Signals

FBTC

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

Flow ranking

Rank#1038
Score / z0.063 / 0.08
Consensus256.23 over 480 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 556.0 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 368.6 0.4% 3 +0.2 pp -0.2 pp +0.4 pp +0.4 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 179.1 0.9% 3 -0.6 pp -2.4 pp +0.9 pp +0.9 pp
Almitas Capital LLC CIK 0001596468 0.265 130 117.1 25.8% 3 -11.6 pp -12.4 pp +25.8 pp +25.8 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 97.6 2.9% 3 +0.4 pp -0.1 pp +2.9 pp +2.9 pp
ParaFi Capital LP CIK 0001919332 0.562 21 83.1 23.3% 3 -0.4 pp +4.5 pp +23.3 pp +23.3 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 63.6 4.4% 3 -1.3 pp -0.6 pp +4.4 pp +4.4 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 59.6 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 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 52.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 45.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 42.6 6.0% 3 -1.7 pp -2.4 pp +6.0 pp +6.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 39.8 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 37.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 35.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 34.2 2.3% 3 -0.8 pp -1.0 pp +2.3 pp +2.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 32.7 1.2% 3 -0.4 pp -0.4 pp +1.2 pp +1.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 24.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 23.6 9.0% 3 -1.8 pp -0.6 pp +9.0 pp +9.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 22.7 5.6% 3 -1.9 pp -1.7 pp +5.6 pp +5.6 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 22.5 4.2% 3 -1.7 pp -1.8 pp +4.2 pp +4.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 21.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 19.6 1.4% 3 -0.5 pp -0.6 pp +1.4 pp +1.4 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 19.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 18.7 1.4% 5 -0.5 pp +0.7 pp +0.3 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 17.0 0.2% 4 -2.8 pp -3.1 pp -3.4 pp +0.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 16.8 1.6% 3 -0.4 pp -0.3 pp +1.6 pp +1.6 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 15.9 17.5% 3 -3.6 pp -4.8 pp +17.5 pp +17.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 14.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 13.0 18.0% 3 -3.9 pp -3.6 pp +18.0 pp +18.0 pp
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 12.6 8.4% 3 -3.3 pp -3.7 pp +8.4 pp +8.4 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 11.8 7.9% 3 -0.1 pp -0.4 pp +7.9 pp +7.9 pp
Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 11.2 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Citrine Capital LLC CIK 0002053242 0.796 60 9.2 4.2% 3 -0.6 pp -0.2 pp +4.2 pp +4.2 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 9.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Claar Advisors LLC CIK 0001593410 0.821 17 8.8 2.6% 3 +1.0 pp +1.1 pp +2.6 pp +2.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.7 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.3 3.0% 3 -0.2 pp -0.2 pp +3.0 pp +3.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allegheny Financial Group CIK 0001844148 0.552 305 7.8 1.2% 3 -0.7 pp -0.9 pp +1.2 pp +1.2 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 7.6 1.0% 3 -0.2 pp +0.2 pp +1.0 pp +1.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 7.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 7.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 7.3 0.4% 3 -0.6 pp -0.2 pp +0.4 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.9 1.7% 3 +0.1 pp +0.4 pp +1.7 pp +1.7 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 5.7 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 5.4 1.5% 3 +0.1 pp +0.5 pp +1.5 pp +1.5 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 5.4 2.5% 3 -0.6 pp -0.6 pp +2.5 pp +2.5 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 5.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 4.9 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 4.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Permian Investment Partners, LP CIK 0001472850 0.859 11 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 4.5 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 4.5 1.2% 3 -0.3 pp -0.2 pp +1.2 pp +1.2 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 4.5 2.5% 4 -0.9 pp -0.9 pp -0.6 pp +2.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Smart Money Group LLC CIK 0001728866 0.774 86 4.5 1.3% 3 -0.4 pp -0.4 pp +1.3 pp +1.3 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 4.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 4.3 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.3 2.6% 3 +0.1 pp +0.3 pp +2.6 pp +2.6 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.1 0.5% 3 -0.4 pp -0.9 pp +0.5 pp +0.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 4.1 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 4.1 3.4% 3 -0.2 pp -0.1 pp +3.4 pp +3.4 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.9 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 3.8 1.0% 3 -0.6 pp -0.9 pp +1.0 pp +1.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SFMG, LLC CIK 0001512026 0.796 334 3.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
EVEXIA WEALTH LLC CIK 0001975710 0.437 77 3.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 3.6 1.6% 3 -0.4 pp -0.3 pp +1.6 pp +1.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 3.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 3.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 3.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 3.2 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 3.2 1.2% 3 +0.7 pp -2.0 pp +1.2 pp +1.2 pp
PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 3.2 1.7% 3 -0.5 pp -0.2 pp +1.7 pp +1.7 pp
Haven Private, LLC CIK 0002053665 0.242 171 3.2 1.4% 3 -0.4 pp -0.3 pp +1.4 pp +1.4 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 3.2 0.8% 3 +0.6 pp -0.7 pp +0.8 pp +0.8 pp
Lansing Street Advisors CIK 0001926571 0.417 166 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 3.1 1.7% 3 -0.6 pp -0.6 pp +1.7 pp +1.7 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.1 0.8% 3 -0.2 pp +0.4 pp +0.8 pp +0.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.9 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 2.8 1.6% 3 -0.5 pp -0.4 pp +1.6 pp +1.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.8 0.8% 3 -0.2 pp +0.0 pp +0.8 pp +0.8 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 2.8 1.2% 3 -0.6 pp -0.9 pp +1.2 pp +1.2 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.7 1.2% 3 -1.3 pp -1.8 pp +1.2 pp +1.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.601 168 2.6 0.6% 3 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Senator Investment Group LP CIK 0001443689 0.107 58 2.5 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 2.5 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 2.4 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Designs Corp CIK 0001561383 0.764 41 2.4 1.3% 3 -0.3 pp -0.2 pp +1.3 pp +1.3 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Abound Wealth Management CIK 0001950323 0.745 1359 2.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 3 -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 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 2.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.2 1.6% 3 -0.5 pp -0.8 pp +1.6 pp +1.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 2.1 1.1% 3 -0.2 pp -0.4 pp +1.1 pp +1.1 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 2.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 2.0 1.3% 3 -0.7 pp +0.8 pp +1.3 pp +1.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.9 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 1.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.9 1.1% 3 -0.9 pp -0.7 pp +1.1 pp +1.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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GK Wealth Management LLC CIK 0002069222 0.000 225 1.7 1.2% 4 -0.4 pp -0.7 pp -0.4 pp +1.2 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kenora Financial, LLC CIK 0001990080 0.370 133 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 0.0 0.0% 0 -7.7 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
HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 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
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 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 -0.1 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 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
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 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
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -1.0 pp -1.4 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.2 pp -0.3 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 -0.1 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 -0.2 pp -0.2 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
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 -6.2 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
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -1.6 pp -1.7 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Newtyn Management, LLC CIK 0001569241 0.214 34 0.0 0.0% 0 -1.2 pp -1.7 pp +0.0 pp +0.0 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.3 pp -0.1 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
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 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 -1.9 pp -2.0 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
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 -5.4 pp -6.6 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 0.0 0.0% 0 -4.7 pp -4.9 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Buckley Wealth Management, LLC CIK 0001730126 0.502 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baring Financial LLC CIK 0002052588 0.395 83 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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
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 FBTC). Qtrs Held counts distinct quarters this fund has actually held FBTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBTC position size. Δ columns are the percentage-point change in FBTC'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