Signals

BIV

1222 in-universe funds with a nonzero position in BIV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#37
Score / z5.102 / 6.12
Consensus375.06 over 685 funds
Momentumno 12m return

Price & positioning

251 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
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,030.6 0.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,858.8 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 983.5 0.5% 1 +0.5 pp +0.5 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 934.1 3.6% 3 -0.3 pp +0.1 pp +3.6 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 862.8 0.1% 5 -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 665.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 554.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 473.8 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 437.7 25.3% 5 -0.2 pp +0.6 pp +0.9 pp +1.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 411.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 306.4 1.7% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 299.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 261.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 186.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 184.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 172.7 4.4% 5 -0.5 pp -0.5 pp -0.2 pp -0.2 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 169.0 9.9% 2 -1.1 pp +9.9 pp +9.9 pp +9.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 159.1 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 157.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 155.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 146.9 4.3% 5 -0.8 pp -0.1 pp +0.7 pp +1.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 141.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 138.2 9.9% 5 -0.9 pp -0.9 pp -1.1 pp -1.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 137.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 125.0 1.1% 5 -1.8 pp -1.7 pp -1.6 pp -1.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 117.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 116.3 0.0% 5 -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 112.9 0.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 105.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 103.3 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 97.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 96.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCM ADVISORS, LLC CIK 0001373017 0.760 80 95.7 18.6% 5 -0.5 pp -1.0 pp -2.3 pp +4.2 pp
American Trust CIK 0001905128 0.729 334 93.1 7.2% 5 -1.3 pp -0.4 pp -0.4 pp -0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 92.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 88.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 80.6 1.0% 5 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 79.7 13.2% 5 -1.1 pp -1.6 pp -1.0 pp +1.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 77.1 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 74.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 70.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WIT, LLC CIK 0001840025 0.965 24 66.1 1.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 62.8 5.5% 5 -0.4 pp -3.6 pp -6.1 pp -10.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 61.2 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 56.0 10.5% 5 -0.8 pp -0.5 pp -0.5 pp -0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 55.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 54.6 15.0% 5 -0.9 pp -0.3 pp -0.5 pp -1.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 54.2 4.6% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 53.4 6.1% 5 -0.6 pp -0.4 pp -0.3 pp -0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 52.5 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 51.9 8.1% 5 -1.9 pp -1.4 pp -1.2 pp +1.4 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 48.5 13.3% 5 -0.9 pp -1.1 pp -1.6 pp -7.2 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 48.1 7.9% 5 -0.8 pp -1.2 pp -0.6 pp -2.5 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 46.1 5.8% 5 -0.2 pp -0.6 pp +5.8 pp -2.3 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 46.1 7.9% 5 -1.5 pp -1.6 pp -1.6 pp -1.9 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 44.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 42.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 41.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 40.2 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
Midwest Trust Co CIK 0002077080 0.757 606 40.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 40.0 2.4% 5 -0.3 pp -1.0 pp -1.4 pp -2.9 pp
BetterWealth, LLC CIK 0001911702 0.869 86 40.0 7.1% 5 -0.2 pp -1.2 pp -1.1 pp -1.4 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 39.8 3.4% 5 -0.0 pp -0.6 pp -0.8 pp -0.5 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 38.5 9.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 38.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 37.9 3.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 37.5 8.5% 5 -0.6 pp -0.9 pp -1.2 pp -1.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 37.5 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.1 0.2% 5 -0.0 pp -0.4 pp -0.4 pp -0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 35.7 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 34.7 20.4% 5 -1.6 pp -1.0 pp -0.5 pp -1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 34.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 34.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 34.0 14.6% 6 -1.6 pp -0.2 pp -2.6 pp -1.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 33.5 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.687 422 33.3 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 32.1 3.9% 5 +0.5 pp +2.0 pp +2.0 pp +2.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 32.1 2.5% 5 -0.2 pp +0.1 pp +0.1 pp +0.3 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 32.0 5.0% 5 -0.8 pp +0.5 pp +2.0 pp +2.5 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 31.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 31.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 31.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 31.3 1.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 31.0 11.7% 5 +0.0 pp +0.1 pp +0.0 pp -0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 30.4 20.8% 5 -2.0 pp -1.5 pp -1.4 pp -5.8 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 30.3 12.1% 5 +0.7 pp +3.1 pp +3.3 pp +3.2 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 30.1 14.2% 5 -0.8 pp -0.8 pp -1.1 pp -0.6 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 29.9 16.2% 5 -1.7 pp -2.3 pp +4.0 pp +9.6 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 29.9 16.8% 2 +1.6 pp +16.8 pp +16.8 pp +16.8 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 29.8 6.7% 5 -0.2 pp +0.6 pp +1.5 pp +1.7 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 29.8 10.0% 5 -0.4 pp -0.1 pp -0.2 pp -0.4 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 29.7 2.6% 5 -0.2 pp -0.0 pp +0.2 pp +0.4 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 29.4 2.0% 2 -4.1 pp +2.0 pp +0.7 pp +2.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 29.3 1.9% 5 -0.5 pp -0.9 pp -1.3 pp -1.9 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 28.0 13.4% 5 -1.3 pp +1.4 pp +1.9 pp +1.3 pp
Schiavi & Co LLC CIK 0001840014 0.886 60 27.9 7.4% 5 -0.6 pp -0.2 pp +0.1 pp -0.0 pp
Austin Asset Management Co Inc CIK 0001902024 0.851 94 27.4 3.8% 5 -0.1 pp +1.5 pp +1.5 pp +1.4 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 26.6 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 25.9 4.8% 5 -1.0 pp -1.2 pp -1.5 pp -1.9 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 25.6 8.2% 5 -0.5 pp -0.3 pp -0.2 pp -0.5 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 25.5 6.5% 5 -0.4 pp +0.1 pp +0.3 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 25.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 25.0 4.1% 5 +0.3 pp +1.3 pp +1.8 pp +1.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 24.7 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Tandem Financial, LLC CIK 0002049157 0.466 99 23.7 7.6% 1 +7.6 pp +7.6 pp -0.4 pp +7.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 23.5 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 23.4 16.5% 4 -3.2 pp -3.7 pp -3.2 pp +16.5 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 22.9 0.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 22.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 22.4 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Brewster Financial Planning LLC CIK 0001898145 0.842 30 22.3 12.3% 5 -1.2 pp -1.2 pp -1.1 pp -1.5 pp
American Money Management, LLC CIK 0001600085 0.432 174 22.1 3.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 21.7 0.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 21.5 1.7% 7 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 21.2 1.3% 5 -0.1 pp +0.0 pp +0.1 pp -0.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 21.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 20.3 4.1% 5 -0.7 pp -0.5 pp -0.7 pp -0.9 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 20.3 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 20.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 19.8 6.9% 5 -0.6 pp -0.1 pp +0.1 pp -0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Human Investing LLC CIK 0001767513 0.861 105 19.6 2.8% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 19.4 5.8% 5 -0.2 pp -0.4 pp -0.3 pp -0.4 pp
MBA Advisors LLC CIK 0001848704 0.403 164 19.2 6.5% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 19.1 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 19.1 7.4% 5 -1.0 pp -0.8 pp -0.7 pp -0.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 18.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 17.7 6.7% 7 -0.6 pp -0.8 pp -0.9 pp -1.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 17.2 4.8% 5 -0.2 pp +0.2 pp +0.3 pp -0.9 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 17.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 16.9 1.1% 5 -0.2 pp +0.3 pp +0.2 pp +0.2 pp
Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 16.8 6.1% 5 -0.4 pp -0.1 pp -0.3 pp -0.5 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 16.7 11.1% 5 +6.1 pp +6.9 pp +7.4 pp +7.4 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 16.6 6.3% 5 +1.8 pp +1.8 pp -3.4 pp +6.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 16.3 1.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 16.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 15.8 1.8% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 15.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 15.5 1.2% 5 -0.7 pp -0.5 pp -0.5 pp -0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 15.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 15.3 0.2% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.2 0.3% 5 -0.0 pp -0.1 pp +0.3 pp +0.2 pp
Montecito Bank & Trust CIK 0001422508 0.402 271 15.2 2.3% 4 -0.3 pp -0.1 pp -0.1 pp +2.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 15.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 14.9 0.3% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 14.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 14.6 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 14.4 3.3% 5 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 14.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.2 2.4% 5 -0.2 pp +0.7 pp +0.6 pp +1.1 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 14.0 1.7% 5 -0.1 pp -0.0 pp +0.3 pp +0.5 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.9 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 13.8 3.7% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 13.5 2.0% 5 -0.4 pp -0.5 pp -0.5 pp -0.8 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 13.5 5.2% 2 +0.8 pp +5.2 pp +5.2 pp +4.0 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 12.9 2.1% 5 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.3 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 12.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 12.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 12.0 6.2% 5 +0.1 pp -0.0 pp -0.2 pp -0.9 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 12.0 2.1% 5 -0.2 pp -0.0 pp +0.1 pp +0.3 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 11.9 5.6% 5 -0.8 pp -0.5 pp -0.6 pp -0.8 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 11.8 3.2% 5 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 11.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 11.8 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 11.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 11.3 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 11.1 1.1% 3 -0.3 pp -0.3 pp +1.1 pp +1.1 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 11.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 11.0 7.2% 5 -0.4 pp -0.3 pp -0.1 pp -0.4 pp
Equity Wealth Partners, LLC CIK 0002097037 0.125 109 10.9 3.9% 3 -2.0 pp -1.3 pp +3.9 pp +3.9 pp
BURNEY CO/ CIK 0000940445 0.713 605 10.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 10.5 2.2% 5 -0.2 pp +0.1 pp +0.3 pp +0.5 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 10.4 1.1% 5 -0.5 pp -3.9 pp -3.8 pp -3.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verde Capital Management CIK 0001802891 0.578 80 10.4 1.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 10.4 4.4% 5 -0.2 pp +0.0 pp -0.0 pp -0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 10.3 1.5% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 10.2 1.4% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 10.2 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 10.1 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 10.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smart Money Group LLC CIK 0001728866 0.774 86 9.9 2.5% 5 -0.1 pp +0.3 pp +0.6 pp +1.3 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
ALONGSIDE, LLC CIK 2113496 0.043 190 9.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 9.8 1.5% 5 -0.0 pp +0.2 pp -0.8 pp -0.8 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 9.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 9.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Go Invest LLC CIK 2139692 0.913 129 9.6 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 9.6 2.4% 5 -0.3 pp -0.0 pp -0.1 pp -0.2 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 9.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 9.1 3.4% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.1 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 9.0 0.9% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 9.0 2.2% 4 +2.0 pp +2.1 pp +2.1 pp +2.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 9.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.9 0.2% 1 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 8.8 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 8.6 6.3% 5 -0.4 pp -0.1 pp +0.0 pp -0.5 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 8.5 1.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 8.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 8.4 0.9% 5 -0.2 pp -0.2 pp +0.0 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 8.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 8.1 2.4% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 8.0 4.3% 5 +0.0 pp +1.0 pp +2.4 pp +3.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 7.9 1.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 7.7 2.8% 5 -0.5 pp -0.4 pp -0.4 pp -0.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.7 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parker Financial LLC CIK 0001965668 0.845 37 7.7 2.8% 5 -0.3 pp -0.1 pp -0.2 pp -0.3 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 7.5 2.1% 5 -0.1 pp +0.0 pp -0.4 pp -0.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.5 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 7.4 1.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
New Hampshire Trust CIK 0001961742 0.436 176 7.2 1.4% 5 -0.0 pp +0.2 pp +0.7 pp +0.8 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 7.2 2.8% 5 -0.2 pp -0.2 pp -0.0 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 7.1 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 7.0 5.6% 5 +0.0 pp +0.2 pp -0.4 pp -7.1 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 7.0 1.0% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 6.9 1.3% 5 -0.2 pp -0.9 pp -0.8 pp -1.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.8 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
WealthCollab, LLC CIK 0002017870 0.550 969 6.7 2.4% 5 -0.2 pp +0.1 pp +0.2 pp -0.2 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 6.7 1.3% 5 -0.2 pp -0.4 pp -0.5 pp -0.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 6.7 5.4% 1 +5.4 pp -0.5 pp +5.4 pp +5.4 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 6.6 3.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.7 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 6.5 2.7% 5 -0.3 pp -0.5 pp -0.5 pp -0.7 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 6.5 1.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 6.4 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.0 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 6.4 4.0% 5 -0.4 pp -0.4 pp -0.3 pp +1.6 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 6.4 2.0% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 6.3 5.6% 2 -0.9 pp +5.6 pp +5.6 pp +5.6 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 6.2 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.2 1.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 6.1 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 6.1 1.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 6.0 1.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 5.9 2.5% 4 -0.2 pp -0.6 pp -0.6 pp +2.5 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 5.9 4.2% 5 -0.5 pp -0.2 pp -0.0 pp -0.2 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 5.8 3.8% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 5.8 0.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 5.8 1.4% 5 -0.2 pp +0.1 pp +0.1 pp -0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 5.8 2.3% 5 -0.2 pp -0.0 pp +0.2 pp +0.1 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 5.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 5.6 4.2% 4 -0.6 pp +0.1 pp +0.2 pp +4.2 pp
Hardy Reed LLC CIK 0001761871 0.866 252 5.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 5.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 5.3 2.4% 2 -1.0 pp +2.4 pp +2.4 pp +2.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo H. Evart, Inc. CIK 0001920405 0.382 295 5.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.1 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 4.9 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 4.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.8 1.3% 6 -0.2 pp -0.1 pp +0.5 pp +0.6 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.7 0.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 4.7 0.5% 2 -0.1 pp +0.5 pp +0.0 pp +0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.7 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.6 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 4.6 3.6% 2 -1.5 pp +3.6 pp +3.6 pp +3.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 4.4 0.8% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 4.4 1.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 4.2 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
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Meridian Financial Partners LLC CIK 0001763722 0.507 119 4.2 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prostatis Group LLC CIK 0001649186 0.318 190 4.2 1.0% 7 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 4.0 3.0% 6 -0.4 pp -0.4 pp -0.2 pp -0.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 3.9 1.2% 5 -0.3 pp -0.4 pp -1.0 pp -1.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 3.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.8 0.4% 1 +0.4 pp +0.4 pp -0.4 pp -0.5 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 3.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 3.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MKT Advisors LLC CIK 0001906802 0.645 155 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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S.A. Mason LLC CIK 0001800911 0.217 282 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.3 0.0% 5 -0.0 pp -1.6 pp -1.6 pp -1.7 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WoodTrust Financial Corp CIK 0001725247 0.499 179 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
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Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -8.8 pp -7.9 pp
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CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.7 pp
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Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp -0.3 pp +0.0 pp
Addison Capital Co CIK 0001581465 0.464 184 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp -4.6 pp
Diana Davis Spencer Foundation CIK 0001633391 0.565 2 0.0 0.0% 0 +0.0 pp -37.5 pp -37.5 pp -37.8 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.8 pp -0.6 pp -0.6 pp -0.5 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -7.3 pp -7.4 pp -7.9 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.6 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 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
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 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
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 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 -0.4 pp -0.7 pp -0.7 pp -0.7 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -4.0 pp -2.0 pp +0.0 pp +0.0 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.0 0.0% 0 -0.1 pp -0.1 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
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.6 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 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
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp -0.7 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -5.2 pp -4.8 pp -4.8 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
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 BIV). Qtrs Held counts distinct quarters this fund has actually held BIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIV position size. Δ columns are the percentage-point change in BIV'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