Signals

← Signals

☆TLH

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

Flow ranking

Rank#641
Score / z0.235 / 0.28
Consensus171.07 over 374 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,952.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 995.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 800.8 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 720.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 389.7 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 354.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 353.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 307.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 306.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 249.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 222.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 191.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 173.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 172.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 129.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 118.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 103.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 101.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 95.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 91.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 80.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 77.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 71.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 67.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 64.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 58.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 57.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 57.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 52.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 51.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 45.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 41.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 36.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JB Capital LLC CIK 0001879371 0.629 280 32.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 32.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 28.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 27.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 26.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 24.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 24.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 22.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.0 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 21.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 21.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 17.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 17.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 17.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 16.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 15.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 14.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 12.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 11.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 11.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 10.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 9.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 8.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 8.1 4.3% 2 -0.7 pp +4.3 pp +4.3 pp +4.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 8.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 7.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 7.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 7.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 6.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 5.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Summit X, LLC CIK 0001697729 0.000 0 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆EWA, LLC CIK 0001835252 0.457 332 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 4.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWMG, LLC CIK 0001839255 0.473 100 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 2.9 1.1% 3 -0.2 pp -0.0 pp +1.1 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 2.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Center For Asset Management LLC CIK 0001844878 0.268 151 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Legacy PCG, LLC CIK 0001952532 0.000 26 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.6 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Mendel Capital Management LLC CIK 0001911384 0.489 99 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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
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☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 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 TLH). Qtrs Held counts distinct quarters this fund has actually held TLH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TLH position size. Δ columns are the percentage-point change in TLH'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