Signals

← Signals

☆ADX

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

Flow ranking

Rank#1859
Score / z0.000 / -0.02
Consensus92.66 over 167 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 0
FiledFormItems
2024-06-07 8-K/A 9.01
2024-06-06 8-K 5.03, 7.01, 9.01
2008-09-17 8-K 5.03
2007-07-27 8-K 5.04
2005-08-16 8-K 5.04, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 82.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 28.9 2.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 21.6 2.7% 5 -0.1 pp -0.5 pp -0.4 pp -0.7 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 19.6 0.0% 7 -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 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 10.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 9.0 1.4% 5 -0.1 pp -0.3 pp -0.7 pp -0.7 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.8 1.1% 5 +0.2 pp -0.2 pp -0.3 pp +0.2 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 8.2 0.0% 6 +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 7.5 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 7.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 7.1 6.6% 5 +1.4 pp +0.6 pp +1.3 pp +0.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 6.0 2.3% 6 -0.8 pp -1.3 pp -1.6 pp -1.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 5.4 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.1 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 4.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 4.6 1.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 4.1 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 3.7 0.3% 5 -0.2 pp -0.5 pp -0.8 pp -0.9 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stolper Co CIK 0001808195 0.048 91 2.7 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 2.5 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 2.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 2.1 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 2.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 2.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 1.6 0.8% 5 -0.5 pp -0.6 pp -0.5 pp -0.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 1.3 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.0 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.9 0.0% 1 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.9 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.6 0.1% 1 +0.1 pp +0.0 pp -0.3 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.4 0.2% 5 -0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.2 0.0% 1 +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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 5 +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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 +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 +0.0 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.7 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
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 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
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 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
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 0.0 0.0% 0 +0.0 pp -1.2 pp -1.8 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆Potrero Capital Research LLC CIK 0001536630 0.015 44 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 +0.0 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 ADX). Qtrs Held counts distinct quarters this fund has actually held ADX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADX position size. Δ columns are the percentage-point change in ADX'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