Signals

← Signals

☆TLH

680 in-universe funds with a nonzero position in TLH within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#224
Score / z0.879 / 1.24
Consensus169.38 over 363 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+37% / 1.0d ⚡

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 2,397.6 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 939.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 864.2 11.2% 3 -0.0 pp -0.9 pp +11.2 pp +11.2 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 766.0 0.1% 4 -0.0 pp -0.0 pp -0.0 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 408.6 0.0% 5 -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 403.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 386.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 325.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 252.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 231.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 217.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 188.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 172.2 0.0% 3 -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 161.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 132.7 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 124.9 1.2% 3 +0.6 pp +0.8 pp +1.2 pp +1.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 121.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 106.8 3.1% 3 -0.0 pp -1.1 pp +3.1 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 104.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 99.4 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 85.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 85.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 80.7 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 76.3 25.3% 2 +1.6 pp +25.3 pp +25.3 pp +25.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 74.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 72.9 4.0% 3 +0.6 pp -0.3 pp +4.0 pp +4.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 71.0 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 65.4 1.7% 3 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 62.3 0.7% 3 -0.4 pp -0.8 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 59.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 52.7 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 48.7 2.0% 3 -0.1 pp +0.4 pp +2.0 pp +2.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 41.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 38.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 32.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 31.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 26.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 26.3 6.3% 3 -0.0 pp -0.2 pp +6.3 pp +6.3 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 26.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 25.6 1.7% 3 -0.0 pp +0.5 pp +1.7 pp +1.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 24.7 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 24.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 23.6 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.4 0.4% 4 +0.0 pp -0.2 pp +0.1 pp +0.4 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 21.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 21.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 17.7 2.7% 3 -0.2 pp +0.4 pp +2.7 pp +2.7 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 17.5 3.5% 3 -0.0 pp +0.5 pp +3.5 pp +3.5 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 17.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.0 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 16.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 16.0 2.2% 3 -0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.9 1.9% 3 -0.2 pp -0.0 pp +1.9 pp +1.9 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 14.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 13.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 13.1 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 13.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 12.9 3.2% 3 -2.0 pp -2.0 pp +3.2 pp +3.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 11.3 1.1% 3 -0.6 pp -1.1 pp +1.1 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 10.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.1 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.1 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.6 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 9.4 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.0 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.8 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 8.8 1.8% 3 -0.6 pp -0.1 pp +1.8 pp +1.8 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 8.8 2.6% 3 +0.6 pp +0.5 pp +2.6 pp +2.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 8.8 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 8.3 3.3% 3 +0.1 pp -0.0 pp +3.3 pp +3.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.8 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.6 2.3% 3 -0.9 pp -0.7 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.4 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.3 0.9% 3 -0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.3 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 6.7 1.1% 3 +1.1 pp +1.0 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 6.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 6.5 2.9% 3 -0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.3 1.2% 3 -0.4 pp -0.3 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.1 1.6% 3 -0.2 pp -0.1 pp +1.6 pp +1.6 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 6.1 3.1% 3 -0.2 pp +2.2 pp +3.1 pp +3.1 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 6.1 1.8% 3 -0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 5.9 0.6% 3 -0.2 pp -0.0 pp +0.6 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 5.8 2.9% 3 -0.3 pp +0.1 pp +2.9 pp +2.9 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 5.8 2.3% 3 -0.2 pp +0.1 pp +2.3 pp +2.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 5.7 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 5.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 5.6 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 5.1 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 5.1 2.2% 3 -0.0 pp +0.5 pp +2.2 pp +2.2 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 5.0 0.7% 3 -0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 5.0 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.9 0.1% 3 -0.3 pp -0.6 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 4.7 1.2% 3 -0.3 pp -0.4 pp +1.2 pp +1.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 4.7 1.9% 3 -0.6 pp -0.7 pp +1.9 pp +1.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 4.4 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.4 1.3% 3 +0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 4.3 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.4 1.7% 3 -1.0 pp -1.1 pp +1.7 pp +1.7 pp
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☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp +0.0 pp
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☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp -1.1 pp
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☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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