Signals

← Signals

☆ACWI

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

Flow ranking

Rank#302
Score / z0.791 / 0.70
Consensus313.85 over 529 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 1,483.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mass General Brigham, Inc CIK 0001678378 0.827 6 292.7 62.4% 1 +62.4 pp +62.4 pp +62.4 pp +62.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 284.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Granger Management LLC CIK 0001842881 0.871 15 257.1 71.8% 4 +2.3 pp +36.9 pp +56.7 pp +71.8 pp
☆Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York CIK 0001729522 0.931 2 255.7 59.3% 4 +16.2 pp +15.9 pp +29.2 pp +59.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 239.4 10.3% 4 -0.2 pp -0.9 pp -2.1 pp +10.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 230.3 0.2% 4 -0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 214.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆P/E Global LLC CIK 0001910344 0.967 8 200.2 15.8% 4 -2.2 pp -42.9 pp -43.5 pp +15.8 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 193.3 1.8% 4 -0.3 pp -4.1 pp -2.1 pp +1.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 192.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 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 191.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 186.5 1.1% 4 -0.1 pp -0.1 pp +0.4 pp +1.1 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 182.1 4.1% 4 +1.3 pp +1.8 pp +1.0 pp +4.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 176.7 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 165.8 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 159.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 144.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 142.8 5.5% 4 +0.3 pp +0.4 pp +0.4 pp +5.5 pp
☆HF Capital, LLC CIK 0002063476 0.815 5 125.0 52.2% 1 +52.2 pp +52.2 pp +52.2 pp +52.2 pp
☆COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 122.4 11.8% 4 +0.3 pp +5.9 pp +4.9 pp +11.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 122.3 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 117.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 116.4 16.4% 4 -0.6 pp -1.0 pp -1.2 pp +16.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 110.0 2.0% 4 -0.2 pp -0.3 pp -0.4 pp +2.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 109.7 1.8% 4 +0.0 pp -0.4 pp -0.4 pp +1.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 106.6 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 105.9 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 95.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 93.2 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 90.9 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 88.7 4.4% 4 -0.1 pp -0.6 pp +0.8 pp +4.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 87.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 87.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 84.9 2.5% 4 +0.6 pp -1.1 pp -2.5 pp +2.5 pp
☆Verger Capital Management LLC CIK 0001627417 0.892 13 83.6 24.6% 4 -1.2 pp +0.0 pp +5.5 pp +24.6 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 83.2 1.9% 4 +1.3 pp +1.2 pp +1.2 pp +1.9 pp
☆Capital International Investors CIK 0001562230 0.968 446 77.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 74.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 71.7 1.8% 2 +1.7 pp +1.8 pp +1.7 pp +1.8 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 70.4 0.8% 5 -0.2 pp -0.8 pp -0.8 pp -0.9 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 66.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 63.5 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 60.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 60.0 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 56.8 15.6% 4 +0.1 pp +0.9 pp +1.9 pp +15.6 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 56.8 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.6 0.0% 5 -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 51.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 49.4 0.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 47.2 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 46.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 44.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 43.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 43.8 8.9% 4 -1.2 pp -0.9 pp +0.3 pp +8.9 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 42.4 0.3% 4 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 41.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BRANDYWINE MANAGERS, LLC CIK 0001135121 0.674 46 40.6 23.9% 4 +3.4 pp -15.0 pp -13.6 pp +23.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.6 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 38.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 38.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 36.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 35.5 6.8% 4 +0.5 pp +0.7 pp +1.0 pp +6.8 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 35.0 0.3% 4 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 33.8 4.2% 4 -0.3 pp -0.3 pp -0.4 pp +4.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 30.9 1.2% 4 -0.4 pp -1.1 pp -0.8 pp +1.2 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 30.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 30.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 30.4 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 30.2 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 27.7 4.2% 4 +1.8 pp +3.8 pp -0.0 pp +4.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.6 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 27.6 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 27.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 26.8 0.1% 4 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 26.4 1.1% 4 +0.4 pp +0.8 pp +0.8 pp +1.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 25.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 25.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwood LLC CIK 0001597823 0.291 71 25.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 25.1 1.8% 4 -0.0 pp -1.1 pp -1.7 pp +1.8 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 24.8 3.1% 4 -0.4 pp -1.9 pp -1.3 pp +3.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 24.4 1.7% 4 +0.5 pp +0.4 pp +0.5 pp +1.7 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 23.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 23.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 22.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 22.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 22.2 4.4% 4 +0.5 pp +0.3 pp -2.0 pp +4.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 21.4 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 19.2 0.9% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 18.7 1.0% 4 -0.0 pp -0.1 pp +0.4 pp +1.0 pp
☆Topor & Co. Korea CIK 0002113285 0.778 19 18.3 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 16.7 3.9% 4 +0.2 pp +0.2 pp +0.2 pp +3.9 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 16.6 1.7% 4 -0.1 pp -0.1 pp +0.2 pp +1.7 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 16.3 15.3% 2 -0.2 pp +15.3 pp +15.3 pp +15.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 16.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 14.4 2.1% 4 -0.1 pp -0.6 pp -0.4 pp +2.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 13.8 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 13.6 1.9% 4 -0.2 pp -0.1 pp -0.1 pp +1.9 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 13.5 3.2% 4 -0.4 pp -0.6 pp -1.2 pp +3.2 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 13.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wind River Trust Co CIK 0001657703 0.904 12 13.0 4.9% 4 -0.1 pp +0.1 pp -0.1 pp +4.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 12.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 12.1 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 12.1 4.3% 4 -0.4 pp -0.1 pp +0.1 pp +4.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 12.0 1.0% 4 -0.0 pp +0.0 pp -0.3 pp +1.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 11.9 6.3% 5 -0.5 pp -2.5 pp -3.4 pp -3.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 11.8 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 11.5 4.7% 3 +1.2 pp +2.3 pp +4.7 pp +4.7 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 11.5 1.8% 3 -0.4 pp -0.5 pp +1.8 pp +1.8 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.4 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆NYL Investors LLC CIK 0001606720 0.731 29 11.2 4.2% 4 +0.0 pp +0.3 pp +1.2 pp +4.2 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 11.1 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.5 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 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 9.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 9.2 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.0 0.0% 0 -5.3 pp -6.3 pp -6.1 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Birnam Oak Advisors, LP CIK 0001997245 0.493 37 0.0 0.0% 0 -8.8 pp -9.4 pp -10.7 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -3.3 pp -3.5 pp -3.6 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 -0.7 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.9 pp -1.1 pp -1.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 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
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.0 0.0% 0 +0.0 pp -1.0 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qalhat Capital Ltd CIK 0001884252 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -65.6 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 0.0 0.0% 0 +0.0 pp -17.8 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 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
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 -1.1 pp -1.1 pp -1.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 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
☆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
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.657 42 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 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 ACWI). Qtrs Held counts distinct quarters this fund has actually held ACWI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACWI position size. Δ columns are the percentage-point change in ACWI'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