Signals

← Signals

☆CMF

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

Flow ranking

Rank#23086
Score / z-0.017 / -0.04
Consensus107.34 over 191 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 482.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 430.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 133.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 99.9 0.2% 1 +0.2 pp +0.2 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 99.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 75.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 70.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 67.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 66.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 65.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 40.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 29.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.9 0.0% 1 +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 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 21.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 19.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 19.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 18.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 14.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 13.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Rinkey Investments CIK 0001730774 0.601 128 13.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 13.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 12.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 11.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Navalign, LLC CIK 0001820593 0.504 132 9.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 9.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 7.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.3 0.0% 2 -0.0 pp +0.0 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 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 5.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NDWM LLC CIK 0001818386 0.624 38 5.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 4.4 3.2% 2 +2.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 2.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ariston Services Group CIK 0001743859 0.678 70 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.4 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 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 CMF). Qtrs Held counts distinct quarters this fund has actually held CMF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CMF position size. Δ columns are the percentage-point change in CMF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status