Signals

← Signals

☆BRKB

4634 in-universe funds with a nonzero position in BRKB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24617
Score / z-7.954 / -11.92
Consensus1302.58 over 2647 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 77,585.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 57,624.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 36,606.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 20,034.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 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 13,359.1 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
☆GATES FOUNDATION TRUST CIK 0001166559 0.991 24 10,942.2 29.9% 2 +5.4 pp +29.9 pp +29.9 pp +29.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7,964.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6,326.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5,589.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,514.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4,737.1 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 4,483.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 4,455.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4,202.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 3,566.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3,463.4 1.3% 4 -0.0 pp -0.6 pp -0.3 pp +1.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3,299.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3,113.6 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2,857.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆1922 Investment Co LLC CIK 0001584289 0.937 2 2,713.3 89.3% 2 -2.8 pp +89.3 pp +89.3 pp +89.3 pp
☆H&H International Investment, LLC CIK 0001759760 0.989 18 2,609.9 17.8% 2 +3.5 pp +17.8 pp +17.8 pp +17.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,562.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,525.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,355.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,033.5 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Amundi CIK 0001330387 0.000 1 1,975.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1,964.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,827.2 1.1% 3 -0.2 pp -0.7 pp +1.1 pp +1.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,780.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,777.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,711.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,654.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,617.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,574.0 0.5% 4 +0.0 pp -0.2 pp +0.0 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,488.6 1.2% 3 -0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,404.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,401.6 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1,369.9 2.0% 2 +1.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,330.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 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 1,297.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆National Pension Service CIK 0001608046 0.956 552 1,280.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1,262.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,260.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,221.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,142.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1,074.8 1.1% 4 -0.0 pp -0.3 pp +0.0 pp +1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 996.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 990.8 1.3% 4 -0.1 pp -0.4 pp -0.1 pp +1.3 pp
☆TETRAD CORP CIK 0000883597 0.965 3 966.8 90.4% 4 -0.1 pp -0.9 pp +0.9 pp +90.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 946.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 940.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 891.2 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 864.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 847.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 833.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 830.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 827.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 797.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 786.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 770.2 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 744.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 739.0 11.9% 2 +1.6 pp +11.9 pp +11.9 pp +11.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 736.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 699.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 696.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 652.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 650.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 649.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 639.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆FIL Ltd CIK 0000318989 0.878 1140 611.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 600.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 600.0 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 592.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 584.0 0.8% 3 +0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 583.9 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 575.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 572.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 569.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 549.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 540.5 34.2% 2 -0.1 pp +34.2 pp +34.2 pp +34.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 534.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 531.7 0.8% 3 -0.0 pp -0.4 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 518.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 514.7 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 508.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 501.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 494.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 493.4 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 489.0 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 485.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 484.6 8.7% 2 -0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 470.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 457.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 453.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Himalaya Capital Management LLC CIK 0001709323 0.955 8 451.3 14.0% 2 -2.2 pp +14.0 pp +14.0 pp +14.0 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 444.8 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 437.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 408.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 405.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSSIAM CIK 0001767471 0.182 680 400.5 5.2% 2 +0.6 pp +5.2 pp +5.2 pp +5.2 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 397.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 394.7 9.6% 1 +9.6 pp +9.6 pp +4.3 pp +9.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 386.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 385.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 382.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 381.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 377.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 373.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 360.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 359.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 355.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 352.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 350.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 346.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 342.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 339.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 336.5 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 334.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 330.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 325.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 325.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 320.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 319.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 317.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 314.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 308.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 304.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 300.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 294.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SWF LLC CIK 0002065728 0.943 14 293.6 30.1% 1 +30.1 pp -56.9 pp -58.4 pp +30.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 293.3 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 288.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 281.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 278.4 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 270.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 269.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 268.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆BSN Capital Partners Ltd CIK 0001911876 0.109 26 264.2 20.7% 2 +0.0 pp +20.7 pp +20.7 pp +20.7 pp
☆Maj Invest Holding A/S CIK 0001730525 0.860 40 257.7 8.8% 2 +2.3 pp +8.8 pp +8.8 pp +8.8 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆COLRAIN CAPITAL LLC CIK 0001216093 0.492 25 2.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 2.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆M&G Plc CIK 0001802539 0.820 370 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 2.3 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Benin Management CORP CIK 0001352871 0.711 152 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 2.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆Baron Wealth Management LLC CIK 0001968507 0.535 304 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Menard Financial Group LLC CIK 0001803156 0.228 80 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wise Wealth Partners CIK 0002056711 0.035 43 0.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆CAP Partners, LLC CIK 0002006870 0.188 155 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆BetterWealth, LLC CIK 0001911702 0.869 86 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
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☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆ENZI WEALTH CIK 0001887441 0.755 76 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Creekside Partners CIK 0002035951 0.343 193 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆DAVIS-REA LTD. CIK 0001482171 0.277 45 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kenora Financial, LLC CIK 0001990080 0.370 133 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seek First Inc. CIK 0002060504 0.523 67 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Night Owl Capital Management, LLC CIK 0001410833 0.657 30 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US Asset Management LLC CIK 0001882673 0.219 112 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
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☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.5 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
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☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.5 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Refined Wealth Management CIK 0001724729 0.544 49 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆XXEC, Inc. CIK 0001828822 0.516 23 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.7 pp -1.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.7 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -20.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 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 BRKB). Qtrs Held counts distinct quarters this fund has actually held BRKB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BRKB position size. Δ columns are the percentage-point change in BRKB'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