Signals

BIL

1270 in-universe funds with a nonzero position in BIL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#109
Score / z1.551 / 2.32
Consensus314.98 over 666 funds
Momentumno 12m return

Price & positioning

225 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
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 2,276.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 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 1,505.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,214.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 770.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 727.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 615.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 439.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 421.5 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 417.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 412.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 382.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 349.4 0.7% 2 -0.5 pp +0.7 pp +0.7 pp +0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 290.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Capital International Investors CIK 0001562230 0.968 446 271.1 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 259.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 243.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 221.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 214.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 211.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 182.2 4.7% 2 +0.5 pp +4.7 pp +4.7 pp +4.7 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 172.4 6.2% 2 -0.5 pp +6.2 pp +6.2 pp +6.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 159.9 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 155.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 154.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 148.0 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 143.4 2.7% 2 +2.2 pp +2.7 pp +2.7 pp +2.7 pp
Creative Planning CIK 0001540235 0.979 4196 127.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 119.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 117.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 112.5 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 110.4 6.2% 2 -8.2 pp +6.2 pp +6.2 pp +6.2 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 97.9 8.6% 3 +0.2 pp -1.9 pp +8.6 pp +8.6 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 97.5 14.5% 2 +7.3 pp +14.5 pp +14.5 pp +14.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 94.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 92.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 91.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 85.6 1.1% 2 -0.8 pp +1.1 pp +1.1 pp +1.1 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 85.3 6.0% 2 -3.1 pp +6.0 pp +6.0 pp +6.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 83.5 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 80.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 73.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 71.9 2.7% 2 -1.5 pp +2.7 pp +2.7 pp +2.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 68.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 67.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 60.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 58.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 57.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 54.6 9.2% 2 +1.4 pp +9.2 pp +9.2 pp +9.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 54.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 51.9 13.9% 2 -3.0 pp +13.9 pp +13.9 pp +13.9 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 50.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 50.1 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 48.4 12.1% 2 -1.5 pp +12.1 pp +12.1 pp +12.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 47.8 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 47.5 1.8% 2 -0.5 pp +1.8 pp +1.8 pp +1.8 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 47.1 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 46.2 6.7% 2 -1.4 pp +6.7 pp +6.7 pp +6.7 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 46.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 44.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 43.1 19.0% 2 +1.0 pp +19.0 pp +19.0 pp +19.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 42.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 41.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 40.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 40.5 6.0% 2 +5.7 pp +6.0 pp +6.0 pp +6.0 pp
Bell Bank CIK 0001002672 0.895 195 40.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Randolph Co Inc CIK 0001475150 0.451 47 40.1 3.9% 2 +1.2 pp +3.9 pp +3.9 pp +3.9 pp
&PARTNERS CIK 0000107136 0.806 2509 40.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sicart Associates LLC CIK 0001696494 0.420 74 39.6 10.7% 2 +9.2 pp +10.7 pp +10.7 pp +10.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 39.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 39.0 8.9% 2 +0.3 pp +8.9 pp +8.9 pp +8.9 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 38.4 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
Valence8 US LP CIK 0001943819 0.533 15 38.3 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Auour Investments LLC CIK 0001789310 0.580 95 38.3 12.5% 2 -3.3 pp +12.5 pp +12.5 pp +12.5 pp
Apriem Advisors CIK 0001425165 0.679 182 37.8 3.6% 2 +0.8 pp +3.6 pp +3.6 pp +3.6 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 36.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 36.7 23.7% 2 +2.6 pp +23.7 pp +23.7 pp +23.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 36.7 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 36.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 36.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 36.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 35.3 3.8% 2 -2.3 pp +3.8 pp +3.8 pp +3.8 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 34.8 6.0% 2 -0.9 pp +6.0 pp +6.0 pp +6.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 34.5 9.5% 2 +0.6 pp +9.5 pp +9.5 pp +9.5 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 33.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
Gradient Investments LLC CIK 0001542265 0.563 448 33.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 33.5 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 33.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 33.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Donoghue Forlines LLC CIK 0001702435 0.000 114 33.2 10.2% 2 +2.5 pp +10.2 pp +10.2 pp +10.2 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 33.1 5.3% 2 +2.6 pp +5.3 pp +5.3 pp +5.3 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 33.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 32.1 4.1% 2 +1.5 pp +4.1 pp +4.1 pp +4.1 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 32.1 9.2% 2 -2.7 pp +9.2 pp +9.2 pp +9.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 31.8 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 31.4 1.5% 3 -0.3 pp -0.6 pp +1.5 pp +1.5 pp
Nutshell Asset Management Ltd CIK 0002021442 0.049 45 31.2 14.9% 2 -3.7 pp +14.9 pp +14.9 pp +14.9 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 31.1 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 31.1 5.3% 2 -1.5 pp +5.3 pp +5.3 pp +5.3 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 31.0 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
North Capital, Inc. CIK 0002065938 0.475 102 30.6 23.7% 2 +0.5 pp +23.7 pp +23.7 pp +23.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 30.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 30.5 5.5% 2 -0.5 pp +5.5 pp +5.5 pp +5.5 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 30.5 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 30.1 2.5% 2 -14.9 pp +2.5 pp +2.5 pp +2.5 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 29.4 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 29.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 28.8 13.8% 2 -0.8 pp +13.8 pp +13.8 pp +13.8 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 28.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 28.6 18.4% 2 -3.2 pp +18.4 pp +18.4 pp +18.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 28.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 28.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 27.1 13.0% 2 +1.3 pp +13.0 pp +13.0 pp +13.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 26.9 3.7% 3 -0.8 pp +2.7 pp +3.7 pp +3.7 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 26.9 16.2% 2 -7.8 pp +16.2 pp +16.2 pp +16.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 26.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 26.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
One Capital Management, LLC CIK 0001606588 0.779 522 26.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 25.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 25.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.3 1.2% 3 +0.0 pp -0.3 pp +1.2 pp +1.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 25.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 24.6 15.7% 2 -2.7 pp +15.7 pp +15.7 pp +15.7 pp
Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 24.5 17.8% 2 -18.8 pp +17.8 pp +17.8 pp +17.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 24.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 24.4 14.2% 2 -2.0 pp +14.2 pp +14.2 pp +14.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 24.2 0.4% 4 +0.1 pp +0.0 pp -0.1 pp +0.4 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 23.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 23.0 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 22.8 2.5% 2 -1.4 pp +2.5 pp +2.5 pp +2.5 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 22.7 6.5% 2 -1.3 pp +6.5 pp +6.5 pp +6.5 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 22.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 22.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 22.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 22.0 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 21.7 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 21.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 20.9 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 20.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 20.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 19.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 19.6 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 19.4 4.6% 2 -2.0 pp +4.6 pp +4.6 pp +4.6 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 19.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 19.2 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
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Focus Partners Wealth CIK 0001542153 0.901 2759 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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RIA Advisory Group LLC CIK 0001958384 0.179 153 15.0 3.9% 2 +1.0 pp +3.9 pp +3.9 pp +3.9 pp
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FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
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October Effect Ltd CIK 0002078353 0.030 64 14.5 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 14.4 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 14.4 2.8% 2 -1.0 pp +2.8 pp +2.8 pp +2.8 pp
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FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 13.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
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True Vision MN LLC CIK 0002013460 0.163 98 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Smith Salley Wealth Management CIK 0001482012 0.574 275 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fulcrum Equity Management CIK 0001737888 0.098 140 0.2 0.2% 3 -1.2 pp -0.5 pp +0.2 pp +0.2 pp
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Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tevis Investment Management CIK 0001940416 0.217 104 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
St. James Investment Company, LLC CIK 0001504492 0.505 24 0.0 0.0% 0 -7.8 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Teca Partners, LP CIK 0001910154 0.430 8 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
Tairen Capital Ltd CIK 0001652062 0.000 44 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.1 pp -1.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.7 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
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -21.0 pp -0.4 pp +0.0 pp +0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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 +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 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 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -4.9 pp +0.0 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 +0.0 pp +0.0 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -6.4 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -2.8 pp -3.4 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BIL). Qtrs Held counts distinct quarters this fund has actually held BIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIL position size. Δ columns are the percentage-point change in BIL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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