Signals

← Signals

☆TLT

1212 in-universe funds with a nonzero position in TLT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#317
Score / z0.627 / 0.94
Consensus304.67 over 651 funds
Momentumno 12m return

Price & positioning

226 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 8,822.7 0.7% 3 +0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,728.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3,264.1 10.6% 2 -1.0 pp +10.6 pp +10.6 pp +10.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,090.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,954.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 1,618.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,349.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 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 1,305.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1,041.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 818.3 1.2% 2 -1.4 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 595.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 566.4 0.2% 4 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 448.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 430.3 0.1% 2 -0.0 pp +0.1 pp +0.1 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 410.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 357.3 7.6% 2 -0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 324.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 316.0 5.8% 2 -1.4 pp +5.8 pp +5.8 pp +5.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 257.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 240.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 240.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 238.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 227.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 215.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 145.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 143.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 143.6 9.8% 2 -4.8 pp +9.8 pp +9.8 pp +9.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 133.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 121.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 119.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 116.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 112.6 4.7% 4 -1.3 pp -2.0 pp -1.2 pp +4.7 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 110.2 1.9% 2 -1.7 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 103.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 93.5 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 88.8 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 87.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 84.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 82.5 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 82.0 0.1% 2 +0.0 pp +0.1 pp +0.1 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 81.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 78.0 9.6% 2 +0.9 pp +9.6 pp +9.6 pp +9.6 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 76.5 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 69.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 66.7 8.1% 2 -0.0 pp +8.1 pp +8.1 pp +8.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 65.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 63.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 62.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 56.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 49.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 48.5 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 45.8 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 45.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 44.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 44.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 44.5 23.3% 2 -4.6 pp +23.3 pp +23.3 pp +23.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 41.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 40.9 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 40.6 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 37.1 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 37.0 7.5% 2 +0.9 pp +7.5 pp +7.5 pp +7.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 35.5 5.5% 2 -0.7 pp +5.5 pp +5.5 pp +5.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 31.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆RD Finance Ltd CIK 0002057936 0.072 27 31.1 33.3% 2 +7.5 pp +33.3 pp +33.3 pp +33.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 31.0 0.4% 4 -0.2 pp -0.2 pp -0.1 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 30.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 30.9 3.7% 2 +1.6 pp +3.7 pp +3.7 pp +3.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 29.8 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 29.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 29.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 28.1 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 27.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 26.4 1.6% 2 -2.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 26.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 25.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 25.3 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 25.1 5.2% 2 +1.1 pp +5.2 pp +5.2 pp +5.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 25.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 24.6 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 23.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 23.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 23.4 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 23.3 10.4% 2 -0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 22.8 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 22.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 22.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 21.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 20.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 19.9 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 19.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 19.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 19.3 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 19.2 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 17.7 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 17.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 17.2 5.6% 2 +0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 16.8 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 16.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.1 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 15.8 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 15.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 14.8 2.8% 2 +0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 14.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 14.4 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 14.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 14.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TCM Advisors, LLC CIK 0001911491 0.528 62 14.2 12.0% 2 -0.7 pp +12.0 pp +12.0 pp +12.0 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 14.2 3.8% 2 -1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 14.1 6.6% 2 -0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 13.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 13.8 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 13.5 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 13.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp -9.6 pp -10.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 -0.9 pp -4.9 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 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 +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -2.7 pp -3.1 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -0.2 pp -0.6 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 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
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.5 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 -6.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 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
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 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 -0.4 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 0.0 0.0% 0 -18.5 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 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
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -10.8 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
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DLD Asset Management, LP CIK 0001578299 0.099 392 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.0 0.0% 0 -4.2 pp -4.1 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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