Signals

← Signals

☆THRO

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

Flow ranking

Rank#22381
Score / z0.000 / -0.00
Consensus145.23 over 319 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,891.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 700.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 389.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 308.3 0.0% 2 +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 174.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 171.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 145.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 137.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 118.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 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 113.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 81.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 75.3 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 64.7 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 61.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 57.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 57.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.1 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 46.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 41.3 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 29.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 28.4 3.5% 2 +0.8 pp +3.5 pp +3.5 pp +3.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 27.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 27.1 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 25.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 21.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 21.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 18.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 18.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 17.7 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 17.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.1 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 15.2 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 14.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 13.8 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 13.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 12.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆EQ LLC CIK 0001757605 0.412 87 12.7 4.3% 2 +0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 12.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆KWB Wealth CIK 0001822236 0.452 169 11.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EWA, LLC CIK 0001835252 0.457 332 10.8 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 10.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 10.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 9.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 9.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.4 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 7.8 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 7.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 7.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 7.7 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 7.7 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 7.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.9 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 6.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 5.9 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 5.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 5.5 2.4% 2 -4.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 5.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 5.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.5 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 4.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 4.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.6 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.2 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 3.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 3.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
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☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 2 +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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 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 0.0 0.0% 2 +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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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% 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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% 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 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 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.2 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.2 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆EASTERN BANK CIK 0001126395 0.668 1038 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 -0.0 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 THRO). Qtrs Held counts distinct quarters this fund has actually held THRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its THRO position size. Δ columns are the percentage-point change in THRO'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