Signals

DXJ

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

Flow ranking

Rank#22850
Score / z-0.223 / -0.22
Consensus137.76 over 262 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+15% / 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)
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
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 343.8 0.0% 6 +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 227.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 108.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 93.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 80.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 75.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 72.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 72.0 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 62.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 58.5 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 48.8 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
Robinhood Asset Management, LLC CIK 0002067588 0.593 83 42.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 39.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 30.6 4.2% 4 +0.6 pp +2.2 pp +2.2 pp +4.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 24.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 19.5 4.0% 4 +1.0 pp +1.2 pp +1.2 pp +4.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 18.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 17.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 16.3 0.4% 3 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 15.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 14.6 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.6 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 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 12.2 12.0% 4 -2.1 pp +1.5 pp +2.1 pp +12.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 12.2 2.1% 4 +0.1 pp +0.5 pp +0.6 pp +2.1 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 11.7 0.6% 2 -0.0 pp +0.6 pp +0.1 pp +0.6 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 11.1 2.2% 4 +0.5 pp +0.9 pp +1.4 pp +2.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 10.4 1.6% 4 +0.3 pp +0.4 pp +0.5 pp +1.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 10.2 2.1% 4 +0.0 pp -0.1 pp -0.1 pp +2.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 8.9 2.4% 4 +0.1 pp +0.5 pp +0.5 pp +2.4 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 7.4 5.4% 4 +2.3 pp +2.7 pp +4.2 pp +5.4 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 7.4 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.2 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Berkeley, Inc CIK 0002051965 0.447 86 7.1 2.4% 4 +0.5 pp +1.1 pp +1.4 pp +2.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 6.4 3.0% 4 +0.6 pp +1.0 pp +1.0 pp +3.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 6.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 5.8 1.3% 4 +0.1 pp +0.3 pp +0.3 pp +1.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 5.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 4.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 3.8 0.5% 4 -5.0 pp -5.1 pp -6.8 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 3.2 0.5% 4 +0.0 pp -0.4 pp -0.4 pp +0.5 pp
S&CO INC CIK 0001082461 0.523 222 3.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Karnit Road Accident Victims Compensation Fund CIK 0002110887 0.885 17 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 2.8 0.8% 4 +0.2 pp +0.2 pp -0.1 pp +0.8 pp
Copia Wealth Management CIK 0002058771 0.232 570 2.6 1.8% 5 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 2.5 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dala Group, LLC CIK 2129058 0.300 68 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 2.1 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 2.1 0.0% 4 +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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 1.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.8 0.2% 3 -1.8 pp +0.0 pp +0.2 pp +0.2 pp
Warner Group LLC CIK 0002073617 0.415 129 1.7 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
Balefire, LLC CIK 0001750924 0.097 475 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 1.5 0.7% 4 -0.0 pp -0.0 pp +0.1 pp +0.7 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.4 0.0% 4 +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 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital LLC CIK 0002094426 0.375 59 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.1 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.1 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 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% 3 +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% 1 +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
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 1 +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
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 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% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +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
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 +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
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +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% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 -5.8 pp -4.4 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 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
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 0.0 0.0% 0 -12.9 pp -38.3 pp -23.3 pp +0.0 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 0 -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
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 pp -0.6 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 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
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
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
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
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
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 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
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
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -1.7 pp -1.6 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.0 0.0% 0 -0.1 pp -0.1 pp -1.5 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 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
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp -0.4 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
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.4 pp +0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -6.3 pp -5.9 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 DXJ). Qtrs Held counts distinct quarters this fund has actually held DXJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DXJ position size. Δ columns are the percentage-point change in DXJ'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