Signals

← Signals

☆TQQQ

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

Flow ranking

Rank#484
Score / z0.337 / 0.47
Consensus153.30 over 289 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-43% / 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 ▾
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 446.3 5.8% 3 -0.5 pp -0.3 pp +5.8 pp +5.8 pp
☆Oriental Harbor Investment Master Fund CIK 0002046333 0.206 13 126.6 9.6% 3 +0.0 pp +3.1 pp +9.6 pp +9.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 84.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 70.1 2.1% 3 +0.6 pp -3.6 pp +2.1 pp +2.1 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 65.8 4.9% 3 +0.2 pp +0.3 pp +4.9 pp +4.9 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 64.0 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 14.7 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 13.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 12.4 2.8% 2 +1.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 9.8 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 7.7 2.1% 3 +0.2 pp -7.0 pp +2.1 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 7.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 6.0 2.1% 3 +0.2 pp +0.4 pp +2.1 pp +2.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 4.7 2.2% 3 +0.2 pp -2.7 pp +2.2 pp +2.2 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.3 0.5% 3 -0.3 pp +0.2 pp +0.5 pp +0.5 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 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.0 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 3.9 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 3.8 2.9% 3 -5.0 pp -7.0 pp +2.9 pp +2.9 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 3.7 2.8% 3 -0.0 pp -1.2 pp +2.8 pp +2.8 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 3.6 2.8% 3 +0.1 pp +0.0 pp +2.8 pp +2.8 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 3.4 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 3.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 2.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 2.4 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 2.4 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.2 0.8% 4 -0.0 pp -0.3 pp -0.3 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.0 0.7% 3 -0.0 pp -0.9 pp +0.7 pp +0.7 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.8 0.0% 3 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 1.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 1.6 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.6 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 1.6 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 1.5 0.7% 3 -0.4 pp -0.2 pp +0.7 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 1.5 1.0% 3 -0.4 pp +0.3 pp +1.0 pp +1.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 1.5 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.4 0.4% 3 -0.5 pp -0.5 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.3 0.0% 3 +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 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.1 0.1% 5 +0.0 pp +0.1 pp +0.1 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 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 1.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 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 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.9 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆AKUNA SECURITIES LLC CIK 0001529090 0.000 12 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.9 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.6 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp -0.1 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆TRB Advisors LP CIK 0001513300 0.000 6 0.0 0.0% 0 -3.6 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 -0.1 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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 -1.6 pp -0.2 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
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☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 0.0 0.0% 0 +0.0 pp -4.0 pp -1.4 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 TQQQ). Qtrs Held counts distinct quarters this fund has actually held TQQQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TQQQ position size. Δ columns are the percentage-point change in TQQQ'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