Signals

← Signals

☆TOTL

463 in-universe funds with a nonzero position in TOTL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#647
Score / z0.232 / 0.26
Consensus116.84 over 224 funds
Momentumno 12m return

Price & positioning

227 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 470.5 0.0% 5 -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 272.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 235.9 4.2% 5 -0.3 pp -0.2 pp -0.4 pp -0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 195.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 172.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 104.5 5.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 89.5 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.3 0.0% 5 -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 87.7 0.0% 6 -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 71.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 70.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 66.7 1.3% 5 -0.1 pp -0.2 pp -0.4 pp -1.8 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 54.0 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 54.0 5.5% 5 -0.0 pp +0.5 pp +0.8 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 45.3 12.6% 5 -0.9 pp -0.2 pp -0.1 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 26.9 1.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.3 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 26.8 1.9% 5 -0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 26.4 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 26.4 0.6% 5 -0.1 pp -0.2 pp -1.0 pp -1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 25.7 6.9% 7 -0.7 pp -0.8 pp -0.7 pp -0.9 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 25.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 22.2 3.3% 3 -1.4 pp -1.1 pp +3.3 pp +3.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 21.0 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 21.0 1.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 19.8 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 19.4 1.9% 5 -0.5 pp -0.5 pp -0.6 pp -0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 16.7 2.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 15.1 4.9% 5 -0.2 pp -0.1 pp -0.8 pp -0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.2 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 13.5 4.4% 5 +0.0 pp -0.9 pp -0.6 pp -0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 11.3 5.9% 5 -0.3 pp -0.1 pp +1.4 pp +1.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 11.2 8.8% 5 -0.5 pp -0.8 pp -0.9 pp -1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 10.5 0.8% 5 -0.9 pp +0.1 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 10.4 1.0% 5 -0.2 pp +0.0 pp -0.1 pp -0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 10.3 5.3% 3 -0.4 pp -0.1 pp +5.3 pp +5.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 9.9 2.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 9.8 2.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 7.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.2 1.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 7.1 3.8% 5 -0.1 pp -0.4 pp -0.5 pp -1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 6.8 2.5% 5 -0.6 pp -0.8 pp -0.8 pp -0.6 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.1 0.5% 1 +0.5 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 5.9 2.5% 5 -0.5 pp +0.3 pp +0.4 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 5.8 0.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.6 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.5 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 5.3 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 5.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 5.1 1.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 5.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 4.9 2.4% 3 +0.9 pp +1.8 pp +2.4 pp +2.4 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.8 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 4.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 4.4 1.1% 5 -0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 4.1 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.1 1.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 4.0 3.0% 5 -0.3 pp -0.2 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 3.8 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 3.6 3.2% 2 -0.9 pp +3.2 pp +3.2 pp +3.2 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 3.6 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.4 2.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.3 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.2 0.4% 5 -0.4 pp -0.8 pp -1.1 pp -1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 3.1 3.7% 3 -0.9 pp -1.8 pp +3.7 pp +3.7 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 3.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.6 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.4 1.7% 4 +0.0 pp -0.0 pp +1.2 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.3 0.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.2 2.2% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.2 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.1 1.0% 4 +0.0 pp +0.7 pp +0.8 pp +1.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 2.1 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.0 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.8 0.8% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.6 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 1.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.5 0.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Jefferson Bridge Capital, LLC CIK 0002102009 0.226 53 1.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.3 0.7% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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