Signals

AVGO

5292 in-universe funds with a nonzero position in AVGO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#478
Score / z0.410 / 0.48
Consensus1360.91 over 2815 funds
Momentumno 12m return

Price & positioning

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

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 150,425.3 2.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 116,788.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 74,379.2 2.2% 5 +0.2 pp -0.0 pp +0.1 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 54,531.7 2.4% 5 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 47,974.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Capital World Investors CIK 0001422849 0.974 637 46,043.1 5.4% 5 +0.5 pp -0.4 pp -0.7 pp -0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 43,862.1 2.3% 5 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 42,731.5 6.0% 5 +0.4 pp +0.4 pp +0.5 pp +0.9 pp
Capital International Investors CIK 0001562230 0.968 446 30,902.2 6.4% 5 +0.3 pp -1.3 pp -1.4 pp -0.8 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 29,856.6 1.6% 7 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 26,134.4 2.1% 5 +0.5 pp +0.2 pp +0.0 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 24,920.5 2.5% 1 +2.5 pp -0.1 pp +2.5 pp +0.2 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 23,202.5 1.5% 6 +0.2 pp +0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 19,484.6 3.4% 5 +0.5 pp +0.5 pp +0.7 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18,204.7 2.1% 5 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15,178.2 2.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14,800.3 1.6% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12,800.1 3.1% 5 +0.0 pp -0.3 pp -0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12,617.6 1.7% 5 +0.1 pp -0.1 pp -0.2 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11,998.1 2.5% 6 +0.2 pp -0.1 pp +0.0 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10,528.2 1.7% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 10,270.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Amundi CIK 0001330387 0.000 1 10,097.1 2.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10,023.2 2.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9,499.5 1.7% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 9,496.6 1.5% 5 +0.2 pp -0.1 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9,326.9 2.0% 5 -0.1 pp -0.4 pp -0.4 pp -0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8,086.2 4.9% 5 +0.0 pp +0.3 pp +0.6 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7,751.1 1.3% 5 -0.1 pp -0.2 pp +0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7,124.3 2.4% 5 -0.4 pp -0.4 pp -0.7 pp -0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6,204.3 1.7% 6 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5,716.0 1.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5,661.2 1.6% 7 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 5,602.1 3.4% 5 +0.1 pp +0.1 pp +0.2 pp -0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5,573.6 2.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 5,459.7 1.7% 5 +0.6 pp +0.8 pp +0.9 pp +1.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5,165.7 1.6% 7 -0.2 pp -0.8 pp -0.8 pp -0.6 pp
Swedbank AB CIK 0000946431 0.941 696 4,973.9 4.3% 4 +0.2 pp +0.2 pp +0.0 pp +4.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 4,942.1 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 4,920.2 2.7% 5 +0.7 pp +0.1 pp +0.4 pp +0.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 4,792.2 2.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4,715.5 2.7% 6 +0.1 pp -0.0 pp +0.4 pp +0.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 4,457.6 2.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.4 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 4,432.7 1.6% 5 +0.4 pp +0.1 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4,280.8 2.0% 5 +0.1 pp -0.1 pp -0.5 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4,227.7 2.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4,131.7 2.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3,858.6 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
National Pension Service CIK 0001608046 0.956 552 3,631.3 2.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3,595.8 2.9% 5 +0.1 pp +0.0 pp +1.0 pp +1.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3,400.0 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3,295.5 1.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 3,246.3 1.4% 5 -1.7 pp -0.3 pp +0.3 pp +1.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3,079.4 2.3% 6 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,981.8 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,967.8 2.6% 6 -0.3 pp -0.6 pp -0.5 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2,964.5 1.3% 5 -0.2 pp -0.3 pp -0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 2,788.7 2.3% 5 +0.1 pp -0.4 pp -0.3 pp -0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,774.2 2.7% 5 +0.2 pp +0.5 pp +0.9 pp +0.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,748.9 2.4% 5 +0.5 pp -0.2 pp -0.2 pp +0.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,629.2 2.1% 6 -0.2 pp -0.6 pp +0.2 pp +1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,600.3 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2,516.8 0.9% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2,434.9 1.9% 5 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,395.3 1.3% 5 -0.3 pp -0.3 pp -0.3 pp -1.2 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 2,208.6 4.5% 5 -1.3 pp -0.2 pp -0.1 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,116.0 1.8% 5 +0.2 pp -0.1 pp -0.2 pp +0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 2,108.1 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2,098.4 1.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2,090.7 1.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2,034.3 4.4% 5 -0.3 pp -0.4 pp -0.3 pp +0.3 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 1,950.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,942.2 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,872.3 2.4% 7 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,821.8 1.6% 5 +0.7 pp -0.4 pp -0.4 pp +0.6 pp
AVIVA PLC CIK 0001140022 0.925 854 1,770.8 2.6% 5 +0.2 pp -0.1 pp -0.1 pp +0.1 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 1,750.3 6.0% 5 -0.1 pp +0.9 pp +1.2 pp +1.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,730.8 0.9% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 1,708.1 2.1% 5 +0.4 pp +0.4 pp +0.4 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,703.8 1.4% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,691.0 3.9% 5 +0.2 pp +0.7 pp +0.7 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,685.6 1.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,631.7 2.7% 5 +0.2 pp +0.1 pp +0.3 pp +0.8 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 1,628.5 4.0% 5 -0.6 pp -0.4 pp -0.3 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,616.0 2.4% 6 +0.0 pp -0.6 pp +0.8 pp +1.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1,611.3 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1,608.2 2.3% 5 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
PeakShares LLC CIK 0002113507 0.881 122 1,586.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,585.3 2.2% 5 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 1,561.3 4.4% 5 +1.7 pp +2.4 pp +2.7 pp +2.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,544.5 1.0% 5 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1,501.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,499.9 1.6% 5 -0.0 pp -0.2 pp -0.4 pp -0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,495.8 2.5% 5 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,456.8 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1,432.7 2.2% 5 +0.2 pp -0.0 pp +0.1 pp +0.3 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1,425.8 3.6% 4 -0.4 pp +0.1 pp +0.2 pp +3.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 1,421.7 2.6% 5 -0.0 pp -0.2 pp -0.4 pp -0.3 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 1,413.1 3.9% 5 +0.2 pp +1.1 pp +1.4 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,380.6 2.2% 5 +0.1 pp -0.8 pp -0.8 pp -0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,346.8 1.4% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,335.1 1.7% 5 +0.1 pp +0.0 pp -0.2 pp +0.6 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 1,235.1 2.5% 7 +0.1 pp -0.1 pp +1.3 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,234.1 2.8% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 1,211.5 2.3% 5 +0.2 pp -0.1 pp -0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,175.8 2.3% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,154.2 1.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1,152.4 1.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1,140.0 1.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1,124.2 2.9% 5 +1.7 pp +1.1 pp +1.4 pp +1.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,107.0 1.1% 5 -0.0 pp -0.3 pp -0.2 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1,105.6 1.3% 5 +0.1 pp -0.1 pp -0.4 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1,096.1 0.6% 5 -0.1 pp -0.3 pp +0.1 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,085.2 1.3% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1,077.1 1.3% 5 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 1,052.1 2.4% 5 +0.3 pp -0.3 pp -0.4 pp -0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,045.4 1.0% 6 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 1,044.3 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1,040.8 3.5% 5 -0.5 pp -0.4 pp +0.0 pp +0.8 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 1,037.8 1.5% 5 -0.1 pp -1.1 pp -1.8 pp -1.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,028.3 0.6% 5 -1.0 pp -0.1 pp -0.9 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,026.8 1.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1,013.8 2.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,004.5 1.0% 6 -0.1 pp +0.0 pp +0.3 pp +0.4 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 992.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 985.6 4.5% 5 +0.1 pp -0.4 pp -1.0 pp -1.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 975.5 3.6% 5 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 972.0 4.1% 5 +0.4 pp +0.9 pp +1.0 pp +1.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 937.9 2.1% 5 +0.4 pp +0.3 pp +0.5 pp +0.6 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 929.7 2.3% 7 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 919.4 1.3% 5 -0.2 pp -1.1 pp -1.5 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 913.1 1.8% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 871.7 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 860.0 2.3% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 842.8 0.8% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 831.7 2.8% 5 +1.1 pp +0.7 pp +1.0 pp +1.9 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 813.8 4.7% 7 +1.2 pp +0.8 pp +1.0 pp +2.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 812.3 2.1% 5 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 811.4 2.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 809.9 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 805.3 2.3% 5 -1.6 pp -2.0 pp -2.2 pp -2.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 799.4 5.6% 5 +0.4 pp -0.3 pp -0.8 pp -0.3 pp
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OSSIAM CIK 0001767471 0.182 680 38.2 0.5% 5 -3.9 pp -0.7 pp -1.1 pp -4.1 pp
NWAM LLC CIK 0001655006 0.392 684 38.1 1.9% 5 +0.2 pp +0.3 pp -0.3 pp -0.5 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 35.0 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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CX Institutional CIK 0001737089 0.437 1568 34.2 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 34.1 1.0% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 33.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Intellus Advisors LLC CIK 0002055137 0.675 134 17.0 2.1% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
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ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 17.0 0.8% 5 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 17.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DOHENY ASSET MANAGEMENT /CA CIK 0000936936 0.350 61 16.7 9.7% 5 +1.0 pp +0.4 pp +0.5 pp +1.2 pp
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ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 16.5 1.8% 5 +0.5 pp +0.7 pp +0.1 pp +0.4 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 16.4 3.0% 5 +0.0 pp -0.7 pp -0.3 pp -0.0 pp
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OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 16.3 0.8% 5 +0.1 pp -3.5 pp -3.3 pp -2.9 pp
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PFG Advisors CIK 0001694435 0.248 791 16.2 0.8% 5 +0.2 pp +0.1 pp -0.0 pp +0.1 pp
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Qtron Investments LLC CIK 0001768099 0.279 449 16.1 2.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
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Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 15.9 1.4% 4 -0.2 pp +0.7 pp +1.0 pp +1.4 pp
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ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 12.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 12.8 0.5% 5 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 12.7 1.5% 4 +0.2 pp +0.3 pp +0.7 pp +1.5 pp
RBF Capital, LLC CIK 0001134621 0.512 506 12.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 12.7 0.4% 1 +0.4 pp -1.2 pp -1.2 pp -1.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 12.7 1.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 12.7 1.2% 5 +0.1 pp -0.4 pp -0.7 pp -0.7 pp
Family Manage LLC CIK 0001539947 0.277 323 12.7 1.3% 5 +0.2 pp +0.2 pp +1.0 pp +1.1 pp
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Benchstone Capital Management LP CIK 0002016777 0.022 36 12.6 1.6% 2 -3.8 pp +1.6 pp -2.8 pp +1.6 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 12.6 0.5% 5 -0.1 pp -0.2 pp -0.0 pp -0.3 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 12.6 2.3% 5 +0.3 pp +1.5 pp +2.1 pp +2.0 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 12.5 2.8% 5 +0.1 pp -0.1 pp +0.0 pp +0.4 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 12.5 2.1% 5 +0.1 pp -0.6 pp -0.5 pp +0.2 pp
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Royal Fund Management, LLC CIK 0001810099 0.176 273 12.5 1.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
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Argentarii, LLC CIK 0002030055 0.348 213 12.5 3.8% 5 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 12.4 2.3% 5 +0.2 pp -0.1 pp +0.0 pp +1.2 pp
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Impact Capital Partners LLC CIK 0002054916 0.218 283 12.4 3.4% 5 +0.3 pp -0.4 pp -0.3 pp +0.3 pp
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Morningstar Investment Management LLC CIK 0001673385 0.738 317 12.4 0.8% 5 -0.0 pp +0.3 pp +0.4 pp -0.8 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 12.3 0.5% 5 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
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Rockport Wealth LLC CIK 0002022866 0.430 110 12.0 2.0% 5 +0.1 pp +1.7 pp +1.7 pp +1.8 pp
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CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 11.8 1.5% 5 +0.1 pp +0.2 pp +0.4 pp +1.2 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 9.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp -0.0 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 9.9 1.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
Titan Wealth (CI) Ltd CIK 0002109452 0.285 51 9.9 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 9.9 3.8% 5 +0.3 pp -0.3 pp -0.4 pp -0.5 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 9.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.8 0.7% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 9.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 9.8 2.9% 5 -0.3 pp -0.2 pp +0.1 pp +0.5 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 9.7 2.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 9.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CIM, LLC CIK 0001364725 0.348 169 9.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 9.7 1.7% 5 +0.1 pp +1.6 pp +1.5 pp +1.5 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 9.7 1.2% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 9.7 1.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kurv Investment Management LLC CIK 0002027462 0.302 35 9.6 7.4% 2 -1.1 pp +7.4 pp +7.4 pp +7.4 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 9.6 1.0% 5 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 9.6 0.9% 5 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 9.5 0.4% 5 -3.3 pp -2.6 pp -1.8 pp -1.4 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 9.5 1.8% 1 +1.8 pp +1.8 pp -0.4 pp +1.8 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.5 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 9.5 1.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Alpha Family Trust CIK 0001568991 0.269 200 9.5 3.8% 5 +0.0 pp -0.4 pp -0.3 pp +0.2 pp
Horiko Capital Management LLC CIK 0001762718 0.697 17 9.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 9.5 1.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 9.5 0.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 9.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 9.5 0.9% 5 +0.3 pp -0.0 pp -0.3 pp -0.2 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 9.4 1.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 9.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Siren, L.L.C. CIK 0002005245 0.594 115 9.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 9.4 0.9% 5 -0.1 pp +0.0 pp -0.0 pp +0.4 pp
PEREGRINE INVESTMENT MANAGEMENT INC CIK 0002053303 0.025 26 9.4 4.0% 5 -2.1 pp -1.5 pp -2.0 pp -2.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 9.4 0.8% 5 +0.1 pp -0.9 pp -0.7 pp -0.8 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 9.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 9.4 1.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 9.4 5.2% 5 -0.3 pp -0.6 pp -0.5 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 9.4 1.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 9.4 2.4% 6 -0.2 pp +0.1 pp +0.1 pp +0.3 pp
JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 9.4 4.8% 5 +0.0 pp -0.3 pp -0.8 pp -0.4 pp
True North Advisors, LLC CIK 0001634556 0.493 291 9.3 0.9% 5 +0.0 pp -0.3 pp -1.0 pp -0.8 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 9.3 1.7% 5 +0.1 pp -0.1 pp -1.1 pp -1.1 pp
Bastion Asset Management Inc. CIK 0001977794 0.007 54 9.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 9.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 9.2 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 9.2 1.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
MARSICO CAPITAL MANAGEMENT LLC CIK 0001055966 0.532 69 9.2 0.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 9.2 4.0% 1 +4.0 pp +4.0 pp -0.7 pp +4.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 9.2 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Indivisible Partners CIK 0002098400 0.368 637 9.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 9.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Iyo Bank, Ltd. CIK 0001890435 0.442 32 9.1 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 9.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 9.1 0.9% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cunning Capital Partners, LP CIK 0001571075 0.389 55 9.1 3.7% 5 -0.1 pp -0.2 pp -0.0 pp +0.2 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 9.1 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 9.1 2.6% 5 +0.5 pp +0.3 pp +0.3 pp +0.3 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 9.1 1.1% 5 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOVEM GROUP CIK 0001926783 0.247 437 9.1 0.9% 5 +0.1 pp +0.0 pp -0.3 pp -0.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.1 0.5% 7 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Palacios Wealth Management, LLC CIK 0002053829 0.522 76 9.0 5.3% 5 -1.0 pp -0.5 pp -0.5 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 9.0 1.7% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
Kelsey Financial, LLC CIK 0002022609 0.607 65 9.0 6.8% 2 +0.4 pp +6.8 pp +6.8 pp +6.8 pp
M. Kraus & Co CIK 0001593688 0.468 86 9.0 2.4% 5 +0.3 pp +0.1 pp +0.2 pp +0.5 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 9.0 2.3% 5 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.0 0.7% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 8.9 2.3% 5 +0.2 pp -0.1 pp -0.2 pp -0.3 pp
Essex Bank CIK 0001752212 0.260 318 8.9 1.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 8.9 1.1% 5 +0.3 pp +0.1 pp +0.1 pp +0.2 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 8.9 2.1% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 8.9 0.9% 5 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
Knuff & Co LLC CIK 0001768089 0.368 142 8.9 2.2% 5 -0.0 pp -0.3 pp -0.1 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 8.9 1.0% 5 +0.2 pp +0.3 pp +0.7 pp +0.8 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 8.9 2.9% 5 -0.3 pp -0.6 pp -1.3 pp -1.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 8.9 1.2% 5 -0.1 pp -0.4 pp -0.3 pp -0.4 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 8.9 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 8.9 1.2% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 8.9 1.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 8.8 1.9% 5 -0.3 pp -1.3 pp -1.1 pp -0.8 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 8.8 1.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.8 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 8.8 0.8% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 8.8 2.5% 6 +0.2 pp -0.2 pp -0.0 pp +0.3 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 8.8 0.9% 5 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 8.8 1.4% 5 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 8.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 8.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Gunderson Capital Management LLC CIK 0001792397 0.095 52 8.7 2.4% 3 -0.5 pp -1.1 pp +2.4 pp +0.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 8.7 0.0% 5 -0.0 pp -0.0 pp -1.6 pp -0.4 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 8.7 1.4% 5 +0.7 pp +0.9 pp +0.9 pp +1.0 pp
Sun Group Wealth Partners CIK 0002111007 0.272 81 8.7 5.9% 2 +0.4 pp +5.9 pp +5.9 pp +5.9 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 8.7 0.8% 5 +0.0 pp -0.2 pp -0.5 pp -0.3 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 8.6 1.0% 6 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
Banco de Sabadell, S.A CIK 0001730299 0.235 61 8.6 5.1% 5 +0.7 pp -0.3 pp -0.3 pp +0.1 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 8.6 1.0% 4 +1.0 pp +0.9 pp +0.9 pp +1.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 8.6 0.8% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 8.5 0.4% 2 +0.1 pp +0.4 pp -0.2 pp -0.3 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 8.5 1.2% 5 +0.1 pp -0.9 pp -0.9 pp -0.6 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 8.5 4.2% 5 +0.1 pp -0.3 pp -0.2 pp -0.0 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 8.5 1.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 8.5 0.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 8.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.5 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 8.5 0.7% 5 +0.6 pp +0.6 pp +0.4 pp +0.2 pp
DB&C Advisors, LLC CIK 0002107377 0.230 76 8.5 9.2% 2 +0.8 pp +9.2 pp +9.2 pp +9.2 pp
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Pictet North America Advisors SA CIK 0001599576 0.451 154 8.5 0.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
FCG Investment Co CIK 0002011697 0.075 118 8.5 2.9% 1 +2.9 pp +2.9 pp -0.4 pp -0.1 pp
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Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 8.4 1.8% 5 +0.8 pp +0.6 pp +0.7 pp +0.9 pp
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Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 8.4 3.2% 5 +1.0 pp +0.6 pp +0.3 pp +0.4 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 8.4 0.5% 5 -0.4 pp -3.6 pp -4.4 pp -4.6 pp
River Street Advisors LLC CIK 0001964897 0.314 177 8.4 2.5% 5 +0.2 pp -0.2 pp -0.2 pp -0.0 pp
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Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 8.4 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
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Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 8.3 0.8% 5 +0.1 pp -1.8 pp -0.8 pp -0.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 8.3 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 8.3 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bell Bank CIK 0001002672 0.895 195 8.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 8.3 4.0% 5 +0.2 pp -0.4 pp -0.3 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 8.3 1.4% 5 -0.7 pp -0.8 pp -1.2 pp -0.3 pp
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NVWM, LLC CIK 0001697274 0.201 780 8.2 1.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Sound Capital Solutions LLC CIK 0002033735 0.455 309 8.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 7.9 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 7.9 1.1% 5 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
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Concord Investment Counsel Inc. CIK 0002022154 0.516 50 5.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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Mirador Capital Partners LP CIK 0001633446 0.360 216 5.1 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Kidder Stephen W CIK 0001314377 0.476 75 5.1 1.3% 3 +0.3 pp +0.8 pp +1.3 pp +1.3 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 5.1 1.7% 5 +0.4 pp +0.6 pp +0.6 pp +0.9 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.1 0.5% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
KKM Financial LLC CIK 0002001943 0.086 169 5.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp -0.1 pp
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Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 5.1 1.9% 5 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 5.0 1.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.0 2.0% 5 +1.0 pp +1.0 pp +0.9 pp +0.3 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 5.0 1.1% 5 -0.1 pp -0.6 pp -0.6 pp -0.9 pp
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Redwood Investment Management, LLC CIK 0001717479 0.474 306 5.0 0.5% 6 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 5.0 2.7% 7 +0.2 pp -0.0 pp +0.0 pp +0.2 pp
Abel Hall, LLC CIK 0002013339 0.148 955 5.0 0.9% 5 +0.1 pp -0.2 pp -0.0 pp +0.0 pp
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Trek Financial, LLC CIK 0001768195 0.100 501 5.0 0.2% 5 +0.0 pp -0.1 pp -0.4 pp -0.2 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 5.0 3.0% 5 +0.1 pp -0.4 pp -0.9 pp -0.3 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 5.0 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 5.0 0.7% 5 -1.1 pp -1.7 pp -1.7 pp -1.6 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.0 2.2% 5 -0.1 pp -1.1 pp +1.6 pp +1.6 pp
PIAR LLC CIK 0002054677 0.089 73 5.0 3.1% 5 -0.6 pp -0.8 pp -0.2 pp +0.9 pp
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Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 5.0 0.9% 7 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Samara Investment Management, LLC CIK 0002110507 0.311 71 5.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Ted Buchan & Co CIK 0002033413 0.435 95 5.0 1.6% 5 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
Storgate, LLC CIK 0002110835 0.075 351 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 4.9 1.8% 5 -1.6 pp -0.3 pp -1.1 pp -1.0 pp
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Strong Retirement Solutions LLC CIK 0002111795 0.258 82 4.9 2.9% 2 +2.2 pp +2.9 pp +2.9 pp +2.9 pp
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Phoenix Wealth Advisors CIK 0001842362 0.405 129 4.9 1.7% 5 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 4.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 4.9 1.1% 5 -0.9 pp -1.3 pp -1.4 pp +0.2 pp
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Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.8 1.7% 5 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
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XML Financial, LLC CIK 0001800465 0.420 447 4.8 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 4.8 1.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 4.8 2.7% 6 +0.0 pp -0.3 pp -0.5 pp -0.5 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 4.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 4.8 2.1% 5 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
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PUREfi Wealth, LLC CIK 0002001520 0.125 208 4.7 2.6% 5 +0.1 pp -0.3 pp -0.7 pp +0.0 pp
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Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 3.3 1.8% 5 +0.4 pp -0.6 pp -0.3 pp +0.1 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 3.3 2.1% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.3 1.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 3.3 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 3.3 1.9% 3 +0.1 pp -0.0 pp +1.9 pp +1.9 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 3.3 1.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Mirabaud Asset Management Ltd CIK 0001680493 0.011 49 3.3 2.7% 5 -3.0 pp +1.9 pp +1.3 pp +1.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.3 0.5% 5 +0.1 pp -0.0 pp -0.1 pp +0.2 pp
Fosun International Ltd CIK 0001447884 0.512 73 3.2 0.7% 5 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
Center for Wealth Management Advisory CIK 0002121390 0.325 62 3.2 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
NEW VERNON INVESTMENT MANAGEMENT LLC CIK 0001500605 0.065 37 3.2 4.0% 5 +0.4 pp +0.3 pp +0.6 pp +0.4 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 3.2 1.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 3.2 0.5% 5 -0.5 pp +0.2 pp -0.8 pp -0.8 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 3.2 0.7% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Range Financial Group LLC CIK 0001928635 0.113 206 3.2 0.9% 5 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 3.2 1.0% 6 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 3.2 2.4% 4 +0.2 pp +0.5 pp +0.7 pp +2.4 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.2 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 3.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Values First Advisors, Inc. CIK 0001913608 0.087 187 3.2 1.5% 5 +0.8 pp +0.8 pp +0.9 pp +1.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 3.2 0.8% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 3.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 0.078 140 3.2 1.6% 5 -0.1 pp -0.5 pp -0.6 pp -0.5 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 3.2 1.6% 2 +0.1 pp +1.6 pp +0.6 pp +0.6 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 3.2 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 3.2 1.3% 6 +0.2 pp +0.1 pp -0.1 pp -0.0 pp
GLR Partners, LLC CIK 0002134831 0.348 111 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.2 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 3.2 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 3.2 1.1% 5 +0.1 pp +1.0 pp +1.1 pp +1.1 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.2 0.7% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 3.2 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 3.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 3.1 2.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 3.1 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 3.1 1.8% 5 +0.5 pp +0.0 pp +0.0 pp +0.2 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 3.1 1.1% 5 -0.0 pp -0.7 pp -0.8 pp -0.6 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 3.1 1.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 3.1 0.8% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 3.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 3.1 0.5% 3 +0.2 pp -0.7 pp +0.5 pp -0.8 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 3.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 3.1 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 3.1 0.5% 5 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 3.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 3.1 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 3.1 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 3.1 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 3.1 1.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 3.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 3.1 0.6% 5 -0.4 pp -0.6 pp +0.1 pp +0.1 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 3.1 1.6% 5 +0.3 pp +0.9 pp +1.0 pp +1.1 pp
Five Oceans Advisors CIK 0001876326 0.524 204 3.1 1.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 3.0 0.7% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
EADS & HEALD WEALTH MANAGEMENT CIK 0001035912 0.141 148 3.0 1.5% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 3.0 1.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 3.0 0.5% 7 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.0 0.7% 5 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 3.0 0.6% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 3.0 0.1% 2 -0.1 pp +0.1 pp -0.8 pp +0.1 pp
BankChampaign, National Association CIK 0002135773 0.039 200 3.0 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
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JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 3.0 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 3.0 0.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.0 0.1% 1 +0.1 pp -3.3 pp +0.0 pp -0.7 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 3.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 3.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.0 1.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 3.0 1.0% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 3.0 0.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 3.0 1.2% 5 -0.1 pp -0.3 pp -1.1 pp +0.4 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 3.0 1.9% 4 +0.2 pp -0.1 pp -0.2 pp +1.9 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 3.0 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.4 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 3.0 2.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
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Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.0 2.5% 5 +0.2 pp -0.2 pp -0.4 pp +0.4 pp
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COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 3.0 1.0% 5 -0.2 pp +0.1 pp +0.2 pp +0.7 pp
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Advus Financial Partners, LLC CIK 2150676 0.419 261 3.0 0.7% 7 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
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Lighthouse Financial LLC CIK 0002057556 0.429 76 2.9 1.5% 4 +0.1 pp +0.8 pp +1.0 pp +1.5 pp
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ROGCO, LP CIK 0001998892 0.631 224 2.9 0.9% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 2.9 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
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Center For Asset Management LLC CIK 0001844878 0.268 151 2.9 1.3% 5 +0.0 pp -0.2 pp -0.5 pp -0.4 pp
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Radnor Capital Management, LLC CIK 0001696867 0.326 312 2.2 0.3% 5 +0.2 pp +0.2 pp -0.0 pp +0.0 pp
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YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.2 0.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
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M3 Advisory Group, LLC CIK 0002014826 0.333 156 2.2 1.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Sunburst Financial Group, LLC CIK 0001800158 0.764 132 2.2 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Legacy Trust CIK 0001772483 0.355 210 2.1 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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Tranquility Partners, LLC CIK 0001783773 0.246 232 2.1 0.7% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 1.2 0.7% 1 +0.7 pp +0.7 pp +0.5 pp +0.7 pp
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Alpha Zero LLC CIK 0002079032 0.418 107 1.2 0.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.2 0.9% 5 -0.6 pp -1.2 pp -1.0 pp -1.5 pp
Invst, LLC CIK 0001867587 0.314 343 1.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.2 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 1.2 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
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Argent Advisors, Inc. CIK 0001426851 0.354 186 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.2 0.5% 5 -0.0 pp +0.0 pp -0.2 pp -0.0 pp
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FLC Capital Advisors CIK 0001713697 0.549 229 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Strive Financial Group ,LLC CIK 0002090040 0.068 850 1.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
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Lavaca Capital LLC CIK 0001641447 0.622 345 1.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.2 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Impact Investors, Inc CIK 0001824539 0.278 88 1.2 0.9% 5 +0.0 pp -0.4 pp -0.8 pp -0.3 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 1.2 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 1.2 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 1.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 1.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shum Financial Group, Inc. CIK 0002044675 0.247 106 1.2 0.7% 4 +0.1 pp +0.0 pp +0.3 pp +0.7 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 1.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 1.2 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 1.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 1.2 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.2 0.3% 5 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 1.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.2 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.2 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Breakwater Capital Group CIK 0001964309 0.408 374 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 1.2 0.2% 5 +0.0 pp +0.1 pp -0.2 pp -0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Salvus Wealth Management, LLC CIK 0001809236 0.164 125 1.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 1.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 1.2 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.2 0.7% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creekside Partners CIK 0002035951 0.343 193 1.2 0.4% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
Weil Company, Inc. CIK 0001318011 0.359 133 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CVFG LLC CIK 0002050974 0.313 250 1.2 0.1% 1 +0.1 pp -0.1 pp -0.0 pp -0.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 1.2 0.6% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Financial Planning Hawaii, Inc. CIK 0002105146 0.302 134 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.1 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 1.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.1 0.9% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.1 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
MYECFO, LLC CIK 0001986457 0.711 73 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 1.1 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.1 0.4% 1 +0.4 pp +0.0 pp +0.0 pp +0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.1 0.3% 5 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 1.1 0.5% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 1.1 0.4% 1 +0.4 pp +0.1 pp +0.1 pp +0.1 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 1.1 0.5% 5 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.1 0.6% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.1 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Barden Capital Management, Inc. CIK 0001906798 0.195 53 1.1 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.1 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 1.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 1.1 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
North Capital, Inc. CIK 0002065938 0.475 102 1.1 0.8% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 1.1 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Shay Capital LLC CIK 0001723643 0.044 394 1.1 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 1.1 1.0% 5 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 1.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 1.1 0.5% 5 +0.2 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campion Asset Management CIK 0001843492 0.531 83 1.1 0.7% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.1 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.1 0.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.1 0.6% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 1.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 1.1 0.2% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 1.1 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Altrafin AG CIK 0002110313 0.476 44 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.1 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
King Wealth Management Group CIK 0001568235 0.741 176 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 1.1 0.5% 1 +0.5 pp +0.5 pp +0.2 pp +0.2 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 1.0 0.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 1.0 0.5% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 1.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.0 0.3% 5 -0.0 pp -0.1 pp -0.5 pp +0.0 pp
LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.0 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 1.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Life Management LLC CIK 0002010262 0.574 61 1.0 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
Values Added Financial LLC CIK 0001973921 0.422 147 1.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 1.0 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 1.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Burkett Asset Management Ltd CIK 0002109360 0.284 59 1.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Insight Inv LLC CIK 0001909322 0.208 109 1.0 0.5% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.0 0.2% 3 -0.0 pp -0.6 pp +0.2 pp -0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Live Oak Investment Partners CIK 0001822262 0.329 93 1.0 0.6% 5 +0.1 pp -0.0 pp +0.1 pp -0.1 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prospect Financial Services LLC CIK 0002012519 0.319 115 1.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Idaho Trust Co CIK 0001568069 0.536 98 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Covestor Ltd CIK 0001909846 0.023 2832 0.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.7 0.5% 7 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp -0.2 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WBH ADVISORY INC CIK 0001259671 0.566 363 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.7 0.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.7 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.7 0.2% 7 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.7 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Unified Investment Management CIK 0002054855 0.105 141 0.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.7 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legend Capital Advisors LLC CIK 0002111719 0.541 62 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
New Capital Management LP CIK 0001696731 0.833 60 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.6 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.6 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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STAR Financial Bank CIK 0001965329 0.528 109 0.6 0.3% 5 +0.0 pp -0.1 pp -0.6 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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FF Advisors,LLC CIK 0002011904 0.517 123 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
SEARLE & CO. CIK 0000710127 0.281 194 0.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Gambit Capital Management, LLC CIK 0002107464 0.468 102 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 0.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp -0.1 pp
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PMG Family Office LLC CIK 0002102299 0.155 114 0.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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IMZ Advisory Inc CIK 0002017735 0.828 38 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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tru Independence LLC CIK 0001785445 0.641 108 0.6 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.6 0.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
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KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.4% 4 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
Rareview Capital LLC CIK 0002044533 0.417 51 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Poehling Capital Management, INC. CIK 0001730815 0.228 166 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southern Financial Group, LLC CIK 2140714 0.869 95 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.4 0.2% 5 +0.0 pp -1.7 pp -1.8 pp -1.6 pp
RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CPWA, LLC CIK 0002134744 0.279 94 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Purewater Capital LLC CIK 0002135327 0.332 56 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.4 0.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waycross Investment Management Co CIK 0001922448 0.256 59 0.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.4 0.1% 2 +0.1 pp +0.1 pp -2.0 pp +0.1 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.4 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.4 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Clearview Wealth Management LLC CIK 0001857588 0.563 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPWealth LLP CIK 0001950118 0.866 103 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AUCTUS ADVISORS LLC CIK 0002042516 0.764 34 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Capital Squared Financial LLC CIK 0002128691 0.347 87 0.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
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DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Militia Capital Management LLC CIK 0002130487 0.024 242 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.4 0.1% 5 -2.0 pp -2.1 pp -2.8 pp -2.3 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HANSEATIC MANAGEMENT SERVICES INC CIK 0001128074 0.057 83 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.4 0.1% 2 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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IFS Group,LLC CIK 0002087139 0.013 87 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Atwater Malick LLC CIK 0001769288 0.558 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Symmetry Inc CIK 0002004843 0.819 68 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Roth Financial Partners LLC CIK 0001840888 0.893 33 0.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Wolff Financial Management LLC CIK 0001767940 0.808 106 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Trust Co of Kansas CIK 0001803988 0.543 59 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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DMC Group, LLC CIK 0001893403 0.131 128 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp -1.1 pp
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Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp -1.3 pp
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Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 0.0 0.0% 0 -1.1 pp -1.2 pp -0.7 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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Rokos Capital Management LLP CIK 0001666335 0.000 134 0.0 0.0% 0 -1.3 pp -5.8 pp -3.8 pp -3.9 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Cadia Private Client LLC CIK 0002135817 0.358 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 pp -1.0 pp
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BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.2 pp
Science & Technology Partners, L.P. CIK 0002029433 0.000 84 0.0 0.0% 0 +0.0 pp -6.0 pp -10.3 pp -4.4 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 +0.0 pp -2.9 pp -3.3 pp -3.4 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp -2.2 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
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Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.5 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
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -2.4 pp -2.5 pp -2.5 pp -2.2 pp
3G Capital Partners LP CIK 0001421669 0.130 18 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp +0.0 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FengHe Fund Management Pte. Ltd. CIK 0001660531 0.000 18 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 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 -0.3 pp
Monolith Management Ltd CIK 0002008306 0.048 17 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
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Bey-Douglas LLC CIK 0002011271 0.256 56 0.0 0.0% 0 -2.7 pp +0.0 pp -1.5 pp -0.3 pp
IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -5.7 pp -9.5 pp -4.7 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -3.4 pp -2.3 pp -2.2 pp -2.2 pp
WT Asset Management Ltd CIK 0001780365 0.253 29 0.0 0.0% 0 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.8 pp -0.6 pp -1.2 pp -1.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
Sunstone Asset Management, LP CIK 0002111996 0.009 57 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.3 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Altimeter Capital Management, LP CIK 0001541617 0.780 20 0.0 0.0% 0 -0.4 pp -0.2 pp -3.2 pp +0.0 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.4 pp -1.5 pp -2.4 pp -2.4 pp
Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 0 -2.0 pp -2.0 pp -1.9 pp +0.0 pp
Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.0 0.0% 0 -0.5 pp -0.5 pp -0.3 pp -0.3 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 +0.0 pp -4.0 pp -6.3 pp -3.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.9 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Fourier Capital Management Ltd CIK 0002107705 0.000 9 0.0 0.0% 0 -9.5 pp +0.0 pp +0.0 pp +0.0 pp
MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 +0.0 pp +0.0 pp -14.8 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -2.0 pp -2.2 pp -2.5 pp
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HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp -0.6 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 -0.1 pp -1.3 pp -1.4 pp -1.3 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CenterStar Asset Management, LLC CIK 0001722053 0.000 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 -2.1 pp -2.3 pp -2.2 pp -2.0 pp
GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Donoghue Forlines LLC CIK 0001702435 0.000 114 0.0 0.0% 0 +0.0 pp -0.8 pp -0.6 pp -0.8 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 -0.2 pp -0.0 pp -0.5 pp +0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.6 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.3 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -3.4 pp -3.4 pp -3.6 pp
Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp -1.6 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -3.1 pp -3.4 pp -3.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
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Totem Point Management, LLC CIK 0001759364 0.094 18 0.0 0.0% 0 +0.0 pp -1.4 pp -7.0 pp -9.2 pp
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Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -2.6 pp -3.1 pp -3.2 pp -3.0 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -1.7 pp -1.6 pp -1.4 pp
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FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.7 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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Hiddenite Capital Partners LP CIK 0001823823 0.000 27 0.0 0.0% 0 +0.0 pp -3.6 pp -7.5 pp -7.9 pp
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MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.3 pp
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CTC LLC CIK 0001445893 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
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KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -4.9 pp -4.0 pp -3.7 pp -2.9 pp
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Ratan Capital Management LP CIK 0001566887 0.000 47 0.0 0.0% 0 -4.8 pp -3.8 pp -4.7 pp -3.3 pp
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Prism Planning Partners LLC CIK 0002110534 0.691 35 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Third Point LLC CIK 0001040273 0.205 42 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 +0.0 pp -2.8 pp -2.9 pp -1.8 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -2.5 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -1.4 pp -0.2 pp +0.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.8 pp
Estuary Capital Management LP CIK 0001965005 0.035 21 0.0 0.0% 0 -5.5 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -6.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 0.0 0.0% 0 +0.0 pp -6.4 pp -6.6 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -1.6 pp -1.9 pp -1.9 pp -1.5 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pensionfund Sabic CIK 0001637246 0.346 76 0.0 0.0% 0 +0.0 pp -2.3 pp -2.8 pp -2.4 pp
AI-Squared Management Ltd CIK 0001933952 0.021 19 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
Lattice Capital Management, LLC CIK 0001710207 0.000 11 0.0 0.0% 0 -2.2 pp -1.9 pp -1.3 pp -1.2 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.5 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Alta Park Capital, LP CIK 0001621855 0.086 26 0.0 0.0% 0 -3.1 pp -2.3 pp -1.7 pp +0.0 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Bain Capital Public Equity, LP CIK 0001962552 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp -0.8 pp
Ahara Advisors LLC CIK 0002116771 0.419 55 0.0 0.0% 0 -0.6 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 -0.1 pp
Dilation Capital Management LP CIK 0001922880 0.055 20 0.0 0.0% 0 -3.5 pp -6.6 pp -4.5 pp -3.1 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.4 pp -0.4 pp -0.7 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -3.2 pp -3.5 pp -3.4 pp -3.3 pp
Bradyco, Inc. CIK 0002055007 0.075 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
GLOBAL VALUE INVESTMENT CORP. CIK 0001569866 0.355 19 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.9 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp -0.2 pp -0.8 pp -0.4 pp
Freemont Management S.A. CIK 0001609120 0.000 11 0.0 0.0% 0 -2.7 pp -3.5 pp -1.8 pp -2.7 pp
Bancreek Capital Management, LP CIK 0001852042 0.000 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.8 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.0 0.0% 0 -1.1 pp -1.3 pp -1.3 pp -1.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -1.6 pp -1.4 pp -0.9 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -2.4 pp -2.4 pp -2.2 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -1.9 pp -1.4 pp -1.5 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 0 +0.0 pp -5.3 pp -0.0 pp -3.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.4 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -1.5 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avala Global LP CIK 0001948899 0.076 30 0.0 0.0% 0 -3.5 pp -1.8 pp -2.9 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Barrier Capital Management, LLC CIK 0001909089 0.081 18 0.0 0.0% 0 -1.9 pp -1.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.3 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -1.7 pp -0.1 pp -0.1 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 0.0 0.0% 0 -2.2 pp -2.8 pp -2.9 pp -2.5 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -1.5 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -1.3 pp -2.0 pp -2.0 pp -1.7 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 +0.0 pp -7.1 pp +0.0 pp +0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp -1.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -1.0 pp -1.6 pp +0.0 pp -1.9 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -3.2 pp -3.7 pp -4.1 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Situational Awareness LP CIK 0002045724 0.574 23 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -29.9 pp
Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Gladius Capital Management LP CIK 0001540656 0.000 7 0.0 0.0% 0 -8.0 pp +0.0 pp +0.0 pp +0.0 pp
DLK Investment Management, LLC CIK 0002016793 0.124 96 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.7 pp -0.7 pp -0.2 pp +0.0 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp -4.7 pp -3.3 pp -3.2 pp
VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -2.4 pp -1.4 pp -0.7 pp -0.5 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -3.1 pp -3.0 pp -3.1 pp
Albar Capital Partners LLP CIK 0002034565 0.079 38 0.0 0.0% 0 -3.2 pp +0.0 pp -0.6 pp -1.3 pp
TB Alternative Assets Ltd. CIK 0001483503 0.000 34 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -2.6 pp -2.9 pp -2.8 pp -2.6 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Think Investments LP CIK 0001635999 0.106 21 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.6 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.5 pp -0.3 pp -0.1 pp -0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Kooman & Associates CIK 0001961850 0.724 56 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -4.5 pp -4.4 pp -4.2 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 +0.0 pp -1.7 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 -0.6 pp -0.3 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 AVGO). Qtrs Held counts distinct quarters this fund has actually held AVGO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVGO position size. Δ columns are the percentage-point change in AVGO'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