Signals

← Signals

☆FDVV

597 in-universe funds with a nonzero position in FDVV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24154
Score / z-0.018 / -0.04
Consensus189.60 over 361 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 452.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 180.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 170.2 4.3% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 163.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 155.7 0.0% 5 +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 153.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 140.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 127.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 119.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 113.8 0.8% 5 +0.0 pp +0.4 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 111.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 86.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 84.5 1.3% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 55.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 49.2 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 41.8 0.8% 5 +0.0 pp +0.5 pp +0.6 pp +0.4 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 39.9 6.5% 5 -0.0 pp -0.8 pp -1.3 pp -4.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 38.6 4.1% 5 +0.3 pp +0.6 pp +0.6 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 35.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 26.2 3.8% 4 -0.1 pp -0.2 pp -0.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 24.4 2.4% 5 -0.0 pp -0.9 pp -2.3 pp -2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 19.6 4.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 19.4 2.3% 3 +1.3 pp +2.1 pp +2.3 pp +2.3 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 18.7 4.2% 5 +0.4 pp +0.2 pp +0.4 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 18.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 17.8 2.6% 4 +0.2 pp -0.0 pp +0.1 pp +2.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 16.8 4.5% 5 +0.1 pp -1.5 pp -1.5 pp -1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 15.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 15.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 14.7 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 14.7 3.0% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 14.4 8.1% 4 -1.7 pp -2.2 pp -2.2 pp +8.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 14.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 14.2 3.5% 3 -0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 13.7 3.6% 5 -1.5 pp -1.0 pp -1.3 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.3 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 13.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 12.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 12.5 4.6% 5 -3.9 pp -4.2 pp -3.8 pp -3.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.8 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 11.6 3.9% 5 +0.1 pp +0.3 pp +0.6 pp +1.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 11.0 2.5% 3 -0.1 pp +2.3 pp +2.5 pp +2.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 10.1 5.3% 3 +0.2 pp +0.4 pp +5.3 pp +5.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 9.4 3.0% 5 +0.2 pp +0.5 pp +0.8 pp +1.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 9.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.0 0.4% 5 +0.0 pp -0.2 pp -0.4 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 8.9 2.6% 5 -0.2 pp -0.1 pp +0.5 pp +2.2 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 8.6 4.0% 4 -0.3 pp -0.4 pp +0.4 pp +4.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 8.4 1.0% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.4 0.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.2 2.6% 5 -0.0 pp +0.7 pp +0.3 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 8.1 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 8.0 2.0% 5 -0.1 pp -0.2 pp -0.1 pp +1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 7.9 5.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 7.6 5.5% 5 +0.3 pp +0.4 pp +1.3 pp +1.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 7.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 7.3 2.1% 5 +0.1 pp +0.3 pp +0.5 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.8 2.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 6.7 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 6.5 5.3% 2 -0.4 pp +5.3 pp +5.3 pp +5.3 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.5 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 6.5 3.8% 5 +0.0 pp +0.2 pp +1.0 pp +0.9 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 6.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 5.9 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.5 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.5 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 5.4 4.9% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.3 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.3 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Fullerton Advisors, LLC CIK 0002108355 0.510 54 5.3 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 5.2 2.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 4.5 2.4% 4 +0.2 pp +1.9 pp +2.1 pp +2.4 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.5 1.4% 5 -0.1 pp +0.1 pp +0.4 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 4.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.4 2.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 4.4 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 4.1 1.4% 5 -11.9 pp -12.2 pp -11.9 pp -10.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 4.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 4.0 1.9% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 4.0 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.0 1.5% 4 -0.7 pp +0.5 pp +1.3 pp +1.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.9 1.2% 5 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 3.9 1.0% 5 -0.7 pp -0.4 pp -0.6 pp -2.6 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 3.8 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.7 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 3.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 3.5 0.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 3.5 1.7% 3 +0.4 pp +0.3 pp +1.7 pp +1.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 3.4 0.7% 7 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.2 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 2.7 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.5 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 2.1 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 2.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 2.0 0.9% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆ARWA LLC CIK 0002113621 0.167 139 1.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.9 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.8 1.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.8 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.7 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.6 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clare Market Investments LLC CIK 0002054098 0.513 173 1.5 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.4 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.4 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.4 1.0% 4 -0.0 pp -0.1 pp +0.8 pp +1.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 1.3 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 1.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 1.3 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.1 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.1 0.6% 6 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.1 0.3% 5 -0.1 pp -0.3 pp +0.1 pp +0.2 pp
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☆BXM Wealth LLC CIK 0002052379 0.166 163 1.0 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 0.9 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -2.9 pp -2.9 pp -3.0 pp -3.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 +0.0 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
☆O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.1 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
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 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
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -7.5 pp -7.4 pp -5.4 pp
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -3.0 pp -3.6 pp -4.5 pp -4.2 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -1.5 pp -1.7 pp -1.8 pp -1.8 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -3.4 pp -3.3 pp -2.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 -0.7 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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 -0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 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 FDVV). Qtrs Held counts distinct quarters this fund has actually held FDVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDVV position size. Δ columns are the percentage-point change in FDVV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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