Signals

← Signals

☆ANGL

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

Flow ranking

Rank#23939
Score / z-0.001 / -0.02
Consensus112.85 over 222 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 538.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 131.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 116.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 115.7 1.5% 5 -0.2 pp -0.1 pp -0.1 pp -2.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 111.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 75.7 7.2% 5 -0.6 pp -0.6 pp +2.9 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 69.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 38.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 36.4 2.0% 4 -0.1 pp -0.1 pp -0.4 pp +2.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 23.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 21.8 0.2% 5 +0.2 pp +0.0 pp -0.2 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 20.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 20.2 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 17.6 1.4% 1 +1.4 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 14.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 13.2 6.8% 2 -1.6 pp +6.8 pp +6.8 pp +6.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 12.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.7 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 10.6 4.0% 5 -0.2 pp -0.4 pp +1.2 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.5 0.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 9.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 9.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.2 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 9.2 1.1% 5 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.0 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 8.8 3.1% 5 -1.2 pp -1.4 pp -0.1 pp +0.8 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.1 2.5% 5 -0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 8.1 6.4% 5 -0.4 pp -0.8 pp -1.5 pp -1.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 8.0 3.1% 1 +3.1 pp -1.3 pp +2.7 pp +2.2 pp
☆Emissary Wealth LLC CIK 0002107252 0.187 63 7.7 5.9% 2 -0.7 pp +5.9 pp +5.9 pp +5.9 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 6.9 1.4% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 6.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 6.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 6.2 1.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 6.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 5.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 5.1 2.6% 3 -0.0 pp +0.0 pp +2.6 pp +2.6 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 4.9 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 4.7 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.7 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.3 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 4.1 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 3.9 1.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.7 1.1% 5 +0.0 pp -0.4 pp +0.2 pp +0.3 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 3.6 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.6 2.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.6 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 3.4 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 3.3 1.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 3.2 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SFAM, LLC CIK 0001713286 0.679 262 2.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dougherty & Associates, LLC CIK 0002109295 0.475 52 2.7 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 2.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 2.3 1.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 2.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 2.2 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 2.1 1.0% 4 -0.3 pp -0.4 pp -0.3 pp +1.0 pp
☆Vavra Capital Management, LLC CIK 0002106605 0.759 22 2.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.7 2.7% 5 +0.2 pp -0.3 pp +0.3 pp +0.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.6 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.6 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.6 0.8% 1 +0.8 pp -0.1 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.3 0.5% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.3 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 1.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp -3.5 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -3.5 pp +0.0 pp -3.4 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -1.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp -1.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.4 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp +0.0 pp -5.6 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp -4.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.3 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp -0.9 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp -1.6 pp -1.4 pp -1.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 ANGL). Qtrs Held counts distinct quarters this fund has actually held ANGL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ANGL position size. Δ columns are the percentage-point change in ANGL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status