Signals

← Signals

☆BSV

1386 in-universe funds with a nonzero position in BSV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#58
Score / z3.264 / 4.63
Consensus445.99 over 836 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+45% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,266.2 5.0% 3 -0.0 pp -1.0 pp +5.0 pp +5.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,548.5 0.2% 3 +0.0 pp -0.0 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 2,407.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,057.5 1.5% 3 +1.4 pp +1.4 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,931.7 0.6% 3 -0.1 pp -0.7 pp +0.6 pp +0.6 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,652.8 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,546.6 6.4% 3 -0.3 pp -0.7 pp +6.4 pp +6.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,202.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 898.7 0.1% 3 +0.0 pp +0.0 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 772.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 550.1 12.4% 3 +0.0 pp -0.2 pp +12.4 pp +12.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 538.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 495.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 474.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 350.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 303.7 8.9% 3 +0.5 pp +0.6 pp +8.9 pp +8.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 287.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 282.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 259.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 258.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 257.7 0.3% 3 +0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 230.8 1.3% 4 -0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 228.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 218.3 1.3% 3 -0.9 pp -1.5 pp +1.3 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 217.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 188.3 11.4% 3 +0.1 pp +0.0 pp +11.4 pp +11.4 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 184.1 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 183.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 162.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 162.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 161.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 132.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 130.9 2.6% 3 -0.1 pp -0.8 pp +2.6 pp +2.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 121.0 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 99.9 4.4% 3 -0.1 pp -0.4 pp +4.4 pp +4.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 92.6 0.7% 3 -0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 91.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 90.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WIT, LLC CIK 0001840025 0.965 24 88.4 1.8% 3 -0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 88.2 17.6% 3 -0.7 pp -0.9 pp +17.6 pp +17.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 81.8 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 79.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 79.0 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 78.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 69.7 11.9% 3 +0.3 pp +0.3 pp +11.9 pp +11.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 69.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 67.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 66.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 64.9 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 64.8 22.4% 3 +0.6 pp -0.0 pp +22.4 pp +22.4 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 64.3 14.6% 3 -0.1 pp -0.8 pp +14.6 pp +14.6 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 63.8 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 63.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 63.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 61.7 2.2% 2 -0.9 pp +2.2 pp +2.2 pp +2.2 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 61.6 4.7% 3 -1.2 pp -1.2 pp +4.7 pp +4.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 60.7 3.5% 3 -0.2 pp -0.2 pp +3.5 pp +3.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 58.7 4.5% 3 -0.0 pp -0.2 pp +4.5 pp +4.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 58.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 58.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 56.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 55.8 5.0% 3 -0.1 pp -0.3 pp +5.0 pp +5.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 53.5 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 49.1 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 49.0 2.9% 3 +0.0 pp -0.2 pp +2.9 pp +2.9 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 48.4 6.4% 3 +0.3 pp +0.3 pp +6.4 pp +6.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 48.3 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 47.2 24.0% 3 -0.2 pp -1.2 pp +24.0 pp +24.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 42.4 6.9% 1 +6.9 pp -0.8 pp +6.9 pp +6.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 42.1 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 41.3 7.5% 3 +0.2 pp +0.3 pp +7.5 pp +7.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 41.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 39.9 5.6% 3 -0.2 pp -0.7 pp +5.6 pp +5.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 37.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 37.0 5.2% 3 +0.0 pp +0.2 pp +5.2 pp +5.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 36.9 3.8% 5 +0.1 pp -0.1 pp -0.7 pp -0.7 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 36.7 5.7% 3 +0.1 pp +0.1 pp +5.7 pp +5.7 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 36.7 6.2% 4 -0.0 pp -0.3 pp -0.6 pp +6.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 35.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 35.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 34.4 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 33.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆BARR E S & CO CIK 0001040210 0.865 112 33.5 1.7% 3 -0.2 pp -0.5 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 32.6 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 32.4 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.2 0.2% 5 -0.0 pp +0.2 pp -0.1 pp -0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 32.1 3.1% 3 -0.9 pp -3.5 pp +3.1 pp +3.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 31.7 3.0% 3 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 31.2 1.0% 3 -0.4 pp +0.8 pp +1.0 pp +1.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 30.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 30.6 1.6% 3 -2.3 pp -7.5 pp +1.6 pp +1.6 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 30.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 29.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 29.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 28.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 28.0 8.6% 3 +0.6 pp +1.2 pp +8.6 pp +8.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 27.4 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 27.1 0.8% 3 -0.5 pp -0.6 pp +0.8 pp +0.8 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 26.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 26.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 25.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 25.1 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 23.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 23.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 23.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 23.3 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 23.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 22.8 15.8% 3 +3.7 pp +7.9 pp +15.8 pp +15.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 21.7 4.9% 3 +0.0 pp -0.0 pp +4.9 pp +4.9 pp
☆KWMG, LLC CIK 0001633024 0.515 153 21.4 1.8% 3 +0.2 pp +0.5 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 21.1 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.0 3.0% 3 +0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 20.8 0.3% 3 -0.4 pp -0.4 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 20.1 1.0% 3 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 19.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 19.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 19.6 1.5% 3 +0.1 pp -0.4 pp +1.5 pp +1.5 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 19.6 7.6% 3 +1.1 pp +1.7 pp +7.6 pp +7.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 19.5 3.9% 3 -0.1 pp -0.3 pp +3.9 pp +3.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 18.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 18.9 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 18.7 4.4% 3 +0.1 pp -0.0 pp +4.4 pp +4.4 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 18.6 11.5% 3 +0.0 pp -0.2 pp +11.5 pp +11.5 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 18.4 8.0% 3 +0.1 pp -0.0 pp +8.0 pp +8.0 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 18.3 10.1% 3 +0.4 pp -0.3 pp +10.1 pp +10.1 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 18.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 18.2 11.2% 3 -0.0 pp -0.6 pp +11.2 pp +11.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 18.2 1.0% 3 +0.2 pp +0.0 pp +1.0 pp +1.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 17.9 5.5% 3 -0.2 pp -0.5 pp +5.5 pp +5.5 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 17.9 4.0% 3 +0.0 pp +0.0 pp +4.0 pp +4.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 17.3 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 4.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.5 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.5 3.4% 3 +0.5 pp -0.8 pp +3.4 pp +3.4 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.5 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
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☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 4.4 2.5% 3 -0.1 pp -0.4 pp +2.5 pp +2.5 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 4.3 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 4.3 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 4.2 3.8% 4 +0.2 pp -0.1 pp -0.4 pp +3.8 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 4.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
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☆United Financial Planning Group LLC CIK 0002088337 0.721 465 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆TCTC Holdings, LLC CIK 0001483870 0.833 240 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.4 3.3% 3 +0.1 pp -0.6 pp +3.3 pp +3.3 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.4 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -1.8 pp -1.5 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -10.2 pp -10.3 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -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% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.0 0.0% 0 -0.3 pp -1.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -2.2 pp -2.4 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 -5.0 pp -5.2 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +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 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 -4.9 pp -4.9 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.2 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 BSV). Qtrs Held counts distinct quarters this fund has actually held BSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSV position size. Δ columns are the percentage-point change in BSV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status