Signals

← Signals

☆EFAV

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

Flow ranking

Rank#16802
Score / z0.000 / -0.02
Consensus182.10 over 334 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 641.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 320.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 320.1 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 231.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 146.6 4.9% 5 -1.0 pp -0.9 pp -1.6 pp -1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 96.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 90.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 68.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 64.0 2.3% 5 -0.2 pp -0.3 pp +0.5 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.6 0.1% 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 57.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.5 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 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 37.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 33.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Amundi CIK 0001330387 0.000 1 32.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 32.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 29.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 26.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 20.1 3.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.4 0.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 18.0 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 16.3 3.8% 5 -0.5 pp -0.5 pp -0.5 pp -0.9 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 14.9 2.4% 5 -0.4 pp -0.1 pp -0.3 pp -6.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 14.0 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 13.7 0.7% 5 -0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 13.4 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 13.0 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 12.2 0.3% 5 -0.0 pp -0.3 pp +0.2 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 11.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -1.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.9 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.1 0.0% 5 -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 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 8.3 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 7.4 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 7.4 6.4% 2 -1.0 pp +6.4 pp +6.4 pp +6.4 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 7.0 1.2% 5 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.7 0.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 6.1 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 6.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.8 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 5.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.5 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 5.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 5.2 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 4.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 4.8 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 4.5 1.2% 5 -0.3 pp -0.4 pp -7.7 pp -8.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.5 1.1% 5 -0.2 pp -0.1 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 3.3 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.3 1.1% 5 -0.4 pp -0.4 pp -0.5 pp -0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 3.2 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.0 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 2.7 1.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.7 1.1% 5 -0.4 pp +0.2 pp -0.2 pp -0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 2.7 0.9% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 2.7 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 2.5 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 2.4 0.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 2.3 1.0% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.9 0.9% 5 -0.1 pp -0.1 pp -0.3 pp -2.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.8 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 1.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 1.4 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 1.4 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.3 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.3 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.2% 6 -0.5 pp -0.1 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 5 -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 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 1.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.8 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Portland Financial Advisors Inc CIK 0002054942 0.138 89 0.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆COWA, LLC CIK 0001844480 0.512 181 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 0.6 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creekside Partners CIK 0002035951 0.343 193 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆EWA, LLC CIK 0001835252 0.457 332 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 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
☆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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.0 0.0% 0 -0.1 pp -0.1 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.5 pp -0.8 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -2.1 pp -2.4 pp -2.8 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 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 EFAV). Qtrs Held counts distinct quarters this fund has actually held EFAV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFAV position size. Δ columns are the percentage-point change in EFAV'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