Signals

AIRR

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

Flow ranking

Rank#444
Score / z0.452 / 0.53
Consensus203.25 over 437 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)
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
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,389.4 0.1% 6 +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 882.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 810.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 379.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 357.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 317.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 180.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 148.8 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 118.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 108.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 100.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 78.0 0.3% 5 +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 73.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 68.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 66.6 3.7% 5 +0.2 pp +0.1 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 59.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 44.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 40.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 34.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 33.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 32.7 15.0% 4 +2.3 pp +7.1 pp +9.9 pp +15.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 31.2 6.1% 5 +0.5 pp +0.9 pp +0.8 pp +1.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 27.5 12.4% 5 +1.4 pp +1.9 pp +1.9 pp +3.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 25.2 2.2% 2 +2.1 pp +2.2 pp +2.2 pp +2.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.1 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 24.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 23.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 23.7 1.0% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 23.3 5.8% 5 +1.1 pp +1.5 pp +0.9 pp +1.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.3 1.3% 5 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 21.2 1.0% 5 +1.0 pp +1.0 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 19.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 19.5 1.7% 5 +0.0 pp -0.4 pp -0.3 pp -0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.5 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 18.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 17.0 7.2% 5 -0.2 pp -0.1 pp -0.3 pp +0.3 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 15.8 1.8% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 14.9 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 14.9 4.8% 6 +4.3 pp +4.3 pp +4.7 pp +4.6 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 14.8 2.5% 5 +0.3 pp +0.7 pp +1.1 pp +1.5 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 14.7 1.3% 5 +0.3 pp +0.5 pp +0.8 pp +1.2 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 14.4 2.6% 5 +0.1 pp +0.7 pp +1.4 pp +1.6 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 13.3 1.8% 3 +0.9 pp +0.3 pp +1.8 pp +1.8 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 13.3 2.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 12.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 12.3 5.5% 5 +0.4 pp +1.2 pp +1.5 pp +1.8 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 12.3 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 12.0 0.8% 5 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 11.9 7.8% 2 +0.1 pp +7.8 pp +7.8 pp +7.8 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 11.9 6.7% 2 +0.4 pp +6.7 pp +6.7 pp +6.7 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 11.5 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 11.4 3.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.7 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 11.3 0.7% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 11.2 1.4% 5 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 10.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Purewater Capital LLC CIK 0002135327 0.332 56 10.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.7 1.8% 5 +0.1 pp +1.1 pp +1.0 pp +1.1 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 10.3 6.0% 6 +0.6 pp +1.8 pp +2.1 pp +5.1 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 10.2 3.6% 6 +0.4 pp +1.3 pp +1.4 pp +1.7 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 10.0 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 10.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Portfolio Services LLC CIK 0002073833 0.299 673 9.9 7.6% 2 +0.5 pp +7.6 pp +7.6 pp +7.6 pp
Warner Group LLC CIK 0002073617 0.415 129 9.8 2.4% 3 +0.6 pp +1.3 pp +2.4 pp +2.4 pp
&PARTNERS CIK 0000107136 0.806 2509 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.7 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.4 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 9.4 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 9.3 1.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 9.1 2.3% 5 +0.2 pp +0.5 pp +0.3 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 9.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 8.8 4.2% 5 +0.2 pp +0.9 pp +1.0 pp +1.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 8.6 2.7% 5 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 8.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 8.4 1.9% 5 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.4 0.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 8.2 1.0% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.2 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.2 4.8% 4 +0.3 pp +0.5 pp +0.2 pp +4.8 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.1 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 8.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 7.8 1.7% 5 +0.2 pp +0.2 pp +0.3 pp -0.4 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.8 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 7.7 2.4% 5 +2.3 pp +2.3 pp +2.3 pp +2.4 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 7.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.5 0.7% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PECAUT & CO. CIK 0001597200 0.622 65 7.3 2.2% 4 +0.2 pp +0.7 pp +0.7 pp +2.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.3 0.2% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 7.3 7.3% 2 +4.1 pp +7.3 pp +7.3 pp +7.3 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 7.2 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
Macro Advisors, Inc. CIK 0001821406 0.643 45 7.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 7.0 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 6.9 1.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
tru Independence LLC CIK 0001785445 0.641 108 6.9 3.0% 5 +0.2 pp +1.7 pp +1.7 pp +1.8 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 6.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 6.9 1.1% 4 +0.1 pp +0.6 pp +0.5 pp +1.1 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 6.8 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.8 0.9% 5 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 6.6 4.5% 5 +2.8 pp +3.5 pp +3.7 pp +3.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.4 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.3 3.7% 4 +1.5 pp +2.0 pp +1.8 pp +3.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 6.2 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.8 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.7 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 5.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 5.5 2.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 5.5 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +0.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 5.4 2.0% 5 +0.6 pp +0.6 pp +0.7 pp +0.9 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 5.4 2.6% 5 +0.2 pp +0.0 pp -0.1 pp -0.4 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.4 1.5% 5 +0.2 pp +0.3 pp -0.0 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.2 0.6% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.2 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 5.1 2.1% 3 +0.3 pp +0.3 pp +2.1 pp +2.1 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.1 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 4.8 0.4% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.7 0.9% 5 -0.1 pp +0.1 pp -0.3 pp -0.1 pp
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Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 4.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.2 1.0% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 4.1 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 3.8 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 3.6 1.9% 6 +0.2 pp +0.6 pp +1.0 pp +1.2 pp
RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 3.6 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 3.5 3.6% 1 +3.6 pp -0.1 pp -1.0 pp -0.9 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 3.5 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Triumph Capital Management CIK 0001730765 0.195 1861 3.4 0.6% 4 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 3.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LANE BROTHERS & CO INC CIK 0001177416 0.353 95 3.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sun Financial Inc CIK 0002067342 0.166 161 3.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 3.3 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.2 1.0% 5 +0.3 pp +0.5 pp +0.6 pp +0.9 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.2 0.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 3.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 3.2 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 3.1 0.8% 5 -0.5 pp +0.1 pp +0.1 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 3.0 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
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VIAWEALTH, LLC CIK 0001965401 0.191 167 2.9 1.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.9 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 2.8 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
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RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.6 0.6% 1 +0.6 pp +0.0 pp +0.1 pp +0.0 pp
Benchmark Financial, LLC CIK 0002107260 0.479 54 2.6 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 2.6 1.6% 3 +1.1 pp +0.7 pp +1.6 pp +1.5 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 2.5 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.5 0.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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GWN SECURITIES INC. CIK 0001265905 0.178 486 2.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.1 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Well Done, LLC CIK 0001667132 0.522 202 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Hills Bank & Trust Co CIK 0001309148 0.655 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 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 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Torren Management, LLC CIK 0002096203 0.627 948 0.1 0.0% 2 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 5 +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% 4 +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
GAMMA Investing LLC CIK 0002010235 0.492 4173 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 +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
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 5 +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
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -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
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.8 pp -0.5 pp -0.5 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -3.2 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp +0.0 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
Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -3.0 pp -3.1 pp -3.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.0% 0 -0.0 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
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 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
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.6 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.7 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 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 -0.1 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.1 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
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 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 AIRR). Qtrs Held counts distinct quarters this fund has actually held AIRR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AIRR position size. Δ columns are the percentage-point change in AIRR'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