Signals

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☆TPLC

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

Flow ranking

Rank#521
Score / z0.307 / 0.43
Consensus42.60 over 75 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 ▾
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 28.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 24.0 19.4% 3 +0.9 pp +0.2 pp +19.4 pp +19.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 9.3 2.6% 3 -0.2 pp -1.4 pp +2.6 pp +2.6 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 8.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 3.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.8 2.0% 3 -0.0 pp -0.4 pp +2.0 pp +2.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 2.1 1.1% 3 +0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 4 +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 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 0.8 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.3 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.3 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 4 -0.1 pp -0.4 pp -1.0 pp +0.2 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 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 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 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 0.0 0.0% 5 +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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
☆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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 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
☆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
☆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
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 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
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.2 pp -0.2 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 TPLC). Qtrs Held counts distinct quarters this fund has actually held TPLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TPLC position size. Δ columns are the percentage-point change in TPLC'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