Signals

TIMB

227 in-universe funds with a nonzero position in TIMB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22681
Score / z0.000 / -0.02
Consensus67.01 over 111 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
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 81.8 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 42.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 37.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 22.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 17.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 13.2 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 12.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 4.3 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 4.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 2.5 0.9% 5 -0.4 pp +0.0 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.0 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.4 0.0% 1 +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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
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HighTower Advisors, LLC CIK 0001462245 0.000 1 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 TIMB). Qtrs Held counts distinct quarters this fund has actually held TIMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TIMB position size. Δ columns are the percentage-point change in TIMB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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