Signals

← Signals

☆EMLP

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

Flow ranking

Rank#15583
Score / z0.000 / -0.02
Consensus142.53 over 271 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆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 793.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 186.8 3.0% 4 +0.6 pp +0.5 pp -1.2 pp +3.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 122.5 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 122.5 2.7% 4 +0.3 pp +0.1 pp -0.1 pp +2.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 114.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 108.1 1.7% 4 +0.2 pp +0.2 pp +0.0 pp +1.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 104.7 0.0% 4 +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 104.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 89.4 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 80.1 4.8% 4 +3.6 pp +1.2 pp +0.9 pp +4.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 47.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 43.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 41.9 4.5% 4 +2.1 pp +2.0 pp +0.4 pp +4.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 37.5 4.0% 4 -0.1 pp -0.3 pp -0.2 pp +4.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 30.1 4.2% 4 +0.6 pp +0.7 pp +0.3 pp +4.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 27.8 1.7% 4 +0.2 pp +0.2 pp +0.1 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 20.7 4.6% 4 +0.7 pp +0.6 pp +0.6 pp +4.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 17.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 13.9 1.6% 4 +0.9 pp +0.1 pp -0.1 pp +1.6 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 13.0 5.3% 4 +1.2 pp +1.6 pp +0.4 pp +5.3 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 12.8 1.6% 4 +0.2 pp +0.2 pp +0.1 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.5 0.0% 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 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 9.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 9.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 8.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 8.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 8.5 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 7.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 7.1 2.4% 4 +1.0 pp +1.0 pp +0.9 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.6 1.3% 4 +0.0 pp -0.2 pp -0.7 pp +1.3 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 6.5 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.2 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.8 1.7% 4 +0.4 pp +0.4 pp +0.2 pp +1.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 0.7% 4 +0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 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 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 3.6 1.9% 4 +0.2 pp +0.1 pp -0.0 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.5 0.6% 4 -0.2 pp -0.2 pp +0.0 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 3.2 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 3.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 3.0 2.5% 4 +1.3 pp +1.3 pp +0.6 pp +2.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.5 0.6% 4 -0.0 pp -0.0 pp -0.5 pp +0.6 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 2.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.3 1.0% 4 +0.2 pp +0.1 pp +0.1 pp +1.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 2.1 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.9 0.3% 4 +0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.9 0.5% 4 +0.1 pp +0.0 pp -0.1 pp +0.5 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.9 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.4 1.4% 4 +0.2 pp +0.2 pp +0.0 pp +1.4 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.4 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 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 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.2 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 1.2 0.4% 4 +0.1 pp +0.1 pp -3.7 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 1.1 0.1% 4 -0.0 pp -1.1 pp -1.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.0 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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 -0.1 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -2.6 pp -3.5 pp -3.9 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 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
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 -2.2 pp -2.4 pp -2.6 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.4 pp -1.0 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
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 0.0 0.0% 0 -0.6 pp -0.7 pp -0.9 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 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
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.2 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 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 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 EMLP). Qtrs Held counts distinct quarters this fund has actually held EMLP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMLP position size. Δ columns are the percentage-point change in EMLP'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