Signals

← Signals

☆TLT

1436 in-universe funds with a nonzero position in TLT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22812
Score / z-0.190 / -0.19
Consensus296.18 over 639 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 7,333.8 0.5% 5 -0.2 pp -0.1 pp +0.1 pp -0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,356.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,997.5 8.1% 4 -1.0 pp -2.5 pp -3.4 pp +8.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1,358.7 0.6% 4 +0.2 pp -0.1 pp -0.2 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,310.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,285.7 0.8% 4 -0.6 pp -0.6 pp -0.7 pp +0.8 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 967.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 482.8 0.6% 4 +0.1 pp -0.6 pp -1.9 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 450.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 413.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 406.6 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 337.1 0.1% 6 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 277.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 263.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 258.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 239.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 237.9 3.9% 4 -0.8 pp -1.9 pp -3.3 pp +3.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 229.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 205.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 199.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 176.8 1.5% 2 +0.1 pp +1.5 pp -17.0 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 159.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 143.0 0.2% 4 -1.0 pp -1.1 pp -1.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 118.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 116.5 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 108.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 103.9 3.5% 6 -0.7 pp -1.2 pp -2.4 pp -3.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 102.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 87.8 1.3% 4 -0.1 pp -0.7 pp -2.4 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 82.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 81.8 2.0% 4 +0.2 pp +0.0 pp +0.2 pp +2.0 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 75.7 9.4% 4 +0.1 pp -0.2 pp +0.7 pp +9.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.0 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 70.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 69.0 7.3% 4 -0.2 pp -0.8 pp -0.9 pp +7.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 64.0 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 63.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 62.6 1.5% 4 +0.4 pp +0.3 pp +0.3 pp +1.5 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 53.1 6.9% 4 +1.4 pp +1.5 pp +0.8 pp +6.9 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 50.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 48.9 1.1% 4 +0.1 pp -0.1 pp -0.5 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 48.4 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 48.2 1.0% 4 +0.1 pp +0.7 pp +0.4 pp +1.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 47.8 20.0% 4 -4.2 pp -3.4 pp -8.0 pp +20.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 47.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 47.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 45.6 3.9% 4 -0.1 pp -0.4 pp -0.2 pp +3.9 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 44.5 4.5% 4 -0.5 pp +0.2 pp +0.2 pp +4.5 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 44.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 42.6 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 41.7 7.6% 4 +0.6 pp +0.1 pp +1.0 pp +7.6 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 41.6 0.1% 4 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 39.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 39.6 0.4% 6 -0.2 pp +0.0 pp -0.1 pp -0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 38.9 0.4% 4 -0.1 pp -0.4 pp -0.5 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 38.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 38.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 36.9 5.8% 4 -0.2 pp -0.3 pp -0.1 pp +5.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 35.3 1.1% 4 +0.0 pp -0.0 pp -0.3 pp +1.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 34.0 1.5% 4 +0.4 pp +0.6 pp +0.6 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 33.3 1.9% 3 -0.5 pp -0.7 pp +1.9 pp +1.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 32.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 32.7 1.7% 4 +1.6 pp +1.6 pp +1.6 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 30.8 0.4% 4 -0.1 pp -0.2 pp -0.6 pp +0.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 30.2 0.2% 4 +0.0 pp -0.5 pp -0.1 pp +0.2 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 29.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 28.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 27.6 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 27.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.3 0.3% 4 -0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 27.1 0.8% 4 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 26.8 2.1% 4 +0.5 pp +0.4 pp -2.0 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 25.6 0.5% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 25.6 0.1% 4 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 25.6 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 24.5 1.4% 4 +0.1 pp +0.2 pp +0.8 pp +1.4 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 24.3 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 24.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 23.5 10.2% 4 +0.4 pp -0.1 pp -0.4 pp +10.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 22.7 3.9% 4 +0.0 pp -0.3 pp -0.8 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 22.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 22.1 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 21.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 21.3 2.5% 2 +1.0 pp +2.5 pp +0.9 pp +2.5 pp
☆Gladius Capital Management LP CIK 0001540656 0.000 7 21.2 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 21.0 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 20.5 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 19.2 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 19.0 0.7% 4 -0.0 pp -0.3 pp -0.5 pp +0.7 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 18.2 3.9% 4 -0.2 pp -0.2 pp -0.5 pp +3.9 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 18.1 4.6% 4 -0.3 pp -0.8 pp -1.3 pp +4.6 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 17.9 3.4% 2 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 17.9 5.0% 4 +0.0 pp -0.0 pp +0.2 pp +5.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 17.7 5.5% 4 +0.1 pp -0.1 pp +0.4 pp +5.5 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 17.4 1.7% 4 +0.1 pp -2.1 pp -0.4 pp +1.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 17.4 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 17.0 2.6% 4 +0.1 pp +2.0 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 16.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 16.7 5.8% 4 +2.3 pp +2.7 pp +2.3 pp +5.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 16.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 15.8 1.9% 4 +0.1 pp +0.0 pp +0.0 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 15.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 15.6 15.1% 4 +14.7 pp +14.6 pp +14.5 pp +15.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 15.4 5.9% 3 -0.1 pp +0.1 pp +5.9 pp +5.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Nolet Wealth Management, LLC CIK 0002056656 0.315 112 15.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.9 1.0% 4 +0.3 pp +0.5 pp +0.5 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.7 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 14.4 0.3% 4 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 13.9 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 13.9 1.1% 4 +0.1 pp -0.3 pp -0.4 pp +1.1 pp
☆TCM Advisors, LLC CIK 0001911491 0.527 62 13.8 11.4% 4 -0.1 pp -0.6 pp -1.3 pp +11.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 13.5 8.6% 4 +0.5 pp +0.2 pp +0.2 pp +8.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 13.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Marino Management, LLC CIK 0001845680 0.934 11 13.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 13.1 1.0% 4 -0.0 pp -0.1 pp +0.1 pp +1.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 12.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 12.9 4.3% 4 +0.5 pp +2.8 pp +2.5 pp +4.3 pp
☆Transmarket Holdings LP CIK 0002134828 0.000 33 12.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 12.7 4.4% 6 +0.1 pp +0.3 pp -0.4 pp -1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 12.5 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 12.5 0.1% 4 -0.2 pp +0.0 pp -0.5 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 12.4 1.4% 4 +0.3 pp +0.2 pp -0.0 pp +1.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 12.2 1.7% 4 -0.4 pp -0.4 pp -0.7 pp +1.7 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 10.8 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
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☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 10.0 0.5% 4 +0.1 pp -0.3 pp -0.5 pp +0.5 pp
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☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Miller Financial Services LLC CIK 0002022893 0.065 138 4.0 4.4% 4 +0.2 pp +0.7 pp +1.7 pp +4.4 pp
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☆Timelo Investment Management Inc. CIK 0001851296 0.009 47 3.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 3.9 0.5% 2 -0.5 pp +0.5 pp -0.8 pp +0.5 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 3.8 1.1% 4 -0.0 pp +0.2 pp -0.1 pp +1.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.8 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 3.8 1.7% 4 +0.1 pp +0.1 pp -0.1 pp +1.7 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 3.7 1.1% 4 +0.1 pp +0.0 pp -0.0 pp +1.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.7 0.3% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 3.7 1.8% 4 +0.6 pp -0.2 pp +0.4 pp +1.8 pp
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☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.7 0.1% 3 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 3.6 1.9% 4 +1.3 pp +1.2 pp +0.5 pp +1.9 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.5 0.6% 4 -0.0 pp -1.0 pp -0.4 pp +0.6 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
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☆Dorsey Wright & Associates CIK 0001376772 0.051 131 3.3 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 3.2 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
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☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 3.1 1.3% 4 +0.0 pp -0.1 pp -0.3 pp +1.3 pp
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☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 3.0 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.9 1.2% 6 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 2.9 2.5% 4 -0.3 pp +0.2 pp +0.2 pp +2.5 pp
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☆Midwest Financial Group LLC CIK 0001967193 0.272 136 2.9 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.6% 4 +0.3 pp +0.1 pp +0.3 pp +0.6 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 2.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.6 0.4% 4 +0.0 pp +0.0 pp -0.8 pp +0.4 pp
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☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.1 0.5% 4 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.7 1.0% 4 -0.1 pp -0.1 pp +0.0 pp +1.0 pp
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☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +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 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -2.4 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.4 pp -1.5 pp -1.2 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 0.0 0.0% 0 -2.4 pp -3.0 pp -3.2 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 TLT). Qtrs Held counts distinct quarters this fund has actually held TLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TLT position size. Δ columns are the percentage-point change in TLT'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