Signals

BUD

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

Flow ranking

Rank#1154
Score / z0.039 / 0.04
Consensus184.18 over 338 funds
Momentumnot computed

Price & positioning

227 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

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
DODGE & COX CIK 0000200217 0.944 222 2,120.6 1.1% 3 -0.0 pp -0.3 pp +1.1 pp +1.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 728.8 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 269.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 256.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 207.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 150.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 149.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 133.6 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 130.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 109.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Capital International Investors CIK 0001562230 0.968 446 102.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 96.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 81.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 73.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 66.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 66.2 17.2% 3 -0.4 pp -1.9 pp +17.2 pp +17.2 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 65.6 1.5% 3 +0.2 pp +0.0 pp +1.5 pp +1.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 63.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 58.2 0.0% 3 -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 54.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 51.1 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 50.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 44.9 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 32.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 31.2 3.0% 3 +0.1 pp -0.6 pp +3.0 pp +3.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 30.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cook & Bynum Capital Management, LLC CIK 0001542280 0.846 6 25.9 21.6% 3 +2.4 pp -0.3 pp +21.6 pp +21.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 22.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 21.0 0.3% 3 +0.1 pp -0.4 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 19.3 4.7% 3 +0.5 pp -1.1 pp +4.7 pp +4.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 19.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 16.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 15.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 15.6 0.0% 3 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 11.9 0.1% 1 +0.1 pp -0.9 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 9.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.9 0.0% 3 -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 8.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 7.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SALT Holding Corp. CIK 1996109 0.656 25 7.3 5.8% 2 +1.1 pp +5.8 pp +5.8 pp +5.8 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 6.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ethic Inc. CIK 0001780570 0.636 1358 5.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 5.7 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 5.6 0.1% 1 +0.1 pp -0.7 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 5.3 0.5% 3 +0.0 pp -0.3 pp +0.5 pp +0.5 pp
Hillman Capital Management, Inc. CIK 0001314620 0.172 54 5.3 3.3% 3 +0.2 pp +0.1 pp +3.3 pp +3.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 4.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 4.2 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 3.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 3.3 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 3.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 3.0 1.0% 3 -0.2 pp -0.9 pp +1.0 pp +1.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.596 49 2.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 2.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS CIK 872786 0.647 329 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 1.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
XY Capital Ltd CIK 0001933132 0.000 44 1.8 1.9% 1 +1.9 pp +1.7 pp +1.9 pp +1.9 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 1.4 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Round Hill Asset Management CIK 0001696438 0.339 62 1.3 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.3 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 1.1 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 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
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
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 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
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.0% 0 +0.0 pp -0.1 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp -0.0 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
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Night Squared LP CIK 0002058786 0.000 69 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 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
Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp -0.0 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
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 0.0 0.0% 0 -0.0 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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +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% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 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
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Solitude Financial Services CIK 0001839890 0.859 41 0.0 0.0% 0 -0.2 pp -0.2 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
Perpetual Ltd CIK 0001647273 0.486 419 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +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% 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
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.7 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
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.1 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 -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +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% 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 -0.0 pp +0.0 pp +0.0 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 pp -0.1 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 BUD). Qtrs Held counts distinct quarters this fund has actually held BUD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUD position size. Δ columns are the percentage-point change in BUD'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