Signals

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☆TOL

51 in-universe funds with a nonzero position in TOL within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#9993
Score / z0.000 / -0.03
Consensus15.18 over 31 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 ▾
☆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 114.0 0.0% 2 -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 75.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.1 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 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.7 0.0% 1 +0.0 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 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 TOL). Qtrs Held counts distinct quarters this fund has actually held TOL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TOL position size. Δ columns are the percentage-point change in TOL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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