Signals

← Signals

☆TIP

940 in-universe funds with a nonzero position in TIP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23210
Score / z-0.035 / -0.06
Consensus269.21 over 520 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,426.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 696.3 0.0% 1 +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 454.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 320.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 248.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 240.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 180.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 153.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 143.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 138.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 125.7 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 121.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 116.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 113.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 112.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 107.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 95.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Man Group plc CIK 0001637460 0.631 2032 91.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 71.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 65.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 65.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 62.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 60.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 57.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 50.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 48.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 46.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 45.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 44.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 42.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 40.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 37.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 36.8 0.0% 1 +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 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 35.0 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 34.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 31.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 30.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 30.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 28.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 27.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 24.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 24.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 19.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 18.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆DORVAL Corp CIK 0001999144 0.667 49 18.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CIM, LLC CIK 0001364725 0.348 169 17.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 16.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 16.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 15.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 15.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 15.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 14.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 12.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 12.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 12.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 12.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 12.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 12.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 11.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 11.7 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 11.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 11.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verger Capital Management LLC CIK 0001627417 0.892 13 11.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 9.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 9.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 9.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 8.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.6 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 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 8.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 8.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 8.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 7.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 7.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 6.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 6.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 6.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 6.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 5.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 5.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 5.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp -0.1 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 TIP). Qtrs Held counts distinct quarters this fund has actually held TIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TIP position size. Δ columns are the percentage-point change in TIP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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