Signals

BIL

1618 in-universe funds with a nonzero position in BIL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#79
Score / z2.534 / 3.04
Consensus325.77 over 672 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+35% / 1.1d ⚡

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 2,671.8 0.1% 7 -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 1,512.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,423.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 831.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 769.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 722.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 508.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 492.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 456.0 2.3% 5 +0.3 pp -0.6 pp -0.7 pp -0.7 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 431.2 19.2% 5 -15.3 pp +7.6 pp +13.0 pp +4.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 429.9 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 421.6 0.7% 5 -0.3 pp +0.5 pp +0.5 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 419.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 390.0 1.8% 5 -0.2 pp +0.7 pp +0.9 pp +0.7 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 334.3 2.1% 5 -0.2 pp +0.3 pp +0.4 pp +0.4 pp
Capital International Investors CIK 0001562230 0.968 446 309.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 302.4 2.3% 5 -0.1 pp +2.2 pp +2.2 pp +1.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 299.1 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 261.8 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 224.5 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 201.0 2.1% 5 -0.3 pp -0.5 pp -0.2 pp -0.4 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 198.7 2.3% 5 -0.2 pp +0.3 pp +1.2 pp +1.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 197.1 4.1% 5 -0.0 pp -0.3 pp -0.6 pp -0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 181.7 0.7% 5 -0.1 pp +0.1 pp +0.1 pp -0.6 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 176.4 1.3% 5 +0.1 pp +0.2 pp +0.6 pp +0.5 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 162.9 16.8% 5 +5.1 pp +8.8 pp +10.7 pp +16.4 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 154.7 15.0% 5 +12.9 pp +1.4 pp +0.5 pp +7.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 152.9 0.9% 5 +0.1 pp +0.7 pp +0.7 pp +0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 143.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 139.1 9.5% 6 +0.4 pp +1.5 pp +0.9 pp +1.2 pp
Creative Planning CIK 0001540235 0.979 4196 127.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 120.0 0.0% 5 -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 109.4 0.1% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
Dakota Wealth Management CIK 0001631353 0.544 771 104.2 2.0% 5 -0.6 pp +0.0 pp -0.4 pp -0.5 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 100.9 3.3% 5 +0.9 pp +0.6 pp +0.6 pp -0.8 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 100.2 8.1% 5 -1.8 pp +1.7 pp +2.2 pp -0.9 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 98.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 98.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 90.0 3.7% 5 +0.7 pp +0.9 pp +1.1 pp +3.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 84.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 83.1 63.5% 1 +63.5 pp +63.5 pp +63.5 pp +63.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 80.8 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 77.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 77.1 0.8% 5 -0.4 pp -0.3 pp -1.5 pp -0.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 76.1 1.2% 5 -1.2 pp +0.6 pp -0.6 pp -0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 72.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 66.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 66.4 3.5% 5 +0.3 pp +0.4 pp +0.6 pp +0.7 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 64.6 0.5% 4 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 64.0 0.8% 5 -18.4 pp -0.1 pp -0.4 pp -1.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 62.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 62.3 0.6% 5 -0.7 pp +0.4 pp +0.5 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 62.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 60.8 0.6% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.0 2.2% 5 -0.1 pp +0.2 pp -0.7 pp -0.9 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 58.8 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 58.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 57.8 0.6% 5 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 56.4 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 55.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 54.1 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 51.5 7.3% 5 +1.2 pp +1.1 pp -1.9 pp -0.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 51.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 51.1 6.6% 5 -0.2 pp -0.1 pp -0.3 pp -0.7 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 50.5 3.1% 3 -1.0 pp -1.5 pp +3.1 pp -1.7 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 49.3 4.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.6 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 48.4 4.0% 5 -0.6 pp -0.2 pp -0.0 pp +0.0 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 47.4 4.2% 5 -0.9 pp -0.1 pp +0.6 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 46.7 0.7% 5 -0.4 pp -0.3 pp +0.7 pp +0.7 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 46.5 13.8% 5 +4.7 pp +5.4 pp +7.0 pp +9.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 45.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 45.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 45.7 6.7% 5 -0.4 pp +6.2 pp +6.1 pp +6.6 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 45.5 5.3% 6 -1.4 pp +0.9 pp +1.6 pp +0.7 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 45.3 1.8% 5 -0.0 pp +0.4 pp +0.3 pp -0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 44.6 3.9% 5 -0.2 pp +0.2 pp +0.3 pp +1.1 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 43.0 17.6% 5 -1.7 pp -1.4 pp -1.3 pp -0.3 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 42.9 9.0% 4 +2.4 pp +2.3 pp +4.6 pp +9.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 42.9 9.2% 5 -2.0 pp -0.6 pp -0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 42.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.1 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 42.1 3.8% 5 +3.0 pp +1.8 pp +2.2 pp +1.8 pp
Gradient Investments LLC CIK 0001542265 0.563 448 41.9 0.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Capital World Investors CIK 0001422849 0.974 637 40.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 40.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 39.5 4.6% 5 -1.2 pp -1.4 pp -2.1 pp -3.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 39.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 38.4 17.5% 5 -1.2 pp +2.2 pp +3.3 pp +1.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 37.5 0.3% 5 -1.4 pp +0.1 pp -0.2 pp -0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 37.2 3.5% 5 +1.0 pp +0.6 pp -0.4 pp -2.7 pp
One Capital Management, LLC CIK 0001606588 0.779 522 37.0 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 36.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 35.5 0.1% 5 -0.1 pp -0.4 pp -0.0 pp -0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 35.2 7.0% 5 -1.8 pp -4.8 pp -5.0 pp -6.5 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 35.1 6.0% 5 -0.5 pp +0.5 pp +0.6 pp +0.6 pp
Sicart Associates LLC CIK 0001696494 0.420 74 34.9 8.6% 5 -0.9 pp -2.1 pp -2.2 pp +7.0 pp
Randolph Co Inc CIK 0001475150 0.451 47 34.8 2.9% 5 -1.7 pp -5.5 pp -1.0 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 34.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 34.4 9.3% 5 -0.5 pp -0.8 pp +0.2 pp -2.6 pp
North Capital, Inc. CIK 0002065938 0.475 102 34.3 25.9% 5 -2.8 pp -2.1 pp +2.2 pp +2.7 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.171 151 33.7 6.1% 5 -2.9 pp +1.1 pp +0.8 pp -0.7 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 33.6 2.0% 5 -0.5 pp -0.3 pp +0.3 pp +0.1 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 33.3 12.6% 5 +1.7 pp +3.1 pp -0.4 pp +0.9 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 33.3 1.5% 5 -1.2 pp +0.3 pp +0.6 pp -0.3 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 33.1 1.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.5 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 32.8 1.5% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 32.1 1.6% 3 -0.2 pp +0.3 pp +1.6 pp +1.6 pp
Night Owl Capital Management, LLC CIK 0001410833 0.657 30 31.7 3.3% 5 +0.6 pp +1.0 pp +1.5 pp +1.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 30.3 0.6% 4 -0.1 pp -0.3 pp +0.5 pp +0.6 pp
Parkwood LLC CIK 0001597823 0.291 71 30.2 2.2% 5 +1.7 pp +0.2 pp +2.0 pp +1.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 29.9 4.4% 5 -0.3 pp -0.4 pp -1.0 pp -1.5 pp
ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 29.7 12.3% 5 -19.2 pp +1.8 pp -6.1 pp -9.3 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 29.5 2.5% 5 -2.2 pp -6.5 pp +2.3 pp +2.4 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 29.4 12.1% 5 -2.6 pp -1.6 pp -1.7 pp -2.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 29.2 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 29.1 3.2% 5 +0.1 pp +0.2 pp +0.3 pp +2.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 28.7 4.6% 5 -1.1 pp +0.3 pp -1.4 pp -2.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 28.5 0.9% 5 -0.4 pp -0.6 pp -0.9 pp -1.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 28.3 0.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 28.2 0.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
Valence8 US LP CIK 0001943819 0.534 15 28.2 9.4% 4 -11.7 pp -13.2 pp -3.8 pp +9.4 pp
GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 27.6 2.6% 2 -2.5 pp +2.6 pp +2.6 pp +2.6 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 27.5 2.7% 5 +2.4 pp +1.1 pp +1.5 pp +2.1 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 27.1 0.9% 5 -0.9 pp +0.9 pp +0.8 pp -1.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.0 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 27.0 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 26.8 2.5% 5 +2.4 pp +2.4 pp +2.4 pp +2.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 26.0 4.8% 5 -0.7 pp +1.2 pp +1.6 pp +0.7 pp
Auour Investments LLC CIK 0001789310 0.580 95 25.9 7.4% 5 -0.9 pp -1.3 pp -5.0 pp -8.3 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 25.8 5.1% 5 -0.3 pp -0.2 pp +0.0 pp -0.5 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 24.9 3.6% 2 +2.1 pp +3.6 pp +2.4 pp +2.8 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 24.7 0.8% 6 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 24.6 4.2% 6 +0.4 pp +0.9 pp +1.3 pp +1.4 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 24.3 10.4% 5 -13.2 pp -2.6 pp -5.8 pp -13.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 24.2 0.4% 7 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 23.8 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 23.7 2.2% 5 +0.2 pp -1.1 pp +1.3 pp +1.7 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 23.4 12.7% 5 -1.7 pp -1.6 pp -3.0 pp -5.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 23.2 2.1% 5 -0.3 pp -0.1 pp -0.2 pp -0.1 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 23.1 2.0% 5 -0.3 pp -1.6 pp -0.4 pp -1.8 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 22.6 0.5% 5 -0.1 pp +0.1 pp -0.6 pp +0.2 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 22.4 4.7% 5 -0.5 pp -0.3 pp -0.3 pp -0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 22.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 21.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 21.9 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 21.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.3 1.9% 5 -0.4 pp -0.5 pp -0.1 pp -0.4 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 21.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 8.4 5.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.4 0.2% 5 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
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Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 8.3 2.5% 5 -1.7 pp -0.4 pp +1.5 pp -1.2 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 8.3 3.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 8.2 0.5% 5 -0.0 pp +0.3 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 8.2 3.0% 5 +0.2 pp -0.5 pp -0.9 pp -1.7 pp
Titan Investment Management LLC CIK 0002112547 0.332 38 8.2 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
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AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 7.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 7.9 5.9% 5 -0.7 pp +0.0 pp +0.1 pp +0.4 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 7.8 2.4% 5 -0.9 pp +0.5 pp +0.4 pp +0.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 7.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 7.8 3.5% 5 -2.0 pp -1.1 pp -1.3 pp -1.5 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 7.8 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.8 pp
Matrix Trust Co CIK 0001784277 0.681 101 7.7 1.1% 5 -0.3 pp +0.5 pp +0.7 pp +0.5 pp
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Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.7 0.9% 2 -1.9 pp +0.9 pp +0.9 pp +0.9 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 7.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 7.5 2.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.8 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 7.5 0.5% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 7.5 0.6% 5 -0.4 pp -0.0 pp -0.4 pp +0.2 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 7.5 0.6% 5 -0.1 pp +0.3 pp +0.2 pp -0.0 pp
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Professional Financial Advisors, LLC CIK 0001798221 0.533 146 7.3 1.3% 5 -0.3 pp -0.7 pp -0.7 pp -0.4 pp
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ENTREWEALTH, LLC CIK 0002052200 0.265 140 7.2 2.7% 5 -2.8 pp -3.0 pp -4.9 pp -6.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 7.1 2.1% 5 -0.8 pp -0.4 pp -1.2 pp -1.1 pp
SLT Holdings LLC CIK 0002052222 0.097 146 7.0 4.5% 5 -1.7 pp -1.4 pp -2.5 pp -3.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.0 0.5% 5 -0.4 pp +0.2 pp +0.2 pp +0.3 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 7.0 5.6% 3 +0.2 pp -1.9 pp +5.6 pp +5.6 pp
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Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.7 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.8 pp
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Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 6.7 1.9% 5 -0.3 pp -0.4 pp -0.8 pp -1.3 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 6.7 1.1% 5 -0.2 pp -0.1 pp -0.2 pp +0.6 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 6.6 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 6.6 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 6.3 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 6.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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NWAM LLC CIK 0001655006 0.392 684 5.8 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 4.5 0.7% 5 -0.5 pp -0.7 pp -0.8 pp -1.3 pp
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Third View Private Wealth, LLC CIK 0002083406 0.418 288 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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TABLEAUX LLC CIK 0002060663 0.396 120 0.3 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 5 -0.1 pp -0.0 pp -0.5 pp -0.3 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -4.2 pp +0.0 pp -0.4 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
St. James Investment Company, LLC CIK 0001504492 0.506 24 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.8 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 -0.4 pp -1.3 pp -0.7 pp -1.6 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
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Partners LLC CIK 0001389848 0.488 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -8.8 pp -6.4 pp -6.8 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
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 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
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 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
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
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -5.2 pp -5.2 pp -5.6 pp -5.9 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -9.2 pp -0.0 pp -1.3 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 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
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -1.9 pp -1.3 pp -1.2 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp -0.3 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.0 0.0% 0 -12.2 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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 +0.0 pp -2.5 pp -5.2 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 -0.3 pp +0.0 pp -0.1 pp -0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -0.0 pp -0.0 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
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.225 95 0.0 0.0% 0 -0.1 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
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp -4.1 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 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
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstream Capital Management Ltd CIK 0001872787 0.020 44 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.5 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 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 +0.0 pp -1.2 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -11.3 pp -3.9 pp -5.3 pp -1.7 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 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
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 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
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 0.0 0.0% 0 -6.5 pp +0.0 pp +0.0 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -0.2 pp -0.8 pp -0.8 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -3.6 pp -4.1 pp -4.6 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status