Signals

← Signals

☆ETHA

613 in-universe funds with a nonzero position in ETHA within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-04 8-K Item(s) 8.01, 9.01
2026-03-31 8-K Item(s) 5.02
2025-04-08 8-K Item(s) 1.01, 9.01
2024-09-19 8-K Item(s) 1.01, 9.01

Flow ranking

Rank#701
Score / z0.179 / 0.24
Consensus168.53 over 338 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+37% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 8.01, 9.01
2026-03-31 8-K 5.02
2025-04-08 8-K 1.01, 9.01
2024-09-19 8-K 1.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 613.5 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 562.8 0.4% 3 -0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 277.2 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 163.2 0.8% 3 -1.5 pp +0.2 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 133.4 0.2% 3 -0.6 pp -0.1 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 97.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARVARD MANAGEMENT CO INC CIK 0001082621 0.000 19 86.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 81.5 0.4% 3 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 63.8 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 50.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 47.6 0.7% 3 -3.1 pp +0.5 pp +0.7 pp +0.7 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 41.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 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 34.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 33.2 0.2% 2 -1.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Yong Rong (HK) Asset Management Ltd CIK 0001738071 0.000 7 32.9 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 31.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 31.3 12.0% 3 -0.3 pp +1.7 pp +12.0 pp +12.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 27.6 4.0% 3 -1.8 pp -0.0 pp +4.0 pp +4.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 26.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 24.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 23.7 0.0% 3 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 21.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 19.3 0.0% 4 +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 15.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 13.6 1.7% 3 -0.0 pp +0.9 pp +1.7 pp +1.7 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 12.9 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 11.9 0.7% 3 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆All-Stars Investment Ltd CIK 0001633603 0.878 11 9.9 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 9.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 9.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 7.0 3.9% 3 -1.2 pp +0.7 pp +3.9 pp +3.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 6.7 0.2% 3 -0.4 pp -0.1 pp +0.2 pp +0.2 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 6.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.5 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.3 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Tikvah Management LLC CIK 0001606477 0.787 19 6.2 1.6% 3 -0.7 pp -0.8 pp +1.6 pp +1.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 4.9 1.1% 3 -0.5 pp +0.0 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 4.3 1.4% 2 -0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 3.6 1.1% 3 -1.3 pp +0.6 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.4 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.2 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Alpine Fox Capital LLC CIK 0002096493 0.739 18 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 3.1 1.6% 5 -0.1 pp -1.2 pp +0.1 pp -0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.1 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 3.0 0.1% 2 -1.8 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 2.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 2.5 1.2% 3 -0.6 pp +0.0 pp +1.2 pp +1.2 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 2.4 0.9% 3 -0.3 pp +0.1 pp +0.9 pp +0.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 2.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NWI MANAGEMENT LP CIK 0001103887 0.216 49 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 2.2 0.4% 3 -0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 3 -0.0 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 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 1.8 0.8% 3 -0.3 pp +0.0 pp +0.8 pp +0.8 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aragon Global Management, LP CIK 0001991518 0.196 23 1.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 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 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.4 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.3 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deuterium Capital Management, LLC CIK 0001860487 0.426 24 1.3 1.9% 3 +0.5 pp +0.8 pp +1.9 pp +1.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.3 0.1% 3 -0.5 pp -0.2 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Rakuten Group, Inc. CIK 0001294591 0.971 5 1.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.2 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.2 0.2% 4 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 1.2 1.5% 2 -0.5 pp +1.5 pp +0.8 pp +1.5 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Fung Group Holdings Ltd CIK 0001782539 0.335 25 1.1 1.0% 2 -1.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 1.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telligent Fund, LP CIK 0001470723 0.205 23 1.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warm Springs Advisors Inc. CIK 0002057078 0.195 45 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Franchise Capital Ltd CIK 0001859388 0.813 30 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mint Tower Capital Management B.V. CIK 0001666606 0.159 342 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 -8.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -2.1 pp -1.3 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kedalion Capital Management LLP CIK 0002041209 0.814 3 0.0 0.0% 0 -0.8 pp -0.4 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 0.0 0.0% 0 -5.4 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 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
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Asset Investments & Management Holdings (HK) Ltd CIK 0001583672 0.373 17 0.0 0.0% 0 -1.4 pp -1.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 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
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NKCFO LLC CIK 0001757282 0.145 92 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -8.6 pp -12.4 pp +0.0 pp +0.0 pp
☆MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 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 ETHA). Qtrs Held counts distinct quarters this fund has actually held ETHA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ETHA position size. Δ columns are the percentage-point change in ETHA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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