Signals

← Signals

☆BPRE

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($66,000)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($47,960)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($4,792)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($1,196)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($3,585)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($22,686)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($34,537)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($30,992)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($5,955)
2026-09-14 Insider MacDonald Ryan S acquired via purchase ($30,345)
2026-08-07 8-K Item(s) 5.07
2026-07-02 8-K Item(s) 1.01, 7.01, 9.01
2026-05-04 Ownership Dilution filing by Bluerock Private Real Estate Fund (424B5)

Flow ranking

Rank#2709
Score / z0.000 / -0.01
Consensus161.56 over 320 funds
Momentumnot computed

Price & positioning

166 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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-14 MacDonald Ryan S P $66,000
2026-09-14 MacDonald Ryan S P $47,960
2026-09-14 MacDonald Ryan S P $4,792
2026-09-14 MacDonald Ryan S P $1,196
2026-09-14 MacDonald Ryan S P $3,585
2026-09-14 MacDonald Ryan S P $22,686
2026-09-14 MacDonald Ryan S P $34,537
2026-09-14 MacDonald Ryan S P $30,992
2026-09-14 MacDonald Ryan S P $5,955
2026-09-14 MacDonald Ryan S P $30,345
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-07 8-K 5.07
2026-07-02 8-K 1.01, 7.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-04 424B5 Bluerock Private Real Estate F

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 ▾
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 118.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 48.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 46.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 17.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 16.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 15.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 14.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 12.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 8.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 4.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TSFG, LLC CIK 0001800513 0.413 891 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.5 0.0% 1 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆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
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +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
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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% 1 +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 BPRE). Qtrs Held counts distinct quarters this fund has actually held BPRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BPRE position size. Δ columns are the percentage-point change in BPRE'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