Signals

← Signals

☆ESGU

752 in-universe funds with a nonzero position in ESGU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#573
Score / z0.290 / 0.35
Consensus235.85 over 421 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 1,768.1 0.1% 2 +0.0 pp +0.1 pp +0.1 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 1,357.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 844.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 745.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 565.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 316.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 306.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 299.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 268.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 245.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 141.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 128.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 93.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 89.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 74.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 48.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 45.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 42.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 41.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 39.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 37.7 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 37.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 35.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 34.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 31.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 24.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 23.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 23.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 23.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 21.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 20.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 18.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 17.5 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 16.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 13.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 13.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 13.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 12.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 12.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 11.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 11.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 10.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 10.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 10.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 9.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 9.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 8.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 6.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 6.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 5.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 4.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.4 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 1 +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
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 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% 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
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.3 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 ESGU). Qtrs Held counts distinct quarters this fund has actually held ESGU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESGU position size. Δ columns are the percentage-point change in ESGU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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