Signals

← Signals

☆AMZN

5752 in-universe funds with a nonzero position in AMZN within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22969
Score / z-3.893 / -5.55
Consensus1617.63 over 3368 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Issuance as of 2026Q2
Accrual ratio-0.010
F-score—
M-score—
Net issuance114.3%
See the full series →

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 EvalMixed
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 0 195,135.3 2.8% 3 +0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 169,508.6 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 89,708.9 3.0% 3 +0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 76,510.1 3.9% 3 +0.1 pp -0.4 pp +3.9 pp +3.9 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 51,753.6 3.2% 3 +0.1 pp -0.1 pp +3.2 pp +3.2 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 37,296.0 2.2% 5 +0.1 pp -0.1 pp -0.0 pp -0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 36,941.9 2.5% 3 -0.1 pp -0.4 pp +2.5 pp +2.5 pp
☆NORGES BANK CIK 0001374170 0.994 1617 32,868.7 3.5% 1 +3.5 pp +0.1 pp +3.5 pp +3.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21,869.2 2.8% 3 +0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 20,782.3 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 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 19,424.8 1.4% 4 +0.0 pp -0.1 pp +0.0 pp +1.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16,120.5 3.4% 3 +0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 16,061.3 2.5% 3 +0.3 pp +0.2 pp +2.5 pp +2.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15,803.6 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15,285.7 2.7% 3 +0.4 pp +0.2 pp +2.7 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14,810.3 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 14,777.9 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13,758.0 2.1% 3 +0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13,648.3 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 12,916.5 2.9% 4 +0.1 pp -0.1 pp -0.0 pp +2.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12,447.7 3.9% 3 +0.1 pp -0.0 pp +3.9 pp +3.9 pp
☆Amundi CIK 0001330387 0.000 1 12,420.3 3.4% 3 -0.4 pp -0.5 pp +3.4 pp +3.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12,012.9 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11,446.2 2.0% 3 -0.3 pp -0.4 pp +2.0 pp +2.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 10,026.2 6.0% 3 +0.4 pp +0.1 pp +6.0 pp +6.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8,149.6 1.8% 3 +0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8,039.6 3.2% 5 +0.1 pp +0.1 pp -0.3 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7,987.8 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7,798.8 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Capital World Investors CIK 0001422849 0.974 637 7,794.4 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7,754.1 2.6% 3 +0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7,404.3 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 7,323.1 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7,067.4 2.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 6,783.1 5.6% 3 +0.5 pp +0.2 pp +5.6 pp +5.6 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 6,551.7 2.1% 3 +0.2 pp -0.0 pp +2.1 pp +2.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6,206.5 3.5% 3 +0.3 pp +0.0 pp +3.5 pp +3.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6,139.9 3.1% 3 +0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 6,071.1 3.6% 3 +0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5,976.1 3.5% 3 +0.2 pp -0.1 pp +3.5 pp +3.5 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5,690.5 3.3% 3 +0.5 pp +0.3 pp +3.3 pp +3.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5,643.2 3.2% 3 +0.7 pp +0.4 pp +3.2 pp +3.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5,045.4 2.0% 3 -0.1 pp -0.5 pp +2.0 pp +2.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 4,850.6 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,831.5 1.5% 4 +0.0 pp -0.1 pp +0.1 pp +1.5 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4,687.0 7.0% 3 +0.3 pp +1.2 pp +7.0 pp +7.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4,627.9 2.6% 4 +0.1 pp +0.1 pp +0.5 pp +2.6 pp
☆National Pension Service CIK 0001608046 0.956 552 4,580.2 3.4% 3 +0.2 pp -0.1 pp +3.4 pp +3.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4,526.0 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 4,500.9 4.0% 4 +0.9 pp +0.7 pp +0.9 pp +4.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4,241.8 2.7% 3 +0.7 pp +0.9 pp +2.7 pp +2.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4,146.2 5.0% 3 +0.2 pp -0.3 pp +5.0 pp +5.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 4,120.6 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3,874.7 3.1% 4 +0.1 pp -0.1 pp -0.0 pp +3.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 3,856.4 3.1% 3 +0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3,833.7 3.2% 3 +0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,806.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3,796.5 2.8% 3 +0.2 pp -0.1 pp +2.8 pp +2.8 pp
☆Swedbank AB CIK 0000946431 0.941 696 3,604.9 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆DODGE & COX CIK 0000200217 0.944 222 3,515.5 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3,461.9 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 3,439.3 4.0% 3 -0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3,436.9 3.4% 5 +0.0 pp -0.2 pp -0.0 pp -0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3,263.6 2.2% 3 +1.6 pp +1.2 pp +2.2 pp +2.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3,209.0 2.8% 3 +0.3 pp +0.5 pp +2.8 pp +2.8 pp
☆FIL Ltd CIK 0000318989 0.878 1140 2,834.7 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 2,829.0 2.1% 3 +0.3 pp +0.8 pp +2.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,792.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2,768.4 2.7% 3 +0.1 pp -0.4 pp +2.7 pp +2.7 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 2,763.8 8.6% 3 +0.4 pp +0.1 pp +8.6 pp +8.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,702.8 1.8% 3 -0.2 pp -1.1 pp +1.8 pp +1.8 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2,668.1 3.6% 5 +0.1 pp -0.0 pp +0.1 pp -0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2,548.1 3.9% 3 +0.1 pp -0.1 pp +3.9 pp +3.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,490.7 2.6% 3 -0.4 pp -0.6 pp +2.6 pp +2.6 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 2,336.7 4.9% 3 -0.4 pp -0.7 pp +4.9 pp +4.9 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 2,310.8 7.8% 3 +0.3 pp +0.9 pp +7.8 pp +7.8 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,309.5 2.3% 4 -0.1 pp -0.5 pp -0.1 pp +2.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2,295.5 3.9% 3 -0.1 pp -0.3 pp +3.9 pp +3.9 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 2,292.6 5.7% 3 +1.0 pp -0.5 pp +5.7 pp +5.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2,290.5 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,238.5 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 2,217.7 14.3% 3 +5.6 pp +5.0 pp +14.3 pp +14.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2,197.0 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2,183.2 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2,175.9 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2,152.4 3.0% 3 -0.3 pp -0.6 pp +3.0 pp +3.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 2,109.1 3.0% 3 +0.3 pp +0.3 pp +3.0 pp +3.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 2,092.3 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2,075.9 3.7% 3 +0.4 pp +0.5 pp +3.7 pp +3.7 pp
☆Skye Global Management LP CIK 0001675884 0.960 30 2,071.8 41.9% 3 +6.4 pp +9.2 pp +41.9 pp +41.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2,059.6 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 1,997.5 8.5% 3 +0.5 pp -0.8 pp +8.5 pp +8.5 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 1,989.7 4.6% 5 -12.1 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,975.8 2.4% 3 +0.0 pp -0.3 pp +2.4 pp +2.4 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 1,971.1 4.1% 3 -0.1 pp -0.3 pp +4.1 pp +4.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,962.6 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,926.5 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,910.2 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,877.6 4.5% 3 +0.3 pp +0.2 pp +4.5 pp +4.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,874.6 3.2% 3 +0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 1,871.6 6.3% 3 +0.4 pp -0.2 pp +6.3 pp +6.3 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 1,853.7 3.3% 3 +0.3 pp -0.1 pp +3.3 pp +3.3 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 1,820.5 4.7% 3 -0.3 pp -0.5 pp +4.7 pp +4.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,793.9 2.3% 3 +0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 1,717.3 5.2% 3 +0.1 pp -0.6 pp +5.2 pp +5.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 1,696.7 3.3% 3 +0.0 pp -0.3 pp +3.3 pp +3.3 pp
☆ALTAROCK PARTNERS LP CIK 0001631014 0.963 8 1,688.3 33.1% 3 +2.8 pp +8.0 pp +33.1 pp +33.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1,671.0 2.8% 3 -0.6 pp -0.6 pp +2.8 pp +2.8 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1,628.1 6.4% 3 +0.8 pp -0.4 pp +6.4 pp +6.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,587.4 1.8% 4 +0.2 pp -0.2 pp -0.1 pp +1.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,553.8 1.8% 4 -0.1 pp +0.0 pp +0.3 pp +1.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,549.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 1,523.6 5.3% 3 +0.4 pp +0.6 pp +5.3 pp +5.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,522.5 2.0% 3 -0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆Newlands Management Operations LLC CIK 0001908450 0.989 16 1,520.9 7.8% 3 +1.0 pp +0.2 pp +7.8 pp +7.8 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,501.7 6.0% 3 +0.1 pp -0.2 pp +6.0 pp +6.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,466.5 3.7% 3 +1.5 pp +1.4 pp +3.7 pp +3.7 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 1,466.1 4.1% 3 +1.2 pp +3.1 pp +4.1 pp +4.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 1,449.8 4.1% 3 +0.1 pp -0.1 pp +4.1 pp +4.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1,446.2 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1,438.3 3.9% 5 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,427.3 2.9% 3 +0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1,406.4 3.8% 3 +0.1 pp -0.1 pp +3.8 pp +3.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,400.4 1.1% 3 +0.5 pp +0.2 pp +1.1 pp +1.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1,399.8 3.8% 3 +0.2 pp +0.0 pp +3.8 pp +3.8 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1,390.0 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Egerton Capital (UK) LLP CIK 0001581811 0.848 23 1,360.1 14.8% 3 +5.4 pp +7.3 pp +14.8 pp +14.8 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,339.2 2.9% 3 -0.1 pp -0.4 pp +2.9 pp +2.9 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 1,338.7 5.9% 3 -0.1 pp -0.8 pp +5.9 pp +5.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,334.1 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 1,327.4 2.3% 3 +0.4 pp +0.2 pp +2.3 pp +2.3 pp
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☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 5.0 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
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☆US Asset Management LLC CIK 0001882673 0.219 112 5.0 4.1% 3 +0.1 pp -0.0 pp +4.1 pp +4.1 pp
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☆HF Advisory Group, LLC CIK 0001963169 0.209 168 4.9 1.6% 3 +0.3 pp -0.0 pp +1.6 pp +1.6 pp
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☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 2.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
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☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 2.7 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.6 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.6 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
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☆IAM Advisory, LLC CIK 0001825292 0.682 107 2.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 2.3 3.2% 3 +0.7 pp -0.4 pp +3.2 pp +3.2 pp
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☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 2.2 0.8% 3 +0.0 pp -2.6 pp +0.8 pp +0.8 pp
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☆Copia Wealth Management CIK 0002058771 0.232 570 1.2 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 1.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Refined Wealth Management CIK 0001724729 0.544 49 1.2 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 1.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
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☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 1.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 1.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
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☆NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 1.1 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.1 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
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☆tru Independence LLC CIK 0001785445 0.641 108 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.0 0.7% 3 +0.3 pp -0.5 pp +0.7 pp +0.7 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 1.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 1.0 0.3% 3 +0.0 pp -0.4 pp +0.3 pp +0.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 1.0 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 1.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 1.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.0 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 1.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.0 0.5% 4 +0.0 pp -0.2 pp -0.1 pp +0.5 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.0 0.7% 1 +0.7 pp +0.7 pp -0.0 pp +0.7 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.0 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 1.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 1.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.0 0.4% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.9 0.6% 3 +0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.9 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.9 0.7% 3 -0.0 pp -1.3 pp +0.7 pp +0.7 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 0.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.9 0.9% 3 +0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆De Lisle Partners LLP CIK 0002011184 0.284 178 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.9 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.9 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.9 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 0.9 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.9 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Anson Funds Management LP CIK 0001491072 0.108 146 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.9 1.3% 3 +0.5 pp +0.3 pp +1.3 pp +1.3 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.9 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.9 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KDT Advisors, LLC CIK 0002054458 0.223 73 0.9 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.9 0.3% 3 +0.0 pp -5.8 pp +0.3 pp +0.3 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.9 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.9 0.4% 3 +0.0 pp -0.5 pp +0.4 pp +0.4 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 0.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.9 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.9 0.9% 3 +0.2 pp -0.0 pp +0.9 pp +0.9 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.9 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fosun International Ltd CIK 0001447884 0.512 73 0.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.8 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.8 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.8 0.5% 3 -0.4 pp -0.4 pp +0.5 pp +0.5 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 0.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.8 0.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.8 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.8 1.5% 3 +0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTPORT ASSET MANAGEMENT INC CIK 0000811454 0.437 80 0.8 0.3% 3 +0.0 pp -0.5 pp +0.3 pp +0.3 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Greenhouse Wealth Management, LLC CIK 0001843566 0.542 52 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.8 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.8 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.8 0.3% 2 +0.0 pp +0.3 pp -0.1 pp +0.3 pp
☆UNIO CAPITAL LLC CIK 0001730565 0.823 19 0.8 0.1% 3 -0.0 pp -5.4 pp +0.1 pp +0.1 pp
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☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆Dynamic Financial Group CIK 0002061178 0.528 76 0.8 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
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☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.7 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.7 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 0.7 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
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☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
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☆Resolute Advisors LLC CIK 0001800217 0.229 81 0.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
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☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
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☆Capital Planning LLC CIK 0001790688 0.562 88 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.7 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.7 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
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☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆David Kennon Inc CIK 0001954126 0.575 45 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
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☆Petix & Botte Co CIK 0001803255 0.507 144 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Fidato Wealth LLC CIK 0001711360 0.883 14 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 0.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.6 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.6 0.2% 3 -1.1 pp -0.5 pp +0.2 pp +0.2 pp
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☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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☆10Elms LLP CIK 0002056650 0.266 526 0.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
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☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.6 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
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☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 0.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Brown Financial Advisory CIK 0001843853 0.850 49 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.6 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PMG Family Office LLC CIK 0002102299 0.155 114 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.6 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
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☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lesa Sroufe & Co CIK 0001492162 0.208 67 0.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp -1.8 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.5 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
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☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Roth Financial Partners LLC CIK 0001840888 0.893 33 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 0.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
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☆MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.5 0.3% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
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☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saratoga Research & Investment Management CIK 0001477872 0.809 46 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Friday Financial CIK 0002048792 0.653 108 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Somerset Trust Co CIK 0001597099 0.266 186 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.4 0.0% 3 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
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☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆PROVIDENT TRUST CO CIK 0001140436 0.971 22 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆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
☆ADAPT Investment Managers SA CIK 0002029917 0.035 27 0.0 0.0% 0 -4.3 pp -8.8 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
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -2.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Politan Capital Management LP CIK 0001885245 0.000 2 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -1.5 pp -1.7 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -1.6 pp -1.8 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -4.3 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 +0.0 pp -1.7 pp -1.9 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.0 0.0% 0 +0.0 pp -7.1 pp -7.4 pp +0.0 pp
☆Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -10.4 pp -11.4 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -1.9 pp -2.1 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -5.4 pp -1.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status