Signals

TPL

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

Flow ranking

Rank#23860
Score / z-0.875 / -1.14
Consensus244.03 over 445 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 HORIZON KINETICS ASSET MANAG P $349
2026-09-16 HORIZON KINETICS ASSET MANAG P $352
2026-09-15 DOYLE PETER P $1,858

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 3,779.3 44.8% 1 +44.8 pp +44.8 pp +44.8 pp +44.8 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,526.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,975.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,211.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 648.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SoftVest Advisors, LLC CIK 0001803391 0.935 3 415.5 84.3% 1 +84.3 pp +84.3 pp +84.3 pp +84.3 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 356.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 298.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 290.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 216.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 194.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 174.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 162.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 141.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 137.8 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 133.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 119.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 108.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 101.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 100.4 45.0% 1 +45.0 pp +45.0 pp +45.0 pp +45.0 pp
York GP, Ltd. CIK 0001289994 0.799 3 97.5 93.4% 1 +93.4 pp +93.4 pp +93.4 pp +93.4 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 92.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 83.8 0.0% 1 +0.0 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 81.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 66.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 66.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 66.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 65.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 62.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 62.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 58.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 56.6 0.0% 1 +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 55.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 53.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 49.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 44.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 42.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 42.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 41.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 39.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 39.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lagoda Investment Management, L.P. CIK 0001632108 0.362 25 35.7 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
National Pension Service CIK 0001608046 0.956 552 34.3 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 33.9 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 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 33.1 0.0% 1 +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 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 31.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 29.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TT Capital Management LLC CIK 0002056338 0.378 77 28.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 27.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
CW Advisors, LLC CIK 0001904976 0.000 0 25.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 25.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Dallas Securities Inc. CIK 0001378559 0.326 125 24.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 20.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 17.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Aberdeen Group plc CIK 0001716774 0.934 934 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 16.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 16.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 15.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Summit Street Capital Management, LLC CIK 0001595533 0.343 31 15.4 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Financial Corp CIK 0001911822 0.418 26 14.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
PECAUT & CO. CIK 0001597200 0.622 65 14.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 13.8 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 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 13.6 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 13.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 12.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 12.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 11.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hosking Partners LLP CIK 0001650135 0.592 98 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.6 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 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 11.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 10.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 9.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bulldog Investors, LLP CIK 0001504304 0.136 225 9.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 8.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 8.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westwind Capital CIK 0001729269 0.056 77 7.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +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% 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
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 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
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +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
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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 TPL). Qtrs Held counts distinct quarters this fund has actually held TPL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TPL position size. Δ columns are the percentage-point change in TPL'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