☆AUSF
Flow ranking
Rank#2773
Score / z0.000 / -0.02
Consensus38.04 over 68 funds
Momentumnot computed
Price & positioning
224 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 130.9 | 0.2% | 6 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆WADDELL & ASSOCIATES, LLC CIK 0001776757 | 0.777 | 543 | 84.0 | 4.2% | 6 | -0.4 pp | -0.8 pp | -1.9 pp | -2.8 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 80.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 56.8 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tidemark, LLC CIK 0002009591 | 0.305 | 935 | 20.2 | 4.6% | 5 | -0.4 pp | -1.4 pp | -1.1 pp | -0.2 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.602 | 2512 | 20.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 | 0.093 | 209 | 18.1 | 2.2% | 5 | -0.0 pp | -0.6 pp | -0.4 pp | -0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 14.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 13.8 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 13.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Meridian Wealth Management, LLC CIK 0001697300 | 0.542 | 809 | 12.1 | 0.4% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | +0.2 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 10.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHANNEL WEALTH LLC CIK 0001975550 | 0.260 | 188 | 9.4 | 2.1% | 5 | +0.1 pp | +0.1 pp | +0.0 pp | -0.2 pp |
| ☆SIERRA OCEAN, LLC CIK 0002051715 | 0.582 | 72 | 9.0 | 6.2% | 5 | -0.9 pp | -0.5 pp | -0.4 pp | +5.9 pp |
| ☆Snowden Capital Advisors LLC CIK 0001903055 | 0.533 | 1333 | 6.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 6.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 | 0.475 | 410 | 6.2 | 0.4% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bravera Wealth CIK 0002126773 | 0.454 | 352 | 5.5 | 2.1% | 2 | -0.1 pp | +2.1 pp | +2.1 pp | +2.1 pp |
| ☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 | 0.617 | 1799 | 5.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Synergy Investment Management, LLC CIK 0002053786 | 0.265 | 1086 | 5.1 | 1.2% | 4 | -0.3 pp | -0.2 pp | -0.3 pp | +1.2 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 4.3 | 0.2% | 5 | +0.0 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 4.2 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 4.2 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 3.8 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 2.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Tactive Advisors, LLC CIK 0002002409 | 0.103 | 282 | 2.6 | 0.7% | 4 | -0.8 pp | -0.7 pp | -0.6 pp | +0.7 pp |
| ☆Able Wealth Management LLC CIK 0002011908 | 0.307 | 182 | 2.5 | 0.6% | 5 | -0.5 pp | -1.6 pp | -1.7 pp | -1.4 pp |
| ☆Investment Partners Asset Management, Inc. CIK 0001384416 | 0.212 | 168 | 2.2 | 1.2% | 3 | -0.1 pp | +1.0 pp | +1.2 pp | +1.2 pp |
| ☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 | 0.213 | 65 | 2.1 | 1.6% | 4 | +0.2 pp | +0.2 pp | +0.1 pp | +1.6 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 1.8 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisor Resource Council CIK 0001820879 | 0.259 | 260 | 1.8 | 0.6% | 3 | +0.1 pp | +0.2 pp | +0.6 pp | +0.6 pp |
| ☆Koshinski Asset Management, Inc. CIK 0001633389 | 0.469 | 767 | 1.7 | 0.1% | 4 | -0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 1.7 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Sonoma Allocations LLC CIK 0002084965 | 0.086 | 118 | 1.5 | 0.5% | 2 | +0.2 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 1.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Lifetime Wealth Management P.C. CIK 0002116339 | 0.263 | 90 | 1.2 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 1.0 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 0.9 | 0.5% | 6 | -0.1 pp | +0.1 pp | +0.1 pp | +0.3 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 0.9 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 0.9 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Vestmark Advisory Solutions, Inc. CIK 0001736982 | 0.556 | 1464 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 | 0.410 | 87 | 0.8 | 0.5% | 5 | -0.1 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.7 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Oxford Wealth Group, LLC CIK 0002007082 | 0.362 | 89 | 0.7 | 0.3% | 3 | -0.1 pp | +0.1 pp | +0.3 pp | +0.3 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sollinda Capital Management LLC CIK 0002012034 | 0.338 | 78 | 0.6 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cypress Capital Group CIK 0001341748 | 0.370 | 314 | 0.6 | 0.1% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Prospera Financial Services Inc CIK 0001541625 | 0.534 | 1468 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEDBUSH SECURITIES INC CIK 0001142495 | 0.702 | 1309 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 0.5 | 0.0% | 2 | +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 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 | 0.331 | 137 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bogart Wealth, LLC CIK 0001715740 | 0.593 | 2005 | 0.4 | 0.0% | 4 | -1.8 pp | -1.8 pp | -1.7 pp | +0.0 pp |
| ☆HighPoint Advisor Group LLC CIK 0001616034 | 0.583 | 691 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Perigon Wealth Management, LLC CIK 0001575239 | 0.680 | 1411 | 0.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WILLNER & HELLER, LLC CIK 0001927796 | 0.169 | 165 | 0.3 | 0.2% | 3 | -0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 | 0.700 | 1699 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.1 | 0.0% | 4 | +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 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.1 | 0.0% | 5 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Wellington Grp LLC CIK 0002134013 | 0.401 | 144 | 0.0 | 0.0% | 2 | +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 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 0.0 | 0.0% | 4 | -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 |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.0 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD ADVISERS INC CIK 0000947529 | 0.995 | 715 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 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 |
| ☆Capital Advisors, Ltd. LLC CIK 0001597878 | 0.602 | 1518 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Janney Montgomery Scott LLC CIK 0001329948 | 0.028 | 3105 | 0.0 | 0.0% | 1 | +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 |
| ☆HRT FINANCIAL LP CIK 0001475597 | 0.003 | 4113 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Parkside Financial Bank & Trust CIK 0001455267 | 0.615 | 2697 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HHM Wealth Advisors, LLC CIK 0001750086 | 0.827 | 896 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clarity Capital Partners LLC CIK 0002012239 | 0.556 | 108 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.2 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 |
| ☆BROWN ADVISORY INC CIK 0001345929 | 0.906 | 1447 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 | 0.591 | 633 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Brand Asset Management Group, Inc. CIK 0001748766 | 0.460 | 223 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 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 |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1370 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SteelPeak Wealth, LLC CIK 0001801868 | 0.452 | 596 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WCG Wealth Advisors LLC CIK 0001855713 | 0.478 | 555 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DHK Financial Advisors, Inc. CIK 0001922962 | 0.374 | 87 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.3 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 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 |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Kovack Advisors, Inc. CIK 0001728321 | 0.312 | 1070 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.8 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 |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Seros Financial, LLC CIK 0002039918 | 0.494 | 66 | 0.0 | 0.0% | 0 | -0.2 pp | -0.4 pp | -6.0 pp | -6.0 pp |
| ☆Grey Fox Wealth Advisors, LLC CIK 0001965362 | 0.690 | 179 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Legacy Wealth Managment, LLC/ID CIK 0002045082 | 0.046 | 193 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Laurel Wealth Advisors LLC CIK 0001757128 | 0.723 | 200 | 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 |
| ☆Scarborough Advisors, LLC CIK 0001815355 | 0.288 | 147 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Arete Wealth Advisors, LLC CIK 0001600151 | 0.316 | 334 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.1 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 |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 | 0.542 | 3901 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 0 | +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% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 | 0.040 | 2589 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisors Preferred, LLC CIK 0001598841 | 0.037 | 220 | 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 |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 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.
JSON: /api/signals ·
/api/funds ·
/api/status