Signals

← Signals

☆TOTL

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

Flow ranking

Rank#23501
Score / z-0.136 / -0.19
Consensus105.67 over 211 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 554.2 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 220.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 212.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 143.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 128.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 99.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 97.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 97.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 85.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.1 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 64.6 0.0% 1 +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 63.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 56.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 42.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 39.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 35.8 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 32.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 28.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 27.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 23.3 7.8% 3 +0.6 pp +0.0 pp +7.8 pp +7.8 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 22.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 21.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 19.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 18.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 15.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 14.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 14.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆KWB Wealth CIK 0001822236 0.453 169 14.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 13.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 12.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 11.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.584 57 10.8 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 10.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 8.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 8.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 8.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 7.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 6.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 5.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 4.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 3.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.2 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 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.8 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆United Community Bank CIK 0002000314 0.267 534 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 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
☆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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 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 TOTL). Qtrs Held counts distinct quarters this fund has actually held TOTL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TOTL position size. Δ columns are the percentage-point change in TOTL'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