Signals

DBC

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

Flow ranking

Rank#16223
Score / z0.000 / -0.02
Consensus84.89 over 146 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
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 94.9 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 81.6 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 43.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighVista Strategies LLC CIK 0001335325 0.080 147 28.2 6.4% 5 -2.0 pp +0.3 pp -1.5 pp -5.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 12.7 2.7% 5 -0.8 pp -0.0 pp -0.7 pp -0.5 pp
Man Group plc CIK 0001637460 0.631 2032 12.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 11.8 4.9% 5 -0.2 pp +0.9 pp +0.6 pp +0.7 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 11.2 4.0% 5 -1.2 pp -0.1 pp -0.5 pp -0.5 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.7 1.1% 5 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 7.5 0.3% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 4.7 2.9% 4 -0.4 pp -0.2 pp -0.3 pp +2.9 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Marino Management, LLC CIK 0001845680 0.934 11 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 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 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 2.9 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.3 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 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.9 0.0% 1 +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 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.5 0.5% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 1.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.1 0.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 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 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.7 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.5 0.6% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.4 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 6 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.4 0.1% 2 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPWealth LLP CIK 0001950118 0.866 103 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 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 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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.1 0.0% 5 -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
SUMMER ROAD LLC CIK 0001604873 0.856 21 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 1 +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
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -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% 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
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 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
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 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 0.0 0.0% 2 -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
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 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 0.0 0.0% 3 -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
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +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
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 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
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +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% 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 -0.0 pp -0.0 pp -0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
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
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Cannell & Spears LLC CIK 0001426319 0.634 445 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
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +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
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 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
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
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
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Quadrature Capital Ltd CIK 0001651424 0.000 1542 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
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +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
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 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 -0.1 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 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
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -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 -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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 DBC). Qtrs Held counts distinct quarters this fund has actually held DBC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DBC position size. Δ columns are the percentage-point change in DBC'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