Signals

CNI

1052 in-universe funds with a nonzero position in CNI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#438
Score / z0.458 / 0.53
Consensus319.70 over 561 funds
Momentumno 12m return

Price & positioning

227 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 6,179.8 18.0% 5 +1.1 pp +3.5 pp +4.6 pp +6.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3,715.1 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 2,282.8 1.6% 5 +0.3 pp +0.5 pp +0.9 pp +1.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 2,262.1 3.2% 5 +0.1 pp +0.9 pp +0.9 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,969.6 2.4% 5 -0.1 pp +0.1 pp +0.9 pp +0.5 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,899.7 0.0% 1 +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 1,769.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,513.0 1.5% 6 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,181.9 1.0% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 1,124.5 2.1% 5 -0.1 pp +0.3 pp -1.2 pp -2.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,018.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 819.9 1.8% 5 +0.9 pp +1.0 pp +0.6 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 805.3 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 784.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 722.9 0.2% 7 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 711.2 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 706.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 679.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 676.4 1.3% 5 +0.2 pp +0.5 pp +0.6 pp -0.3 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 648.4 6.1% 5 +3.1 pp +4.2 pp +4.5 pp +4.5 pp
Fiera Capital Corp CIK 0001505817 0.842 401 644.0 2.3% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 631.7 0.5% 5 +0.1 pp +0.1 pp +0.2 pp -0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 614.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 602.2 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 574.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 532.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 514.6 1.4% 5 +0.1 pp +0.1 pp +0.2 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 475.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 466.3 0.7% 5 -0.8 pp -0.8 pp -0.4 pp +0.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 462.6 1.4% 5 +0.0 pp -0.0 pp +0.1 pp -0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 452.8 1.7% 5 +0.0 pp +0.2 pp +0.2 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 438.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.715 110 406.3 5.0% 5 +0.2 pp +1.1 pp +1.3 pp +1.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 373.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 322.3 9.0% 5 +0.5 pp +1.6 pp +2.4 pp +6.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 277.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 246.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 242.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FMR LLC CIK 0000315066 0.989 5571 217.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 217.7 2.9% 5 +0.2 pp +1.4 pp +1.5 pp +1.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 205.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 204.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 199.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 171.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 167.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 166.7 0.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 162.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 159.4 0.2% 6 -0.0 pp -0.2 pp -0.2 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 151.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 149.4 3.6% 5 +0.3 pp +0.6 pp +1.6 pp +1.2 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 149.2 1.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 147.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 138.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 122.6 1.8% 3 +0.1 pp +0.6 pp +1.8 pp +1.8 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 114.0 3.2% 5 +0.4 pp +1.6 pp +2.0 pp +1.5 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 111.7 1.9% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
Amundi CIK 0001330387 0.000 1 102.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 94.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 92.9 2.5% 5 +0.7 pp +0.7 pp +0.7 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 91.2 2.5% 5 +0.1 pp +0.2 pp +0.0 pp -0.5 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 89.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 88.9 0.2% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 88.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 86.8 6.2% 5 +0.8 pp +1.1 pp +1.3 pp +0.8 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 85.4 0.5% 5 +0.1 pp +0.1 pp +0.4 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 81.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 81.6 2.9% 5 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 77.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 74.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 72.4 5.1% 5 +0.3 pp +0.5 pp +0.4 pp +0.5 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 71.5 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
QV Investors Inc. CIK 0001570253 0.548 68 70.6 5.4% 5 +0.3 pp +0.3 pp +0.7 pp -0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 65.9 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 64.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 63.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 62.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 61.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 61.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 59.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 59.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 59.0 1.9% 5 +0.3 pp +0.3 pp +0.2 pp -0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 58.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 56.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 55.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 54.9 5.4% 5 +0.9 pp +0.6 pp +0.9 pp +0.6 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 50.4 1.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 48.2 2.3% 5 -0.6 pp +0.4 pp -0.1 pp -0.2 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 47.8 1.1% 6 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 47.8 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 40.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 39.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass Capital Advisors LLC CIK 0001541901 0.063 53 38.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 36.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 34.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 34.3 2.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 31.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 30.2 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 30.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 30.0 5.5% 5 -0.0 pp -0.2 pp -0.7 pp -1.6 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 29.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 28.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 27.9 2.5% 4 -0.0 pp +0.5 pp +1.8 pp +2.5 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 27.9 2.5% 5 +0.4 pp +0.6 pp +0.6 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 26.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 26.2 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
Capital International Investors CIK 0001562230 0.968 446 25.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 25.8 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 25.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
YCG, LLC CIK 0001584801 0.688 41 24.8 2.2% 5 -0.2 pp -0.0 pp +0.1 pp -0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 24.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 23.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 22.3 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +6.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 22.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 22.0 4.5% 5 +0.5 pp +0.8 pp +1.0 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 21.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 21.5 0.7% 2 -0.3 pp +0.7 pp +0.1 pp +0.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 20.8 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
WINDWARD CAPITAL MANAGEMENT CO /CA CIK 0001078635 0.751 73 20.3 1.5% 5 +0.1 pp +0.2 pp +0.2 pp -0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 20.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 20.2 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 20.1 2.3% 5 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 19.3 2.1% 5 +0.1 pp +0.7 pp +1.2 pp +1.9 pp
First Long Island Investors, LLC CIK 0001490429 0.490 73 18.0 1.3% 5 +0.0 pp +0.3 pp +0.2 pp -0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 17.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 17.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 17.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 17.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 17.2 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 17.1 3.7% 5 +0.0 pp +0.3 pp +0.4 pp -0.3 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 16.9 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 16.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 16.1 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 16.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 15.9 1.7% 5 +0.1 pp +0.2 pp +0.2 pp -0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 15.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 15.7 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 14.8 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 14.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 14.1 2.9% 5 +0.1 pp +0.7 pp +1.0 pp +1.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 13.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 13.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 13.0 0.0% 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 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 12.8 1.7% 3 +0.8 pp +1.2 pp +1.7 pp +1.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 12.6 9.2% 2 +5.6 pp +9.2 pp +9.2 pp +9.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 12.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 12.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 12.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 11.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 10.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 10.8 0.8% 3 -1.6 pp -0.6 pp +0.8 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 10.7 4.4% 7 -0.1 pp +0.4 pp +0.4 pp -0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 10.5 0.2% 5 -0.3 pp +0.1 pp +0.0 pp -0.1 pp
WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 0001280604 0.648 32 10.5 2.8% 5 +0.2 pp +0.3 pp +0.3 pp -0.3 pp
SEB Asset Management AB CIK 0002127509 0.832 700 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 10.1 0.0% 6 +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 10.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Broderick Brian C CIK 0001314376 0.508 95 10.0 1.5% 5 -0.0 pp +0.1 pp +0.2 pp -0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 9.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 9.9 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 9.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 9.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 9.3 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 9.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 8.9 2.0% 5 -0.0 pp +0.1 pp +0.3 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 8.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DILLON & ASSOCIATES INC CIK 0001054425 0.734 80 8.7 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 8.5 2.5% 7 -0.0 pp +0.2 pp +0.0 pp -0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 8.0 0.3% 1 +0.3 pp +0.1 pp +0.2 pp +0.2 pp
KWMG, LLC CIK 0001633024 0.515 153 7.9 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 7.7 2.2% 5 +0.4 pp +1.4 pp +1.6 pp +0.7 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 7.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 7.5 1.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 7.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Delaney Dennis R CIK 0001661536 0.404 61 7.0 2.2% 5 -0.0 pp -0.0 pp +0.1 pp -0.3 pp
Ausbil Investment Management Ltd CIK 0001966036 0.159 65 6.8 3.1% 5 +0.6 pp +1.0 pp +1.2 pp +0.8 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 6.8 1.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.2 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 6.5 1.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 6.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 6.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 6.4 0.9% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
White Pine Investment CO CIK 0001318259 0.426 72 6.3 1.3% 5 +0.1 pp +0.1 pp +0.2 pp -0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 6.3 0.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.5 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 6.1 0.9% 5 -0.0 pp -0.0 pp +0.3 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 6.0 1.8% 5 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 5.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 5.9 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JLB & ASSOCIATES INC CIK 0001085227 0.383 68 5.9 0.8% 5 +0.0 pp +0.1 pp -0.2 pp -0.4 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 5.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Old West Investment Management, LLC CIK 0001549358 0.124 124 5.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Burkett Asset Management Ltd CIK 0002109360 0.284 59 5.5 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.5 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 5.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 5.2 1.9% 7 +0.2 pp +0.3 pp +0.4 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.1 0.7% 5 +0.4 pp +0.4 pp +0.3 pp +0.6 pp
Capital World Investors CIK 0001422849 0.974 637 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 4.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kidder Stephen W CIK 0001314377 0.476 75 4.7 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 4.6 0.3% 3 +0.0 pp +0.2 pp +0.3 pp -0.5 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 4.6 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 4.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Elefante Mark B CIK 0001661535 0.333 60 4.1 1.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.3 pp
Harrison Street Private Wealth LLC CIK 0001542826 0.360 21 4.1 5.8% 2 +1.1 pp +5.8 pp +5.8 pp +5.8 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Act Two Investors LLC CIK 0001766907 0.650 37 3.9 0.8% 5 +0.0 pp -1.8 pp -1.0 pp +0.1 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 3.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 3.8 1.1% 5 +0.1 pp +0.1 pp +0.5 pp +0.4 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 3.8 1.6% 4 +0.0 pp +0.3 pp +0.4 pp +1.6 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 3.8 1.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque de Luxembourg S.A. CIK 0002055344 0.542 78 3.6 1.7% 5 +0.0 pp +0.4 pp +0.4 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 3.4 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.3 0.0% 5 -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 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Notis-McConarty Edward CIK 0001592616 0.343 67 3.3 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summerhill Capital Management lnc. CIK 0002017598 0.443 18 3.2 2.5% 5 +0.1 pp +0.3 pp +0.2 pp -0.3 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 3.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vestcor Inc CIK 0001536925 0.400 1189 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.1 0.1% 5 -0.4 pp -0.3 pp +0.1 pp +0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stolper Co CIK 0001808195 0.048 91 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 3.0 0.7% 5 +0.0 pp +0.3 pp +0.3 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farrow Financial, Inc. CIK 0002010644 0.400 55 3.0 1.6% 5 +0.1 pp +0.3 pp +0.5 pp +0.3 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 3.0 0.4% 5 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFFF, FRFHF) CIK 0000915191 0.800 32 3.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 5 +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 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.9 0.3% 5 +0.0 pp +0.2 pp -0.2 pp -0.4 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 2.7 0.8% 5 +0.0 pp -0.2 pp -0.0 pp -0.2 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 2.4 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 2.4 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 2.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.3 0.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harrington Investments, INC CIK 0001386364 0.286 82 2.3 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 2.3 1.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrafin AG CIK 0002110313 0.476 44 2.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Dempze Nancy E CIK 0001592614 0.301 91 2.1 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 2.1 0.7% 3 -0.1 pp +0.6 pp +0.7 pp +0.7 pp
ICW Investment Advisors LLC CIK 0001794820 0.219 144 2.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 2.0 0.9% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 2.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.9 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wahed Invest LLC CIK 0001763146 0.415 227 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adalta Capital Management LLC CIK 0001698926 0.403 103 1.6 0.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 1.6 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 1.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 1.5 0.1% 4 +0.0 pp +0.0 pp -0.3 pp +0.1 pp
Estabrook Capital Management CIK 0001344717 0.502 344 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 1.4 1.3% 3 +0.5 pp +0.5 pp +1.3 pp +1.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCM ADVISORS, LLC CIK 0001373017 0.760 80 1.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.2 0.0% 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
Avalon Trust Co CIK 0001798150 0.724 462 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Heritage Capital, LLC CIK 0001862428 0.324 65 1.2 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Atwater Malick LLC CIK 0001769288 0.558 124 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -2.1 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 1.1 0.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 1.1 0.4% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 1.1 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
NATIXIS CIK 0001274981 0.561 1107 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 1.0 0.4% 1 +0.4 pp +0.4 pp -0.0 pp +0.2 pp
Murchinson Ltd. CIK 0001838556 0.021 57 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
111 Capital CIK 0002060412 0.025 488 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.0 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 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 1.0 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
State of Wyoming CIK 0001821626 0.105 1872 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.9 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 0.9 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.9 0.0% 1 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 0.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.8 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 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.7 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 0.7 0.1% 5 -1.4 pp -1.2 pp -1.2 pp -1.5 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Expressive Wealth LLC CIK 0002026980 0.120 133 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.5 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 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 0.5 0.3% 5 +0.0 pp -7.3 pp -8.4 pp -11.1 pp
BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.5 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSLO PENSJONSFORSIKRING AS CIK 0001828808 0.491 460 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Investment Co CIK 0002033920 0.419 73 0.4 0.1% 5 -0.0 pp -0.8 pp -0.9 pp -1.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.4 0.0% 5 +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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kampmann Melissa S. CIK 0001999898 0.291 44 0.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 0.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.4 0.1% 5 +0.0 pp -0.8 pp -0.9 pp -1.1 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 0.4 0.2% 4 -0.3 pp -0.2 pp -0.3 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.687 422 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 5 +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
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Constitution Capital LLC CIK 0001845531 0.322 62 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient IA LP CIK 0002058426 0.030 249 0.3 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Birch Capital Management, LLC CIK 0001799859 0.374 79 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.525 181 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOBAM CIK 0001527488 0.112 258 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 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
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 4 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 5 -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
High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 3 +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% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 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 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 4 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -1.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Investment Management LLC CIK 0001513703 0.093 528 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 3 -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
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 5 +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% 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
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 4 +0.0 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
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 5 +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
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.0 0.0% 0 -0.2 pp -1.8 pp -2.1 pp -3.5 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 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
Premier Fund Managers Ltd CIK 0001673907 0.066 174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 pp -0.8 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp -0.1 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp -0.2 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
Immersion Capital LLP CIK 0001636441 0.734 10 0.0 0.0% 0 -6.3 pp -5.5 pp -5.2 pp -5.6 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.6 pp -0.2 pp -0.2 pp -0.3 pp
VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 +0.0 pp -3.8 pp -3.6 pp -4.1 pp
Clean Energy Transition LLP CIK 0001911523 0.831 14 0.0 0.0% 0 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 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
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ClearBridge Investments Ltd CIK 0001499094 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 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 -0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.581 462 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 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 +0.0 pp +0.0 pp
Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.341 143 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -0.4 pp -1.1 pp -2.3 pp -2.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
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
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
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
DAVIS-REA LTD. CIK 0001482171 0.277 45 0.0 0.0% 0 -1.3 pp -1.1 pp -0.9 pp -1.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 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
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.3 pp -0.9 pp -0.2 pp -0.2 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Timelo Investment Management Inc. CIK 0001851296 0.009 47 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -2.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bristol Gate Capital Partners Inc. CIK 0001650142 0.284 33 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Addison Advisors LLC CIK 0001843745 0.131 707 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
Pembroke Management, LTD CIK 0001063497 0.301 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 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
Carlson Capital, L.P. CIK 0001056973 0.000 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 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
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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 +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.0 0.0% 0 -0.3 pp -0.7 pp -0.6 pp -0.7 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 pp -5.5 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 0.0 0.0% 0 +0.0 pp -4.2 pp -3.8 pp -4.2 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
Goodman Financial Corp CIK 0001382303 0.242 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.3 pp -0.1 pp -0.3 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -2.8 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 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
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
First Bank & Trust CIK 0001692632 0.535 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
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
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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 -0.1 pp -0.1 pp -0.1 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 0.0 0.0% 0 -1.5 pp -3.3 pp -5.3 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 CNI). Qtrs Held counts distinct quarters this fund has actually held CNI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CNI position size. Δ columns are the percentage-point change in CNI'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