Signals

CUSIP:084670108

1611 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25038
Score / z-6.890 / -8.31
Consensus674.09 over 1210 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 8.2% 5 -0.0 pp -0.6 pp -1.3 pp -2.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Collier Financial CIK 0001902901 0.619 141 0.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.0 0.6% 5 -1.3 pp -1.4 pp -1.4 pp -1.5 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.0 0.3% 5 -0.4 pp -0.7 pp -0.0 pp -0.1 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.0 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
WS MANAGEMENT LLLP CIK 0000877338 0.651 31 0.0 11.0% 5 -0.7 pp -1.6 pp -3.5 pp -4.9 pp
S&G Foundation CIK 0001874163 0.956 21 0.0 23.2% 1 +23.2 pp +23.2 pp +23.2 pp +23.2 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.4% 5 -0.1 pp -1.3 pp -1.5 pp -1.7 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -2.3 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Trailhead Planners LLC CIK 0002109534 0.262 57 0.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
DF DENT & CO INC CIK 0000934999 0.596 271 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Alpha Advisors, LLC CIK 0002041441 0.151 91 0.0 0.4% 5 -0.4 pp -0.5 pp -0.6 pp -1.3 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.1% 5 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 1.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.6 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 1.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. CIK 2145869 0.849 5 0.0 18.2% 2 -2.2 pp +18.2 pp +18.2 pp +18.2 pp
Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 +0.0 pp +0.0 pp -6.0 pp -6.2 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hingham Institution for Savings CIK 0002044671 0.752 15 0.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.1% 1 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Bellecapital International Ltd. CIK 0001600152 0.411 123 0.0 0.0% 0 -1.6 pp -1.9 pp -2.2 pp -0.3 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
PARTHENON LLC CIK 0001088859 0.632 133 0.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 1.9% 5 -0.5 pp -0.9 pp -1.0 pp -1.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 3.1% 7 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.0 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 0.0 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Quaker Capital Investments, LLC CIK 0001633648 0.687 22 0.0 0.2% 1 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
THOMAS STORY & SON LLC CIK 0001505207 0.484 53 0.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 0.0 1.4% 5 +0.3 pp +0.3 pp -0.9 pp -1.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boothe Investment Group, Inc. CIK 0001749798 0.579 38 0.0 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.596 49 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 10.4% 1 +10.4 pp +4.8 pp +4.5 pp +10.4 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.0 19.6% 5 -0.5 pp +0.0 pp +0.2 pp -0.1 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 0.0 0.3% 5 -0.1 pp -0.5 pp -0.5 pp -0.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.2% 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nitor Capital Management LLC CIK 0002019017 0.653 24 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.0 0.4% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -2.5 pp -2.5 pp -2.6 pp -3.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 12.7% 5 -1.3 pp -0.6 pp -1.7 pp -1.8 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 0.0 8.4% 4 -0.4 pp +0.8 pp +0.6 pp +8.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 1.4% 5 -0.5 pp -0.4 pp -0.8 pp -0.8 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
River Street Advisors LLC CIK 0001964897 0.314 177 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp -4.7 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.0 3.3% 5 +0.1 pp -0.4 pp -0.6 pp -0.7 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 4.6% 5 +0.2 pp +0.2 pp -0.2 pp -0.5 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 3.8% 5 -0.4 pp -0.9 pp -2.2 pp -2.4 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Black Diamond Capital Management I, LLLP CIK 0002084285 0.802 8 0.0 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rubicon Global Capital Ltd CIK 0002055276 0.820 12 0.0 3.6% 5 -0.4 pp +1.0 pp +1.4 pp +2.1 pp
New Perspectives, Inc CIK 0001909565 0.875 49 0.0 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.1% 5 -1.5 pp -1.6 pp -1.7 pp -1.9 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Lumbard & Kellner, LLC CIK 0001602476 0.247 108 0.0 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Venator Management LLC CIK 0001838211 0.791 27 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.1% 6 -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
KWMG, LLC CIK 0001633024 0.515 153 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 0.0 4.5% 5 -0.1 pp -0.8 pp -0.7 pp -0.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 5.7% 5 -0.3 pp -0.6 pp -0.8 pp -1.4 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 0.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.0 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.0 0.3% 5 -0.8 pp -0.9 pp -1.0 pp -1.1 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.4% 6 -0.0 pp -0.6 pp +0.4 pp +0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 1.9% 5 +0.0 pp -0.0 pp -0.4 pp -0.6 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.3% 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 0.0% 0 -1.8 pp -1.6 pp -1.6 pp -1.5 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 1.3% 5 -0.0 pp -0.2 pp -0.5 pp -0.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chou Associates Management Inc. CIK 0001389403 0.746 31 0.0 29.7% 5 +0.4 pp -2.5 pp -1.5 pp -4.5 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 2.5% 5 -0.6 pp -1.4 pp -1.1 pp -1.4 pp
Global Frontier Investments LLC CIK 0001821219 0.423 30 0.0 5.7% 4 -1.5 pp -0.9 pp -0.7 pp +5.7 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 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 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.0 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 4.2% 5 -4.5 pp -4.1 pp -6.5 pp -10.2 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.9% 6 -0.0 pp +0.7 pp +0.2 pp -0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -4.4 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.0 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 0.0 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.1% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seven Post Investment Office LP CIK 0001554308 0.797 42 0.0 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 0.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.0 5.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.8% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 1.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.0 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 0.0 16.4% 2 +0.4 pp +16.4 pp +16.4 pp +16.4 pp
Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.5% 5 -0.0 pp +0.0 pp -0.3 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 0.0 3.0% 5 -0.1 pp +0.3 pp +0.2 pp +0.1 pp
Systrade AG CIK 0001818160 0.744 14 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.1 pp
Night Owl Capital Management, LLC CIK 0001410833 0.657 30 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 CUSIP:084670108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:084670108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:084670108 position size. Δ columns are the percentage-point change in CUSIP:084670108'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