Signals

← Signals

☆FPE

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

Flow ranking

Rank#17358
Score / z0.000 / -0.02
Consensus151.46 over 305 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 ▾
☆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 957.6 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 350.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 331.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 327.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 178.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 163.1 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 162.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 93.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 62.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.6 0.1% 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 46.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 39.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 39.1 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 35.0 2.5% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 34.0 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 27.4 1.7% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 27.0 3.5% 5 -0.5 pp -0.3 pp -0.3 pp -0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 23.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 23.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 19.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 18.4 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 18.3 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 16.0 0.1% 2 -0.3 pp +0.1 pp +0.1 pp -1.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 14.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 13.9 2.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 13.5 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 12.8 1.9% 5 -0.1 pp -0.1 pp +0.2 pp +0.6 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 11.3 0.6% 1 +0.6 pp -0.1 pp +0.6 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 11.3 2.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 10.1 3.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.9 5.2% 5 -0.7 pp -0.3 pp +0.3 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 9.6 2.6% 5 -0.1 pp +0.1 pp +0.2 pp -0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 8.9 2.5% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 8.6 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 8.6 1.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.4 2.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 8.0 2.9% 5 -3.3 pp -4.9 pp -1.7 pp -1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.5 3.1% 5 -0.3 pp -0.2 pp -0.4 pp -0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.3 2.3% 5 -0.2 pp -0.4 pp -0.3 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 7.0 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 6.9 2.3% 1 +2.3 pp +0.3 pp +1.0 pp +1.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.5 0.3% 5 -0.2 pp -0.7 pp -1.0 pp -0.9 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 6.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.1 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 6.1 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 6.1 0.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 5.8 1.1% 4 -0.1 pp +0.9 pp +1.0 pp +1.1 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 5.7 3.0% 5 -0.4 pp -0.4 pp -0.2 pp -0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 5.6 1.9% 5 -1.1 pp +0.9 pp +0.8 pp +0.9 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.6 1.1% 4 +0.0 pp -0.4 pp -0.0 pp +1.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.7 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.5 1.0% 5 -0.2 pp -0.5 pp -0.8 pp -0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 4.4 1.2% 5 -0.2 pp -0.2 pp -0.5 pp -0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 4.2 1.8% 2 -0.1 pp +1.8 pp +1.3 pp +1.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.2 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 4.1 0.4% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 4.1 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.9 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 3.7 2.0% 6 -0.4 pp -0.5 pp -0.8 pp -1.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.7 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.6 3.1% 5 -0.6 pp -0.4 pp -0.5 pp -0.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.4 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 3.3 1.6% 3 +0.1 pp +0.5 pp +1.6 pp +1.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 3.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 3.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 2.7 1.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 2.1% 4 -0.2 pp +0.3 pp +0.1 pp +2.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.6 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.5 0.6% 7 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.4 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 2.3 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 2.2 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 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
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.1 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.9 0.4% 5 -0.1 pp -0.2 pp -0.5 pp -0.6 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.9 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsbury Capital Investment Advisors LLC CIK 1927315 0.136 121 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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 -0.1 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 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
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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 -0.1 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -1.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 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
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -7.4 pp -8.5 pp -13.8 pp -14.4 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.2 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +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 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 0.0 0.0% 0 +0.0 pp -22.0 pp -2.1 pp -12.8 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 FPE). Qtrs Held counts distinct quarters this fund has actually held FPE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FPE position size. Δ columns are the percentage-point change in FPE'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