Signals

BRKB

5375 in-universe funds with a nonzero position in BRKB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25181
Score / z-14.649 / -17.69
Consensus1365.54 over 2811 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 interest+4% / 2.2d

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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 60,638.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 59,226.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 37,903.4 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 20,742.6 1.1% 5 -0.1 pp -0.1 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 13,343.9 0.7% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 12,199.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7,724.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 7,350.7 21.4% 5 -4.4 pp -6.2 pp -8.6 pp -3.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,789.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5,271.3 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 5,204.1 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5,125.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 5,116.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
H&H International Investment, LLC CIK 0001759760 0.989 18 4,618.4 24.2% 5 +2.3 pp +3.6 pp +6.4 pp +9.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4,482.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4,458.7 0.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 4,396.1 0.4% 1 +0.4 pp -0.0 pp +0.4 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 4,270.9 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 3,740.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2,791.6 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2,614.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,418.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,405.3 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 2,356.7 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2,204.7 0.7% 7 -0.4 pp -0.7 pp -0.6 pp -0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,071.2 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,067.3 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,974.7 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,965.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 1,962.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,810.5 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,752.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,750.2 1.0% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,736.2 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 1,675.7 2.2% 5 +0.4 pp +0.8 pp +0.2 pp +1.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,665.9 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,639.3 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,638.2 0.5% 7 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,455.9 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,447.9 2.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 1,424.8 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
1922 Investment Co LLC CIK 0001584289 0.938 2 1,413.6 74.9% 5 -10.0 pp -6.0 pp -14.5 pp -17.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,412.1 1.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
National Pension Service CIK 0001608046 0.956 552 1,403.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,376.3 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Capital World Investors CIK 0001422849 0.974 637 1,355.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1,307.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1,294.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,283.6 0.7% 6 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,255.1 5.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
PeakShares LLC CIK 0002113507 0.881 122 1,243.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,229.9 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,196.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,190.8 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1,138.1 0.9% 4 +0.2 pp +0.5 pp +0.6 pp +0.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,129.2 0.5% 5 +0.0 pp +0.1 pp -0.0 pp -0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,033.0 0.9% 5 +0.3 pp +0.3 pp +0.2 pp -0.0 pp
TETRAD CORP CIK 0000883597 0.965 3 962.3 92.0% 7 -0.1 pp -0.9 pp +1.6 pp +1.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 961.0 0.6% 5 +0.4 pp +0.4 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 956.4 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 951.4 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 938.0 1.2% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 901.9 1.3% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 891.9 1.1% 5 -0.1 pp +0.2 pp +0.0 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 889.6 2.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 808.2 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 784.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 778.5 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 766.6 5.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 729.8 10.5% 5 -0.2 pp -1.1 pp -1.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 709.9 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 703.4 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 679.3 0.7% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 657.1 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 642.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 622.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 610.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 610.0 0.7% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Swedbank AB CIK 0000946431 0.941 696 603.9 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
AVIVA PLC CIK 0001140022 0.925 854 596.4 0.9% 5 -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 585.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 581.2 7.2% 5 +5.2 pp +5.0 pp +5.0 pp +5.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 572.7 2.5% 5 -0.4 pp -0.6 pp -1.1 pp -1.3 pp
Himalaya Capital Management LLC CIK 0001709323 0.955 8 554.6 15.0% 5 +1.5 pp +2.3 pp +1.0 pp -1.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 549.9 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 543.3 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 540.1 6.1% 5 -0.2 pp -0.1 pp -0.2 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 536.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 535.5 0.7% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 533.3 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 531.7 3.0% 5 -0.2 pp +0.1 pp +0.2 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 530.9 1.1% 7 +0.1 pp +0.1 pp +0.6 pp -0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 530.5 0.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 529.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 515.7 0.4% 6 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 515.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 507.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 493.9 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 490.6 7.7% 5 +0.1 pp -0.7 pp -1.0 pp -1.3 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 486.8 1.5% 4 -0.2 pp -0.4 pp -0.4 pp +1.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 482.5 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 472.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 460.9 0.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 453.2 7.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 440.3 1.1% 4 -0.3 pp +0.1 pp +0.0 pp +1.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 438.7 3.5% 5 -0.3 pp -0.4 pp -0.7 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 434.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 430.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 428.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 421.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 418.5 25.7% 5 -7.0 pp -7.4 pp -8.5 pp -8.6 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 409.5 1.9% 5 -0.3 pp +0.2 pp +0.1 pp -0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 401.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 400.1 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 399.3 8.4% 4 -0.4 pp -0.8 pp -1.1 pp +8.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 391.3 0.4% 5 +0.3 pp -0.1 pp +0.1 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 388.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 374.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 369.5 1.6% 5 -0.1 pp -0.1 pp +0.2 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 368.8 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 364.1 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 356.1 1.8% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 355.6 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 353.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 352.5 4.6% 2 +1.6 pp +4.6 pp +4.6 pp +4.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 347.1 0.6% 6 -0.4 pp -0.1 pp -0.2 pp -0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 343.0 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 342.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 339.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 339.0 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 338.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 338.4 1.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 333.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 318.1 3.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 310.5 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 310.0 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 309.1 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 302.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 295.9 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 295.1 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 295.1 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 294.1 0.2% 5 -0.0 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 293.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SWF LLC CIK 0002065728 0.943 14 292.3 19.6% 4 -4.9 pp -10.1 pp -10.5 pp +19.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 290.6 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 288.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 48.3 14.6% 5 -1.0 pp -1.6 pp -2.5 pp -2.6 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 48.1 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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Claret Asset Management Corp CIK 0001735513 0.442 498 47.3 5.1% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
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One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 46.5 10.7% 5 -0.9 pp -1.9 pp -2.1 pp -2.4 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 46.4 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Curi Capital, LLC CIK 0001332905 0.548 888 46.4 0.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
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AustralianSuper Pty Ltd CIK 0001694164 0.632 288 45.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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LGT Group Foundation CIK 0001911278 0.801 284 43.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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Mill Capital Management, LLC CIK 0001901166 0.696 128 43.4 2.9% 5 -0.4 pp -0.0 pp -0.0 pp -0.0 pp
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ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 43.2 0.4% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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HUB Investment Partners, LLC CIK 0001841815 0.639 1223 42.6 0.8% 3 -0.2 pp +0.1 pp +0.8 pp +0.3 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 42.3 1.1% 5 +0.0 pp +0.2 pp +0.2 pp -0.7 pp
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Fogel Capital Management, Inc. CIK 0002011427 0.556 57 14.9 6.0% 5 -0.6 pp -1.0 pp -1.0 pp -1.8 pp
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Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 14.6 0.7% 5 -0.1 pp -0.2 pp -0.8 pp -0.9 pp
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K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 14.5 2.1% 5 -0.2 pp +0.1 pp +0.0 pp -0.3 pp
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SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 14.5 2.1% 5 -0.2 pp +0.0 pp +0.3 pp +0.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 14.4 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
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PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 14.3 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 14.2 2.1% 3 -0.4 pp -0.5 pp +2.1 pp -0.7 pp
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Canal Capital Management, LLC CIK 0001666733 0.401 220 14.0 1.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
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Private Advisory Group LLC CIK 0001632965 0.257 287 13.8 0.8% 6 -0.1 pp -0.7 pp -0.7 pp -0.5 pp
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Madison Asset Management, LLC CIK 0001299351 0.631 347 13.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 13.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Howard Capital Management, LLC CIK 0001733173 0.273 423 13.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 13.5 2.0% 3 -0.1 pp -0.2 pp +2.0 pp -0.4 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 13.5 0.4% 4 -0.3 pp -0.4 pp -0.5 pp +0.4 pp
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Principle Wealth Partners LLC CIK 0001743413 0.679 398 13.5 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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BOCHK Asset Management Ltd CIK 0002010854 0.068 144 13.2 2.1% 1 +2.1 pp +1.2 pp +2.1 pp +2.1 pp
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QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 13.1 2.8% 5 +0.5 pp +0.4 pp +0.2 pp +2.7 pp
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Synergy Asset Management, LLC CIK 0001699080 0.127 274 6.8 0.6% 5 -0.0 pp -0.2 pp -1.5 pp -0.7 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 6.8 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 6.8 1.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.2 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 6.8 1.0% 5 -0.1 pp +0.7 pp +0.8 pp +0.7 pp
ANB BANK CIK 0002067126 0.446 127 6.8 2.5% 6 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
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AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 6.8 2.0% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
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LMG Wealth Partners, LLC CIK 0001965772 0.381 166 6.8 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
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City State Bank CIK 0001910666 0.322 809 6.8 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
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Acropolis Investment Management, LLC CIK 0001318601 0.882 384 6.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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Apriem Advisors CIK 0001425165 0.679 182 6.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 6.6 3.2% 5 -0.4 pp -0.6 pp -0.8 pp -1.2 pp
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Scott & Selber, Inc. CIK 0001315269 0.412 91 5.6 1.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 5.6 1.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 5.6 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
WESTCO ADVISORY SERVICES INC /ADV CIK 0000946310 0.452 99 5.6 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 5.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 5.6 0.7% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 5.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.5 0.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.5 1.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 5.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 5.5 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 5.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 5.5 0.9% 5 -0.2 pp +0.4 pp +0.3 pp +0.4 pp
BISLETT MANAGEMENT, LLC CIK 0001425041 0.678 18 5.5 3.7% 5 -0.3 pp -0.5 pp -0.3 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 5.5 0.3% 1 +0.3 pp +0.0 pp +0.0 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.5 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 5.5 1.3% 5 -0.2 pp -0.3 pp -0.3 pp -1.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 5.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 5.5 2.0% 5 -0.1 pp -0.3 pp -0.8 pp -1.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 5.5 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Baring Financial LLC CIK 0002052588 0.395 83 5.4 3.0% 5 +0.0 pp +0.1 pp -0.1 pp -0.3 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 5.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 5.4 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.4 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 5.4 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 5.4 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 5.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 5.4 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 5.4 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 5.4 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 5.3 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 5.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 5.3 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 5.3 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 5.3 2.9% 5 -0.2 pp -0.3 pp -0.6 pp -0.7 pp
X-Square Capital, LLC CIK 0001729300 0.159 176 5.3 1.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.6 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 5.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 5.3 1.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 5.3 3.0% 5 +1.0 pp +0.9 pp +0.9 pp +0.5 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allred Capital Management, LLC CIK 0001765885 0.343 162 5.3 1.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.2 0.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 5.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 5.2 1.1% 5 -0.1 pp -0.4 pp -0.3 pp -0.4 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 5.2 2.5% 5 -0.1 pp +2.2 pp +2.4 pp +2.4 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 5.2 0.8% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 5.2 3.0% 5 +0.8 pp +0.7 pp +0.8 pp +0.8 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 5.2 1.2% 5 -1.8 pp -2.1 pp -0.3 pp -1.4 pp
Dash Acquisitions Inc. CIK 0001745885 0.649 72 5.2 1.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 5.2 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 5.2 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 5.2 1.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 5.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 5.2 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 5.2 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 5.2 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 5.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 5.2 1.2% 5 -0.2 pp -1.1 pp -1.2 pp -1.3 pp
Peoples Bank/KS CIK 0001998269 0.180 98 5.1 5.0% 5 -0.2 pp -0.1 pp -0.1 pp -1.7 pp
SMART Wealth LLC CIK 0002044723 0.032 222 5.1 1.1% 5 -0.6 pp -0.7 pp -1.2 pp -1.3 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 5.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 5.1 2.4% 5 -0.2 pp -0.3 pp -0.5 pp -0.8 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 5.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 5.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Essex Bank CIK 0001752212 0.260 318 5.1 1.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 5.1 2.3% 5 -0.4 pp -0.4 pp -0.7 pp -0.7 pp
LMR Partners LLP CIK 0001578621 0.225 1167 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 5.1 1.7% 4 +0.1 pp +0.7 pp +0.1 pp +1.7 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 5.1 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
R.H. Dinel Investment Counsel, Inc. CIK 0001598352 0.411 40 5.0 3.9% 5 -0.0 pp +0.2 pp +0.3 pp +0.8 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 5.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.0 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 5.0 3.6% 2 -0.6 pp +3.6 pp +3.6 pp +3.6 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 5.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 5.0 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 5.0 2.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 5.0 1.2% 4 +0.0 pp -0.2 pp +0.0 pp +1.2 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 5.0 2.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 5.0 2.2% 5 -0.6 pp -1.8 pp -2.6 pp -3.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 5.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 5.0 2.7% 5 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 5.0 1.5% 5 -0.1 pp -0.5 pp -0.8 pp -0.9 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 5.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 5.0 2.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QV Investors Inc. CIK 0001570253 0.548 68 5.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 5.0 1.5% 5 -0.1 pp +0.0 pp -0.3 pp -0.1 pp
Idaho Trust Co CIK 0001568069 0.536 98 5.0 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 5.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 5.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.0 0.9% 5 -0.1 pp -0.3 pp +0.1 pp -0.7 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.0 1.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Investment Management Trust, LLC CIK 0002131759 0.316 78 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 4.9 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Maia Wealth LLC CIK 0002010858 0.212 354 4.9 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 4.9 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.9 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 4.9 2.8% 7 +0.0 pp -0.3 pp -0.9 pp -1.1 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 4.9 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
J. Stern & Co. LLP CIK 0002011335 0.705 51 4.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 4.9 2.0% 5 -0.2 pp -0.7 pp -0.7 pp -0.9 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 4.9 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
Leibman Financial Services, Inc. CIK 0002006661 0.144 46 4.9 3.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 4.9 2.3% 5 -0.1 pp -0.6 pp -0.5 pp -0.4 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.9 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 4.8 2.2% 6 -0.2 pp -0.8 pp -0.9 pp -1.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 4.8 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Miller Capital Partners, Inc. CIK 0002111377 0.283 255 4.8 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 4.8 4.1% 5 +0.1 pp -0.5 pp -0.7 pp -0.9 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 4.8 0.1% 5 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 4.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 4.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 4.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 4.8 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 4.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 4.8 1.0% 5 -0.1 pp -0.0 pp +0.5 pp +0.4 pp
Lantz Financial LLC CIK 0001766883 0.334 259 4.8 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 4.8 1.1% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 4.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
KWMG, LLC CIK 0001633024 0.515 153 4.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.7 2.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 4.7 4.3% 5 -0.5 pp -0.5 pp -0.5 pp -0.2 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 4.7 1.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 4.7 1.3% 6 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 4.7 0.7% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 4.7 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.7 0.6% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 4.7 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 4.7 1.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
GSG Advisors LLC CIK 0001995773 0.640 148 4.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 4.7 1.8% 6 +0.4 pp -0.2 pp -0.2 pp +1.0 pp
JB Capital LLC CIK 0001879371 0.629 280 4.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 4.7 2.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 4.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lipe & Dalton CIK 0001570396 0.334 94 4.7 2.2% 5 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 4.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 4.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.7 0.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 4.7 0.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
RDA Financial Network CIK 0001774086 0.257 284 4.6 1.0% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp -0.8 pp
Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 4.6 3.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
SEARLE & CO. CIK 0000710127 0.281 194 4.6 1.0% 2 -0.1 pp +1.0 pp -0.2 pp -0.2 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NOVEM GROUP CIK 0001926783 0.247 437 4.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 4.6 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 4.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
New England Research & Management, Inc. CIK 0001596077 0.109 134 4.6 1.8% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.6 0.8% 6 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 4.6 0.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 4.6 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 4.6 2.6% 6 +0.2 pp +0.1 pp -0.0 pp -0.5 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 4.6 0.7% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
Bannerstone Capital Management, LLC CIK 0002083499 0.053 112 4.6 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 4.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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NVWM, LLC CIK 0001697274 0.202 780 4.5 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
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Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.1 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 3.1 0.7% 5 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
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Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 3.0 1.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
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Odyssean, LLC CIK 0002092853 0.021 485 3.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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PROVIDENT TRUST CO CIK 0001140436 0.971 22 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 3.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
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Madrona Financial Services, LLC CIK 0001578370 0.590 143 3.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 3.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.0 0.6% 6 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
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ASL Financial, LLC CIK 0002105933 0.440 99 3.0 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
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TRB Wealth Management, LLC CIK 0002130988 0.545 296 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 1.6 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
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Sandro Wealth Management LLC CIK 0002107860 0.193 103 1.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 1.5 0.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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Semus Wealth Partners LLC CIK 0001964775 0.353 111 1.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.0 0.6% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
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Sage Investment Advisers LLC CIK 0001925418 0.283 98 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.0 0.7% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.9 0.3% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp -0.1 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.8 0.5% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.8 0.7% 6 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
Navalign, LLC CIK 0001820593 0.504 132 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.8 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.8 0.5% 5 -0.3 pp -0.1 pp -0.2 pp -0.1 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.8 0.3% 1 +0.3 pp +0.3 pp +0.0 pp -0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 0.8 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.242 305 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 0.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.8 0.4% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 0.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.8 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.8 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.175 101 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
August Group Capital Ltd CIK 0002107394 0.210 95 0.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.8 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Orion Investment Co CIK 0002033920 0.419 73 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.8 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.8 0.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.702 90 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.8 0.5% 1 +0.5 pp +0.2 pp +0.5 pp -0.2 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.8 0.4% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Prota Financial, LLC CIK 0002126257 0.258 70 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.8 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Verisail Partners, LLC CIK 0002016904 0.898 26 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Seros Financial, LLC CIK 0002039918 0.495 66 0.8 0.4% 5 -5.9 pp -6.6 pp -5.8 pp -5.6 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.8 0.6% 5 -0.2 pp -0.8 pp -1.0 pp -1.1 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TrustBank CIK 0002107256 0.632 175 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Markin Asset Management, LP CIK 0002110806 0.342 47 0.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Avondale Wealth Management CIK 0001738720 0.648 66 0.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Level Financial Advisors CIK 0001871734 0.644 95 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.8 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 0.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.4% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 0.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Oak Asset Management, LLC CIK 0001726375 0.419 115 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Compass Financial Services Inc CIK 0002039088 0.671 57 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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IRON Financial LLC CIK 0001595509 0.376 151 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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FreeGulliver LLC CIK 0002032561 0.536 123 0.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.7 0.1% 5 -0.0 pp -1.1 pp -1.2 pp -1.3 pp
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Payne Capital LLC CIK 0002094426 0.375 59 0.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
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Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.7 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.295 77 0.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.7 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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Essential Partners LLC CIK 0002136442 0.019 2853 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.7 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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waypoint wealth counsel CIK 0001807909 0.207 149 0.7 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clifford Group, LLC CIK 0001965522 0.474 86 0.6 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.6 0.3% 6 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.6 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.6 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.3 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.6 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.6 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFC Investments, LLC CIK 0001512858 0.653 43 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 0.6 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Roan Capital Partners CIK 0002124783 0.136 78 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.6 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.6 0.3% 1 +0.3 pp +0.3 pp -0.1 pp -0.1 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Challenger Wealth Management CIK 0002057602 0.506 65 0.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.6 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.6 0.4% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.6 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Aspect Partners, LLC CIK 0001985284 0.319 679 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.6 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.6 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BCM ADVISORS, LLC CIK 0001373017 0.761 80 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.6 0.1% 1 +0.1 pp +0.1 pp -0.9 pp +0.1 pp
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HWG Holdings LP CIK 0001599390 0.277 44 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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RCW Management, LLC CIK 0002104402 0.332 68 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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CPWA, LLC CIK 0002134744 0.279 94 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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ENZI WEALTH CIK 0001887441 0.755 76 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Detalus Advisors, LLC CIK 0001799677 0.538 191 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
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GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.5 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.6 pp
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William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.1 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.3 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.5 pp
XXEC, Inc. CIK 0001828822 0.516 23 0.0 0.0% 0 -3.6 pp -3.6 pp +0.0 pp -3.4 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -2.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -0.8 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -0.0 pp -2.3 pp -0.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -3.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
Miura Global Management, LLC CIK 0001352272 0.000 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.5 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.3 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -1.5 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
Fidato Wealth LLC CIK 0001711360 0.883 14 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -2.1 pp -1.6 pp -1.8 pp -2.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.6 pp -0.7 pp -1.1 pp -1.6 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 +0.0 pp -2.7 pp -2.8 pp -3.0 pp
VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 +0.0 pp -4.1 pp -4.0 pp -4.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -1.3 pp -1.1 pp -1.0 pp -1.8 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -2.2 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp -0.3 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.9 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 0.0 0.0% 0 -0.6 pp -0.8 pp -0.8 pp -3.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -1.3 pp -1.4 pp -1.5 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Metropolis Capital Ltd CIK 0001765388 0.808 16 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
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Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 +0.0 pp -4.0 pp -4.1 pp -4.2 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
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QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -20.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
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Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -2.7 pp -2.3 pp +0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
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BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -9.1 pp -9.5 pp
Winning Points Advisors, LLC CIK 0001793399 0.380 42 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.6 pp
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Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
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Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -1.0 pp -1.1 pp -1.2 pp -1.2 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
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Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp -0.0 pp
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Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -2.0 pp
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Parrish Capital LLC CIK 0002131053 0.104 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.0 pp
Systrade AG CIK 0001818160 0.744 14 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.8 pp
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Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.3 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp -1.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.3 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.0 0.0% 0 -4.6 pp -1.3 pp -1.4 pp -1.7 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -3.7 pp -3.9 pp -3.7 pp -4.4 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -1.2 pp -0.8 pp -0.9 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Coastline Complete Wealth LLC CIK 0002112134 0.172 55 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp -3.7 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp -3.3 pp -3.7 pp -3.6 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Covey Capital Advisors, LLC CIK 0001568891 0.336 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -10.2 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp -1.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp -1.2 pp
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. CIK 0002011081 0.204 43 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -3.1 pp -3.1 pp -3.2 pp -4.9 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -1.7 pp -1.8 pp -1.9 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -2.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Maren Capital LLC CIK 0001961415 0.939 17 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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