Signals

← Signals

☆FIXD

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

Flow ranking

Rank#988
Score / z0.086 / 0.09
Consensus58.61 over 128 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-89% / 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)
–
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 ▾
☆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 372.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 281.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 229.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 124.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 119.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 94.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 55.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 36.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 32.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 31.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 26.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 25.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 23.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 23.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 23.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 22.6 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 20.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 20.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 15.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 14.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 14.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 13.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 10.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 5.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.0 0.3% 3 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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 FIXD). Qtrs Held counts distinct quarters this fund has actually held FIXD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FIXD position size. Δ columns are the percentage-point change in FIXD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status