Signals

← Signals

☆DYNF

1013 in-universe funds with a nonzero position in DYNF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1266
Score / z0.036 / 0.03
Consensus303.71 over 631 funds
Momentumnot computed

Price & positioning

224 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)
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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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7,688.2 1.8% 5 +0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,318.0 0.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 2,033.2 12.1% 4 +0.6 pp +2.5 pp +2.4 pp +12.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,631.7 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 1,307.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,102.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,031.7 0.6% 1 +0.6 pp +0.6 pp +0.2 pp +0.3 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 865.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 794.7 5.9% 5 +0.3 pp +0.2 pp +0.9 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 621.0 1.3% 4 +0.1 pp -0.0 pp +0.1 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 568.1 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 535.5 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 453.3 2.2% 5 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 440.8 6.8% 5 +0.1 pp +0.4 pp +0.3 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 386.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 334.1 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 307.5 1.9% 5 +0.5 pp +0.5 pp +0.6 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 269.1 2.3% 5 +0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 263.5 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 257.9 10.4% 5 +0.3 pp +0.1 pp +0.5 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 254.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 245.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 243.1 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 204.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 202.0 2.1% 5 +0.1 pp -0.5 pp -0.5 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 201.4 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 190.4 0.9% 5 +0.1 pp -0.3 pp +0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 188.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 181.6 0.8% 5 +0.1 pp -0.2 pp +0.2 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 174.2 1.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 171.8 5.9% 5 +0.1 pp -1.2 pp -1.2 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 150.8 2.3% 5 +0.1 pp +0.0 pp +0.2 pp +0.6 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 146.0 16.1% 3 +0.6 pp +0.4 pp +16.1 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 132.3 1.3% 5 +0.1 pp +0.6 pp +0.6 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 124.5 0.7% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 113.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 100.5 3.7% 5 -0.2 pp -1.4 pp -1.2 pp -1.8 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 98.8 0.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 92.9 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 91.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 87.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 87.2 1.9% 5 +0.5 pp +0.8 pp +1.1 pp +1.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 86.5 1.0% 4 +0.4 pp +0.4 pp +0.3 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 80.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 75.8 0.8% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 75.6 2.3% 5 +0.1 pp -0.4 pp -0.4 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 75.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 74.7 2.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 71.0 3.5% 5 +0.2 pp -0.0 pp +0.8 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 69.7 1.1% 5 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 68.7 6.8% 3 -0.7 pp -1.0 pp +6.8 pp +6.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 68.4 1.5% 5 +0.1 pp -0.2 pp +0.0 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 67.8 4.1% 5 -0.0 pp -0.2 pp +0.0 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 63.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 61.1 1.0% 5 -0.0 pp -0.0 pp +0.2 pp +0.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 61.1 7.7% 5 +0.4 pp +0.2 pp +2.0 pp +3.8 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 59.9 6.4% 5 +0.2 pp +2.9 pp +2.9 pp +3.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 58.8 4.8% 5 +0.2 pp +0.3 pp +0.5 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 56.1 0.5% 5 +0.1 pp +0.5 pp +0.3 pp +0.4 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 54.8 6.0% 4 -0.0 pp +1.2 pp +1.4 pp +6.0 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 54.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 54.6 3.2% 5 +0.5 pp +0.0 pp -0.2 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 54.4 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 53.8 8.0% 5 +0.3 pp +0.1 pp +0.8 pp +0.9 pp
☆Embree Financial Group CIK 0002020860 0.466 283 52.5 5.3% 5 +1.0 pp +1.4 pp +2.8 pp +5.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 52.1 0.9% 4 +0.5 pp +0.4 pp +0.4 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 51.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 51.0 6.2% 5 +0.3 pp -0.8 pp -1.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 49.5 6.7% 5 +0.2 pp +0.4 pp +0.3 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 48.7 1.0% 5 +0.5 pp +0.5 pp -0.1 pp +0.7 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 47.1 4.3% 5 +0.5 pp +1.2 pp +2.2 pp +2.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 46.4 2.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 46.0 7.5% 5 +0.1 pp -1.0 pp -0.8 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 45.7 3.8% 5 +0.7 pp +0.7 pp +0.9 pp +1.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 45.2 1.3% 1 +1.3 pp +1.2 pp +1.3 pp +1.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 43.8 5.0% 5 +0.8 pp -2.6 pp -2.5 pp -2.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 43.1 7.0% 5 +0.6 pp +0.5 pp +0.7 pp +1.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 42.6 5.6% 5 +0.1 pp -1.0 pp -0.7 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 42.4 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Macro Advisors, Inc. CIK 0001821406 0.643 45 42.2 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 42.1 0.5% 6 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 40.9 6.2% 5 +0.2 pp -0.2 pp +0.4 pp +0.6 pp
☆EQ LLC CIK 0001757605 0.412 87 40.8 10.0% 5 -0.3 pp -0.0 pp -0.6 pp +0.9 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 40.1 5.3% 5 -0.6 pp -0.9 pp -1.0 pp -0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 39.8 1.5% 4 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 39.4 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 39.1 0.6% 5 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 38.6 2.3% 5 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 38.1 1.2% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 38.0 0.6% 1 +0.6 pp +0.1 pp +0.3 pp +0.6 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 38.0 6.7% 5 +2.4 pp +2.8 pp +3.2 pp +3.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 37.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 37.6 0.9% 5 +0.1 pp -0.3 pp +0.0 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 37.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 37.0 1.2% 6 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 36.5 6.3% 4 +1.3 pp +4.9 pp +5.5 pp +6.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 36.2 4.6% 5 -1.0 pp -1.9 pp -2.0 pp -1.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 36.0 17.4% 5 +3.1 pp +2.9 pp +5.3 pp +5.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 35.8 2.4% 5 -0.2 pp -0.7 pp -0.7 pp -0.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 34.5 0.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 34.3 4.0% 5 +0.2 pp +0.5 pp +0.5 pp +0.8 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 33.1 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 32.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 32.5 4.8% 5 +0.5 pp +2.0 pp +2.6 pp +2.8 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 31.3 3.5% 5 +0.1 pp -0.5 pp -0.4 pp +0.3 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 31.2 17.8% 5 -1.1 pp +0.2 pp -2.3 pp +4.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 30.9 3.7% 5 +0.2 pp -0.7 pp -0.6 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 30.5 2.6% 5 -2.2 pp -2.0 pp -1.8 pp -1.8 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 30.5 4.5% 5 +0.3 pp -0.2 pp +0.3 pp +1.2 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 30.3 7.6% 3 -4.8 pp -5.5 pp +7.6 pp +7.6 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 30.2 3.0% 5 -0.1 pp +0.6 pp +1.2 pp +1.3 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 30.0 5.8% 5 +0.2 pp -1.2 pp -1.0 pp +0.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 29.4 2.6% 2 +1.8 pp +2.6 pp +2.6 pp +2.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 29.3 3.6% 5 +0.2 pp +0.1 pp -0.1 pp +0.1 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 29.2 9.0% 3 +0.5 pp +8.9 pp +9.0 pp +9.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 29.1 5.3% 5 -0.1 pp -0.2 pp +1.7 pp +1.9 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 28.9 5.5% 5 +0.3 pp +0.5 pp +1.9 pp +3.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.9 3.6% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 28.7 9.0% 5 +0.1 pp -0.2 pp +4.5 pp +4.4 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 28.4 5.2% 5 +0.0 pp -1.1 pp -1.2 pp -1.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 28.2 1.5% 3 +0.1 pp +1.2 pp +1.5 pp +1.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 28.1 3.9% 5 +0.1 pp -1.3 pp -1.2 pp -0.4 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 27.9 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 27.8 1.4% 5 +0.2 pp -0.1 pp -0.0 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 27.3 1.4% 5 +0.0 pp -0.3 pp +0.2 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 27.3 2.5% 5 +1.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 27.2 10.7% 5 +0.7 pp +4.9 pp +5.1 pp +5.5 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 26.3 5.5% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 26.1 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 26.0 8.1% 5 +0.4 pp +0.4 pp +0.5 pp +1.9 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 25.9 6.7% 5 +0.2 pp -1.0 pp +0.0 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 25.9 4.7% 2 -0.7 pp +4.7 pp +4.7 pp +4.7 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 25.8 3.3% 5 +0.2 pp +0.3 pp +0.7 pp +0.8 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 25.8 3.1% 5 +0.0 pp +1.0 pp +1.3 pp +2.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 25.7 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 25.7 2.3% 5 +0.2 pp -0.3 pp -0.0 pp +0.6 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 25.7 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 25.6 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 25.6 7.2% 2 +0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 25.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 24.8 2.2% 5 +0.8 pp +2.0 pp +2.1 pp +2.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 24.5 1.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 24.5 0.4% 3 +0.0 pp -0.4 pp +0.4 pp +0.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 24.3 4.7% 5 +0.5 pp +0.3 pp +0.6 pp +1.9 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 24.2 5.2% 5 +0.1 pp -3.1 pp -3.0 pp -0.8 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 24.2 8.7% 6 +0.4 pp -0.2 pp +0.3 pp +3.5 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 23.8 4.7% 5 +0.5 pp +0.8 pp +0.9 pp +2.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 23.5 9.6% 5 +0.5 pp -2.8 pp -2.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 23.0 5.4% 5 +0.4 pp -0.5 pp -0.5 pp +0.8 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 23.0 9.1% 5 +0.2 pp +0.4 pp +2.7 pp +3.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 22.9 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 22.8 1.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 22.4 2.3% 5 +1.2 pp +1.2 pp +1.4 pp +1.5 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 22.2 2.6% 5 +0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 22.1 1.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 22.0 5.1% 5 +0.2 pp +0.7 pp +1.1 pp +1.7 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 21.8 2.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 21.7 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 21.4 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 21.0 2.4% 5 +0.2 pp -0.3 pp -0.3 pp -0.7 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 20.8 5.9% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 20.8 8.5% 5 +1.0 pp +3.3 pp +3.5 pp +3.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 20.5 6.5% 5 +1.2 pp -0.6 pp -0.4 pp +1.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 20.4 2.2% 5 -0.0 pp +0.0 pp +2.0 pp +2.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 20.3 0.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 20.2 1.0% 5 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 20.1 5.5% 5 +0.1 pp -1.9 pp -1.7 pp -0.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 20.1 1.6% 5 -0.2 pp -0.6 pp -1.6 pp -1.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 20.0 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 19.8 1.5% 5 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 19.8 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 19.6 5.5% 5 +0.1 pp -1.1 pp -1.2 pp -0.1 pp
☆HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 19.6 11.9% 2 -0.3 pp +11.9 pp +11.9 pp +11.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 19.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 19.1 6.6% 5 +0.4 pp +1.3 pp +3.7 pp +4.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 19.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 19.0 2.2% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 18.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 18.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 18.4 6.3% 2 +6.1 pp +6.3 pp +6.3 pp +6.3 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 18.0 8.9% 5 +1.6 pp +3.8 pp +4.5 pp +7.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.9 0.3% 7 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 17.9 4.3% 4 +0.1 pp -0.7 pp -0.3 pp +4.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 17.7 1.9% 5 +0.2 pp -0.6 pp -0.4 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 17.2 4.9% 5 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 17.2 2.5% 2 +2.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 17.1 4.4% 5 +0.8 pp -0.5 pp +0.6 pp +2.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 16.9 0.4% 6 +0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 16.7 2.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 16.5 1.7% 5 +0.2 pp +0.2 pp +0.5 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 16.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 16.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 16.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 16.1 4.6% 3 +1.8 pp +4.0 pp +4.6 pp +4.6 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 16.0 14.4% 2 +6.9 pp +14.4 pp +3.7 pp +14.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 16.0 5.0% 3 +2.9 pp +4.6 pp +5.0 pp +5.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.9 1.6% 5 +0.1 pp -0.4 pp -0.6 pp -0.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 15.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 15.5 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 15.5 3.6% 5 +0.1 pp -0.7 pp -0.7 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 15.3 3.2% 5 +0.0 pp -0.4 pp -0.3 pp +0.2 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 15.2 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 15.1 4.3% 5 +1.0 pp +0.7 pp +0.5 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 15.1 0.4% 5 +0.0 pp -0.1 pp -0.5 pp -0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 15.1 3.0% 4 +0.2 pp +0.8 pp +2.9 pp +3.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 15.0 3.6% 5 +0.3 pp -0.2 pp +1.1 pp +0.3 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 14.9 6.4% 5 +0.4 pp +0.6 pp +1.2 pp +6.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 14.7 9.3% 5 +1.6 pp +1.3 pp +1.7 pp +1.8 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 14.4 3.0% 4 +0.4 pp +1.9 pp +2.8 pp +3.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 14.3 4.0% 5 +0.3 pp +0.3 pp +0.7 pp +0.9 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 14.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 14.0 4.8% 1 +4.8 pp +2.1 pp +4.8 pp +4.8 pp
☆ADE, LLC CIK 0001845950 0.661 93 14.0 5.9% 3 +0.5 pp +1.2 pp +5.9 pp +5.9 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 13.9 3.5% 2 +1.9 pp +3.5 pp +3.5 pp +3.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.8 2.1% 5 +0.6 pp +0.3 pp +0.3 pp +0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 13.6 1.2% 5 -0.2 pp -0.5 pp -0.5 pp -0.2 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 13.4 4.8% 5 +0.1 pp -1.1 pp -0.5 pp +0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 13.2 3.0% 5 +0.4 pp -0.4 pp -0.1 pp +0.7 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 12.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 12.7 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 12.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 12.4 10.5% 5 -0.1 pp -0.3 pp +2.0 pp +1.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 12.4 2.8% 5 +1.1 pp +0.7 pp +0.8 pp +1.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 12.3 0.9% 5 -0.3 pp -0.2 pp +0.7 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.2 0.2% 5 -0.0 pp +0.2 pp -0.1 pp +0.2 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 12.2 2.5% 5 +0.1 pp -0.6 pp -0.3 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 12.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 11.9 3.4% 5 -0.6 pp -1.0 pp -1.0 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 11.8 2.5% 5 +0.7 pp +0.9 pp +1.6 pp +1.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 11.8 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 11.6 8.2% 2 +0.3 pp +8.2 pp +8.2 pp +8.2 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 11.5 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 11.4 4.8% 5 +0.2 pp -1.0 pp -1.0 pp -0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 11.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 11.3 3.5% 4 -0.8 pp -1.2 pp +0.5 pp +3.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.1 0.3% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 11.1 2.5% 4 +0.2 pp +0.2 pp +0.3 pp +2.5 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 11.0 2.6% 5 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.0 1.3% 4 +0.1 pp -0.0 pp +0.2 pp +1.3 pp
☆FCG Investment Co CIK 0002011697 0.075 118 11.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Town Capital LLC CIK 1871352 0.216 75 10.9 6.9% 2 -0.0 pp +6.9 pp +6.9 pp +6.9 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 10.9 7.1% 5 +0.5 pp +3.5 pp +6.1 pp +6.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.8 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 10.7 4.0% 6 -0.6 pp +0.1 pp +0.4 pp +0.2 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 10.7 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 10.6 3.1% 5 +0.4 pp +0.5 pp +0.7 pp +1.3 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 10.3 6.2% 5 +0.4 pp +0.2 pp +0.3 pp +0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 10.3 1.5% 5 -0.1 pp -0.4 pp -0.7 pp -0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.3 1.0% 5 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 10.2 6.9% 3 +0.9 pp +0.4 pp +6.9 pp +6.9 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 10.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 10.0 1.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 10.0 0.5% 5 +0.0 pp -0.1 pp +0.4 pp +0.5 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 10.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 10.0 3.9% 6 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 9.9 1.3% 4 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 9.8 2.5% 5 -0.3 pp -1.1 pp -1.0 pp -1.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 9.8 6.8% 4 -4.1 pp -4.6 pp +1.4 pp +6.8 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 9.6 4.4% 5 +0.2 pp -0.7 pp -0.8 pp +0.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 9.6 0.2% 4 +0.0 pp -1.3 pp -1.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 9.6 0.6% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 9.6 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 9.5 8.0% 2 +0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 9.4 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 9.3 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 9.2 4.8% 5 +0.2 pp -0.7 pp -0.6 pp -0.4 pp
☆CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 9.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 9.1 4.1% 5 +0.3 pp -0.7 pp -1.0 pp -0.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 9.1 1.7% 5 -0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 9.0 2.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 9.0 3.0% 5 +0.5 pp +0.5 pp +0.7 pp +1.2 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 8.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 8.9 1.6% 5 +0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 8.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.9 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 8.7 2.4% 5 +0.1 pp -0.2 pp +1.6 pp +2.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 8.7 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.6 0.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 8.6 2.3% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 8.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 8.5 7.2% 2 +0.2 pp +7.2 pp +7.2 pp +7.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 8.4 2.7% 5 -0.2 pp -0.5 pp -0.6 pp -0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 8.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 8.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 8.2 2.8% 5 -0.1 pp -0.5 pp -0.6 pp -0.6 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 8.2 3.8% 5 -1.5 pp -0.3 pp -0.6 pp -1.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 8.2 5.9% 5 +0.4 pp +0.2 pp +0.3 pp +0.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.1 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 8.1 1.8% 7 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 8.1 3.3% 5 +0.3 pp +0.1 pp +0.0 pp -0.5 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 8.0 2.8% 5 +1.1 pp +1.7 pp +2.2 pp +2.3 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 8.0 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 7.8 4.3% 5 +0.4 pp +0.4 pp +0.4 pp +1.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 7.8 4.4% 5 +0.1 pp -0.9 pp -0.9 pp -0.3 pp
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☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.6 0.4% 7 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 7.5 1.1% 5 +0.1 pp -0.4 pp +0.0 pp -0.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 7.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 7.4 2.3% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 7.3 1.0% 5 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.2 1.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 7.2 2.8% 5 +2.6 pp +2.6 pp +2.6 pp +1.8 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 7.2 3.7% 7 +0.2 pp +2.1 pp +2.5 pp +2.5 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 7.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Bull Harbor Capital LLC CIK 0002135047 0.081 552 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 7.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 7.0 2.6% 5 +0.1 pp -0.2 pp -0.3 pp -0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 7.0 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 6.9 1.7% 5 +0.2 pp +0.2 pp +0.7 pp +1.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 6.9 1.1% 3 -0.6 pp -0.2 pp +1.1 pp +1.1 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 6.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 6.9 0.7% 3 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
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☆Intentional Wealth Strategies, LLC CIK 0002119881 0.154 68 6.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 6.7 1.2% 5 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.6 3.5% 5 +0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 6.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 6.4 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 6.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 6.2 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 6.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆Payne Capital LLC CIK 0002094426 0.375 59 6.1 5.1% 3 +0.3 pp -1.6 pp +5.1 pp +5.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 6.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 6.0 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.9 1.9% 5 +0.1 pp -0.3 pp -0.3 pp -0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 5.7 3.0% 5 +0.1 pp +0.1 pp +1.8 pp +2.4 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.8 1.4% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 4.6 1.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 4.5 1.0% 3 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆ARWA LLC CIK 0002113621 0.167 139 3.4 1.4% 2 +1.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 3.1 1.7% 3 +0.5 pp +1.1 pp +1.7 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 3.0 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 2.8 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.7 0.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.1 pp
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☆Vantus Wealth LLC CIK 0002109783 0.080 236 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 2.6 0.8% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 2.6 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.6 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.6 0.5% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 2.5 1.4% 5 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.5 1.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 2.5 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 2.5 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 2.4 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.4 0.8% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 2.4 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 2.4 1.1% 5 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 2.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 2.2 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.0 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 2.0 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.9 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.9 1.8% 5 +0.4 pp +0.6 pp +1.1 pp +1.4 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.8 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.8 2.2% 3 -0.5 pp -1.8 pp +2.2 pp +2.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.8 0.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.8 0.5% 5 -0.0 pp -0.4 pp -0.3 pp -0.2 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.8 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.6 0.4% 5 +0.1 pp +0.2 pp -0.1 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.6 1.6% 5 +0.1 pp +0.1 pp -0.7 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 1.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.6 0.1% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.5 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 1.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.4 0.4% 5 +0.0 pp -0.6 pp -0.3 pp -1.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.4 0.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.4 0.4% 5 +0.0 pp +0.0 pp -0.5 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.3 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 1.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.2 0.4% 2 -1.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ASL Financial, LLC CIK 0002105933 0.440 99 1.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.2 0.6% 5 +0.0 pp -1.7 pp -1.5 pp -1.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Roxbury Financial LLC CIK 0002054149 0.185 410 1.1 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vident Advisory, LLC CIK 0001744347 0.597 1911 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cadia Private Client LLC CIK 0002135817 0.358 76 1.0 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 1.0 0.6% 4 -0.1 pp -0.1 pp +0.1 pp +0.6 pp
☆Vavra Capital Management, LLC CIK 0002106605 0.759 22 1.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.0 0.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Financial Designs Corp CIK 0001561383 0.764 41 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.0 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.9 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.9 0.7% 6 -0.0 pp -0.4 pp -0.6 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.9 0.5% 4 -0.3 pp -0.5 pp -0.3 pp +0.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆VestGen Investment Management CIK 0001511739 0.060 218 0.8 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
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☆Advisor OS, LLC CIK 0001767580 0.509 586 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 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 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -4.9 pp -5.5 pp -5.5 pp -4.7 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp -0.3 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.5 pp -0.1 pp -0.1 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
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.9 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 -0.2 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -1.4 pp -1.9 pp -1.8 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -2.3 pp -2.4 pp -2.5 pp -2.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -1.8 pp -1.7 pp -1.6 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -1.0 pp -1.2 pp -1.0 pp -0.8 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -1.4 pp -1.1 pp -0.7 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.1 pp -1.1 pp -0.9 pp -0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -5.7 pp -5.5 pp -4.7 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
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☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.9 pp -0.8 pp -0.5 pp -0.4 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -1.6 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 -0.1 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 DYNF). Qtrs Held counts distinct quarters this fund has actually held DYNF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DYNF position size. Δ columns are the percentage-point change in DYNF'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