Signals

← Signals

☆CIBR

1016 in-universe funds with a nonzero position in CIBR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3381
Score / z0.000 / -0.02
Consensus273.88 over 564 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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 ▾
☆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 1,319.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 1,212.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 568.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 527.3 0.1% 5 +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 421.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.6 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 197.9 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 178.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 110.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 103.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 94.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 89.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 70.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.9 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 65.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 60.6 1.0% 1 +1.0 pp +0.8 pp -0.1 pp -0.2 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.6 2.2% 5 +0.5 pp +0.2 pp -0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 44.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 31.6 5.3% 5 +1.1 pp +1.3 pp +1.2 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 30.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.7 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 21.7 2.6% 1 +2.6 pp +2.4 pp +2.5 pp +2.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 19.9 0.9% 5 +0.2 pp +0.3 pp +0.1 pp -0.2 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 19.1 1.4% 5 +0.3 pp +0.2 pp +0.1 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 18.0 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 17.8 2.1% 5 +0.5 pp +0.3 pp +0.1 pp -0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.5 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 17.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 16.2 1.9% 5 +0.4 pp +0.2 pp -0.2 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maniro Ltd CIK 0002102426 0.520 29 14.9 3.3% 2 +1.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 14.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.3 0.3% 7 +0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 13.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp -1.5 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 13.9 0.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 13.8 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 13.7 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 13.2 3.8% 2 +0.6 pp +3.8 pp +3.8 pp +3.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.7 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 12.2 1.7% 5 +0.6 pp +0.4 pp +0.3 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 12.0 1.6% 7 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 11.9 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 11.2 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 11.1 4.3% 2 +0.5 pp +4.3 pp +0.6 pp +0.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 11.0 4.9% 2 +0.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 10.8 4.5% 6 +0.7 pp +0.4 pp +0.1 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 10.6 2.2% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 10.3 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 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 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 9.6 1.9% 5 +0.4 pp +0.2 pp +0.1 pp -0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 9.6 1.6% 5 +0.4 pp +0.2 pp -0.0 pp -0.2 pp
☆Warner Group LLC CIK 0002073617 0.415 129 9.6 2.4% 3 -0.1 pp -0.6 pp +2.4 pp +2.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 9.2 1.6% 5 +0.3 pp +0.1 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 8.6 0.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.6 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 7.9 2.8% 5 +0.6 pp +0.4 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.8 0.2% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 7.3 0.9% 5 +0.2 pp +0.7 pp +0.7 pp +0.6 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 7.3 1.8% 5 +0.1 pp +0.1 pp +0.6 pp +0.7 pp
☆Dala Group, LLC CIK 2129058 0.300 68 7.2 6.0% 2 +1.9 pp +6.0 pp +6.0 pp +6.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.2 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 7.2 2.3% 5 +0.2 pp +0.1 pp -0.1 pp -0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 7.0 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 7.0 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 6.5 4.0% 2 +0.8 pp +4.0 pp +4.0 pp +4.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.5 1.5% 5 +0.3 pp +0.1 pp -0.4 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 6.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.3 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 6.3 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 6.1 1.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.0 1.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 5.9 1.4% 5 +0.2 pp +0.1 pp +0.1 pp -0.5 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 5.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.8 1.4% 5 +0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 5.7 1.9% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 5.4 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.4 0.5% 4 +0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 5.3 2.2% 5 +0.3 pp +0.2 pp +0.1 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 5.1 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.0 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 5.0 2.8% 5 +0.5 pp -0.0 pp -0.2 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.9 0.9% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 4.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.8 0.8% 5 +0.1 pp -0.0 pp -0.3 pp -0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.8 1.1% 5 +0.2 pp +0.0 pp +0.1 pp -0.6 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 4.8 4.1% 5 +0.6 pp +0.3 pp +0.0 pp -0.4 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 4.7 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 4.7 1.6% 5 +0.3 pp +0.3 pp +0.2 pp -0.2 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 4.6 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 4.6 1.7% 5 +0.5 pp +0.4 pp +0.3 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 4.5 0.8% 5 +0.1 pp -0.4 pp -0.6 pp -0.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 4.4 2.9% 5 +0.9 pp +0.9 pp +0.3 pp -0.3 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 4.3 1.0% 5 +0.2 pp +0.1 pp -0.1 pp -0.0 pp
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☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.3 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.2 0.1% 5 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 1.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.1 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.1 0.4% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.1 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.1 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
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☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sun Financial Inc CIK 0002067342 0.166 161 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.0 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.0 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Aspen Investment Management Inc CIK 0001541596 0.290 187 1.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.8 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.8 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
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☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.9 pp -1.0 pp -1.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 +0.0 pp -2.1 pp -2.2 pp -1.8 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -1.5 pp -1.8 pp -1.8 pp -1.7 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +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
☆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
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.8 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 +0.0 pp -1.8 pp -2.0 pp -2.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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
☆Groupe la Francaise CIK 0002056088 0.682 451 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
☆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
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 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 -0.2 pp -0.2 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genesis Financial Group, LLC CIK 0002097587 0.123 100 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.3 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 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
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 CIBR). Qtrs Held counts distinct quarters this fund has actually held CIBR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CIBR position size. Δ columns are the percentage-point change in CIBR'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