Signals

BITB

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

Flow ranking

Rank#24431
Score / z-0.077 / -0.11
Consensus99.63 over 179 funds
Momentum-0.53 =
Price veto⚠ -53% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-53%
Short interest+26% / 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
ParaFi Capital LP CIK 0001919332 0.562 21 54.2 19.4% 5 -0.3 pp -6.8 pp -7.1 pp -1.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 36.5 0.2% 5 -0.5 pp -0.1 pp -0.2 pp -0.7 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 29.9 1.9% 5 -0.5 pp -0.6 pp -1.0 pp -0.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 19.1 7.0% 5 -1.1 pp -1.1 pp -2.7 pp -2.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 15.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.4 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 11.7 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 10.7 0.7% 5 -0.2 pp -0.4 pp -0.8 pp -0.6 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 10.7 0.9% 2 -0.2 pp +0.9 pp +0.8 pp +0.8 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 10.5 0.8% 5 -0.2 pp -0.3 pp -0.6 pp -0.6 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 10.3 0.7% 5 +0.7 pp -0.4 pp -0.5 pp -0.2 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 10.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 9.7 0.6% 5 -0.1 pp -0.1 pp -0.5 pp -0.4 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 9.6 2.0% 5 +0.6 pp +0.1 pp -0.5 pp -0.8 pp
Refined Wealth Management CIK 0001724729 0.544 49 8.0 4.8% 5 -0.9 pp -1.6 pp -2.7 pp -2.4 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 7.9 1.5% 5 -0.5 pp -0.4 pp -0.6 pp -0.2 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 7.9 1.7% 5 +0.1 pp -0.4 pp -1.2 pp -1.5 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 7.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.4 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 5.8 0.1% 2 -0.1 pp +0.1 pp -0.5 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 5.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 5.3 0.5% 5 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.3 0.6% 5 -0.3 pp -0.3 pp -0.4 pp +0.3 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 4.9 4.1% 2 -2.4 pp +4.1 pp +4.1 pp +4.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.9 0.8% 6 -0.2 pp -0.3 pp -0.3 pp -0.7 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 4.5 2.3% 4 -0.8 pp -1.5 pp -2.5 pp +2.3 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.3 0.0% 5 -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% 5 +0.0 pp -0.4 pp -0.8 pp -0.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 3.1 0.6% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 3.1 2.1% 5 -0.7 pp -1.1 pp -2.3 pp -2.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 2.9 1.5% 5 -0.2 pp +0.2 pp -0.1 pp -0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.4 0.5% 5 -0.2 pp -0.4 pp -0.7 pp -0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.4 0.6% 5 -0.2 pp -0.2 pp +0.1 pp -0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.3 0.9% 6 -0.3 pp -0.4 pp -1.0 pp -0.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.1 0.5% 4 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 2.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.9 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.6 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 1.5 1.1% 5 -0.6 pp -0.6 pp -0.5 pp -0.6 pp
Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 1.3 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.2 0.3% 5 -0.1 pp -0.5 pp -0.6 pp -0.5 pp
FF Advisors,LLC CIK 0002011904 0.517 123 1.1 0.4% 5 -0.3 pp -0.3 pp -0.6 pp -0.7 pp
WT Wealth Management CIK 0001780507 0.246 138 1.1 0.3% 5 -0.1 pp -0.6 pp -0.7 pp -0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 1.1 0.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.1 0.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bonfire Financial CIK 0001762539 0.560 60 0.9 0.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.3 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.9 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.8 0.4% 5 -0.0 pp +0.1 pp -0.5 pp -0.5 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.8 0.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.7 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.7 0.4% 5 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.7 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 0.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.6 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.6 0.2% 6 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Miller Global Investments, LLC CIK 0002099097 0.052 295 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.5 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 0.5 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 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 0.5 0.1% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Appalachian Capital Management Ltd CIK 0002111450 0.731 43 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.4 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.4 0.2% 1 +0.2 pp +0.2 pp -0.4 pp -0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wick Capital Partners, LLC CIK 0001904388 0.686 246 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ballew Advisors, Inc CIK 0001729096 0.403 129 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.1 0.0% 1 +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% 5 -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% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CWM, LLC CIK 0001535847 0.788 5645 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 +0.0 pp -0.0 pp -0.1 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
Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 +0.0 pp -0.7 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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
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
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
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
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
Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.0 0.0% 0 -0.2 pp -0.5 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
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
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.5 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
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
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp -0.2 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunderson Capital Management LLC CIK 0001792397 0.095 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.2 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp -0.2 pp -0.8 pp -0.6 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 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
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
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.4 pp -6.6 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 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
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
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 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
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
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
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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 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
Seal Cove Capital, LLC CIK 0002135303 0.355 10 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.0 0.0% 0 -0.1 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 -0.0 pp -0.0 pp -0.0 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 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
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.4 pp -0.7 pp -1.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 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
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
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
Abound Wealth Management CIK 0001950323 0.745 1359 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 +0.0 pp -0.1 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 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
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 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
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
Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (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