Signals

← Signals

☆BIL

1529 in-universe funds with a nonzero position in BIL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#51
Score / z4.209 / 3.80
Consensus366.32 over 792 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+20% / 1.0d ⚡

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 ▾
☆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 2,791.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 1,729.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,537.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 1,169.4 19.1% 4 +18.3 pp +18.0 pp +17.2 pp +19.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 760.7 0.1% 4 -0.0 pp -0.0 pp -0.0 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 751.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 739.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 713.9 34.5% 4 +22.9 pp +28.3 pp +20.1 pp +34.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 668.6 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 523.0 1.1% 4 +0.8 pp +0.8 pp +0.4 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 493.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 457.7 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 439.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 437.8 2.0% 4 +0.9 pp +1.2 pp +0.9 pp +2.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 398.5 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 364.9 2.0% 4 -0.8 pp -1.0 pp -1.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 356.2 0.6% 4 -0.1 pp -0.1 pp -0.6 pp +0.6 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 325.1 2.3% 4 +0.5 pp +0.6 pp +0.6 pp +2.3 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 321.5 2.3% 4 +2.2 pp +2.2 pp +2.0 pp +2.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 269.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 266.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 241.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 219.8 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 210.1 2.4% 4 -0.2 pp +0.1 pp -0.1 pp +2.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 191.9 2.2% 4 +2.1 pp +2.1 pp +2.1 pp +2.2 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 187.1 0.8% 4 +0.3 pp +0.2 pp -0.4 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 182.9 2.5% 4 +0.5 pp +1.4 pp +1.5 pp +2.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 175.8 4.2% 4 -0.3 pp -0.6 pp -0.1 pp +4.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 160.1 1.2% 4 +0.1 pp +0.5 pp +0.4 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 155.6 1.7% 4 +1.5 pp +1.2 pp +1.3 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 138.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 132.4 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 129.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 124.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 120.8 9.2% 5 +1.1 pp +0.6 pp +0.8 pp -1.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 118.8 2.6% 4 +0.6 pp +0.2 pp +0.1 pp +2.6 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 116.4 3.1% 4 +0.3 pp +0.4 pp +2.6 pp +3.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 115.1 9.9% 4 +3.5 pp +3.9 pp +0.9 pp +9.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 115.1 1.3% 4 +1.1 pp +1.2 pp +1.1 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 108.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 104.3 0.1% 4 +0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 99.3 1.2% 4 +0.1 pp -1.1 pp -0.5 pp +1.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 95.8 10.2% 4 +4.7 pp +3.9 pp +3.5 pp +10.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 93.1 2.1% 4 +2.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 90.5 11.7% 4 +3.7 pp +5.6 pp +11.3 pp +11.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 86.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 85.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 81.3 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 80.5 2.4% 4 -0.3 pp -0.3 pp -1.7 pp +2.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 77.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 76.4 2.4% 4 +1.8 pp +0.7 pp +0.5 pp +2.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 76.1 1.3% 4 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 66.5 0.8% 4 +0.3 pp +0.3 pp +0.2 pp +0.8 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 65.7 57.9% 5 +50.5 pp +43.8 pp +29.2 pp +26.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 63.8 1.2% 4 +0.1 pp +1.1 pp +1.1 pp +1.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 61.7 6.5% 4 +1.9 pp +1.8 pp +1.6 pp +6.5 pp
☆Valence8 US LP CIK 0001943819 0.533 15 60.3 21.1% 3 -1.5 pp +8.0 pp +21.1 pp +21.1 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 59.4 1.8% 4 +1.8 pp +1.7 pp -0.2 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 59.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 58.7 31.5% 4 +21.0 pp +13.1 pp +9.9 pp +31.5 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 58.0 2.2% 4 +0.2 pp -0.7 pp -0.8 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 56.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 55.8 4.1% 2 -0.5 pp +4.1 pp -0.7 pp +4.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 55.0 0.2% 4 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 53.9 3.1% 4 +0.1 pp +0.3 pp +0.4 pp +3.1 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 52.9 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 52.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 52.2 2.7% 4 +1.5 pp +1.8 pp +0.9 pp +2.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 52.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 51.4 29.2% 4 +20.6 pp +5.5 pp +8.1 pp +29.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 51.3 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 50.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 49.2 6.7% 5 +2.3 pp +3.0 pp +2.1 pp +5.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 49.1 0.6% 4 +0.0 pp +0.3 pp +0.3 pp +0.6 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 49.0 9.0% 4 +4.0 pp +3.7 pp +2.2 pp +9.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 48.6 14.4% 4 +0.1 pp -1.4 pp -4.0 pp +14.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 48.5 4.3% 4 +0.0 pp +0.0 pp -0.3 pp +4.3 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 48.3 4.6% 4 -3.9 pp +0.7 pp +2.0 pp +4.6 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 48.1 6.8% 4 +0.1 pp -0.1 pp -0.5 pp +6.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 47.4 0.4% 4 +0.1 pp +0.0 pp +0.3 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 47.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 47.3 4.7% 4 -4.3 pp +4.5 pp +4.5 pp +4.7 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 46.4 14.5% 4 +12.3 pp +13.2 pp +12.0 pp +14.5 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 46.3 4.7% 4 +0.4 pp +0.6 pp +0.7 pp +4.7 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 45.8 11.1% 4 +1.3 pp +1.7 pp +2.3 pp +11.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 45.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 45.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 44.9 5.1% 4 +0.8 pp +1.6 pp +1.1 pp +5.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 43.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 43.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 43.1 4.1% 4 +0.4 pp +0.5 pp +1.3 pp +4.1 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 43.0 19.4% 4 +0.3 pp +0.4 pp +1.4 pp +19.4 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 42.0 7.1% 4 +6.6 pp +6.4 pp +7.0 pp +7.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 41.7 4.3% 4 +4.0 pp +4.0 pp +3.4 pp +4.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 41.5 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 41.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 41.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 41.3 5.8% 4 -0.2 pp -0.9 pp -2.3 pp +5.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 40.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 40.8 1.8% 4 +0.5 pp +0.3 pp -0.1 pp +1.8 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 40.4 8.9% 4 -2.9 pp -3.2 pp -4.6 pp +8.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 39.4 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 37.8 0.5% 4 -0.1 pp -0.1 pp -0.3 pp +0.5 pp
☆12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 37.6 6.1% 4 -0.1 pp -3.1 pp -1.7 pp +6.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 37.1 23.6% 4 +10.6 pp +7.4 pp -0.4 pp +23.6 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 37.1 8.6% 4 +7.0 pp +6.7 pp +2.7 pp +8.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 37.0 1.0% 4 +0.0 pp +0.2 pp +0.1 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.9 0.2% 2 -0.1 pp +0.2 pp -0.1 pp +0.2 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 36.8 9.5% 4 -1.2 pp -1.3 pp +7.9 pp +9.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 36.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 36.3 2.5% 4 +0.2 pp +0.7 pp +0.6 pp +2.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 36.0 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 35.9 1.2% 4 -0.3 pp -0.5 pp -1.0 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 35.8 0.3% 6 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 35.7 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 35.5 18.7% 4 +3.3 pp +4.5 pp +2.5 pp +18.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 35.3 1.8% 4 -0.1 pp -0.0 pp +0.0 pp +1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 34.7 0.6% 4 -0.0 pp -0.1 pp -0.6 pp +0.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 34.6 5.7% 4 +1.4 pp -0.3 pp -1.2 pp +5.7 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 34.5 6.5% 4 +0.9 pp +1.1 pp +1.1 pp +6.5 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 34.4 9.8% 4 -0.4 pp +0.6 pp -2.1 pp +9.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 34.0 3.7% 2 +3.0 pp +3.7 pp -0.3 pp +3.7 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 33.9 28.7% 4 +0.7 pp +5.0 pp +5.6 pp +28.7 pp
☆Bell Bank CIK 0001002672 0.895 195 33.8 1.4% 4 -0.3 pp -0.3 pp -0.5 pp +1.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 33.6 0.9% 4 +0.1 pp +0.0 pp +0.2 pp +0.9 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.019 351 33.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 31.5 8.7% 1 +8.7 pp -1.5 pp +1.0 pp +8.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 31.2 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 31.0 1.6% 4 +0.0 pp -0.1 pp -0.5 pp +1.6 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 31.0 4.8% 4 -0.1 pp -0.7 pp -1.2 pp +4.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 31.0 0.7% 4 -0.1 pp -0.2 pp -0.5 pp +0.7 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 30.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 30.4 0.7% 4 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 30.0 14.7% 4 +1.0 pp +0.9 pp +0.1 pp +14.7 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 29.8 6.6% 3 -0.1 pp +2.2 pp +6.6 pp +6.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 28.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 28.6 9.1% 4 +0.7 pp +2.3 pp +5.2 pp +9.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 28.5 12.1% 4 +6.6 pp +8.7 pp +8.5 pp +12.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 27.7 0.7% 3 -0.3 pp +0.6 pp +0.7 pp +0.7 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 27.5 12.5% 3 -2.7 pp -3.0 pp +12.5 pp +12.5 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 27.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.1 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 26.4 8.3% 4 -0.4 pp -4.1 pp -7.4 pp +8.3 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 26.4 8.8% 3 +8.6 pp +8.6 pp +8.8 pp +8.8 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 26.3 5.7% 4 +1.9 pp +1.1 pp -0.8 pp +5.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 26.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 26.2 3.4% 4 +0.6 pp -0.6 pp +0.9 pp +3.4 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 25.9 17.9% 1 +17.9 pp +17.0 pp +17.2 pp +17.9 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 25.8 1.8% 4 +0.4 pp +0.6 pp +1.0 pp +1.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 25.6 1.2% 5 -0.2 pp -0.3 pp -0.6 pp -0.9 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 24.9 10.9% 4 +1.5 pp -2.1 pp -0.8 pp +10.9 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 24.8 5.5% 4 +1.9 pp +2.3 pp +1.3 pp +5.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 24.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 24.2 8.2% 4 +7.8 pp +7.9 pp +7.5 pp +8.2 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 24.1 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 24.0 5.5% 4 +0.1 pp +0.4 pp -0.2 pp +5.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 23.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.6 0.9% 5 -0.0 pp -0.3 pp -0.3 pp -0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 23.5 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆Night Owl Capital Management, LLC CIK 0001410833 0.657 30 23.4 2.7% 4 +0.5 pp +0.9 pp +0.5 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 23.2 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 23.1 5.7% 4 -0.7 pp -0.8 pp -2.1 pp +5.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 23.0 0.8% 4 +0.1 pp +0.1 pp -0.9 pp +0.8 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 22.9 13.8% 4 +9.5 pp +9.3 pp +8.8 pp +13.8 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 22.9 2.3% 4 -0.1 pp +0.2 pp -0.1 pp +2.3 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 22.9 23.0% 6 +21.7 pp +19.3 pp +10.7 pp +19.8 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 22.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 22.8 1.4% 4 +0.5 pp +0.4 pp +0.2 pp +1.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.7 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
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☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 22.6 2.5% 4 -0.3 pp -1.3 pp -3.6 pp +2.5 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 22.4 5.1% 4 +0.1 pp +0.2 pp -0.2 pp +5.1 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 22.3 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 22.3 2.3% 4 -1.3 pp -0.1 pp -1.5 pp +2.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.9 0.9% 3 -0.3 pp -0.6 pp +0.9 pp +0.9 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 21.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bison Wealth, LLC CIK 0001845251 0.528 477 20.6 2.0% 4 -1.3 pp +1.1 pp +1.5 pp +2.0 pp
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☆Strategic Advisors LLC CIK 0001569119 0.191 164 18.8 3.1% 3 +0.2 pp +0.1 pp +3.1 pp +3.1 pp
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☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.1 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
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Tairen Capital Ltd CIK 0001652062 0.000 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 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 +0.0 pp +0.0 pp -0.8 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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -2.5 pp -5.2 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 +0.0 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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.7 pp -1.4 pp -2.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Argyle Capital Management, LLC CIK 0001321194 0.239 138 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.6 pp -1.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.0 0.0% 0 -0.8 pp -0.9 pp -1.2 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -1.9 pp -1.3 pp -1.2 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Front Street Capital Management, Inc. CIK 0001683182 0.322 70 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 -1.7 pp -1.1 pp -1.6 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
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.2 pp -0.8 pp -0.8 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -1.4 pp -2.9 pp +0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -1.2 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
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -6.3 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 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
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp -1.2 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
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -2.1 pp -2.0 pp -1.8 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp -0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆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
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -6.4 pp +0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -2.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -1.2 pp -1.4 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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