Signals

← Signals

☆TOTL

357 in-universe funds with a nonzero position in TOTL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#485
Score / z0.319 / 0.48
Consensus116.37 over 213 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-45% / 1.0d

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 560.6 0.0% 2 -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 230.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 217.9 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 154.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 144.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 97.9 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 91.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 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 78.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 74.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.6 0.0% 2 -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 65.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 62.0 1.7% 2 -1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 56.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 44.1 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 38.2 12.7% 2 +0.9 pp +12.7 pp +12.7 pp +12.7 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 33.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 28.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 28.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 26.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.0 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 24.3 7.7% 4 -0.1 pp +0.4 pp -0.1 pp +7.7 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 24.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 21.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.1 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 20.3 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 19.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 16.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 15.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 14.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 14.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.1 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 12.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 11.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 11.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 11.1 9.7% 2 -0.2 pp +9.7 pp +9.7 pp +9.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.2 0.6% 2 -1.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 8.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 8.4 11.3% 2 -0.5 pp +11.3 pp +11.3 pp +11.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 8.0 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 7.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 6.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 6.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 6.8 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 6.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.3 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 6.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 5.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 4.8 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 4.0 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 3.7 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 3.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 3.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 3.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.3 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 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 3.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.8 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -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% 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.1 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 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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