Signals

← Signals

☆ARTY

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

Flow ranking

Rank#2288
Score / z0.000 / -0.02
Consensus169.09 over 306 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 181.7 0.0% 7 +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 109.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 92.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 80.4 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 70.5 2.4% 5 +0.7 pp +0.6 pp +0.4 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 64.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 59.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 49.3 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 40.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 33.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 11.6 2.1% 3 +0.1 pp +1.8 pp +2.1 pp +2.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.6 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 7.9 2.8% 4 +0.8 pp +1.0 pp +1.1 pp +2.8 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 7.8 2.8% 4 +0.2 pp +0.2 pp +0.6 pp +2.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 7.4 3.1% 5 +0.8 pp +0.9 pp +0.9 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 6.9 1.9% 5 +0.6 pp +0.4 pp +0.5 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 6.2 3.3% 2 +1.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 5.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.3 0.1% 7 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 5.1 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 5.0 1.2% 4 +0.4 pp +0.5 pp +0.5 pp +1.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.5 0.4% 7 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 3.9 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.7 0.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 3.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 3.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ardent Capital Management, Inc. CIK 0001888792 0.815 47 3.1 1.3% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 2.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 2.6 1.5% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 2.6 1.9% 5 +0.6 pp +0.6 pp +0.7 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 2.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 2.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 2.0 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 1.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 1.7 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 1.5 0.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 1.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 1.4 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.3 0.5% 4 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsbury Capital Investment Advisors LLC CIK 1927315 0.136 121 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 +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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 1.1 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.0 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.9 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.9 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.9 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.8 0.4% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.6 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.6 0.3% 6 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.5 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 0.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 0.4 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 3 +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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.3 0.1% 1 +0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.2 0.1% 4 -0.1 pp -1.6 pp -0.2 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glassman Wealth Services CIK 0001642160 0.931 236 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ARTY). Qtrs Held counts distinct quarters this fund has actually held ARTY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARTY position size. Δ columns are the percentage-point change in ARTY'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