Signals

BITB

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

Flow ranking

Rank#22536
Score / z-0.205 / -0.30
Consensus117.23 over 219 funds
Momentumno 12m return

Price & positioning

226 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 171.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
ParaFi Capital LP CIK 0001919332 0.562 21 93.2 26.1% 3 -0.4 pp +5.1 pp +26.1 pp +26.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 52.6 0.3% 3 -0.1 pp -0.6 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 39.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 36.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 36.6 2.5% 3 -0.3 pp -0.2 pp +2.5 pp +2.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 22.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 21.4 8.2% 3 -1.6 pp -1.4 pp +8.2 pp +8.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.8 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 16.0 1.1% 3 -0.3 pp -0.2 pp +1.1 pp +1.1 pp
Sculptor Capital LP CIK 0001054587 0.143 320 15.3 0.2% 4 -0.3 pp -0.2 pp -0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 14.8 1.1% 3 -0.1 pp +0.2 pp +1.1 pp +1.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 14.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 12.2 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 9.7 2.1% 3 -0.8 pp -1.1 pp +2.1 pp +2.1 pp
Refined Wealth Management CIK 0001724729 0.544 49 9.5 6.4% 3 -1.1 pp -0.8 pp +6.4 pp +6.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 9.3 1.9% 3 -0.2 pp +0.2 pp +1.9 pp +1.9 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.2 0.8% 3 -0.4 pp -0.3 pp +0.8 pp +0.8 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 8.5 1.9% 3 -0.6 pp -1.0 pp +1.9 pp +1.9 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 7.1 1.2% 3 -0.4 pp -0.3 pp +1.2 pp +1.2 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 6.4 3.8% 2 -1.1 pp +3.8 pp +3.8 pp +3.8 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.3 0.9% 3 -0.1 pp +0.6 pp +0.9 pp +0.9 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 5.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.3 1.1% 4 -0.0 pp -0.5 pp -0.0 pp +1.1 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 5.1 1.4% 3 -0.4 pp -0.3 pp +1.4 pp +1.4 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 5.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 4.8 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 4.8 0.8% 1 +0.8 pp +0.6 pp +0.8 pp +0.8 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 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 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 4.4 3.2% 3 -1.2 pp -1.5 pp +3.2 pp +3.2 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 4.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 3.3 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 3.2 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
WT Wealth Management CIK 0001780507 0.246 138 3.2 0.9% 3 -0.1 pp +0.5 pp +0.9 pp +0.9 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 3.1 1.3% 4 -0.5 pp -0.3 pp +0.6 pp +1.3 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 2.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.7 0.9% 3 +0.3 pp +0.0 pp +0.9 pp +0.9 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.6 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.5 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 2.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Embree Financial Group CIK 0002020860 0.466 283 2.2 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 2.1 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 2.1 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 2.0 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 1.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Mason & Associates Inc CIK 0001917686 0.488 161 1.9 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 1.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.7 0.7% 3 -0.3 pp -0.4 pp +0.7 pp +0.7 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Well Done, LLC CIK 0001667132 0.522 202 1.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bonfire Financial CIK 0001762539 0.560 60 1.1 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 1.1 0.7% 3 -0.7 pp -0.1 pp +0.7 pp +0.7 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 1.1 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 1.1 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.0 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 0.8 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.8 0.4% 3 -0.3 pp -0.6 pp +0.4 pp +0.4 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.7 0.3% 3 -0.6 pp -0.6 pp +0.3 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 0.3 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.2 0.2% 3 -0.6 pp -0.4 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 3 -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 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.0 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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pantera Capital Partners LP CIK 0002067181 0.265 15 0.0 0.0% 0 +0.0 pp +0.0 pp -93.4 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 -5.4 pp -6.6 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
Gunderson Capital Management LLC CIK 0001792397 0.095 52 0.0 0.0% 0 -0.1 pp -0.1 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
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 0.0 0.0% 0 -1.7 pp -1.7 pp +0.0 pp +0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 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
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 -0.1 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 BITB). Qtrs Held counts distinct quarters this fund has actually held BITB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BITB position size. Δ columns are the percentage-point change in BITB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status