Signals

BXSL

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-12 8-K Item(s) 1.01, 2.03, 9.01
2026-08-06 8-K Item(s) 2.02, 9.01
2026-07-24 8-K Item(s) 5.02
2026-06-18 8-K Item(s) 5.02
2026-05-21 8-K Item(s) 8.01, 9.01
2026-05-07 8-K Item(s) 2.02, 9.01
2026-03-03 8-K Item(s) 8.01, 9.01
2026-02-25 8-K Item(s) 2.02, 9.01
2025-11-10 8-K Item(s) 2.02, 9.01
2025-10-14 8-K Item(s) 8.01, 9.01
2018-10-26 Ownership Dilution filing by Blackstone Secured Lending Fund (D)

Flow ranking

Rank#945
Score / z0.097 / 0.10
Consensus130.46 over 244 funds
Momentum-0.41 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-18%
Short interest+24% / 7.1d ⚡

Forensics

Clean as of 2026Q2
Accrual ratio-0.040
F-score
M-score
Net issuance-78.1%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-12 8-K 1.01, 2.03, 9.01
2026-08-06 8-K 2.02, 9.01
2026-07-24 8-K 5.02
2026-06-18 8-K 5.02
2026-05-21 8-K 8.01, 9.01
2026-05-07 8-K 2.02, 9.01
2026-03-03 8-K 8.01, 9.01
2026-02-25 8-K 2.02, 9.01
2025-11-10 8-K 2.02, 9.01
2025-10-14 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2018-10-26 D Blackstone Secured Lending Fun

LLM reads

Ticker Evalpending
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
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 150.8 0.0% 7 -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 133.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 121.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 98.7 0.1% 5 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 94.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 78.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 76.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 74.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 61.7 1.1% 6 -0.1 pp +0.0 pp -0.0 pp -0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 54.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 52.6 0.3% 5 -0.0 pp -0.0 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 47.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 43.2 1.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 30.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 28.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 28.4 9.7% 5 -0.1 pp +0.0 pp +0.5 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 26.4 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 25.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 23.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 21.2 0.9% 5 -0.3 pp -0.3 pp -0.1 pp -0.4 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 18.3 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 17.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 17.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 16.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 13.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 9.7 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.7 pp
All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 9.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
John & Kathleen Schreiber Foundation CIK 0001910790 0.846 4 9.0 9.4% 5 +0.2 pp +1.6 pp +6.1 pp +5.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 8.8 0.9% 5 +0.2 pp +0.2 pp -0.1 pp -0.2 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 8.6 3.0% 5 +1.8 pp +1.9 pp +1.1 pp +1.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 6.6 0.8% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prota Financial, LLC CIK 0002126257 0.258 70 5.7 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 5.6 3.8% 5 -1.5 pp -3.0 pp -2.3 pp -4.0 pp
SFMG, LLC CIK 0001512026 0.796 334 5.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
M&G Plc CIK 0001802539 0.820 370 5.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 5.0 1.3% 5 -0.5 pp -0.7 pp -0.8 pp -1.7 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.8 1.1% 5 +0.4 pp +0.3 pp +0.2 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.5 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
QVT Financial LP CIK 0001290162 0.874 72 4.4 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 4.0 0.3% 5 +0.2 pp +0.1 pp +0.0 pp -0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.9 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 3.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 3.5 0.3% 5 -0.1 pp -0.6 pp -1.0 pp -1.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.3 0.6% 6 +0.0 pp -0.4 pp -0.6 pp -0.8 pp
Parkwood LLC CIK 0001597823 0.291 71 3.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.0 0.2% 5 +0.2 pp -0.1 pp -0.1 pp -0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 2.9 1.9% 5 +0.9 pp +0.7 pp +1.0 pp +1.5 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.8 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.7 0.2% 5 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 2.6 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 2.5 0.6% 5 -0.6 pp -0.8 pp -0.8 pp -1.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.0% 7 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 2.4 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.4 0.6% 4 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.2 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 2.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 2.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.7 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 2.0 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 5 +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 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 1.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 1.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 1.5 0.3% 5 -0.3 pp -0.0 pp -0.2 pp -0.3 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 1.4 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.4 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
River Street Advisors LLC CIK 0001964897 0.315 177 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 1.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 1.1 0.7% 5 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.0 1.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 1.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
TT Capital Management LLC CIK 0002056338 0.378 77 1.0 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.7 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.0 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.9 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 3 +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 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 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 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.8 0.4% 5 +0.0 pp -0.2 pp +0.1 pp -0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.6 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.6 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.6 0.3% 7 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.6 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.5 0.3% 5 -0.0 pp -0.2 pp -0.4 pp -0.6 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 0.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Axiom Investment Management LLC CIK 0001513703 0.093 528 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.4 0.3% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.4 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -1.9 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PVG ASSET MANAGEMENT CORP CIK 0000820434 0.273 129 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.3 0.0% 5 -0.2 pp -1.2 pp -1.3 pp -1.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.3 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.3 0.2% 5 -0.9 pp -1.2 pp -1.1 pp -1.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 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
CV Advisors LLC CIK 0001872254 0.581 133 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bull Harbor Capital LLC CIK 0002135047 0.081 552 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Palliser Capital (UK) Ltd CIK 0001881490 0.145 23 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commerce Advisors, LLC CIK 0001567247 0.122 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 5 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 -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% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -1.8 pp -2.0 pp -2.5 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
MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp -2.5 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.0% 0 -0.9 pp -0.8 pp -0.1 pp -0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KING STREET CAPITAL MANAGEMENT, L.P. CIK 0001218199 0.090 6 0.0 0.0% 0 -9.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
Titiun Yejiel CIK 0002118914 0.166 39 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
AREX Capital Management, LP CIK 0001800261 0.218 26 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -1.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 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
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -2.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.3 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.6 pp -0.7 pp -0.9 pp -1.2 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.1 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
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 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
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.8 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bayview Asset Management, LLC CIK 0001767366 0.028 44 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
King Wealth Management Group CIK 0001568235 0.741 176 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.1 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 -0.6 pp -0.8 pp -1.1 pp -1.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMMERSION CORP (IMMR) CIK 0001058811 0.730 7 0.0 0.0% 0 -1.3 pp -1.4 pp -1.0 pp +0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
North Ground Capital CIK 0002055446 0.078 33 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Quarry LP CIK 0001965207 0.031 2367 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
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
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 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
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 +0.0 pp -0.8 pp -1.0 pp -1.8 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 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
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -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% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.0 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
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 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
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BXSL). Qtrs Held counts distinct quarters this fund has actually held BXSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BXSL position size. Δ columns are the percentage-point change in BXSL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status