Signals

← Signals

☆AMZN

312 in-universe funds with a nonzero position in AMZN within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#27
Score / z0.586 / 3.94
Consensus98.34 over 204 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

Negative / total0 / 4
FiledFormItems
2026-09-14 8-K 8.01, 9.01
2026-09-09 8-K 5.02
2026-07-30 8-K 2.02, 9.01
2026-07-09 8-K 8.01, 9.01
2026-06-12 8-K 8.01, 9.01
2026-06-10 8-K 1.01, 2.03, 9.01
2026-05-22 8-K 5.07
2026-04-29 8-K 2.02, 9.01
2026-04-14 8-K 7.01, 9.01
2026-04-09 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 6
FiledFormFiler
2026-09-11 424B5 AMAZON COM INC
2026-09-09 424B5 AMAZON COM INC
2026-07-08 424B5 AMAZON COM INC
2026-07-07 424B5 AMAZON COM INC
2026-06-10 424B5 AMAZON COM INC
2026-06-08 424B5 AMAZON COM INC
2026-03-13 424B5 AMAZON COM INC
2026-03-12 424B5 AMAZON COM INC
2026-03-11 424B5 AMAZON COM INC
2026-03-10 424B5 AMAZON COM INC
Showing the 10 most recent.

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 31,681.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 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 15,554.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 10,569.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5,667.0 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3,833.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3,350.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 3,053.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,807.8 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,624.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,177.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 1,468.8 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1,130.7 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,050.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆STRS OHIO CIK 0000820478 0.777 2154 815.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 814.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 781.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 746.6 24.0% 2 -1.6 pp +24.0 pp +24.0 pp +24.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 718.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 636.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 630.7 12.5% 2 -1.1 pp +12.5 pp +12.5 pp +12.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 596.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 583.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 414.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 405.4 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 364.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 352.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 230.7 4.6% 2 -1.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 209.3 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 206.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 203.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 200.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 196.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 196.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 190.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 184.4 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 183.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Munro Partners CIK 0001768744 0.213 59 157.3 7.5% 2 +1.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 110.1 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 99.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 91.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 81.1 7.6% 2 -1.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 70.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 67.0 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 65.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 64.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 62.3 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 61.5 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 58.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 58.3 26.2% 1 +26.2 pp +26.2 pp +26.2 pp +26.2 pp
☆HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 54.9 12.8% 2 +1.1 pp +12.8 pp +12.8 pp +12.8 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 51.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 46.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 43.7 3.3% 2 +0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 40.9 2.6% 2 -0.7 pp +2.6 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 40.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 39.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 37.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 36.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 36.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 34.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Formuepleje A/S CIK 1801212 0.374 96 33.9 1.9% 2 -2.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 32.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 28.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 27.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 26.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆General Pension Society PZU Joint Stock Co CIK 0002057421 0.867 16 26.5 8.9% 2 -2.8 pp +8.9 pp +8.9 pp +8.9 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 25.4 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 25.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 24.7 2.8% 2 +1.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 21.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 20.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 20.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CIM, LLC CIK 0001364725 0.348 169 18.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Altrafin AG CIK 0002110313 0.476 44 17.8 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆PKO BP BANKOWY Universal Pension Society JSC CIK 0002055875 0.676 13 17.4 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 16.7 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 15.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 15.7 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Pangea Capital Gestao de Recursos Ltda. CIK 2119167 0.841 10 15.1 12.6% 2 -0.8 pp +12.6 pp +12.6 pp +12.6 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 14.2 4.8% 2 -0.8 pp +4.8 pp +4.8 pp +4.8 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 14.0 2.0% 2 -0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 13.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 13.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 13.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 11.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 11.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆111 Capital CIK 0002060412 0.025 488 10.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 10.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 10.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 10.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 9.8 4.6% 2 +0.7 pp +4.6 pp +4.6 pp +4.6 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 9.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 9.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 9.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 9.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 8.7 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 8.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 8.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 8.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 0.758 2 7.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 7.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 7.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.7 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 7.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 6.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 6.8 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 6.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 6.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 6.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 6.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 6.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 5.9 0.1% 2 -1.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 5.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SFM, LLC CIK 0002064225 0.427 69 5.8 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 5.8 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 5.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.3 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 5.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Finivi Inc. CIK 0002101641 0.183 111 4.9 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 4.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 4.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 4.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 4.1 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 4.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ANB BANK CIK 0002067126 0.446 127 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 3.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 3.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 3.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.3 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆LANSDOWNE PARTNERS (UK) LLP CIK 0001608485 0.834 26 3.2 0.5% 2 -2.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Farmers National Bank CIK 0001632966 0.440 180 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UNITED BANK CIK 0001286478 0.652 130 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CLG LLC CIK 0002059872 0.428 156 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 2.7 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 2.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 2.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.3 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 2.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 2.1 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 2.0 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 1.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 1.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.0 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kanen Wealth Management LLC CIK 0001681614 0.434 36 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.680 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -2.2 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 AMZN). Qtrs Held counts distinct quarters this fund has actually held AMZN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AMZN position size. Δ columns are the percentage-point change in AMZN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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