Signals

← Signals

☆AVGO

4541 in-universe funds with a nonzero position in AVGO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#148
Score / z1.255 / 1.77
Consensus1150.21 over 2385 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q3
Accrual ratio—
F-score—
M-score—
Net issuance-80.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Brazeal Mark David F $2,734,177
2026-09-15 O'Toole Amie Thuener F $527,226

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-02 8-K 2.02, 8.01, 9.01
2026-07-06 8-K 8.01
2026-06-18 8-K 8.01, 9.01
2026-06-11 8-K 8.01, 9.01
2026-06-03 8-K 2.02, 8.01, 9.01
2026-04-21 8-K 5.07
2026-04-06 8-K 8.01
2026-04-02 8-K 5.02
2026-03-04 8-K 2.02, 8.01, 9.01
2026-03-02 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-01-06 424B5 Broadcom Inc.
2025-09-22 424B5 Broadcom Inc.
2025-07-07 424B5 Broadcom Inc.
2025-01-06 424B5 Broadcom Inc.
2024-09-26 424B5 Broadcom Inc.
2024-07-08 424B5 Broadcom Inc.
2019-09-26 424B5 Broadcom Inc.
2019-09-24 424B5 Broadcom Inc.

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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 167,065.0 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 131,481.6 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 65,788.2 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 49,104.5 7.7% 3 -0.1 pp +0.5 pp +7.7 pp +7.7 pp
☆Capital World Investors CIK 0001422849 0.974 637 42,660.7 5.8% 3 -0.3 pp -0.1 pp +5.8 pp +5.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 42,634.8 2.2% 3 +0.1 pp +0.4 pp +2.2 pp +2.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 38,396.6 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 32,449.9 2.2% 3 +0.2 pp +0.4 pp +2.2 pp +2.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 29,890.0 5.5% 3 +0.1 pp +0.5 pp +5.5 pp +5.5 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 25,253.1 1.5% 5 +0.0 pp +0.2 pp +0.6 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 24,252.2 2.6% 1 +2.6 pp +0.3 pp +2.6 pp +2.6 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 20,019.3 1.5% 4 -0.1 pp -0.0 pp +0.5 pp +1.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16,524.2 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16,400.3 2.9% 3 +0.2 pp -0.0 pp +2.9 pp +2.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 12,709.5 3.3% 3 +0.1 pp +0.3 pp +3.3 pp +3.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 11,992.7 1.8% 3 -0.2 pp +0.0 pp +1.8 pp +1.8 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 11,582.3 2.6% 4 +0.1 pp +0.3 pp +1.1 pp +2.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11,558.5 2.4% 3 -0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11,543.5 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 11,318.5 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10,382.5 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10,017.4 2.5% 3 +0.0 pp +0.4 pp +2.5 pp +2.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8,749.5 2.8% 3 -0.3 pp +0.0 pp +2.8 pp +2.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8,602.3 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8,411.9 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8,275.1 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆Amundi CIK 0001330387 0.000 1 8,232.9 2.2% 3 -0.2 pp +0.2 pp +2.2 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8,228.3 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 7,576.9 4.5% 3 +0.3 pp +0.7 pp +4.5 pp +4.5 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6,965.8 3.1% 3 -0.0 pp +0.2 pp +3.1 pp +3.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6,039.9 2.4% 5 +0.0 pp +0.2 pp +1.3 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5,580.9 1.7% 4 +0.0 pp +0.1 pp +0.6 pp +1.7 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4,791.5 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4,786.0 1.6% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4,712.6 2.7% 4 +0.4 pp +0.7 pp +1.2 pp +2.7 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4,254.8 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4,233.3 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆Swedbank AB CIK 0000946431 0.941 696 4,232.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 4,018.3 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4,009.3 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3,978.4 2.7% 3 +0.4 pp +0.8 pp +2.7 pp +2.7 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 3,874.8 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3,648.2 2.8% 3 +0.2 pp +0.6 pp +2.8 pp +2.8 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3,566.3 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3,406.2 2.9% 3 +1.0 pp +1.2 pp +2.9 pp +2.9 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 3,406.1 2.7% 3 +0.1 pp +0.3 pp +2.7 pp +2.7 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3,237.1 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3,186.4 3.1% 4 +0.1 pp +0.5 pp +1.3 pp +3.1 pp
☆National Pension Service CIK 0001608046 0.956 552 3,155.5 2.3% 3 +0.1 pp +0.3 pp +2.3 pp +2.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3,087.8 2.1% 3 -0.3 pp +0.2 pp +2.1 pp +2.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3,018.7 2.6% 4 +0.7 pp +1.9 pp +1.9 pp +2.6 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 2,974.3 1.7% 3 +0.6 pp +1.6 pp +1.7 pp +1.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2,914.8 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,822.8 2.3% 4 +0.1 pp +0.3 pp +0.9 pp +2.3 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,792.4 0.9% 3 +0.0 pp +0.4 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2,781.3 3.8% 4 +3.3 pp +3.3 pp +3.5 pp +3.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,565.5 2.6% 3 -0.0 pp +0.7 pp +2.6 pp +2.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,445.9 2.0% 3 -0.0 pp +0.3 pp +2.0 pp +2.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,437.1 1.5% 3 +0.0 pp -0.9 pp +1.5 pp +1.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,409.4 2.4% 5 +0.0 pp +0.3 pp +1.0 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,225.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,195.7 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,183.2 2.1% 3 +0.4 pp +0.2 pp +2.1 pp +2.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2,071.7 3.1% 4 +1.4 pp +1.6 pp +1.8 pp +3.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1,956.1 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,907.1 4.8% 3 +0.1 pp +0.4 pp +4.8 pp +4.8 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1,876.3 4.7% 3 +0.1 pp +0.7 pp +4.7 pp +4.7 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,783.7 2.4% 5 +0.1 pp +0.3 pp +1.0 pp +0.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,645.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,620.6 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,608.5 2.7% 3 +0.0 pp +0.2 pp +2.7 pp +2.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,599.9 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 1,593.5 8.6% 3 +0.1 pp -0.1 pp +8.6 pp +8.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,553.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 1,542.9 4.4% 3 +0.0 pp +0.9 pp +4.4 pp +4.4 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 1,540.0 5.2% 3 +0.4 pp +0.7 pp +5.2 pp +5.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1,538.5 1.1% 3 +0.6 pp +1.0 pp +1.1 pp +1.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,518.7 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,507.1 1.8% 3 -0.2 pp -0.1 pp +1.8 pp +1.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1,499.3 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,490.6 2.0% 3 +0.0 pp +1.0 pp +2.0 pp +2.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 1,471.2 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,465.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,463.8 2.6% 3 +0.3 pp +0.7 pp +2.6 pp +2.6 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,461.3 2.2% 3 +0.0 pp +0.3 pp +2.2 pp +2.2 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 1,459.7 2.6% 3 -0.7 pp -0.6 pp +2.6 pp +2.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1,458.6 1.7% 3 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,425.5 2.4% 3 -0.4 pp +1.3 pp +2.4 pp +2.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,423.7 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,416.1 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 1,376.3 6.6% 3 +0.6 pp +1.6 pp +6.6 pp +6.6 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1,362.0 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 1,350.5 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1,338.6 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1,336.5 0.9% 3 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1,274.4 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,272.6 1.7% 3 -0.2 pp +0.6 pp +1.7 pp +1.7 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 1,242.1 2.7% 3 -0.1 pp +0.0 pp +2.7 pp +2.7 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 1,222.3 5.2% 2 +0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,215.6 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 1,214.5 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 1,209.4 2.4% 3 -0.0 pp +0.2 pp +2.4 pp +2.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1,159.1 1.1% 3 +0.5 pp +0.7 pp +1.1 pp +1.1 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1,133.3 3.9% 3 +0.4 pp +0.5 pp +3.9 pp +3.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1,110.3 3.1% 3 -0.3 pp +0.1 pp +3.1 pp +3.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 1,101.4 2.6% 5 +1.4 pp +0.1 pp +1.1 pp +0.6 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,085.6 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 1,081.6 5.0% 3 +1.5 pp +2.3 pp +5.0 pp +5.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,066.4 2.3% 3 -0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1,027.3 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,026.3 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 995.5 3.9% 3 +0.5 pp +1.3 pp +3.9 pp +3.9 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 995.3 0.8% 3 -0.8 pp +0.1 pp +0.8 pp +0.8 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 995.3 3.3% 3 +0.4 pp +1.2 pp +3.3 pp +3.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 988.6 1.6% 3 +0.4 pp +1.2 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 988.1 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 980.8 5.0% 3 -0.6 pp -0.7 pp +5.0 pp +5.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 965.9 1.6% 3 +0.2 pp +0.8 pp +1.6 pp +1.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 953.0 3.0% 3 -0.0 pp +0.2 pp +3.0 pp +3.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 943.2 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 940.3 4.3% 3 -0.2 pp -0.1 pp +4.3 pp +4.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 928.7 1.4% 3 -0.3 pp -0.4 pp +1.4 pp +1.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 919.3 1.5% 3 +0.0 pp +0.3 pp +1.5 pp +1.5 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 917.1 3.2% 3 -0.0 pp -0.3 pp +3.2 pp +3.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 905.3 3.6% 3 -1.7 pp +2.2 pp +3.6 pp +3.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 900.2 1.0% 4 +0.3 pp +0.4 pp +0.6 pp +1.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 893.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 877.9 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 875.0 2.3% 5 +0.1 pp +0.3 pp +1.0 pp +0.6 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 864.0 2.8% 3 +0.3 pp -0.6 pp +2.8 pp +2.8 pp
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☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
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☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 0.9 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 0.200 66 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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☆Persium Advisors, LLC CIK 0002033683 0.517 69 0.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clifford Group, LLC CIK 0001965522 0.474 86 0.8 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.8 0.8% 3 +0.0 pp +0.5 pp +0.8 pp +0.8 pp
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☆Broderick Brian C CIK 0001314376 0.508 95 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.8 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
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☆GGM Financial LLC CIK 0002021722 0.308 265 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.5% 2 -0.1 pp +0.5 pp +0.1 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
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☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆One Day In July LLC CIK 0001823172 0.854 167 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Elite Life Management LLC CIK 0002010262 0.574 61 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆ALBERT D MASON INC CIK 0001169318 0.145 139 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.7 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆jvl associates llc CIK 0001915765 0.770 79 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 0.7 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 0.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Denver PWM, LLC CIK 0001657980 0.608 89 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.4 0.6% 3 -0.4 pp -0.4 pp +0.6 pp +0.6 pp
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☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ariston Services Group CIK 0001743859 0.678 70 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Bank of Marin CIK 0001801145 0.155 133 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 -2.2 pp -3.7 pp +0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 -0.8 pp -0.6 pp +0.0 pp +0.0 pp
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 0.0 0.0% 0 -0.8 pp -0.1 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSpruce Investments, LP CIK 0001600285 0.502 18 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 -2.4 pp -2.1 pp -1.4 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brown Shipley& Co Ltd CIK 0001912970 0.520 75 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆TT International Asset Management LTD CIK 0001809187 0.145 49 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Situational Awareness LP CIK 0002045724 0.574 23 0.0 0.0% 0 +0.0 pp -29.9 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Franchise Capital Ltd CIK 0001859388 0.813 30 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.7 pp -0.4 pp +0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Anson Funds Management LP CIK 0001491072 0.108 146 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
☆CTC LLC CIK 0001445893 0.000 28 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.2 pp -0.2 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆Benchstone Capital Management LP CIK 0002016777 0.022 36 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Albar Capital Partners LLP CIK 0002034565 0.079 38 0.0 0.0% 0 -0.6 pp -1.3 pp +0.0 pp +0.0 pp
☆Octahedron Capital Management L.P. CIK 0001891904 0.201 15 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 +0.0 pp -7.3 pp +0.0 pp +0.0 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 -0.6 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -7.3 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Atika Capital Management LLC CIK 0001599731 0.149 62 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Tairen Capital Ltd CIK 0001652062 0.000 44 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Teramo Advisors, LLC CIK 0001904821 0.826 3 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Think Investments LP CIK 0001635999 0.106 21 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -1.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.8 pp -0.2 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -1.1 pp -0.2 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 -5.8 pp -5.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -1.0 pp -0.3 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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