Signals

BITB

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

Flow ranking

Rank#22977
Score / z-0.368 / -0.35
Consensus116.76 over 224 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+84% / 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)
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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 84.1 0.7% 4 +0.4 pp +0.3 pp -0.2 pp +0.7 pp
ParaFi Capital LP CIK 0001919332 0.562 21 62.6 19.7% 4 -6.4 pp -6.8 pp -1.4 pp +19.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 37.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 35.8 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 34.4 2.3% 4 -0.2 pp -0.5 pp -0.4 pp +2.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 34.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 21.2 8.2% 4 +0.0 pp -1.6 pp -1.4 pp +8.2 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 16.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 12.4 0.9% 4 -0.2 pp -0.6 pp -0.4 pp +0.9 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 12.4 1.1% 1 +1.1 pp +1.0 pp +1.0 pp +1.1 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 11.2 0.9% 4 -0.1 pp -0.4 pp -0.4 pp +0.9 pp
CWM, LLC CIK 0001535847 0.788 5645 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 9.4 2.0% 4 +0.0 pp -0.1 pp +0.2 pp +2.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.2 0.7% 4 -0.0 pp -0.4 pp -0.3 pp +0.7 pp
Refined Wealth Management CIK 0001724729 0.544 49 9.0 5.7% 4 -0.7 pp -1.8 pp -1.5 pp +5.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.3 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 8.1 0.1% 1 +0.1 pp -0.4 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 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 7.5 1.6% 4 -0.4 pp -1.3 pp -1.6 pp +1.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 6.7 1.4% 4 -0.5 pp -1.1 pp -1.4 pp +1.4 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.6 0.9% 4 +0.0 pp -0.1 pp +0.6 pp +0.9 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 6.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 6.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.3 1.0% 5 -0.1 pp -0.1 pp -0.5 pp -0.1 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 5.2 0.6% 4 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 5.0 3.1% 3 -0.7 pp -1.8 pp +3.1 pp +3.1 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 5.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 4.4 3.8% 5 -3.0 pp -3.8 pp -5.4 pp -4.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 4.2 1.0% 4 -0.4 pp -0.8 pp -0.6 pp +1.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 3.7 0.6% 2 -0.2 pp +0.6 pp +0.4 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 3.6 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 3.4 2.9% 4 -0.3 pp -1.5 pp -1.9 pp +2.9 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.3 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 2.9 1.7% 4 +0.5 pp +0.1 pp +0.1 pp +1.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.7 0.7% 4 -0.2 pp -0.5 pp -0.6 pp +0.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.6 1.2% 5 -0.1 pp -0.7 pp -0.5 pp +0.4 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.6 0.8% 4 -0.1 pp +0.3 pp -0.0 pp +0.8 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.5 0.6% 3 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 2.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 2.1 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 2.0 1.7% 4 +0.0 pp +0.1 pp +0.0 pp +1.7 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 1.9 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.7 0.7% 4 -0.0 pp -0.3 pp -0.4 pp +0.7 pp
Embree Financial Group CIK 0002020860 0.466 283 1.7 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 1.7 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Well Done, LLC CIK 0001667132 0.522 202 1.6 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.4 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
WT Wealth Management CIK 0001780507 0.246 138 1.4 0.4% 4 -0.5 pp -0.6 pp -0.0 pp +0.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 4 -0.3 pp -0.5 pp -0.5 pp +0.2 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.3 0.4% 4 -0.4 pp -0.5 pp -0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 4 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bonfire Financial CIK 0001762539 0.560 60 1.0 0.8% 4 -0.1 pp -0.3 pp -0.1 pp +0.8 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.0 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.9 0.4% 4 +0.1 pp -0.4 pp -0.4 pp +0.4 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.9 0.2% 4 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.8 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.8 0.5% 4 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.7 0.1% 4 -1.1 pp -1.2 pp -0.8 pp +0.1 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 0.7 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.6 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Miller Global Investments, LLC CIK 0002099097 0.052 295 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.4 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.4 0.2% 4 -0.5 pp -1.2 pp -0.5 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Jump Financial, LLC CIK 0001831577 0.000 1935 0.3 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Sunpointe, LLC CIK 0002012181 0.156 281 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 0.2 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
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Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Pantera Capital Partners LP CIK 0002067181 0.265 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -93.4 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -0.2 pp -0.5 pp -0.3 pp -0.4 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
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 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
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 -0.0 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
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
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
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
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
CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 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
BXM Wealth LLC CIK 0002052379 0.166 163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.4 pp -0.7 pp -1.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.4 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
Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp +0.0 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
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
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 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
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.2 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
Hudson Value Partners, LLC CIK 0001840501 0.359 108 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -0.3 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
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -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% 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
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
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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
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
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 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 +0.0 pp -0.3 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
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
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
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 -0.2 pp -0.8 pp -0.6 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp +0.0 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
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 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
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 (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