Signals

BITO

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

Flow ranking

Rank#2784
Score / z0.000 / -0.02
Consensus77.75 over 145 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 5.8 1.3% 4 -0.3 pp -1.0 pp -1.3 pp +1.3 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 2.9 1.0% 4 -0.1 pp -0.7 pp -0.8 pp +1.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 2.9 0.6% 4 -0.0 pp -0.3 pp -0.4 pp +0.6 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.4 1.2% 4 -0.2 pp -1.4 pp -4.6 pp +1.2 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 2.4 0.3% 4 -0.1 pp -1.5 pp -2.3 pp +0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LFG Wealth Partners, LLC CIK 0002044171 0.104 98 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 0.652 60 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.2 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Somerset Trust Co CIK 0001597099 0.266 186 0.1 0.0% 3 -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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Go Invest LLC CIK 2139692 0.913 129 0.0 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 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 3 +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% 4 -0.0 pp -0.4 pp -1.8 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -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
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 +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
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Miller Global Investments, LLC CIK 0002099097 0.052 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RK Capital Management, LLC/FL CIK 0001905218 0.000 21 0.0 0.0% 0 +0.0 pp -1.5 pp -22.0 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
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 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 +0.0 pp -0.2 pp -0.3 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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.1 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
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 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
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 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
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
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 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
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 BITO). Qtrs Held counts distinct quarters this fund has actually held BITO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BITO position size. Δ columns are the percentage-point change in BITO'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