Signals

← Signals

☆AMGN

2771 in-universe funds with a nonzero position in AMGN within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22961
Score / z-0.005 / -0.02
Consensus806.08 over 1673 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 14,996.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13,010.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 8,196.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 5,279.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital World Investors CIK 0001422849 0.974 637 4,707.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 4,519.0 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,619.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3,600.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,968.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,041.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,714.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,663.7 0.2% 1 +0.2 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 1,555.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,474.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,286.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,278.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,266.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,181.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,170.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,117.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,079.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,024.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,012.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 988.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 844.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 836.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 805.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 796.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 758.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 705.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 688.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 683.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 640.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 606.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 591.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 481.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 479.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 475.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 454.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 423.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 419.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 362.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 333.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 320.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 311.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 290.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 289.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 283.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 282.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 281.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 280.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 279.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 269.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 264.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 258.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smead Capital Management, Inc. CIK 0001427008 0.817 32 257.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 253.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 247.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 238.9 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 210.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Boston Partners CIK 0001386060 0.833 802 208.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 207.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 198.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 188.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 175.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 174.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 170.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 168.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 167.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 158.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 151.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 149.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 146.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 145.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 144.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 144.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 141.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 141.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 136.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 135.4 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 132.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 129.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 128.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 124.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 123.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&G Plc CIK 0001802539 0.820 370 122.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 119.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 118.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 114.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 113.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 112.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 110.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 109.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AXA S.A. CIK 0000898427 0.038 46 105.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 105.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 104.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 100.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 100.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 98.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 98.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 97.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 96.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 95.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 93.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 92.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 91.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 91.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 90.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 89.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 87.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 87.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 86.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 85.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 85.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 84.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 83.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 83.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 81.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 80.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 80.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 80.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 79.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 79.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 77.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 75.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 74.1 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 73.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 71.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 70.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 69.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 69.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 67.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 67.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 67.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 66.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 66.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 64.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Man Group plc CIK 0001637460 0.631 2032 64.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 3.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 3.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bull Street Advisors, LLC CIK 0001790837 0.248 95 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 3.6 1.4% 3 -0.2 pp +0.1 pp +1.4 pp +1.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WOODSTOCK CORP CIK 0001008877 0.579 163 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Voleon Capital Management LP CIK 0001479847 0.337 761 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Andra AP-fonden CIK 0001535452 0.620 393 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BONTEMPO OHLY CAPITAL MGMT LLC CIK 0001632118 0.684 33 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OPUS INVESTMENT MANAGEMENT INC CIK 0001097833 0.586 31 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSSIAM CIK 0001767471 0.182 680 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆OMC Financial Services LTD CIK 0002026391 0.472 61 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Rossmore Private Capital CIK 0001733082 0.520 340 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Notis-McConarty Edward CIK 0001592616 0.343 67 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boit C F David CIK 0001308331 0.410 85 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CONNING INC. CIK 0000801051 0.496 327 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 1.1 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Mork Capital Management, LLC CIK 0001626494 0.103 104 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANB BANK CIK 0002067126 0.446 127 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 1.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Athena Investment Management CIK 0001921093 0.240 132 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KRS Capital Management, LLC CIK 0001910876 0.366 124 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Supplemental Annuity Collective Trust of NJ CIK 0001483065 0.341 298 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Quilter Plc CIK 0001770632 0.827 131 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lee Financial Co CIK 0001391166 0.828 162 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WP Advisors, LLC CIK 0001697796 0.593 119 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆S-Bank Fund Management Ltd CIK 0002036461 0.203 249 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Essex Bank CIK 0001752212 0.260 318 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMAS STORY & SON LLC CIK 0001505207 0.484 53 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +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% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBAM CIK 0001527488 0.112 258 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Services CIK 0001906799 0.450 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 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 AMGN). Qtrs Held counts distinct quarters this fund has actually held AMGN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AMGN position size. Δ columns are the percentage-point change in AMGN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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