Signals

← Signals

☆FVD

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

Flow ranking

Rank#1119
Score / z0.056 / 0.05
Consensus139.98 over 291 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 889.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 790.8 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 290.1 0.0% 2 -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 273.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 266.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 249.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 179.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 170.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 136.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 105.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 101.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 90.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 83.0 0.1% 1 +0.1 pp +0.1 pp +0.1 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 67.4 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 59.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 51.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 41.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 36.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 34.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 34.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 29.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 29.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 23.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 22.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 22.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 21.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 18.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 18.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 17.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 15.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 15.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 15.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.1 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 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 12.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 12.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 12.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 11.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 11.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.4 0.0% 1 +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 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 9.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 9.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 8.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 7.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 7.9 5.9% 2 -1.1 pp +5.9 pp +5.9 pp +5.9 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 7.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 7.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 7.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 6.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 5.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 5.5 3.1% 3 -1.0 pp -1.3 pp +3.1 pp +3.1 pp
☆CLG LLC CIK 0002059872 0.428 156 5.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 4.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 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
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 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 FVD). Qtrs Held counts distinct quarters this fund has actually held FVD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FVD position size. Δ columns are the percentage-point change in FVD'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