Signals

← Signals

☆BLV

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

Flow ranking

Rank#1015
Score / z0.068 / 0.08
Consensus137.61 over 267 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 760.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 225.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 178.1 5.2% 3 +0.1 pp +0.1 pp +5.2 pp +5.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 165.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 131.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 115.4 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 98.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 78.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 70.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 62.3 3.3% 3 -0.5 pp +1.1 pp +3.3 pp +3.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 48.7 0.9% 3 +0.3 pp +0.9 pp +0.9 pp +0.9 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 45.7 0.0% 4 -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 45.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 41.7 12.6% 3 +0.2 pp +0.2 pp +12.6 pp +12.6 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 34.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 29.4 4.6% 3 -0.0 pp -1.1 pp +4.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 28.5 2.2% 3 -1.4 pp -1.4 pp +2.2 pp +2.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 24.5 1.1% 3 +0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 21.8 3.9% 3 +0.6 pp +2.4 pp +3.9 pp +3.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 18.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 18.4 4.8% 3 -0.1 pp -0.0 pp +4.8 pp +4.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.6 0.1% 5 -0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 16.4 1.7% 5 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 14.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 12.1 4.0% 3 +1.4 pp +1.7 pp +4.0 pp +4.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 12.0 8.3% 4 -0.1 pp -0.6 pp +0.2 pp +8.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ryan Investment Management, Inc. CIK 0002074440 0.127 30 11.5 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 10.5 5.3% 3 -0.1 pp +0.3 pp +5.3 pp +5.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 10.4 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 10.4 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 10.0 3.4% 3 +0.1 pp +0.7 pp +3.4 pp +3.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 9.6 7.1% 3 +1.6 pp -1.7 pp +7.1 pp +7.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 8.9 3.9% 3 -0.3 pp -0.3 pp +3.9 pp +3.9 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 8.9 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 8.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.7 3.9% 3 -0.1 pp -0.2 pp +3.9 pp +3.9 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 7.5 2.5% 3 +0.4 pp +0.8 pp +2.5 pp +2.5 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.8 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.6 2.0% 3 +0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.3 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.6 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 5.5 3.5% 3 +0.0 pp +0.4 pp +3.5 pp +3.5 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 5.5 3.5% 3 -1.3 pp +1.4 pp +3.5 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 5.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 5.2 2.0% 3 +0.0 pp -0.3 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 3 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 4.9 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.6 3.1% 3 -0.0 pp +2.4 pp +3.1 pp +3.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.1 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.0 2.8% 3 +0.1 pp +0.6 pp +2.8 pp +2.8 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.7 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 3.6 0.9% 3 -0.8 pp +0.2 pp +0.9 pp +0.9 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 3.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 3.2 1.8% 3 +0.1 pp +0.5 pp +1.8 pp +1.8 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 2.9 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 2.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 2.6 1.9% 4 -0.8 pp -1.7 pp -1.7 pp +1.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 2.5 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.5 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 2.0 1.0% 3 +0.5 pp +0.5 pp +1.0 pp +1.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.8 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.7 0.2% 3 -2.3 pp -2.8 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HT Partners LLC CIK 0001552999 0.865 53 1.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 1.4 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.4 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 4 +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% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 3 -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 0.0 0.0% 1 +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% 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 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
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Addison Capital Co CIK 0001581465 0.465 184 0.0 0.0% 0 +0.0 pp -0.2 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
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 -3.6 pp -3.6 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -3.6 pp -2.1 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.2 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
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆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
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆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
☆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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 0.0 0.0% 0 +0.0 pp -13.4 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 BLV). Qtrs Held counts distinct quarters this fund has actually held BLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLV position size. Δ columns are the percentage-point change in BLV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status