Signals

← Signals

☆CUSIP:921932778

281 in-universe funds with a nonzero position in CUSIP:921932778 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#13829
Score / z0.000 / -0.02
Consensus92.86 over 153 funds
Momentumnot computed

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.
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 6.6% 5 +0.0 pp +0.8 pp +0.9 pp +1.1 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +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
☆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
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.0 1.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 2.7% 5 +0.1 pp +0.2 pp +0.7 pp +2.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 0.0 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.3% 5 +0.0 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
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 0.0 1.8% 5 -2.8 pp -2.8 pp -2.7 pp -2.4 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.0 0.0% 4 -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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +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
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.0 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -5.7 pp -5.6 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.0 2.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.0 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 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
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 5 -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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 5 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.0 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 1 +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
☆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
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 4.1% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.0 0.9% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 1.1% 6 +0.1 pp -0.3 pp -0.6 pp -0.5 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
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.3% 5 +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
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.0 0.1% 5 -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
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 2.1% 5 -0.2 pp -0.1 pp -0.5 pp -0.6 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
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 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 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 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
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 +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
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.479 66 0.0 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.1% 5 +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
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.0 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 5 -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
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Genesis Financial Group, LLC CIK 0002097587 0.123 100 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 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 0.0% 2 +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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briggs Wealth Management, Inc CIK 0002109156 0.631 61 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +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 CUSIP:921932778). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921932778 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921932778 position size. Δ columns are the percentage-point change in CUSIP:921932778'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