Signals

← Signals

☆DIVO

431 in-universe funds with a nonzero position in DIVO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#402
Score / z0.544 / 0.47
Consensus146.20 over 292 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+56% / 1.0d ⚡

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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 774.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 367.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 157.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 149.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 142.7 4.4% 4 +0.2 pp +0.1 pp -0.5 pp +4.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 96.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 86.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 79.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.8 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 62.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 58.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 55.0 8.9% 4 +6.1 pp +6.1 pp +5.8 pp +8.9 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 47.5 14.3% 2 +0.2 pp +14.3 pp +14.3 pp +14.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 44.0 3.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 39.0 11.5% 4 +0.3 pp -0.2 pp -1.3 pp +11.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 32.3 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 31.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 29.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 27.5 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 23.7 10.4% 4 +0.4 pp -0.7 pp -0.9 pp +10.4 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 22.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 21.0 5.4% 6 +0.5 pp +0.3 pp +0.0 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 18.7 5.3% 4 +0.5 pp +1.1 pp +1.3 pp +5.3 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 18.5 8.3% 4 +0.2 pp +0.2 pp -0.0 pp +8.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 18.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 17.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 17.3 2.8% 3 -0.5 pp -0.4 pp +2.8 pp +2.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 15.2 3.3% 4 -0.1 pp -0.3 pp -0.9 pp +3.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.3 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 14.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 13.5 7.5% 4 -0.1 pp -0.0 pp -0.1 pp +7.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 13.2 5.4% 4 +2.4 pp +4.4 pp +4.6 pp +5.4 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 12.4 4.4% 4 -0.1 pp -0.4 pp -0.8 pp +4.4 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 12.2 1.4% 2 +0.6 pp +1.4 pp +0.9 pp +1.4 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.2 6.2% 4 +0.2 pp +0.1 pp -0.0 pp +6.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.2 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.1 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.7 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 10.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 8.9 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.7 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 8.5 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 8.4 2.7% 4 +0.2 pp +0.2 pp +0.2 pp +2.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.3 0.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 8.2 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 8.1 5.0% 3 +0.2 pp +0.4 pp +5.0 pp +5.0 pp
☆Security National Bank CIK 0001719739 0.452 392 7.9 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 7.6 3.2% 4 -0.1 pp -0.3 pp -1.2 pp +3.2 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 7.5 3.0% 4 -0.1 pp -0.2 pp -0.4 pp +3.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.4 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 6.7 2.9% 4 -0.0 pp -0.2 pp -0.5 pp +2.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.6 4.2% 4 -0.0 pp -0.0 pp -0.1 pp +4.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 6.2 3.9% 3 +0.3 pp +1.5 pp +3.9 pp +3.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.2 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 6.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.7 4.7% 4 +0.1 pp +0.1 pp +1.0 pp +4.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 5.2 1.4% 6 +1.0 pp +0.7 pp +0.6 pp +0.9 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.1 2.9% 4 +0.0 pp -0.0 pp +0.0 pp +2.9 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.1 3.3% 4 -0.0 pp -0.3 pp +1.2 pp +3.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.0 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.0 0.6% 4 +0.0 pp -0.3 pp -0.3 pp +0.6 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.8 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.7 2.6% 4 +0.1 pp +0.1 pp +0.1 pp +2.6 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 4.7 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 4.5 1.7% 4 +0.3 pp +0.5 pp +0.6 pp +1.7 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.5 0.3% 4 -0.3 pp -0.3 pp -0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 4.4 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 4.4 2.0% 4 +0.2 pp +0.4 pp +0.4 pp +2.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.3 0.9% 4 -0.3 pp -0.3 pp -0.2 pp +0.9 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 4.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 4.3 1.6% 4 +0.1 pp +0.0 pp -0.1 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 3.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.4 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 3.0 1.5% 5 +0.1 pp +0.2 pp +0.1 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Thompson David Blair CIK 2150492 0.059 212 2.5 1.4% 2 -1.5 pp +1.4 pp +1.4 pp +1.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 2.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.4 1.1% 4 -1.0 pp -1.0 pp -0.9 pp +1.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.2 1.9% 3 +0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 4 -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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.0 3.8% 1 +3.8 pp +1.3 pp +1.2 pp +3.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 4 -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
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 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 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 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% 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% 4 +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% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 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 -0.1 pp +0.0 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -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
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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 -0.1 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -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
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -1.9 pp -1.9 pp -1.7 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -4.0 pp -4.1 pp -4.3 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.9 pp -0.9 pp -1.1 pp +0.0 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -10.8 pp -10.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 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
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆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
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 DIVO). Qtrs Held counts distinct quarters this fund has actually held DIVO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIVO position size. Δ columns are the percentage-point change in DIVO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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