Signals

BRO

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

Flow ranking

Rank#22972
Score / z-0.006 / -0.03
Consensus320.56 over 576 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-10 8-K 7.01, 9.01
2026-08-10 8-K 5.02
2026-07-27 8-K 2.02, 9.01
2026-06-05 8-K 1.01, 2.03
2026-05-07 8-K 5.02, 5.07
2026-04-27 8-K 2.02, 9.01
2026-04-09 8-K 7.01, 9.01
2026-03-04 8-K 5.02, 9.01
2026-03-02 8-K 7.01, 9.01
2026-01-26 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-06-13 424B5 BROWN & BROWN, INC.
2025-06-12 424B5 BROWN & BROWN, INC.
2025-06-10 424B5 BROWN & BROWN, INC.
2025-06-10 424B5 BROWN & BROWN, INC.
2024-06-06 424B5 BROWN & BROWN, INC.
2024-06-04 424B5 BROWN & BROWN, INC.
2022-03-15 424B5 BROWN & BROWN, INC.
2022-03-08 424B5 BROWN & BROWN, INC.
2014-09-17 424B5 BROWN & BROWN, INC.
2014-09-15 424B5 BROWN & BROWN, INC.
Showing the 10 most recent.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,949.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,274.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,507.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,381.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 1,070.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 935.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 813.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 778.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 637.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 634.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 584.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 494.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 461.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 433.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 371.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 354.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 348.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 299.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 279.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 270.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 259.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 237.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 236.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 226.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 212.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 192.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 181.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 179.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 172.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 171.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 166.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 160.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 157.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 155.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 151.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 136.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 126.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 125.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 123.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 119.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GOBI CAPITAL LLC CIK 0001698060 0.952 10 117.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 110.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 105.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 104.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 102.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 102.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 98.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 98.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 95.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 93.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 90.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Amundi CIK 0001330387 0.000 1 89.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 89.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 84.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 83.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 83.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 82.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 82.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 79.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 78.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 77.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 75.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 71.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 70.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 69.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 67.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 65.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 65.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 64.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 63.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 62.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 61.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 59.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 59.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 58.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 57.6 1.9% 1 +1.9 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 57.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 56.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dundas Partners LLP CIK 0001742418 0.708 31 55.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 55.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 54.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 53.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vest Financial, LLC CIK 0001709632 0.555 420 51.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Gillson Capital LP CIK 0001698055 0.068 80 50.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 50.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 49.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 49.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 49.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 44.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 43.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 41.4 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 41.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 39.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 39.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 38.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 38.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 37.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 37.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 36.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 36.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 35.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 35.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 33.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 33.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Vancity Investment Management Ltd CIK 0001846311 0.497 92 32.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 31.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
FIL Ltd CIK 0000318989 0.878 1140 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 30.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 30.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PhiloSmith Capital Corp CIK 0001942361 0.834 23 30.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 30.0 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.885 32 29.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 27.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fortress Investment Group LLC CIK 0001380393 0.651 25 26.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Candriam S.C.A. CIK 0001537014 0.787 677 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 25.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 24.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 24.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 22.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 22.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 22.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 20.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 17.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AVIVA PLC CIK 0001140022 0.925 854 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 16.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 13.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CW Advisors, LLC CIK 0001904976 0.000 0 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 12.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visualize Group LP CIK 0001994625 0.616 11 11.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 11.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 11.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 10.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 10.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 10.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Andra AP-fonden CIK 0001535452 0.270 396 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 0.430 55 10.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 10.3 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 10.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 9.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Man Group plc CIK 0001637460 0.631 2032 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCM ADVISORS, LLC CIK 0001373017 0.761 80 8.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HWG Holdings LP CIK 0001599390 0.277 44 8.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 7.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Creative Planning CIK 0001540235 0.979 4196 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Czech National Bank CIK 0001908923 0.861 503 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 0001914472 0.157 37 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
XPONANCE LLC CIK 0001637541 0.815 1841 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
First National Advisers, LLC CIK 0001941030 0.386 251 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
LYNWOOD PRICE CAPITAL MANAGEMENT LP CIK 0002046605 0.463 13 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
AXA S.A. CIK 0000898427 0.038 46 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Numerai GP LLC CIK 0001668527 0.018 710 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 3.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covey Capital Advisors, LLC CIK 0001568891 0.336 42 2.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENINSULA ASSET MANAGEMENT INC CIK 0001091923 0.440 54 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbor Advisors LLC CIK 0001687156 0.757 194 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOKF, NA CIK 0000009634 0.752 1160 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Tredje AP-fonden CIK 0001650290 0.789 424 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARTFORD INVESTMENT MANAGEMENT CO CIK 0000922439 0.685 496 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairbanks Capital Management, Inc. CIK 0001681372 0.307 48 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 1.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Suncoast Equity Management CIK 0001315059 0.572 63 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cross Staff Investments Inc CIK 0001900406 0.105 133 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 1.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 1.2 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
Monte Financial Group, LLC CIK 0001755651 0.166 102 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SFM, LLC CIK 0002064225 0.428 69 0.9 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Capital International Sarl CIK 0001065349 0.698 287 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siemens Fonds Invest GmbH CIK 0001856637 0.577 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES AMERICAS INC. CIK 0000867626 0.584 506 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S-Bank Fund Management Ltd CIK 0002036461 0.203 249 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.015 1137 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSSIAM CIK 0001767471 0.182 680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Somerset Trust Co CIK 0001597099 0.267 186 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARR E S & CO CIK 0001040210 0.865 112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bares Capital Management, Inc. CIK 0001340807 0.923 24 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BRO). Qtrs Held counts distinct quarters this fund has actually held BRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BRO position size. Δ columns are the percentage-point change in BRO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status