Signals

← Signals

☆BAI

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

Flow ranking

Rank#2335
Score / z0.000 / -0.01
Consensus197.85 over 426 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,927.4 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 779.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 540.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 397.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 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 229.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 228.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 183.8 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 172.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 171.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 155.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 143.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 102.9 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 96.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 90.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 82.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 82.0 4.1% 2 +0.8 pp +4.1 pp +4.1 pp +4.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 74.3 0.7% 3 -0.0 pp +0.4 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 72.2 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 71.5 0.9% 3 -0.0 pp +0.5 pp +0.9 pp +0.9 pp
☆JB Capital LLC CIK 0001879371 0.629 280 69.3 2.8% 3 +0.0 pp +1.7 pp +2.8 pp +2.8 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 51.6 2.2% 3 +0.1 pp +0.9 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.7 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 49.4 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 46.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 43.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 36.7 6.2% 3 -0.3 pp +0.8 pp +6.2 pp +6.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 34.5 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 32.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 30.8 1.1% 3 +0.0 pp +0.5 pp +1.1 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 28.2 2.1% 3 -0.0 pp +1.2 pp +2.1 pp +2.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 26.6 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.3 1.0% 3 +0.2 pp +0.7 pp +1.0 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 25.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 25.1 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 22.1 1.3% 3 +0.3 pp +0.8 pp +1.3 pp +1.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.5 1.4% 3 +0.0 pp +1.0 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 19.0 2.4% 3 +0.1 pp +1.5 pp +2.4 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.4 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 17.0 2.9% 3 -0.1 pp +1.6 pp +2.9 pp +2.9 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 16.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 16.6 1.5% 3 +0.1 pp +0.8 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.9 1.2% 3 +0.0 pp +0.6 pp +1.2 pp +1.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 15.6 3.2% 3 -0.1 pp +2.0 pp +3.2 pp +3.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 15.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 15.0 2.3% 3 +0.0 pp +1.5 pp +2.3 pp +2.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.6 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 14.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 14.1 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 13.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 13.7 2.0% 3 +0.7 pp +1.3 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 13.0 1.2% 3 -0.1 pp +0.5 pp +1.2 pp +1.2 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 12.9 2.6% 3 +0.2 pp +1.7 pp +2.6 pp +2.6 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 12.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 12.3 1.7% 3 +0.1 pp +1.1 pp +1.7 pp +1.7 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 12.1 1.9% 3 +0.0 pp +0.9 pp +1.9 pp +1.9 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 12.0 0.9% 3 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EQ LLC CIK 0001757605 0.412 87 12.0 3.4% 3 +0.2 pp +1.6 pp +3.4 pp +3.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 11.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 11.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 11.5 0.9% 3 +0.3 pp +0.6 pp +0.9 pp +0.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 10.9 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.8 2.7% 3 +0.1 pp +1.1 pp +2.7 pp +2.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 10.7 1.8% 3 +0.1 pp +1.3 pp +1.8 pp +1.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.4 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.4 1.3% 3 +0.1 pp +0.8 pp +1.3 pp +1.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 10.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.9 1.0% 3 +0.1 pp +0.6 pp +1.0 pp +1.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 9.8 5.2% 2 -1.4 pp +5.2 pp +5.2 pp +5.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 9.7 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.3 0.9% 3 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 9.0 4.3% 3 +0.3 pp +2.4 pp +4.3 pp +4.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 8.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.8 2.6% 3 -0.0 pp +1.1 pp +2.6 pp +2.6 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 8.7 2.1% 3 -0.2 pp +1.2 pp +2.1 pp +2.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.5 2.4% 3 -0.0 pp +1.5 pp +2.4 pp +2.4 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 8.5 2.6% 3 +1.3 pp +1.5 pp +2.6 pp +2.6 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 8.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.3 3.7% 3 +0.1 pp +2.5 pp +3.7 pp +3.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.3 1.1% 3 -0.0 pp +0.6 pp +1.1 pp +1.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 8.1 4.5% 3 -0.2 pp +2.9 pp +4.5 pp +4.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 8.1 2.1% 3 +1.1 pp +1.2 pp +2.1 pp +2.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 8.1 1.6% 3 +0.5 pp +1.2 pp +1.6 pp +1.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 7.5 1.8% 3 -0.2 pp -0.3 pp +1.8 pp +1.8 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 7.4 2.6% 3 +0.3 pp +1.6 pp +2.6 pp +2.6 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 7.4 2.1% 3 +0.1 pp +1.5 pp +2.1 pp +2.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.1 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.9 0.8% 3 -0.1 pp +0.4 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 6.5 3.2% 3 +1.0 pp +1.0 pp +3.2 pp +3.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 6.4 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 6.3 2.3% 3 -0.5 pp +1.3 pp +2.3 pp +2.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.2 1.6% 3 -0.0 pp +1.0 pp +1.6 pp +1.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.8 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.6 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.4 0.9% 3 +0.0 pp +0.6 pp +0.9 pp +0.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.4 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.3 1.8% 3 -0.0 pp +0.8 pp +1.8 pp +1.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.2 2.3% 3 +0.0 pp +1.5 pp +2.3 pp +2.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.0 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.0 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 4.8 3.9% 3 -0.2 pp +1.5 pp +3.9 pp +3.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.8 1.1% 3 +0.2 pp +0.8 pp +1.1 pp +1.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.7 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.6 1.3% 3 +0.2 pp +0.9 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 4.4 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.4 4.2% 3 +0.6 pp +2.6 pp +4.2 pp +4.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 4.3 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.2 0.7% 3 -0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.0 1.3% 3 +0.1 pp +0.9 pp +1.3 pp +1.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 3.9 2.0% 3 -0.1 pp +1.3 pp +2.0 pp +2.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.9 1.9% 3 +0.0 pp +1.0 pp +1.9 pp +1.9 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.7 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.6 1.0% 3 +0.5 pp +0.5 pp +1.0 pp +1.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.5 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.3 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.3 1.7% 3 -0.1 pp +0.8 pp +1.7 pp +1.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.1 1.3% 3 -0.0 pp +0.9 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.0 0.6% 3 +0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.7 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.7 0.8% 3 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.6 1.1% 3 +0.1 pp +0.8 pp +1.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.4 0.8% 3 +0.0 pp +0.5 pp +0.8 pp +0.8 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.3 1.5% 3 +0.5 pp +1.2 pp +1.5 pp +1.5 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 2.3 1.4% 3 +0.1 pp +0.6 pp +1.4 pp +1.4 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 2.3 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.2 1.5% 3 +0.6 pp +1.2 pp +1.5 pp +1.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.2 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.2 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 2.2 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.1 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.1 1.7% 3 +0.1 pp +1.0 pp +1.7 pp +1.7 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.0 0.8% 3 -0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.0 1.1% 3 -0.0 pp +0.6 pp +1.1 pp +1.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.8 1.3% 3 +0.4 pp +1.0 pp +1.3 pp +1.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.7 1.1% 3 -0.1 pp +0.7 pp +1.1 pp +1.1 pp
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☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.7 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.6 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.6 0.7% 3 -0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 1.6 1.3% 3 +0.1 pp +0.7 pp +1.3 pp +1.3 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.6 1.0% 3 -0.0 pp +0.5 pp +1.0 pp +1.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 1.5 0.7% 3 -0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.5 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.4 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.1 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 1.1 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 1.0 0.8% 3 -0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.9 0.1% 3 +0.1 pp -0.7 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.8 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.7 pp -0.9 pp +0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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 -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 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 -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.6 pp -0.2 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.5 pp -0.2 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 BAI). Qtrs Held counts distinct quarters this fund has actually held BAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAI position size. Δ columns are the percentage-point change in BAI'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