -1.1 pp +10.3 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 17.2 3.1% 4 +1.0 pp +0.9 pp -0.1 pp +3.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 15.4 3.3% 5 +0.3 pp -0.5 pp -0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 15.0 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 14.0 0.5% 4 +0.1 pp +0.1 pp -0.0 pp +0.5 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 13.6 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 12.8 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 12.5 3.5% 4 +0.7 pp -0.4 pp -0.1 pp +3.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 12.5 0.8% 4 +0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 12.4 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 12.4 2.4% 4 +0.1 pp +0.2 pp +0.1 pp +2.4 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 12.2 7.4% 4 +0.7 pp -0.1 pp -0.9 pp +7.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 11.7 7.1% 4 +2.3 pp +1.7 pp -3.2 pp +7.1 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 11.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.2 3.5% 4 +0.2 pp +1.5 pp +2.4 pp +3.5 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 10.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 10.8 1.2% 4 +0.1 pp -0.1 pp -1.2 pp +1.2 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 10.1 2.5% 4 +0.1 pp +0.3 pp -0.2 pp +2.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 8.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 8.7 6.4% 4 +1.0 pp +0.8 pp +0.2 pp +6.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.6 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 8.4 1.1% 4 -0.2 pp -0.0 pp -0.1 pp +1.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 8.4 0.7% 4 -0.0 pp +0.0 pp -0.2 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 8.1 1.8% 4 -1.2 pp -3.9 pp -7.3 pp +1.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 8.0 3.3% 4 -0.3 pp -0.6 pp -0.9 pp +3.3 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 7.8 2.2% 4 -1.4 pp +0.7 pp +1.8 pp +2.2 pp
☆Markin Asset Management, LP CIK 0002110806 0.342 47 7.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 7.6 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 7.4 0.6% 4 +0.0 pp -0.1 pp +0.1 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 7.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 6.8 3.1% 4 +0.3 pp -0.4 pp -0.8 pp +3.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.5 0.0% 3 -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 6.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 6.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 6.1 1.7% 4 +1.4 pp +1.4 pp +1.2 pp +1.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.8 0.7% 4 -0.2 pp -0.5 pp -1.1 pp +0.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.8 0.1% 3 -0.4 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.8 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 5.7 1.5% 4 +0.6 pp -0.5 pp -0.3 pp +1.5 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 5.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.4 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.3 0.4% 4 -0.0 pp -0.3 pp -0.3 pp +0.4 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.2 2.0% 4 -1.5 pp -1.5 pp -2.0 pp +2.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 5.1 1.3% 4 -0.0 pp -0.9 pp -1.6 pp +1.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.9 3.0% 4 +0.2 pp +0.1 pp +0.1 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.8 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 4.6 0.3% 4 -1.5 pp -2.2 pp -1.7 pp +0.3 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 4.4 2.0% 4 -0.5 pp -0.1 pp +0.0 pp +2.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 4.4 0.4% 4 -0.3 pp -0.1 pp -1.3 pp +0.4 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.3 2.2% 4 +2.2 pp +2.1 pp +2.1 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.3 1.5% 4 -0.1 pp -0.3 pp -0.6 pp +1.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 4.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 4.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 4.0 1.4% 4 +1.3 pp -0.5 pp -0.6 pp +1.4 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 4.0 1.5% 4 -0.6 pp -0.6 pp -0.9 pp +1.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 4.0 1.8% 4 +0.6 pp +0.3 pp +0.1 pp +1.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 3.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 3.6 1.4% 4 -0.2 pp -0.5 pp -0.9 pp +1.4 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.5 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.4 0.1% 5 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.3 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 3.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.1 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.0 2.2% 4 -0.8 pp -1.3 pp -2.1 pp +2.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 2.8 0.2% 4 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.8 0.1% 4 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 2.7 1.1% 4 +0.6 pp +0.3 pp -1.3 pp +1.1 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 2.7 1.4% 3 -0.0 pp -0.3 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.5 0.5% 4 -0.0 pp -0.3 pp -0.4 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 2.5 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.3 pp -0.4 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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 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
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 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
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -2.7 pp +0.0 pp -1.1 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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