Signals

← Signals

☆AMZN

5548 in-universe funds with a nonzero position in AMZN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#45
Score / z3.155 / 4.73
Consensus1604.84 over 3308 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 186,708.8 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 158,605.1 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 83,805.8 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 72,212.5 3.8% 2 -0.5 pp +3.8 pp +3.8 pp +3.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 48,675.2 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40,107.1 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 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 35,760.2 2.2% 4 -0.1 pp -0.1 pp -0.4 pp +2.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21,309.6 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 20,702.4 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 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 18,510.4 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15,305.3 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15,204.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 14,035.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13,948.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 13,923.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13,734.1 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12,847.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12,833.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12,674.7 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 12,354.9 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12,059.1 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11,731.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Amundi CIK 0001330387 0.000 1 11,638.0 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 9,719.7 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆Capital World Investors CIK 0001422849 0.974 637 9,557.9 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8,445.0 3.1% 4 -0.1 pp -0.4 pp -0.8 pp +3.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7,962.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7,844.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7,344.2 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7,268.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7,239.9 2.4% 4 +0.0 pp +0.2 pp +0.2 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 6,969.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 6,951.4 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 6,608.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 6,215.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 6,047.5 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5,948.6 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5,821.8 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5,548.3 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 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 4,998.2 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4,569.5 6.7% 2 +0.9 pp +6.7 pp +6.7 pp +6.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,567.5 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4,558.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4,474.2 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 4,464.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4,275.3 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4,226.5 2.5% 3 -0.1 pp +0.4 pp +2.5 pp +2.5 pp
☆National Pension Service CIK 0001608046 0.956 552 4,158.5 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 4,024.5 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4,006.0 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3,776.5 3.0% 3 -0.2 pp -0.1 pp +3.0 pp +3.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3,667.9 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3,618.6 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3,610.9 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 3,578.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Swedbank AB CIK 0000946431 0.941 696 3,567.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,484.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3,411.9 3.1% 3 -0.2 pp +0.0 pp +3.1 pp +3.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3,308.3 3.4% 4 -0.3 pp -0.1 pp -0.4 pp +3.4 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 3,278.8 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3,173.8 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,992.4 2.1% 2 -0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,827.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 2,818.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2,681.7 3.5% 4 -0.1 pp +0.1 pp -0.2 pp +3.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 2,681.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,631.6 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,591.1 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 2,585.3 8.2% 2 -0.3 pp +8.2 pp +8.2 pp +8.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2,548.7 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2,503.0 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 2,469.4 8.0% 2 -1.4 pp +8.0 pp +8.0 pp +8.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2,449.9 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 2,424.8 7.5% 2 +0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,393.9 2.4% 3 -0.4 pp -0.0 pp +2.4 pp +2.4 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,352.3 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2,328.7 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2,321.1 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 2,307.3 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 2,195.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 2,189.1 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2,072.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2,055.1 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 2,047.8 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2,006.0 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,989.3 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 1,960.8 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,921.9 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1,921.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,919.7 4.7% 2 -1.5 pp +4.7 pp +4.7 pp +4.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,915.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 1,873.2 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 1,847.5 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,843.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,811.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1,811.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,807.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,804.3 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 1,773.1 5.9% 2 -0.6 pp +5.9 pp +5.9 pp +5.9 pp
☆Skye Global Management LP CIK 0001675884 0.960 30 1,761.8 35.5% 2 +2.8 pp +35.5 pp +35.5 pp +35.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,696.8 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆ALTAROCK PARTNERS LP CIK 0001631014 0.963 8 1,659.6 30.3% 2 +5.2 pp +30.3 pp +30.3 pp +30.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 1,606.1 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,593.2 1.9% 3 +0.1 pp +0.4 pp +1.9 pp +1.9 pp
☆Soroban Capital Partners LP CIK 0001517857 0.964 23 1,571.4 12.9% 2 +2.6 pp +12.9 pp +12.9 pp +12.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,529.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,493.9 5.9% 2 -0.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,466.5 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,466.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Newlands Management Operations LLC CIK 0001908450 0.989 16 1,446.8 6.9% 2 -0.8 pp +6.9 pp +6.9 pp +6.9 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 1,436.9 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 1,429.1 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1,423.2 5.5% 2 -1.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,397.1 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1,384.1 3.7% 4 -0.2 pp -0.0 pp -0.0 pp +3.7 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,376.8 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1,345.8 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 1,327.4 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,323.2 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 1,322.9 6.0% 2 -0.7 pp +6.0 pp +6.0 pp +6.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1,318.9 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 1,313.0 6.0% 2 -0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,312.6 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 1,292.3 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,288.6 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 1,278.6 8.7% 2 -0.6 pp +8.7 pp +8.7 pp +8.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1,277.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,264.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,230.0 2.2% 3 -0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1,205.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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☆Berger Financial Group, Inc CIK 0001826136 0.633 475 20.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 20.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 20.7 5.2% 2 -0.5 pp +5.2 pp +5.2 pp +5.2 pp
☆NKCFO LLC CIK 0001757282 0.145 92 20.7 6.2% 2 -2.1 pp +6.2 pp +6.2 pp +6.2 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 20.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 20.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 20.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clearline Capital LP CIK 0001600136 0.146 101 20.6 1.8% 2 +1.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 20.6 6.2% 2 -0.8 pp +6.2 pp +6.2 pp +6.2 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 20.6 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 20.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 20.6 5.4% 2 -0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 20.6 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆11 Capital Partners LP CIK 0001801172 0.274 20 20.5 5.8% 2 -6.0 pp +5.8 pp +5.8 pp +5.8 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 20.5 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 20.5 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Whetstone Capital Advisors, LLC CIK 0001607278 0.337 67 20.5 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 20.5 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆MIG Capital, LLC CIK 0001425649 0.000 0 20.4 3.0% 2 -0.8 pp +3.0 pp +3.0 pp +3.0 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 20.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 20.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆ADAPT Investment Managers SA CIK 0002029917 0.035 27 20.3 4.3% 2 -4.6 pp +4.3 pp +4.3 pp +4.3 pp
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☆Interval Partners, LP CIK 0001590228 0.034 216 20.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 20.3 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 20.2 5.9% 2 -0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 20.2 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 20.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆LYNWOOD PRICE CAPITAL MANAGEMENT LP CIK 0002046605 0.463 13 20.0 10.0% 2 -1.3 pp +10.0 pp +10.0 pp +10.0 pp
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☆NIGHTVIEW CAPITAL, LLC CIK 0001680843 0.513 14 19.9 15.0% 2 -2.5 pp +15.0 pp +15.0 pp +15.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 19.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 19.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CSM Advisors, LLC CIK 0001863523 0.423 406 19.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 19.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 19.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
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☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 19.6 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
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☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 9.5 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 9.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 9.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 9.4 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 9.4 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
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☆Family Manage LLC CIK 0001539947 0.277 323 9.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 9.4 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
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☆RS CRUM INC. CIK 0001401459 0.764 103 9.3 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
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☆Lingotto Investment Management LLP CIK 0001732768 0.824 31 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 7.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 7.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 7.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 7.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 7.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 7.0 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 7.0 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 7.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 7.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 7.0 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Sitrin Capital Management LLC CIK 0001664771 0.293 39 7.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 7.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 7.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.0 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 7.0 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 7.0 2.8% 4 -0.3 pp -1.8 pp -1.2 pp +2.8 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 6.9 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 6.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 6.9 8.0% 2 -0.8 pp +8.0 pp +8.0 pp +8.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 6.9 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 6.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NWI MANAGEMENT LP CIK 0001103887 0.216 49 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 6.9 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 6.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 6.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 6.9 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 6.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 6.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 6.9 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 6.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 6.9 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 6.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 6.9 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 6.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 6.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 6.9 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 6.8 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 6.8 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 6.8 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 6.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 6.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 6.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 6.8 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 6.8 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 6.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.8 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 6.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 6.8 5.9% 2 -0.4 pp +5.9 pp +5.9 pp +5.9 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 6.8 2.8% 3 -0.3 pp -0.1 pp +2.8 pp +2.8 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 6.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Argentarii, LLC CIK 0002030055 0.348 213 6.7 2.7% 2 -0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 6.7 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 6.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Point Windward Advisors Inc. CIK 0001356202 0.195 97 6.7 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.7 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 6.7 4.4% 2 +0.9 pp +4.4 pp +4.4 pp +4.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 6.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 6.7 6.5% 2 -1.9 pp +6.5 pp +6.5 pp +6.5 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 6.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 6.6 2.7% 2 +0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 6.6 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 6.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 6.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Intrua Financial, LLC CIK 0001812792 0.394 491 6.6 0.8% 4 +0.0 pp +0.1 pp -0.1 pp +0.8 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 6.6 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Notis-McConarty Edward CIK 0001592616 0.343 67 6.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 6.6 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 6.6 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
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☆Proem Advisors LLC CIK 0001842526 0.144 34 6.6 1.6% 2 -6.8 pp +1.6 pp +1.6 pp +1.6 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 6.6 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 6.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 6.6 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 6.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 6.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Colonial River Investments, LLC CIK 0001845859 0.069 249 6.5 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 6.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
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☆FARMERS TRUST CO CIK 0001318055 0.291 203 6.5 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
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☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 6.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 6.5 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 6.5 2.6% 2 -1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 6.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 6.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 6.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 6.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 6.4 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
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☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 6.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 6.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 6.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
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☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 6.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 4.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
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☆Lee Financial Co CIK 0001391166 0.828 162 3.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 3.0 3.7% 2 -1.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Whelan Financial CIK 0001894921 0.754 101 3.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 3.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 3.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 2.9 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 2.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 2.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 2.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 2.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
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☆Navalign, LLC CIK 0001820593 0.504 132 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Harbour Investment Management & Counsel, LLC CIK 0001453526 0.371 36 2.9 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
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☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 2.9 3.5% 2 -1.1 pp +3.5 pp +3.5 pp +3.5 pp
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☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 2.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆Private Capital Management, LLC CIK 0001588456 0.557 179 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 2.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆TLWM CIK 0001732537 0.888 73 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Baron Wealth Management LLC CIK 0001968507 0.535 304 2.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 2.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 2.8 0.6% 2 -1.8 pp +0.6 pp +0.6 pp +0.6 pp
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☆Miller Financial Services LLC CIK 0002022893 0.065 138 2.8 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
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☆Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 2.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆West Wealth Group, LLC CIK 0001923591 0.670 143 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Granite FO LLC CIK 0002034090 0.642 171 2.8 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
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☆Encompass More Asset Management CIK 0002011218 0.126 270 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Balentine LLC CIK 0001586678 0.932 243 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Oak Asset Management, LLC CIK 0001726375 0.419 115 2.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Arkos Global Advisors CIK 0001769089 0.805 124 2.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 2.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆Atom Investors LP CIK 0001738902 0.004 818 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.7 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 2.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 2.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 2.2 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 2.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 2.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 2.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 2.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Wernau Asset Management Inc. CIK 0002053236 0.585 48 2.2 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 2.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.2 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 2.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 2.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 2.2 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 2.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Creekside Partners CIK 0002035951 0.343 193 2.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 2.1 2.0% 3 -0.5 pp -0.8 pp +2.0 pp +2.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 2.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 2.1 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 2.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.1 1.7% 3 -0.3 pp -0.2 pp +1.7 pp +1.7 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 2.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆AXS Investments LLC CIK 0001801467 0.203 193 2.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 2.1 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 2.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 2.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Connective Capital Management, LLC CIK 0001543568 0.064 70 2.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.0 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 2.0 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Inlet Private Wealth, LLC CIK 0001759751 0.306 133 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Covenant Partners, LLC CIK 0001302739 0.000 0 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 1.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 1.8 2.5% 2 -1.1 pp +2.5 pp +2.5 pp +2.5 pp
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☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 1.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 1.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.1 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
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☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 1.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆Blossom Wealth Management CIK 0001839735 0.251 72 1.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
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☆Orion Investment Co CIK 0002033920 0.419 73 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆GQG Partners LLC CIK 0001697233 0.860 102 1.1 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 1.1 0.9% 3 -0.0 pp +0.3 pp +0.9 pp +0.9 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 1.1 0.8% 2 -1.3 pp +0.8 pp +0.8 pp +0.8 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 1.1 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 1.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 1.0 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆HT Partners LLC CIK 0001552999 0.865 53 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Kearns & Associates LLC CIK 0001908695 0.847 41 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.0 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Flower City Capital CIK 0001808394 0.859 49 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Ninepoint Partners LP CIK 0001715635 0.295 162 1.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Parker Financial LLC CIK 0001965668 0.845 37 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Martin Investment Management, LLC CIK 0001511888 0.424 47 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆5T Wealth, LLC CIK 0002039313 0.300 134 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 0.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.7 0.7% 2 -1.3 pp +0.7 pp +0.7 pp +0.7 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.7 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 0.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.7 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 0.078 140 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 0.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.7 0.5% 2 -0.8 pp +0.5 pp +0.5 pp +0.5 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Community Bank of Raymore CIK 0001599923 0.387 76 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Front Street Capital Management, Inc. CIK 0001683182 0.322 70 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARUS FINANCE (UK) Ltd CIK 0001611519 0.690 37 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Central Asset Investments & Management Holdings (HK) Ltd CIK 0001583672 0.373 17 0.7 0.5% 2 -1.7 pp +0.5 pp +0.5 pp +0.5 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.7 0.3% 2 -5.8 pp +0.3 pp +0.3 pp +0.3 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TOBAM CIK 0001527488 0.112 258 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.7 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.6 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.6 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆denkapparat Operations GmbH CIK 0001999514 0.033 383 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.6 0.3% 2 -1.6 pp +0.3 pp +0.3 pp +0.3 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆David Kennon Inc CIK 0001954126 0.575 45 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BCK Partners, Inc. CIK 0001845867 0.872 28 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.609 101 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.6 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JBGlobal.com LLC CIK 0002051348 0.701 32 0.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.4% 2 -0.1 pp +0.4 pp -1.8 pp +0.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆TL Private Wealth CIK 0001802868 0.876 54 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Chico Wealth RIA CIK 0001926037 0.794 49 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆MSA Advisors, LLC CIK 0001040410 0.744 43 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
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☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
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☆Standard Family Office LLC CIK 0001809494 0.832 31 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Maytus Capital Management, LLC CIK 0001708759 0.000 62 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 -10.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Systrade AG CIK 0001818160 0.744 14 0.0 0.0% 0 -7.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group, Ltd. CIK 0002013988 0.302 106 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Incline Global Management LLC CIK 0001567195 0.000 20 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -8.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE CIK 0001047859 0.094 14 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -1.3 pp -0.8 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.5 pp -0.4 pp -0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -3.4 pp -2.6 pp +0.0 pp +0.0 pp
☆TRB Advisors LP CIK 0001513300 0.000 6 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Tairen Capital Ltd CIK 0001652062 0.000 44 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -8.5 pp +0.0 pp +0.0 pp +0.0 pp
☆QVT Financial LP CIK 0001290162 0.874 72 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMER ROAD LLC CIK 0001604873 0.856 21 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D1 Capital Partners L.P. CIK 0001747057 0.000 55 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DoubleLine ETF Adviser LP CIK 0001959989 0.029 170 0.0 0.0% 0 -5.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Covey Capital Advisors, LLC CIK 0001568891 0.335 42 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Grafton Street Partners Fund, LP CIK 0001921789 0.799 10 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 -6.7 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 -1.6 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆MUFG Securities EMEA plc CIK 0001597694 0.264 575 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridiem Capital Partners LP CIK 0002026798 0.000 80 0.0 0.0% 0 -6.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TB Alternative Assets Ltd. CIK 0001483503 0.000 34 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -1.7 pp -1.9 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Focus Capital Management, LLC CIK 0001602716 0.525 76 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -5.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Twenty Acre Capital LP CIK 0001928941 0.000 1 0.0 0.0% 0 -7.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBAL VALUE INVESTMENT CORP. CIK 0001569866 0.355 19 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Avory & Company, LLC CIK 0001842766 0.543 32 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Brentview Investment Management LLC CIK 0002052564 0.314 63 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Night Squared LP CIK 0002058786 0.000 69 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L1 Capital Pty Ltd CIK 0001817646 0.463 24 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.0 0.0% 0 -7.1 pp -7.4 pp +0.0 pp +0.0 pp
☆Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 -3.3 pp -2.1 pp +0.0 pp +0.0 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMS Capital Investment Management LP CIK 0001743937 0.000 16 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -2.7 pp -2.4 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Teramo Advisors, LLC CIK 0001904821 0.826 3 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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