Signals

AHR

553 in-universe funds with a nonzero position in AHR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22047
Score / z-0.019 / -0.04
Consensus179.60 over 323 funds
Momentumno 12m return

Price & positioning

227 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)
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,175.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 947.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 372.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 338.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 335.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 290.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 262.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 260.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 248.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 165.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 162.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 162.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 142.2 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 137.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 126.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 120.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 120.4 0.2% 3 +0.1 pp +0.2 pp +0.2 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 118.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 111.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 111.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 101.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 94.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 89.4 0.0% 3 +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 85.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 77.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 72.5 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 70.8 1.0% 3 +0.3 pp +0.8 pp +1.0 pp +1.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 63.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 58.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 54.8 4.9% 3 -0.9 pp -1.5 pp +4.9 pp +4.9 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 51.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Land & Buildings Investment Management, LLC CIK 0001536520 0.453 19 49.6 8.2% 3 -0.6 pp +0.3 pp +8.2 pp +8.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 48.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 45.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 43.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 39.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 34.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 32.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.0 0.0% 3 +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 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 18.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 18.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 17.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 16.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 15.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 15.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 15.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 15.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covalis Capital LLP CIK 0001698819 0.034 100 14.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 14.1 0.0% 3 +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 13.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 13.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Jain Global LLC CIK 0002024579 0.024 1417 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 12.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 12.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 11.4 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 11.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 10.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 10.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B&I Capital AG CIK 0001843527 0.000 28 10.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGDON CAPITAL MANAGEMENT, L.L.C. CIK 0001000097 0.092 57 9.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 8.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 8.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 7.7 1.1% 3 +0.5 pp +0.9 pp +1.1 pp +1.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ghisallo Capital Management LLC CIK 0001825214 0.000 339 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 7.1 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 5.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 5.2 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 4.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 4.4 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First American Bank CIK 0001291422 0.676 205 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 3.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Governors Lane LP CIK 0001644187 0.123 184 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 2.4 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 2.2 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
American Trust CIK 0001905128 0.729 334 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.0 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 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.8 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.5 0.0% 1 +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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.3 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANB BANK CIK 0002067126 0.446 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 4 -0.7 pp -2.6 pp -2.2 pp +0.1 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.1 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 3 +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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +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
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +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
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 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
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterfront Capital Partners, LLC CIK 0001595077 0.000 0 0.0 0.0% 0 -4.9 pp -4.1 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
Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Franchise Capital Ltd CIK 0001859388 0.813 30 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 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
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
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -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% 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
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 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
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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 AHR). Qtrs Held counts distinct quarters this fund has actually held AHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AHR position size. Δ columns are the percentage-point change in AHR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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