Signals

← Signals

☆BOND

449 in-universe funds with a nonzero position in BOND within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#570
Score / z0.292 / 0.36
Consensus136.47 over 276 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)
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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 ▾
☆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 258.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 201.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 191.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 147.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 143.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 130.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 122.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 99.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 87.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 81.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 81.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 75.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 69.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 62.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 60.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 59.1 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 48.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 45.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 45.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 40.8 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 34.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 34.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 32.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 29.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 29.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 24.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 24.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 23.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 22.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 22.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 22.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 20.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 20.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 20.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 19.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 19.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 19.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 18.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 16.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 15.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 13.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KWMG, LLC CIK 0001633024 0.515 153 12.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 12.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 12.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 11.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 11.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 11.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 10.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 10.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 10.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 10.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 10.0 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 9.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 9.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 9.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 9.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 9.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 9.4 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 9.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 9.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 9.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 8.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 8.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 6.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 6.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 5.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 5.8 3.7% 3 -0.2 pp +1.8 pp +3.7 pp +3.7 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 5.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 5.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 5.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 4.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 4.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 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 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 3.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 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
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.1 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 BOND). Qtrs Held counts distinct quarters this fund has actually held BOND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BOND position size. Δ columns are the percentage-point change in BOND's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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