Signals

TMSL

92 in-universe funds with a nonzero position in TMSL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22020
Score / z0.000 / -0.02
Consensus37.00 over 68 funds
Momentumnot computed

Price & positioning

225 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
LPL Financial LLC CIK 0001403438 0.957 5996 52.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 26.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Souders Financial Advisors CIK 0001811240 0.482 224 16.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 16.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asio Capital, LLC CIK 0001803291 0.492 109 12.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.0 0.0% 1 +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 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 4.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.1% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +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 TMSL). Qtrs Held counts distinct quarters this fund has actually held TMSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TMSL position size. Δ columns are the percentage-point change in TMSL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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