Signals

FXO

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

Flow ranking

Rank#17648
Score / z0.000 / -0.02
Consensus59.61 over 122 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)
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
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 112.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 86.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 60.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.1 0.0% 6 -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 28.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 20.3 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 15.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 10.1 3.6% 6 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 9.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.5 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 4.4 3.8% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 3.9 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.7 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.0 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 2.5 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 2.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 2.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.8 0.8% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.8 0.7% 6 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.6 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.5 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Worthington Financial Partners, LLC CIK 0002111427 0.103 99 1.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 1.5 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.4 0.9% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 1.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.2 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Montis Financial, LLC CIK 0001844314 0.565 152 1.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Envision Financial Transparency, LLC CIK 0002080849 0.039 59 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.9 0.0% 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 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.7 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.5 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CARLSON FINANCIAL, INC. CIK 2134889 0.230 195 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Advocates, LLC CIK 0002111697 0.056 188 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Risk Paradigm Group, LLC CIK 0001569886 0.224 57 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.4 0.0% 2 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.3 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.2 0.1% 5 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.1 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 0.1 0.0% 5 -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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.1 0.0% 5 +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% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -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
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -1.3 pp -1.5 pp -1.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp -1.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 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
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 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
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.3 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
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp -1.4 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -0.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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
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
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp -4.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +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% 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 FXO). Qtrs Held counts distinct quarters this fund has actually held FXO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FXO position size. Δ columns are the percentage-point change in FXO'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