☆ANGO
Flow ranking
Rank#24723
Score / z-0.220 / -0.28
Consensus63.65 over 97 funds
Momentum-0.18 =
Price & positioning
226 cached closes, trailing year
Drawdown-5%
Short interest-23% / 2.9d
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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 49.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Point72 Asset Management, L.P. CIK 0001603466 | 0.241 | 1978 | 39.8 | 0.1% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 | 0.494 | 243 | 34.3 | 0.7% | 5 | +0.0 pp | -0.1 pp | -0.0 pp | +0.0 pp |
| ☆ARMISTICE CAPITAL, LLC CIK 0001601086 | 0.313 | 323 | 28.6 | 0.8% | 5 | +0.1 pp | +0.3 pp | +0.2 pp | +0.2 pp |
| ☆ROYCE & ASSOCIATES LP CIK 0000906304 | 0.492 | 747 | 25.6 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 | 0.000 | 4092 | 22.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEBER CAPITAL MANAGEMENT LLC /ADV CIK 0001099905 | 0.698 | 13 | 17.6 | 15.0% | 2 | -0.6 pp | +15.0 pp | +15.0 pp | +15.0 pp |
| ☆Nuveen, LLC CIK 0001871926 | 0.966 | 3735 | 15.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 | 0.990 | 4447 | 13.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 | 0.963 | 3221 | 12.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 | 0.993 | 4177 | 12.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 | 0.406 | 590 | 12.1 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.0 pp |
| ☆Bastion Asset Management Inc. CIK 0001977794 | 0.007 | 54 | 10.8 | 3.7% | 3 | -0.6 pp | -3.5 pp | +3.7 pp | +3.7 pp |
| ☆Pier Capital, LLC CIK 0001310051 | 0.081 | 129 | 10.5 | 1.4% | 5 | -0.1 pp | +0.2 pp | +0.2 pp | +0.3 pp |
| ☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 | 0.549 | 3841 | 10.2 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | 0.399 | 3140 | 9.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 | 0.882 | 1887 | 9.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆PARADIGM CAPITAL MANAGEMENT INC/NY CIK 0001037792 | 0.794 | 115 | 8.7 | 0.2% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.2 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 7.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 | 0.000 | 3141 | 5.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MARSHALL WACE, LLP CIK 0001318757 | 0.756 | 2719 | 5.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Western Standard LLC CIK 0001517666 | 0.035 | 27 | 5.0 | 1.7% | 1 | +1.7 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 5.0 | 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 | 4.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 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 | 4.5 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 | 0.983 | 4440 | 4.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 | 0.542 | 3901 | 4.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Phocas Financial Corp. CIK 0001356783 | 0.164 | 153 | 3.8 | 0.5% | 6 | -0.0 pp | -0.5 pp | -0.4 pp | +0.0 pp |
| ☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 | 0.000 | 4076 | 3.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Manatuck Hill Partners, LLC CIK 0001467902 | 0.027 | 129 | 3.6 | 1.2% | 5 | -0.6 pp | -0.7 pp | -0.3 pp | -0.1 pp |
| ☆First Eagle Investment Management, LLC CIK 0001325447 | 0.890 | 425 | 3.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 | 0.724 | 1163 | 3.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 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 | 3.4 | 0.0% | 7 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 | 0.610 | 934 | 2.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 | 0.305 | 543 | 2.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 2.4 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | 0.024 | 715 | 2.4 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 | 0.845 | 1932 | 2.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WHITE PINE CAPITAL LLC CIK 0001137429 | 0.203 | 240 | 1.9 | 0.4% | 5 | +0.0 pp | -0.1 pp | +0.1 pp | +0.2 pp |
| ☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 | 0.973 | 4274 | 1.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 | 0.724 | 1622 | 1.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 | 0.885 | 3272 | 1.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 1.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆GLOBEFLEX CAPITAL L P CIK 0000921531 | 0.114 | 394 | 1.4 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 1.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 | 0.911 | 2884 | 1.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Invesco Ltd. (IVZ) CIK 0000914208 | 0.816 | 3812 | 1.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 1.1 | 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 | 0.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Russell Investments Group, Ltd. CIK 0001692234 | 0.905 | 4383 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.8 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 | 0.961 | 1659 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 0.7 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 0.7 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 0.6 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 | 0.436 | 496 | 0.6 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 | 0.011 | 1651 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 | 0.808 | 356 | 0.6 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.6 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.5 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Squarepoint Ops LLC CIK 0001642575 | 0.419 | 2729 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 0.5 | 0.0% | 7 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 | 0.949 | 3317 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 | 0.909 | 1694 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.4 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Trexquant Investment LP CIK 0001633445 | 0.116 | 1625 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Assenagon Asset Management S.A. CIK 0001546007 | 0.731 | 1145 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HSBC HOLDINGS PLC CIK 0000873630 | 0.959 | 2414 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆IEQ CAPITAL, LLC CIK 0001779789 | 0.694 | 2011 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 | 0.950 | 3189 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MetLife Investment Management, LLC CIK 0001529735 | 0.789 | 2884 | 0.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Investment Partners, LLC CIK 0001328062 | 0.683 | 312 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 | 0.099 | 1679 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vanguard Global Advisers, LLC CIK 0001811242 | 0.000 | 3638 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH EFFECTS LLC CIK 0001907254 | 0.272 | 256 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 | 0.840 | 3165 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 | 0.032 | 146 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 | 0.739 | 3202 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 | 0.142 | 2094 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Diversified Trust Co CIK 0001479844 | 0.817 | 1115 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 | 0.919 | 2485 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 | 0.713 | 1219 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 | 0.632 | 2110 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 | 0.895 | 2872 | 0.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆State of Wyoming CIK 0001821626 | 0.105 | 1872 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 0.1 | 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 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 | 0.848 | 2291 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Washington Trust Advisors, Inc. CIK 0001900099 | 0.616 | 724 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 0.0 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.0 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Investment Partners, Inc. CIK 0001055980 | 0.474 | 3174 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆GAMMA Investing LLC CIK 0002010235 | 0.492 | 4173 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 | 0.974 | 3723 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 | 0.963 | 3093 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TD Waterhouse Canada Inc. CIK 0001999606 | 0.893 | 2405 | 0.0 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 | 0.040 | 1987 | 0.0 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Silver Grove Financial Group, Inc. CIK 0002111172 | 0.061 | 2450 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Versant Capital Management, Inc CIK 0001735057 | 0.400 | 2745 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 | 0.825 | 1818 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 | 0.674 | 2444 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SHP Wealth Management CIK 0001807060 | 0.763 | 1981 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 | 0.474 | 2324 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 | 0.301 | 3636 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SIMPLEX TRADING, LLC CIK 0001488542 | 0.062 | 2733 | 0.0 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 | 0.233 | 899 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Essential Partners LLC CIK 0002136442 | 0.019 | 2853 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Basecamp Wealth Advisors LLC CIK 2115254 | 0.611 | 1822 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 | 0.502 | 578 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 | 0.316 | 3241 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆True Wealth Design, LLC CIK 0001966033 | 0.694 | 2655 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SJS Investment Consulting Inc. CIK 0001894302 | 0.848 | 2884 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 0.0 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Inspire Investing, LLC CIK 0001670139 | 0.034 | 1266 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SG Americas Securities, LLC CIK 0001313360 | 0.019 | 2878 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆JPL Wealth Management, LLC CIK 0002010710 | 0.274 | 1876 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SBI Securities Co., Ltd. CIK 0001851815 | 0.645 | 4072 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BESSEMER GROUP INC CIK 0001054074 | 0.063 | 2558 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Verition Fund Management LLC CIK 0001454027 | 0.193 | 1442 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 | 0.197 | 226 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AIGH Capital Management LLC CIK 0001835943 | 0.143 | 42 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -2.2 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 |
| ☆Williams & Novak, LLC CIK 0001998419 | 0.193 | 145 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 | 0.131 | 306 | 0.0 | 0.0% | 0 | +0.0 pp | -0.7 pp | -0.6 pp | -0.4 pp |
| ☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 | 0.926 | 2154 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Accent Capital Management, LLC CIK 0002014179 | 0.000 | 299 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆D.A. DAVIDSON & CO. CIK 0001080107 | 0.852 | 1579 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆TWO SIGMA ADVISERS, LP CIK 0001478735 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FourThought Financial Partners, LLC CIK 0001956790 | 0.405 | 393 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stonepine Capital Management, LLC CIK 0001440771 | 0.090 | 72 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | -0.8 pp |
| ☆VANGUARD GROUP INC CIK 0000102909 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighMark Wealth Management LLC CIK 0001802451 | 0.444 | 562 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 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 |
| ☆Divisadero Street Capital Management, LP CIK 0001901865 | 0.210 | 140 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | -1.9 pp | -2.3 pp |
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 | 0.494 | 1243 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Brevan Howard Capital Management LP CIK 0001512857 | 0.000 | 1914 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆AlphaQuest LLC CIK 0001883897 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Acuitas Investments, LLC CIK 0001524828 | 0.353 | 7 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -3.6 pp | -3.5 pp |
| ☆Quarry LP CIK 0001965207 | 0.031 | 2367 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Informed Momentum Co LLC CIK 0001510989 | 0.009 | 268 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆R Squared Ltd CIK 0001896148 | 0.003 | 509 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Brooklyn Investment Group CIK 0001795705 | 0.343 | 1827 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Factorial Partners, LLC CIK 0001732687 | 0.000 | 1 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.2 pp | -0.3 pp |
| ☆Quinn Opportunity Partners LLC CIK 0001633275 | 0.161 | 353 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Alan B Lancz & Associates, Inc. CIK 0001897835 | 0.171 | 138 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | -0.2 pp | -0.1 pp |
| ☆Legato Capital Management LLC CIK 0001442641 | 0.058 | 678 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Nebula Research & Development LLC CIK 0001792635 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 | 0.772 | 2242 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atom Investors LP CIK 0001738902 | 0.004 | 818 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Hillsdale Investment Management Inc. CIK 0001368465 | 0.331 | 647 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Kemnay Advisory Services Inc. CIK 0001555283 | 0.677 | 1169 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | 0.839 | 1002 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Massar Capital Management, LP CIK 0002037238 | 0.000 | 246 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 pp |
| ☆ExodusPoint Capital Management, LP CIK 0001736225 | 0.000 | 1411 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantbot Technologies LP CIK 0001512991 | 0.012 | 1893 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆D. E. Shaw & Co., Inc. CIK 0001009207 | 0.579 | 3463 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SCOTIA CAPITAL INC. CIK 0001335644 | 0.891 | 915 | 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 |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆GSA CAPITAL PARTNERS LLP CIK 0001362033 | 0.012 | 1692 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Versor Investments LP CIK 0001650301 | 0.000 | 27 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 | 0.708 | 2038 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aquatic Capital Management LLC CIK 0001803916 | 0.000 | 1217 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 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 |
| ☆Qube Research & Technologies Ltd CIK 0001729829 | 0.210 | 2619 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WOLVERINE TRADING, LLC CIK 0000927337 | 0.109 | 1566 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Integrated Quantitative Investments LLC CIK 0002046834 | 0.017 | 373 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 | 0.821 | 1046 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 | 0.874 | 2527 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SHELL ASSET MANAGEMENT CO CIK 0001211028 | 0.208 | 1191 | 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 |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.614 | 2019 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆SageView Advisory Group, LLC CIK 0001914558 | 0.814 | 615 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 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 |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Point72 Europe (London) LLP CIK 0001698051 | 0.000 | 0 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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