Signals

← Signals

☆TM

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

Flow ranking

Rank#21018
Score / z0.000 / -0.02
Consensus272.27 over 513 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,456.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 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 501.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 252.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 221.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 212.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 201.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 191.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 98.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 93.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 89.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 82.1 0.5% 4 -0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 64.4 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆SRB CORP CIK 0001496228 0.790 23 60.1 3.7% 4 +0.2 pp +0.4 pp +0.6 pp +3.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.4 0.0% 4 +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 49.1 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 48.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 40.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 39.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 35.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 32.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 26.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Investment Management, LLC CIK 0001511888 0.424 47 21.0 6.3% 4 -0.5 pp +0.7 pp +1.2 pp +6.3 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 17.7 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 15.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 15.6 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 15.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12.6 0.0% 4 +0.0 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 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 11.1 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 10.8 1.7% 4 -0.0 pp -0.3 pp +0.4 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 9.6 1.9% 4 -0.3 pp -0.2 pp +0.1 pp +1.9 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 9.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 9.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 8.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.9 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amanah Holdings Trust CIK 0002076121 0.819 20 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 7.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 6.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 6.0 0.9% 4 -0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 5.2 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 5.2 0.3% 4 -0.4 pp -0.9 pp -1.6 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 5.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.9 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 4.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 4.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 4.0 0.7% 4 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 3.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.7 1.1% 4 -0.1 pp +0.0 pp +0.1 pp +1.1 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.7 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 3.6 1.7% 4 -0.1 pp +0.0 pp +0.1 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 6 -0.0 pp +0.0 pp -0.3 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 3.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 2.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWP Investment Management LLC CIK 2098300 0.117 43 2.5 1.9% 3 +0.5 pp +0.6 pp +1.9 pp +1.9 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 2.4 0.7% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 2.3 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 2.2 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 2.1 1.2% 4 -0.1 pp -0.0 pp +0.0 pp +1.2 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 1.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 1.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ativo Capital Management LLC CIK 0001423065 0.132 56 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 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
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 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
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 TM). Qtrs Held counts distinct quarters this fund has actually held TM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TM position size. Δ columns are the percentage-point change in TM'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