Signals

← Signals

☆TTE

1042 in-universe funds with a nonzero position in TTE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#176
Score / z1.313 / 1.17
Consensus363.66 over 697 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
Drawdownno history
Short interest-14% / 1.7d

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 ▾
☆Amundi CIK 0001330387 0.000 1 18,868.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 4,841.4 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 4,459.7 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3,905.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 2,831.1 46.7% 2 +1.5 pp +46.7 pp +46.7 pp +46.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,478.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,067.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,038.8 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,695.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,633.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,466.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,333.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,094.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 1,089.9 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 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 1,069.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,055.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,047.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,028.4 2.2% 4 +0.5 pp +2.0 pp +2.0 pp +2.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 905.7 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 824.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 791.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 776.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 752.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 728.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 683.2 9.5% 2 +3.2 pp +9.5 pp +9.5 pp +9.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 681.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 659.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 646.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 604.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Italy CIK 0001426449 0.962 8 602.4 27.2% 2 +8.9 pp +27.2 pp +27.2 pp +27.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 568.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 517.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 487.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 413.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 379.3 3.1% 2 +0.8 pp +3.1 pp +3.1 pp +3.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 378.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 350.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 343.6 2.6% 2 +1.3 pp +2.6 pp +2.6 pp +2.6 pp
☆AVIVA PLC CIK 0001140022 0.925 854 325.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 322.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 313.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DNCA FINANCE CIK 0001752759 0.468 116 307.3 17.6% 2 +0.6 pp +17.6 pp +17.6 pp +17.6 pp
☆M&G Plc CIK 0001802539 0.820 370 292.0 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 290.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 284.9 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 283.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 282.5 6.3% 2 +3.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 269.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 257.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 248.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 235.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 220.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 206.2 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 200.6 0.4% 2 +0.2 pp +0.4 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 199.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 194.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 194.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 183.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 180.4 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 178.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 175.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 174.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 168.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 163.9 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 163.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 155.8 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 148.4 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 138.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 138.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 137.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 136.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 135.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 133.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 133.3 2.6% 2 +0.7 pp +2.6 pp +2.6 pp +2.6 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 130.9 1.5% 2 +1.0 pp +1.5 pp +1.5 pp +1.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 130.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 116.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 115.7 2.5% 2 +1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Capital International Sarl CIK 0001065349 0.698 287 112.6 1.8% 2 +0.7 pp +1.8 pp +1.8 pp +1.8 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 111.1 3.6% 2 +2.8 pp +3.6 pp +3.6 pp +3.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 110.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 109.4 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 107.4 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 100.8 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 100.7 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 89.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 86.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 84.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 82.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 82.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 79.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 74.6 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 72.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 67.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 66.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 64.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 59.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 58.2 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 57.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BARINGS LLC CIK 0000009015 0.845 191 56.6 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 56.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 55.2 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 54.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 51.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 50.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 50.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 46.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 39.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 38.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 37.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 35.2 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 34.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 32.7 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 32.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 30.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 29.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 28.5 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 28.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 28.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 26.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 26.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 25.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 25.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 25.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 25.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 24.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 24.0 2.9% 2 +2.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 23.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 23.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 21.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 21.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Global Partners, LLC CIK 0002051846 0.535 8 21.1 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
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☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.1 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
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Freemont Management S.A. CIK 0001609120 0.000 11 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -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 0.0 0.0% 0 -0.1 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 TTE). Qtrs Held counts distinct quarters this fund has actually held TTE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TTE position size. Δ columns are the percentage-point change in TTE'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