Signals

← Signals

☆TQQQ

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

Flow ranking

Rank#22827
Score / z0.000 / -0.02
Consensus111.49 over 219 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 0.273 423 421.8 5.0% 5 +4.8 pp -0.8 pp -1.3 pp -1.0 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 114.6 7.2% 5 +3.0 pp +2.3 pp +2.5 pp +2.6 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 84.2 2.1% 5 -1.6 pp -0.0 pp +0.6 pp -3.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 40.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 40.4 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 28.8 0.7% 5 +0.6 pp +0.7 pp +0.6 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 26.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 22.6 0.5% 3 -0.9 pp +0.5 pp +0.5 pp -0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 21.4 0.4% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 20.1 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 19.9 4.2% 5 -1.1 pp +2.1 pp +2.3 pp -4.9 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 18.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 16.1 1.9% 1 +1.9 pp +1.9 pp +1.7 pp +1.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 10.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 9.7 1.3% 5 +0.5 pp +0.2 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 8.9 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 8.8 2.0% 5 +0.7 pp -0.0 pp +0.2 pp +0.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 8.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 7.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 6.2 1.7% 5 +0.7 pp +0.4 pp +0.5 pp +0.4 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.7 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 5.5 0.5% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 5.3 2.3% 5 -1.3 pp +0.2 pp +0.3 pp -2.5 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.1 0.5% 5 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 5.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.8 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.6 0.2% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.3 0.3% 5 +0.2 pp -0.2 pp -0.5 pp -0.0 pp
☆THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 3.6 1.3% 5 +0.5 pp +0.2 pp +0.2 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 3.6 1.5% 5 +0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 3.3 0.7% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 3.0 1.6% 5 -0.6 pp -1.2 pp -1.2 pp -2.4 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.9 0.4% 1 +0.4 pp -0.2 pp -0.3 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 2.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.7 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 2.6 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 2.6 3.8% 4 +1.9 pp +0.9 pp +0.7 pp +3.8 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 2.5 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 2.4 1.7% 5 +0.9 pp +0.7 pp +0.7 pp +0.9 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 2.4 0.9% 5 +0.4 pp +0.2 pp -0.1 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.3 0.5% 5 +0.2 pp +0.0 pp +0.1 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.3 0.0% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.1 0.2% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.0 0.6% 6 +0.2 pp -0.2 pp -0.2 pp -0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 1.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 1.8 0.9% 5 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 +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 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.5 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.5 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.4 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 1.3 1.2% 3 -1.4 pp -2.4 pp +1.2 pp +1.2 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 1.3 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.3 0.5% 5 +0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.1 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.1 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXQ CAPITAL, LP CIK 0001916908 0.003 960 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 1.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 1.0 0.5% 5 +0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 1.0 0.0% 1 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 1.0 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 1.0 0.6% 2 +0.3 pp +0.6 pp +0.6 pp -3.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.9 0.7% 5 +0.3 pp -0.3 pp -0.7 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vines Capital Management, LLC CIK 0002110678 0.386 90 0.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.8 0.9% 4 +0.4 pp +0.3 pp +0.3 pp +0.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.8 0.3% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.8 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 2 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.7 0.2% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 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
☆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
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -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% 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
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dedeker Financial LLC CIK 0002113408 0.173 55 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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