Signals

← Signals

☆THRO

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

Flow ranking

Rank#20950
Score / z0.000 / -0.02
Consensus181.69 over 399 funds
Momentumnot computed

Price & positioning

223 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 4825 1,993.8 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 807.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 450.2 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 246.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 170.5 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 161.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 152.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 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 132.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 118.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.3 0.0% 3 +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 94.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 83.5 4.0% 4 -0.1 pp -0.0 pp -0.1 pp +4.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 76.9 0.4% 4 +0.0 pp +0.4 pp +0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 74.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 68.5 2.8% 4 -0.0 pp -0.0 pp -0.0 pp +2.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 67.1 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 45.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 44.1 2.0% 4 +0.1 pp +0.2 pp -0.3 pp +2.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 40.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 40.5 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 32.5 3.6% 4 -0.0 pp +0.2 pp +1.0 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 30.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 28.5 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 28.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 27.1 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 23.3 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 22.8 1.3% 4 -0.0 pp +0.3 pp -0.1 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.5 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 18.7 2.5% 4 +0.1 pp +0.3 pp +0.4 pp +2.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 18.1 1.4% 4 +0.2 pp +0.2 pp +0.0 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 17.8 1.9% 4 -1.3 pp -1.3 pp -1.5 pp +1.9 pp
☆MA Private Wealth CIK 0001767474 0.750 88 17.5 3.0% 4 -0.1 pp -0.1 pp +0.0 pp +3.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.5 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 17.0 3.4% 4 -0.1 pp -0.1 pp +0.0 pp +3.4 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 16.6 2.7% 4 -0.2 pp +0.0 pp -0.4 pp +2.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 16.0 2.2% 4 +0.0 pp +0.1 pp +0.2 pp +2.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.6 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆EQ LLC CIK 0001757605 0.412 87 15.4 4.3% 4 +0.0 pp +0.0 pp +0.6 pp +4.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 15.1 2.7% 4 +0.3 pp +0.2 pp +0.3 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 14.4 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 13.3 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 12.9 2.0% 4 -0.1 pp -0.0 pp -0.0 pp +2.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 12.4 1.5% 4 +0.3 pp +0.7 pp +1.4 pp +1.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.3 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 12.2 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.1 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.4 1.6% 4 +0.0 pp +0.1 pp +0.1 pp +1.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 11.1 1.9% 4 +0.0 pp +0.2 pp +0.4 pp +1.9 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 10.9 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.8 2.6% 4 -0.2 pp -0.1 pp -0.2 pp +2.6 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 10.5 2.2% 3 +1.9 pp +2.0 pp +2.2 pp +2.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.5 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 10.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 10.1 3.0% 4 -0.0 pp +0.0 pp +0.1 pp +3.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 10.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 9.7 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 9.0 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.8 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.5 3.7% 4 +0.0 pp +0.0 pp +0.5 pp +3.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 8.4 0.8% 4 -0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.4 2.4% 4 +0.0 pp +0.0 pp +0.3 pp +2.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.3 1.0% 4 +0.4 pp +0.4 pp +0.5 pp +1.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 8.2 2.1% 4 -0.1 pp -0.0 pp +0.1 pp +2.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.2 2.5% 4 -0.0 pp -0.0 pp -0.0 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.0 1.2% 4 +0.0 pp +0.2 pp +0.3 pp +1.2 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 8.0 2.9% 4 -0.0 pp +0.0 pp +0.0 pp +2.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.9 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 7.9 3.7% 4 -0.2 pp -0.1 pp +0.2 pp +3.7 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.8 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.5 0.7% 4 -0.2 pp -0.8 pp -0.8 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 6.9 0.8% 4 -0.1 pp -0.1 pp +0.1 pp +0.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.6 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.4 2.1% 4 -0.1 pp -0.1 pp +0.0 pp +2.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.1 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.1 0.5% 4 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.0 1.5% 4 -0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.0 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.5 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.4 1.4% 4 -0.1 pp -0.1 pp -0.0 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.1 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 5.0 1.6% 4 -0.0 pp +0.1 pp +0.1 pp +1.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.9 1.0% 4 -0.2 pp +0.1 pp +0.1 pp +1.0 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 4.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.7 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.7 2.1% 4 -0.0 pp +0.0 pp -0.1 pp +2.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.6 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 4.6 3.1% 4 +0.9 pp +0.6 pp +0.5 pp +3.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.6 1.2% 4 -0.1 pp -0.0 pp +0.1 pp +1.2 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.4 4.4% 4 -0.1 pp +0.6 pp +0.4 pp +4.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.3 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 4.2 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.1 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Town Capital LLC CIK 1871352 0.216 75 4.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.1 2.3% 4 +0.1 pp +0.2 pp +0.5 pp +2.3 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 4.0 2.5% 4 -0.0 pp +0.1 pp -4.5 pp +2.5 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 4.0 1.7% 4 +0.2 pp +0.1 pp +0.1 pp +1.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 4.0 2.0% 4 -0.0 pp -0.0 pp -0.0 pp +2.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.9 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.9 1.1% 4 +0.1 pp +0.1 pp -0.3 pp +1.1 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 3.7 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.7 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 3.5 0.9% 4 +0.0 pp +0.1 pp +0.3 pp +0.9 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.5 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 3.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 3.3 0.4% 4 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 3.2 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.2 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.2 1.2% 4 -0.0 pp -0.1 pp +0.4 pp +1.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 3.0 1.9% 4 +0.0 pp +0.0 pp +0.1 pp +1.9 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.0 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.8 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.8 0.4% 4 -0.2 pp -0.0 pp -0.4 pp +0.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.6 0.8% 4 -0.0 pp +0.5 pp +0.7 pp +0.8 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.5% 4 -0.1 pp -0.1 pp +0.9 pp +1.5 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 2.4 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.4 0.6% 4 +0.0 pp +0.1 pp +0.4 pp +0.6 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 2.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.3 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.2 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.2 0.5% 4 -0.6 pp -1.1 pp -0.8 pp +0.5 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.1 1.3% 4 -0.3 pp -0.2 pp -0.0 pp +1.3 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.0 1.7% 4 -0.2 pp -0.2 pp +0.1 pp +1.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 1.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.8 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.8 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.6 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆5T Wealth, LLC CIK 0002039313 0.300 134 1.3 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
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☆J.M. Arbour, LLC CIK 0002099154 0.056 132 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EFG International AG CIK 0002109868 0.615 1088 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.9 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆Integrated Wealth Management CIK 0002113155 0.022 91 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 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
☆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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 +0.0 pp -2.8 pp -2.9 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.9 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -2.6 pp -2.6 pp -2.6 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -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% 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 (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