Signals

TFLR

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

Flow ranking

Rank#20926
Score / z0.000 / -0.02
Consensus38.86 over 72 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)
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
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 65.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 13.9 1.6% 4 -1.3 pp -1.2 pp -1.2 pp +1.6 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 13.4 4.4% 4 +0.0 pp +0.1 pp -0.0 pp +4.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.3 0.0% 4 +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 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 8.6 3.8% 1 +3.8 pp +3.8 pp +2.7 pp +3.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 7.3 1.8% 1 +1.8 pp +1.2 pp +1.4 pp +1.8 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 7.1 4.0% 4 -0.3 pp -2.0 pp -2.2 pp +4.0 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 6.8 4.6% 5 +0.0 pp +0.2 pp +2.1 pp +1.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgelight Financial Advisors, Inc. CIK 2145102 0.228 49 5.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 4.8 2.2% 4 +0.1 pp +0.3 pp +0.4 pp +2.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
River Street Advisors LLC CIK 0001964897 0.314 177 2.7 0.9% 4 +0.3 pp +0.4 pp +0.3 pp +0.9 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 2.0 1.8% 3 +0.1 pp +0.6 pp +1.8 pp +1.8 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 1.9 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 2 -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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.4 0.9% 4 -1.5 pp -1.1 pp -0.5 pp +0.9 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.6 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Platt Wealth Management LLC CIK 0002109497 0.441 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.2 0.1% 4 -0.4 pp -0.3 pp -0.3 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.2 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 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 4 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 -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
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -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 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp -0.1 pp -1.2 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.0 0.0% 0 -0.3 pp -0.5 pp -0.3 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -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% 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
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 TFLR). Qtrs Held counts distinct quarters this fund has actually held TFLR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFLR position size. Δ columns are the percentage-point change in TFLR'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