Signals

← Signals

☆FBND

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

Flow ranking

Rank#38
Score / z5.236 / 4.72
Consensus286.05 over 566 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest-51% / 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

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 1,619.1 0.1% 6 +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 670.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 660.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 484.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 465.8 4.1% 4 +0.1 pp -0.0 pp -0.5 pp +4.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 357.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 340.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 310.3 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 307.6 5.8% 4 +0.5 pp -0.5 pp -0.5 pp +5.8 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 296.6 7.8% 4 +1.8 pp +3.4 pp +3.4 pp +7.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 284.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 228.8 3.9% 5 +0.9 pp +1.9 pp +2.3 pp +2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 222.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 210.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 198.2 2.0% 4 +0.0 pp +0.1 pp +0.1 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 191.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 184.1 8.9% 4 +0.2 pp +0.4 pp +1.6 pp +8.9 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 182.7 3.2% 4 -0.1 pp -0.2 pp -0.5 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 181.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 176.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 159.7 9.3% 4 +0.2 pp +0.5 pp +0.5 pp +9.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 143.8 3.8% 4 +0.6 pp +0.0 pp +0.1 pp +3.8 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 135.9 9.8% 4 +0.2 pp +0.4 pp -0.0 pp +9.8 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 130.4 6.3% 4 -0.1 pp -0.0 pp +1.0 pp +6.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 129.7 4.0% 4 +0.3 pp +0.3 pp -0.0 pp +4.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 128.6 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 121.9 2.2% 4 -0.5 pp -0.5 pp -0.6 pp +2.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 109.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 103.5 6.0% 4 +0.5 pp +0.8 pp +0.9 pp +6.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 101.6 8.0% 4 +0.1 pp +0.1 pp -0.2 pp +8.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 98.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 90.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 87.9 8.4% 4 +0.7 pp +1.2 pp +0.8 pp +8.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 83.2 2.0% 4 +0.3 pp +0.4 pp +0.5 pp +2.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 78.1 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 73.3 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 69.5 1.4% 4 -0.0 pp -0.0 pp -0.0 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 68.9 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 68.7 4.7% 4 -0.6 pp -0.6 pp -0.8 pp +4.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 62.0 1.5% 4 -0.0 pp -0.5 pp -0.3 pp +1.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 60.4 0.7% 4 +0.5 pp +0.6 pp +0.6 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 59.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 59.1 3.1% 4 +0.2 pp +0.4 pp +0.5 pp +3.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 57.9 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 57.7 1.1% 4 -0.2 pp +0.1 pp -0.4 pp +1.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 57.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 56.6 0.5% 4 -0.2 pp -0.1 pp -0.1 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 55.8 0.9% 4 +0.0 pp +0.1 pp +0.6 pp +0.9 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 53.9 5.6% 3 +1.9 pp +5.0 pp +5.6 pp +5.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 53.1 4.2% 4 -0.0 pp -0.5 pp +0.4 pp +4.2 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 52.3 10.1% 4 -0.3 pp -0.5 pp -0.8 pp +10.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 51.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 49.8 7.2% 4 +0.1 pp -0.2 pp -0.7 pp +7.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 48.7 6.5% 4 +0.2 pp +0.1 pp -0.2 pp +6.5 pp
☆Navalign, LLC CIK 0001820593 0.504 132 47.0 11.9% 4 +0.7 pp +0.4 pp +0.5 pp +11.9 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 46.6 8.9% 4 +0.4 pp +0.8 pp +0.7 pp +8.9 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 46.5 12.9% 4 +0.3 pp +0.4 pp +0.1 pp +12.9 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 46.4 6.9% 4 -0.1 pp +3.1 pp +3.0 pp +6.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 44.2 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 41.3 24.4% 4 -4.9 pp -5.1 pp -6.3 pp +24.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 41.2 0.6% 4 -0.1 pp -0.1 pp -0.3 pp +0.6 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 41.1 3.3% 4 +0.2 pp +0.1 pp +0.3 pp +3.3 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 40.8 7.8% 4 +0.5 pp +0.5 pp +0.6 pp +7.8 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 39.8 7.4% 6 +0.0 pp +0.5 pp +0.8 pp +0.7 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 39.7 9.4% 4 +1.6 pp +1.7 pp +1.2 pp +9.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 38.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 38.5 5.2% 4 +0.2 pp +0.0 pp +0.4 pp +5.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 38.1 2.3% 2 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 37.9 14.1% 4 +0.9 pp +1.0 pp -0.5 pp +14.1 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 37.4 3.1% 4 +0.3 pp +0.1 pp +0.0 pp +3.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 36.7 1.4% 4 +0.1 pp +0.0 pp +0.0 pp +1.4 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 36.3 7.7% 4 +0.2 pp -0.2 pp +0.3 pp +7.7 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 36.2 3.5% 4 +0.1 pp +0.4 pp +0.2 pp +3.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 35.9 2.7% 4 +1.1 pp +1.0 pp +0.9 pp +2.7 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 35.8 4.6% 4 +0.2 pp +0.2 pp +0.2 pp +4.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 35.7 1.4% 4 +0.1 pp +0.4 pp -0.6 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 35.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 35.0 2.6% 4 +0.0 pp +0.0 pp -0.0 pp +2.6 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 35.0 7.2% 4 -0.5 pp -0.4 pp -0.6 pp +7.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 34.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 34.6 1.1% 4 +0.1 pp +0.1 pp +0.3 pp +1.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 34.2 1.0% 4 +0.0 pp +0.2 pp +0.3 pp +1.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 34.1 6.7% 4 +0.3 pp +0.8 pp +0.7 pp +6.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 33.5 2.5% 4 +0.1 pp +0.3 pp +0.3 pp +2.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 32.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 31.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 31.3 5.0% 4 -1.0 pp -0.9 pp -1.0 pp +5.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 30.9 1.9% 4 +0.1 pp +0.7 pp +0.3 pp +1.9 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 30.8 4.3% 4 +0.1 pp +3.9 pp +3.9 pp +4.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 30.6 3.5% 4 +0.0 pp +0.3 pp +0.6 pp +3.5 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 30.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 30.2 10.5% 4 -0.1 pp -0.2 pp -0.2 pp +10.5 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 29.8 5.3% 4 -0.4 pp +3.4 pp +3.3 pp +5.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 29.7 10.0% 4 -1.0 pp -1.2 pp -1.8 pp +10.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 29.6 1.8% 4 +0.2 pp +0.1 pp +0.3 pp +1.8 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 29.4 1.5% 4 +0.2 pp +0.2 pp +0.1 pp +1.5 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 29.0 3.7% 4 -0.0 pp +0.3 pp +0.4 pp +3.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 28.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 28.5 7.7% 4 -0.8 pp +0.6 pp +0.8 pp +7.7 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 28.5 4.8% 4 +0.1 pp +0.0 pp -0.1 pp +4.8 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 28.3 3.7% 4 +0.3 pp +0.8 pp +0.9 pp +3.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 28.1 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 28.1 8.2% 4 +0.0 pp -2.1 pp -2.5 pp +8.2 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 28.1 16.7% 3 +1.6 pp +1.2 pp +16.7 pp +16.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 27.6 6.9% 4 +1.6 pp +4.7 pp +4.7 pp +6.9 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 26.8 8.0% 6 -0.0 pp +0.1 pp -0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 26.8 1.7% 4 +0.1 pp +0.5 pp +1.5 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 26.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 26.5 5.5% 4 +0.2 pp +1.0 pp +0.8 pp +5.5 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 26.4 14.4% 4 +0.1 pp +0.2 pp +0.0 pp +14.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 26.3 7.7% 4 +0.9 pp +0.8 pp +0.7 pp +7.7 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 26.1 6.4% 4 +0.1 pp -0.3 pp -0.6 pp +6.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 25.6 9.2% 4 +0.6 pp +7.2 pp +7.3 pp +9.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.0 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 24.7 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 24.3 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 24.2 1.1% 5 +0.2 pp +0.3 pp +0.1 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 24.0 1.8% 4 -0.0 pp +0.2 pp +0.1 pp +1.8 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 23.8 5.1% 4 +0.3 pp +0.5 pp +0.4 pp +5.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 23.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 23.2 2.1% 4 +0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆Catawba River Capital CIK 0001843303 0.467 24 22.9 11.0% 4 +6.1 pp +6.0 pp +5.4 pp +11.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 22.9 6.1% 4 -0.2 pp -0.2 pp -0.3 pp +6.1 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 22.6 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 22.4 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 21.8 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 21.4 17.8% 4 +0.9 pp +2.1 pp +3.8 pp +17.8 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 20.3 4.9% 4 +0.3 pp +0.3 pp +0.7 pp +4.9 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 20.3 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 20.2 4.9% 4 +0.4 pp +0.7 pp +0.9 pp +4.9 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 20.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 19.4 0.8% 4 +0.5 pp +0.7 pp +0.7 pp +0.8 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 19.2 4.9% 3 -0.1 pp +0.3 pp +4.9 pp +4.9 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 19.2 2.3% 4 +0.1 pp +0.1 pp -0.0 pp +2.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 18.7 5.6% 4 +0.1 pp -0.9 pp -1.0 pp +5.6 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 18.6 8.1% 6 +0.4 pp +1.3 pp +1.4 pp +1.2 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 18.6 6.2% 4 +0.3 pp +0.2 pp +1.2 pp +6.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 18.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 18.4 1.3% 3 +0.2 pp -0.6 pp +1.3 pp +1.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 18.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 18.1 6.5% 4 +0.1 pp +0.1 pp +0.1 pp +6.5 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 18.0 9.9% 4 +0.5 pp +0.4 pp -0.0 pp +9.9 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 18.0 3.7% 4 +0.2 pp +0.4 pp +3.2 pp +3.7 pp
☆tru Independence LLC CIK 0001785445 0.641 108 18.0 8.9% 4 +4.5 pp +4.8 pp +4.7 pp +8.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 17.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.7 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 17.7 5.9% 4 +0.2 pp +0.9 pp +0.9 pp +5.9 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 17.6 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 17.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 17.1 3.6% 4 +0.1 pp +0.0 pp -0.0 pp +3.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 17.1 2.1% 4 +2.0 pp +2.0 pp +2.0 pp +2.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 17.0 2.0% 4 -0.1 pp -0.1 pp -0.2 pp +2.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 17.0 4.7% 4 -0.3 pp -0.5 pp -3.1 pp +4.7 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 17.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 17.0 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 16.9 8.7% 4 +1.7 pp +1.4 pp +0.9 pp +8.7 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 16.7 4.4% 4 +0.1 pp +0.1 pp +0.2 pp +4.4 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 16.7 9.6% 4 -0.1 pp -0.3 pp -0.1 pp +9.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 16.4 1.2% 4 +0.1 pp +0.2 pp +0.1 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 16.3 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 16.3 7.7% 4 +0.1 pp +0.5 pp +0.1 pp +7.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.2 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 16.1 4.4% 4 -0.5 pp -0.6 pp -1.2 pp +4.4 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 16.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 15.1 5.3% 4 +0.1 pp +0.1 pp +4.8 pp +5.3 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 15.0 2.2% 4 -0.0 pp -0.1 pp -0.1 pp +2.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 14.9 1.6% 4 +0.2 pp +0.2 pp +0.2 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 14.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 14.5 2.0% 4 +0.2 pp +0.1 pp -0.0 pp +2.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 14.4 7.7% 4 -0.4 pp +0.5 pp +6.2 pp +7.7 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 14.3 8.3% 4 +0.1 pp -0.2 pp -0.3 pp +8.3 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 14.3 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 14.3 4.5% 4 -0.0 pp -1.1 pp -1.5 pp +4.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 14.2 0.9% 4 +0.3 pp +0.4 pp +0.4 pp +0.9 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 14.0 8.3% 4 -2.0 pp -2.0 pp +7.7 pp +8.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 13.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 13.8 3.5% 4 +0.7 pp +0.9 pp +0.9 pp +3.5 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 13.6 5.6% 6 +0.9 pp +1.0 pp +0.9 pp -0.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 13.6 0.7% 1 +0.7 pp -0.8 pp -0.2 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 13.5 5.1% 4 +0.5 pp +0.5 pp +0.4 pp +5.1 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 13.0 6.9% 4 +0.4 pp -0.1 pp -0.3 pp +6.9 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 13.0 7.7% 4 +0.1 pp +0.9 pp +0.9 pp +7.7 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 13.0 15.5% 4 +1.2 pp +3.2 pp +2.8 pp +15.5 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 12.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 12.5 3.0% 4 -0.1 pp +0.0 pp +0.1 pp +3.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 12.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 12.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 12.2 7.3% 3 -0.6 pp +0.3 pp +7.3 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 12.1 0.6% 3 -0.4 pp -0.2 pp +0.6 pp +0.6 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 12.1 8.4% 3 +1.3 pp +1.8 pp +8.4 pp +8.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 12.0 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 11.7 3.1% 4 -0.2 pp -0.1 pp -0.2 pp +3.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 11.5 4.7% 4 +0.1 pp +0.0 pp -0.2 pp +4.7 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 11.5 11.5% 3 -0.2 pp -5.6 pp +11.5 pp +11.5 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 11.5 5.0% 4 -0.1 pp -0.4 pp -0.8 pp +5.0 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 11.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 11.4 3.8% 4 +0.1 pp +0.1 pp -0.1 pp +3.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.2 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 11.0 1.4% 4 -0.2 pp -0.4 pp -0.4 pp +1.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.8 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 10.8 8.1% 4 -2.3 pp -3.0 pp -3.0 pp +8.1 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 10.8 2.2% 4 +0.2 pp +0.4 pp +0.5 pp +2.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 10.7 3.9% 4 -0.8 pp -5.5 pp -5.8 pp +3.9 pp
☆STEPH & CO CIK 0000941519 0.731 283 10.7 3.1% 4 -0.5 pp -0.5 pp -0.4 pp +3.1 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 10.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 10.2 5.2% 5 -0.2 pp +1.1 pp +1.3 pp +1.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 9.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 9.8 2.1% 4 -11.8 pp -10.0 pp -9.6 pp +2.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 9.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.6 0.3% 4 +0.2 pp +0.1 pp +0.0 pp +0.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.4 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 9.0 4.7% 4 +0.2 pp +0.2 pp -0.8 pp +4.7 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 8.9 4.8% 4 +0.1 pp +1.8 pp +1.6 pp +4.8 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.9 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 8.9 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.732 29 8.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.8 1.3% 4 +0.1 pp +0.2 pp +0.4 pp +1.3 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 8.7 3.0% 4 -0.3 pp -0.5 pp -0.8 pp +3.0 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 8.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.5 0.4% 4 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 8.5 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 8.4 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 8.3 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.3 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.2 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 8.1 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 8.1 3.3% 4 +0.1 pp -0.0 pp -0.4 pp +3.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.9 2.1% 4 -0.2 pp -0.2 pp -0.2 pp +2.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 7.8 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 7.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.6 2.1% 4 -0.1 pp -0.3 pp -0.8 pp +2.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 7.5 5.1% 3 -0.1 pp -0.0 pp +5.1 pp +5.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.0% 4 +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 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 7.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 7.4 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.3 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.3 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 7.2 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 7.1 1.2% 4 -0.3 pp -0.2 pp -0.3 pp +1.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.0 2.5% 4 -0.0 pp +0.4 pp +0.6 pp +2.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.8 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 6.7 3.6% 4 +0.1 pp -0.1 pp -0.1 pp +3.6 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 6.7 2.2% 3 +0.4 pp +0.5 pp +2.2 pp +2.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 6.4 3.3% 4 +1.5 pp +1.7 pp +2.4 pp +3.3 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 6.4 4.3% 4 -0.3 pp -0.4 pp -0.6 pp +4.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.4 0.9% 4 -0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.2 0.3% 4 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Keenan, LLC CIK 0002111703 0.676 45 6.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.0 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 5.9 1.6% 4 +0.3 pp +0.7 pp +1.3 pp +1.6 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 5.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 5.9 1.3% 4 +0.2 pp +0.3 pp +0.4 pp +1.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.9 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 5.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.019 351 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 5.8 4.0% 4 +0.6 pp +0.4 pp +0.1 pp +4.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 5.7 2.1% 4 +0.0 pp +0.7 pp +0.7 pp +2.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 5.7 2.3% 4 -0.0 pp +0.1 pp +0.1 pp +2.3 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 5.6 4.7% 5 +0.4 pp +0.4 pp +1.5 pp +2.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 5.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 5.5 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 5.5 1.7% 4 +0.4 pp +0.8 pp +1.2 pp +1.7 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 5.3 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 5.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.3 1.8% 4 -0.8 pp -2.0 pp -7.2 pp +1.8 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.3 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 5.3 1.1% 4 -0.1 pp -0.2 pp -0.5 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.3 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 5.1 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 5.1 1.7% 4 +0.1 pp +0.0 pp -0.0 pp +1.7 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 5.1 2.5% 4 +0.1 pp -0.0 pp -0.1 pp +2.5 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 5.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 4.8 3.4% 4 +0.0 pp +0.2 pp +0.2 pp +3.4 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 4.8 2.7% 4 +0.4 pp +0.4 pp +0.4 pp +2.7 pp
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☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.7 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
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☆Cadia Private Client LLC CIK 0002135817 0.358 76 4.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 4.6 1.1% 4 +0.1 pp +0.1 pp -0.2 pp +1.1 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 4.5 7.1% 4 -0.3 pp +1.6 pp +2.4 pp +7.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.5 1.1% 4 +0.3 pp +0.3 pp +0.2 pp +1.1 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 4.1 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.1 0.8% 5 -0.6 pp -0.9 pp -0.8 pp -0.9 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 4.1 2.7% 4 +0.3 pp +0.1 pp +0.6 pp +2.7 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 3.9 2.5% 4 -0.2 pp -0.5 pp -0.8 pp +2.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 3.9 0.8% 4 +0.1 pp +0.6 pp +0.7 pp +0.8 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Essex LLC CIK 0001889147 0.576 180 3.8 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 3.8 2.5% 4 +0.6 pp +1.0 pp +1.0 pp +2.5 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 3.7 1.0% 4 -0.1 pp -0.0 pp +0.2 pp +1.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.7 2.3% 4 -5.3 pp -5.6 pp -6.2 pp +2.3 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 3.7 1.4% 4 +0.5 pp +0.6 pp +0.5 pp +1.4 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 3.7 2.0% 4 +0.0 pp +0.3 pp +0.3 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.6 3.4% 4 -0.4 pp -0.7 pp -0.9 pp +3.4 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 3.6 1.4% 4 +0.0 pp -0.0 pp -0.2 pp +1.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 3.6 3.3% 3 +0.2 pp +0.1 pp +3.3 pp +3.3 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 3.6 1.2% 4 -0.0 pp -0.1 pp -0.3 pp +1.2 pp
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☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.5 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
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☆KG Capital Management CIK 0001771687 0.158 142 3.4 2.4% 4 +1.7 pp +1.8 pp +2.2 pp +2.4 pp
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☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.3 0.2% 4 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
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☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.2 1.4% 4 +0.1 pp +0.2 pp +0.6 pp +1.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.1 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 3.0 1.9% 4 -0.2 pp +0.0 pp +0.1 pp +1.9 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 2.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
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☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.6 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.5 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 2.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Rinkey Investments CIK 0001730774 0.601 128 2.1 0.5% 4 +0.2 pp +0.1 pp +0.0 pp +0.5 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 -0.2 pp -0.2 pp -0.7 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -2.7 pp -2.9 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp -6.4 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -1.8 pp -2.0 pp -2.1 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 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 -0.1 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
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 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 -0.6 pp -0.7 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 -0.2 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
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 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 -1.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -3.2 pp -3.3 pp +0.0 pp
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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 +0.0 pp -0.1 pp +0.0 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
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -1.6 pp -0.8 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 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 FBND). Qtrs Held counts distinct quarters this fund has actually held FBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBND position size. Δ columns are the percentage-point change in FBND'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