Signals

← Signals

☆TIP

1205 in-universe funds with a nonzero position in TIP within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#781
Score / z0.178 / 0.14
Consensus346.45 over 666 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+2% / 2.9d

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 2,685.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 484.8 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 476.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 292.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 183.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 167.0 3.9% 1 +3.9 pp -1.2 pp -3.7 pp +3.9 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 164.6 0.2% 4 +0.0 pp +0.0 pp +0.1 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 154.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 154.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 149.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 128.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 119.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 115.0 2.1% 4 -0.1 pp -0.3 pp -0.6 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 81.2 3.5% 4 +0.2 pp +2.3 pp +2.3 pp +3.5 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 72.2 12.3% 4 +0.3 pp +0.2 pp +0.2 pp +12.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 68.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 67.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 62.8 2.4% 4 -0.6 pp -0.2 pp +0.1 pp +2.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 53.5 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 52.3 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 51.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 50.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 47.9 1.3% 4 -0.0 pp -0.0 pp +0.0 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 43.5 3.2% 4 -0.1 pp -0.1 pp -0.3 pp +3.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 42.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 42.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 41.9 4.2% 4 -0.3 pp +0.8 pp +1.0 pp +4.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 41.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 40.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 39.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 36.8 4.8% 4 +0.1 pp +0.3 pp +0.4 pp +4.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 35.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 34.2 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 33.0 1.6% 4 -1.1 pp +0.2 pp -0.9 pp +1.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 32.9 2.7% 4 +0.0 pp +0.0 pp -0.1 pp +2.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 28.2 0.4% 4 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 26.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 25.2 1.8% 4 +0.1 pp +0.3 pp +0.2 pp +1.8 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 23.7 9.5% 2 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 23.1 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 22.4 10.4% 4 -9.5 pp -8.8 pp -8.8 pp +10.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.8 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 20.1 3.4% 4 +0.1 pp +0.9 pp +3.4 pp +3.4 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 19.9 1.7% 4 +0.1 pp +0.1 pp -0.0 pp +1.7 pp
☆CIM, LLC CIK 0001364725 0.348 169 18.8 2.7% 5 +0.3 pp +0.4 pp +0.3 pp +0.1 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 17.9 5.1% 4 +0.0 pp -0.1 pp -0.3 pp +5.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 17.8 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 17.2 2.1% 2 -2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 16.2 5.9% 4 +1.3 pp +1.2 pp +1.3 pp +5.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 15.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 15.5 1.9% 4 +0.1 pp +0.2 pp +0.1 pp +1.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 15.2 1.6% 4 +1.5 pp +1.5 pp +1.5 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 14.8 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.4 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Marino Management, LLC CIK 0001845680 0.934 11 13.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 13.4 4.0% 4 +0.4 pp +0.2 pp -0.7 pp +4.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 13.3 1.5% 4 -0.4 pp -0.4 pp -0.1 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 12.8 4.0% 4 -2.2 pp -2.3 pp -2.5 pp +4.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 12.8 2.6% 4 +0.1 pp -0.7 pp -0.0 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 12.6 1.5% 4 +0.0 pp -0.1 pp -0.2 pp +1.5 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 12.2 4.1% 5 +0.9 pp +0.9 pp +0.7 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.1 0.8% 4 -0.2 pp -0.6 pp -0.7 pp +0.8 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 11.8 1.6% 4 -0.2 pp -0.7 pp -1.0 pp +1.6 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 11.5 1.5% 4 -0.0 pp -0.1 pp -0.3 pp +1.5 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 11.5 8.0% 3 +3.0 pp +2.7 pp +8.0 pp +8.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 11.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.1 1.4% 4 -0.1 pp -0.3 pp -0.6 pp +1.4 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 11.1 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Verger Capital Management LLC CIK 0001627417 0.892 13 10.9 3.2% 4 -0.1 pp -0.4 pp -1.1 pp +3.2 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 10.8 2.5% 4 +0.1 pp +0.1 pp +0.2 pp +2.5 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 10.3 5.8% 4 +0.0 pp -0.1 pp -1.9 pp +5.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 10.0 2.5% 4 -1.4 pp -1.2 pp -1.0 pp +2.5 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.818 6 9.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 9.7 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 9.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 9.6 5.2% 4 +0.5 pp +3.5 pp +3.7 pp +5.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.4 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 9.2 3.7% 4 +0.5 pp +1.2 pp +1.0 pp +3.7 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.8 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 8.6 1.1% 4 +0.3 pp +0.4 pp +0.4 pp +1.1 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 8.5 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 8.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 8.4 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 8.4 5.8% 4 -0.2 pp -1.3 pp -1.5 pp +5.8 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 8.3 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 8.1 3.9% 4 +0.0 pp -0.1 pp -0.4 pp +3.9 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 8.1 0.6% 4 +0.2 pp +0.1 pp +0.1 pp +0.6 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 8.0 1.7% 4 +0.0 pp -0.0 pp -0.2 pp +1.7 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 8.0 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 7.3 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.2 1.5% 4 -0.2 pp -0.4 pp -0.7 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.0 3.3% 4 +0.1 pp +0.1 pp +0.4 pp +3.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 7.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 6.9 1.4% 4 -0.8 pp -0.9 pp -0.9 pp +1.4 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 6.9 1.2% 4 +0.0 pp +0.1 pp +0.7 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.7 2.7% 4 +0.1 pp +0.0 pp -0.1 pp +2.7 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 6.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 6.5 3.0% 4 +0.0 pp +0.2 pp +0.1 pp +3.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 6.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 6.3 4.2% 4 +0.0 pp -0.1 pp -0.2 pp +4.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 6.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.1 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 6.1 2.8% 4 +0.3 pp -0.4 pp -0.5 pp +2.8 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 6.1 5.3% 4 +3.8 pp +4.0 pp +3.9 pp +5.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 6.0 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
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☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 +0.0 pp -10.7 pp -9.6 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp -0.1 pp -1.8 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.3 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 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 (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