Signals

← Signals

☆BNDX

1064 in-universe funds with a nonzero position in BNDX within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#105
Score / z1.593 / 2.39
Consensus366.62 over 702 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12,482.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 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 6,773.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,698.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,217.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,542.6 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 539.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 539.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 483.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 415.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 381.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 380.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 293.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 247.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 238.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 227.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 217.3 6.2% 2 +0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 211.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 142.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 130.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 116.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 108.7 7.8% 2 -0.2 pp +7.8 pp +7.8 pp +7.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 87.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 87.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 83.0 15.1% 2 -0.0 pp +15.1 pp +15.1 pp +15.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 79.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆P/E Global LLC CIK 0001910344 0.967 8 78.4 15.7% 2 +0.0 pp +15.7 pp +15.7 pp +15.7 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 67.5 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 65.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 64.2 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 63.2 6.9% 2 -0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 61.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 59.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 59.6 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 55.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 53.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 53.2 9.2% 3 -0.1 pp -0.3 pp +9.2 pp +9.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 52.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 52.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 52.3 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 50.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 49.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 48.4 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 47.3 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 46.6 8.5% 2 -0.9 pp +8.5 pp +8.5 pp +8.5 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 45.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 45.6 0.0% 2 +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 42.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 41.8 6.3% 2 +2.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 41.0 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 37.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 36.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 36.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 35.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 35.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 35.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 34.4 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 33.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 33.4 3.9% 4 -0.2 pp -0.7 pp -0.8 pp +3.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 33.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avion Wealth CIK 0001792704 0.773 1750 32.9 7.1% 2 -0.6 pp +7.1 pp +7.1 pp +7.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 31.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.2 0.2% 4 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 31.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 30.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 29.9 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 29.0 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 28.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 27.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 27.5 0.6% 3 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 27.4 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 27.4 6.7% 2 -0.2 pp +6.7 pp +6.7 pp +6.7 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 25.9 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 25.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 25.3 8.8% 2 +0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 25.2 11.6% 4 -0.5 pp -0.9 pp -1.0 pp +11.6 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 24.4 11.0% 2 -0.4 pp +11.0 pp +11.0 pp +11.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 23.2 10.4% 2 -0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 22.9 6.0% 2 -2.3 pp +6.0 pp +6.0 pp +6.0 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 22.4 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 22.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 21.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 21.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 20.8 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 20.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 20.4 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 20.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.7 0.0% 2 -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 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 19.0 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 18.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 18.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 17.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 17.6 6.1% 2 -0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 16.8 4.2% 1 +4.2 pp +3.9 pp +4.2 pp +4.2 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 16.5 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 16.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 15.8 7.6% 3 +0.6 pp -0.1 pp +7.6 pp +7.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 15.7 8.9% 2 +0.3 pp +8.9 pp +8.9 pp +8.9 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.5 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 15.5 10.0% 2 -1.5 pp +10.0 pp +10.0 pp +10.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 15.5 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Rinkey Investments CIK 0001730774 0.601 128 15.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 15.3 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 15.0 2.4% 2 -0.7 pp +2.4 pp +2.4 pp +2.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 14.7 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆ADE, LLC CIK 0001845950 0.661 93 14.3 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 14.2 6.2% 2 -0.4 pp +6.2 pp +6.2 pp +6.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 14.1 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 13.4 8.2% 2 -0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 13.3 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 13.2 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 12.9 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 12.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 12.2 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 12.1 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 12.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 12.1 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 11.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 11.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 11.2 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 11.0 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆BFSG, LLC CIK 0001706836 0.376 765 11.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 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
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -1.4 pp +0.0 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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -1.0 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
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -1.0 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 +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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 BNDX). Qtrs Held counts distinct quarters this fund has actually held BNDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BNDX position size. Δ columns are the percentage-point change in BNDX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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