Signals

← Signals

☆TOTL

393 in-universe funds with a nonzero position in TOTL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#631
Score / z0.220 / 0.30
Consensus118.82 over 232 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+57% / 1.8d ⚡

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 556.2 0.0% 3 -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 265.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 219.0 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 154.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 150.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 98.7 5.2% 3 -0.1 pp -0.4 pp +5.2 pp +5.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 85.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.2 0.0% 3 +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 80.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.1 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 68.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 62.3 1.5% 3 -0.1 pp -1.6 pp +1.5 pp +1.5 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 57.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 51.2 5.0% 3 +0.3 pp +0.5 pp +5.0 pp +5.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 40.7 12.8% 3 +0.1 pp +1.1 pp +12.8 pp +12.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 34.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 27.8 0.8% 3 -0.9 pp -0.9 pp +0.8 pp +0.8 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 27.1 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 26.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 26.2 7.8% 5 +0.1 pp -0.1 pp +0.5 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 25.4 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 23.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.2 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 19.9 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 17.2 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 17.0 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.0 5.3% 3 +0.4 pp +0.4 pp +5.3 pp +5.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 15.7 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 15.4 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 15.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 14.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.2 5.0% 3 -0.8 pp -0.6 pp +5.0 pp +5.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 12.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 11.0 9.6% 3 -0.1 pp -0.3 pp +9.6 pp +9.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 10.6 6.0% 3 +1.6 pp +1.2 pp +6.0 pp +6.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 9.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 9.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 9.2 1.2% 3 -0.3 pp -0.5 pp +1.2 pp +1.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 9.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 9.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.9 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 7.6 9.8% 3 -1.5 pp -2.0 pp +9.8 pp +9.8 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 7.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 6.8 4.2% 3 -0.2 pp -0.6 pp +4.2 pp +4.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 6.7 3.3% 3 -0.0 pp +0.2 pp +3.3 pp +3.3 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.3 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.3 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.5 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.8 0.4% 3 +0.2 pp -0.0 pp +0.4 pp +0.4 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 4.8 3.5% 3 -0.1 pp -0.3 pp +3.5 pp +3.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.8 0.3% 3 -0.3 pp -1.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 4.4 0.6% 3 -0.4 pp -0.5 pp +0.6 pp +0.6 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.3 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 4.2 2.2% 3 +0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 4.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.1 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 4.0 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.7 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.6 1.1% 3 +0.1 pp +0.5 pp +1.1 pp +1.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.6 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 3.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.5 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 3.3 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 3.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.9 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.4 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.2 1.2% 3 -0.0 pp -0.4 pp +1.2 pp +1.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.2 1.7% 2 +1.2 pp +1.7 pp +1.7 pp +1.7 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 1.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.7 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.5 0.4% 4 -0.6 pp -0.8 pp -1.0 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.3 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -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% 3 +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% 3 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 -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% 3 -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% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 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
☆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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.0 0.0% 0 -0.2 pp -0.2 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 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
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp -0.5 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.2 pp -0.8 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
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.0 0.0% 0 -0.9 pp -1.2 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 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
☆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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 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
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 -0.2 pp -0.2 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -1.4 pp -1.7 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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