Signals

GBDC

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

Flow ranking

Rank#610
Score / z0.266 / 0.30
Consensus118.64 over 209 funds
Momentum-0.32 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-7%
Short interest-8% / 8.9d

Forensics

Clean as of 2025Q4
Accrual ratio
F-score
M-score
Net issuance-99.5%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-11 8-K 8.01
2026-08-03 8-K 2.02, 9.01
2026-08-03 8-K 2.02, 9.01
2026-07-09 8-K 1.01, 2.03, 9.01
2026-07-07 8-K 2.02, 9.01
2026-05-27 8-K 1.01, 2.03, 9.01
2026-05-20 8-K 1.01, 9.01
2026-05-04 8-K 2.02, 9.01
2026-05-04 8-K 2.02, 9.01
2026-04-06 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-10-12 424B5 GOLUB CAPITAL BDC, Inc.
2021-10-12 424B5 GOLUB CAPITAL BDC, Inc.
2021-10-07 424B5 GOLUB CAPITAL BDC, Inc.
2021-10-07 424B5 GOLUB CAPITAL BDC, Inc.
2021-07-28 424B5 GOLUB CAPITAL BDC, Inc.
2021-07-27 424B5 GOLUB CAPITAL BDC, Inc.
2021-02-18 424B5 GOLUB CAPITAL BDC, Inc.
2021-02-17 424B5 GOLUB CAPITAL BDC, Inc.
2020-09-30 424B5 GOLUB CAPITAL BDC, Inc.
2020-09-29 424B5 GOLUB CAPITAL BDC, Inc.
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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
STRS OHIO CIK 0000820478 0.777 2154 226.4 0.8% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 94.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 60.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 50.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 49.9 2.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 49.3 3.0% 5 -0.3 pp +0.6 pp +0.7 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 47.0 0.3% 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 43.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 43.2 1.9% 5 -0.7 pp -0.2 pp +0.3 pp -0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 40.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 33.9 0.6% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Lalia Capital, LLC CIK 0002106818 0.475 15 33.6 16.3% 2 -4.0 pp +16.3 pp +16.3 pp +16.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 31.5 0.0% 6 +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 30.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 26.5 9.0% 5 +0.3 pp +0.7 pp +0.4 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arnhold LLC CIK 0001733755 0.661 113 19.8 1.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 15.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 15.4 1.0% 3 -0.2 pp +0.4 pp +1.0 pp +1.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 13.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 12.6 0.1% 5 +0.1 pp -0.5 pp -0.9 pp -1.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 11.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 11.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.5 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 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 7.2 1.9% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 6.5 1.8% 5 -0.4 pp +0.7 pp +0.6 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 4.8 2.6% 5 -0.3 pp -0.3 pp -1.2 pp -1.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 4.7 2.4% 5 -0.0 pp +0.3 pp -0.1 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 4.5 1.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.4 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 3.7 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 3.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 2.9 0.7% 5 -0.2 pp -0.5 pp -0.7 pp -1.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 2.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.7 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 2.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.2 0.1% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silverberg Bernstein Capital Management LLC CIK 0002007880 0.427 70 2.0 0.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 1.9 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.8 0.6% 3 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 1.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
General Partner, Inc. CIK 0001800508 0.326 167 1.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.5 0.7% 5 -0.0 pp -0.6 pp -0.6 pp -1.0 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.4 1.0% 5 +0.4 pp +0.3 pp +0.0 pp +0.4 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 1.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 1.4 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.3 0.2% 5 -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 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 1.3 0.2% 5 -0.1 pp -0.4 pp -0.4 pp -0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 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 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 1.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 1.0 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.0 0.2% 4 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Commerce Advisors, LLC CIK 0001567247 0.122 128 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 0.7 0.0% 5 -0.1 pp -0.4 pp -0.6 pp -0.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 +0.0 pp -1.1 pp -0.4 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Titiun Yejiel CIK 0002118914 0.166 39 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 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
Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.2 pp
Promus Capital, LLC CIK 0002054921 0.295 301 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
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Ground Capital CIK 0002055446 0.078 33 0.0 0.0% 0 -7.3 pp -2.2 pp -0.4 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
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
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
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 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
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 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
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 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
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Americana Partners, LLC CIK 0001797678 0.514 596 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
Magnetar Financial LLC CIK 0001352851 0.768 1133 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 -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 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
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 GBDC). Qtrs Held counts distinct quarters this fund has actually held GBDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBDC position size. Δ columns are the percentage-point change in GBDC'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