Signals

TS

336 in-universe funds with a nonzero position in TS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22933
Score / z-0.311 / -0.30
Consensus102.62 over 181 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 3.0d

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)
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
FMR LLC CIK 0000315066 0.989 5571 480.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westwood Global Investments, LLC CIK 0001356513 0.915 11 388.3 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 186.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 139.9 0.0% 4 +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 68.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 68.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 65.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 51.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 41.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 38.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 29.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 28.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 20.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Carrhae Capital LLP CIK 0001555254 0.322 23 19.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 17.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Medina Value Partners, LLC CIK 0001843543 0.082 28 14.7 3.1% 4 -2.0 pp -1.6 pp -2.6 pp +3.1 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiltearn Partners LLP CIK 0001582633 0.598 29 11.9 3.2% 4 +1.1 pp +1.1 pp +0.8 pp +3.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 10.4 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 9.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FEARNLEY ASSET MANAGEMENT AS CIK 0002056821 0.522 16 6.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 5.1 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 3.9 0.7% 4 +0.4 pp +0.3 pp +0.3 pp +0.7 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.6 0.0% 4 +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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 2.6 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.5 0.1% 2 +0.0 pp +0.1 pp -0.2 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 4 +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 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mork Capital Management, LLC CIK 0001626494 0.103 104 1.6 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 1.4 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North of South Capital LLP CIK 0002033334 0.894 28 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 1.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.9 0.0% 4 +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 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.8 0.0% 3 +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 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.7 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient IA LP CIK 0002058426 0.030 249 0.5 0.5% 4 +0.2 pp +0.1 pp +0.2 pp +0.5 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 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 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Blackstone Inc. (BX) CIK 0001393818 0.000 516 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
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 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 TS). Qtrs Held counts distinct quarters this fund has actually held TS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TS position size. Δ columns are the percentage-point change in TS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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