Signals

TM

897 in-universe funds with a nonzero position in TM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22601
Score / z0.000 / -0.02
Consensus202.24 over 389 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)
Fund Positions
Quarters Held

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 1,213.0 0.4% 5 -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 413.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 232.9 0.0% 5 -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 189.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 172.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 134.8 0.0% 5 -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 115.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 95.8 0.0% 5 -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 83.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 73.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 69.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 65.9 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRB CORP CIK 0001496228 0.790 23 49.1 2.6% 5 -1.1 pp -0.9 pp -0.6 pp -0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.4 0.0% 5 +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 43.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 38.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 37.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 33.3 0.2% 5 -0.3 pp -0.4 pp -0.2 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 29.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 27.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 23.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 16.7 5.6% 5 -0.7 pp -1.2 pp -0.0 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 15.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 15.8 2.4% 5 +0.7 pp +0.7 pp +0.4 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 13.1 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.3 0.0% 5 -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 12.2 0.0% 5 +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 10.5 0.0% 5 -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 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 9.7 1.8% 5 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 7.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.5 0.0% 1 +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 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 6.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 6.2 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Amanah Holdings Trust CIK 0002076121 0.819 20 6.2 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 5.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 5.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 5.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 4.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 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 4.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 4.1 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 4.1 0.4% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 3.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 3.8 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
apricus wealth, LLC CIK 0001913842 0.132 129 3.1 1.5% 5 -0.3 pp -0.4 pp -0.2 pp -0.2 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.0 0.8% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DV EQUITIES, LLC CIK 0001841659 0.000 100 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 2.6 0.1% 5 -0.2 pp -0.6 pp -1.0 pp -1.7 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 2.5 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 2.1 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 1.9 0.7% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 1.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 1.7 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 1.7 0.5% 7 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.6 0.3% 5 -0.5 pp -0.2 pp -0.3 pp -0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.5 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.5 0.3% 5 -0.5 pp -0.5 pp -0.4 pp -0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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 +0.0 pp -0.4 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
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.2 pp -0.2 pp -0.2 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
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 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
Walsh & Associates, LLC CIK 0002135144 0.506 245 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
Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 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 +0.0 pp -0.1 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -1.2 pp -1.2 pp -1.1 pp -1.1 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
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 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
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 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 +0.0 pp -0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 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
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
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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