Signals

← Signals

☆GBDC

441 in-universe funds with a nonzero position in GBDC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#536
Score / z0.339 / 0.29
Consensus117.12 over 214 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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

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 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 ▾
☆STRS OHIO CIK 0000820478 0.777 2154 217.0 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 56.6 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 47.6 3.3% 4 +0.9 pp +1.0 pp +0.4 pp +3.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 46.9 2.3% 4 -0.1 pp -0.2 pp -0.5 pp +2.3 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 45.1 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 42.6 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 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 41.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 38.7 2.6% 4 +0.4 pp +0.9 pp +0.6 pp +2.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 33.3 0.7% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lalia Capital, LLC CIK 0002106818 0.475 15 32.2 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 28.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 25.1 8.8% 4 +0.4 pp +0.2 pp +0.6 pp +8.8 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 25.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arnhold LLC CIK 0001733755 0.660 113 19.5 1.4% 4 -0.1 pp -0.2 pp -0.5 pp +1.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 16.4 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.5 0.0% 4 +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 13.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 12.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 11.9 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.9 0.0% 4 -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 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 7.2 2.2% 4 +1.1 pp +1.1 pp +0.7 pp +2.2 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 6.6 1.9% 4 -0.0 pp +0.2 pp +0.1 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Ground Capital CIK 0002055446 0.078 33 6.1 7.3% 3 +5.1 pp +6.9 pp +7.3 pp +7.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.5 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Granite FO LLC CIK 0002034090 0.642 171 4.8 2.8% 4 -0.1 pp -0.9 pp -1.4 pp +2.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 4.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.6 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 4.6 1.7% 4 +0.0 pp +0.1 pp -0.1 pp +1.7 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 4.4 2.4% 4 +0.3 pp -0.0 pp -0.1 pp +2.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 3.2 0.9% 4 -0.3 pp -0.5 pp -0.9 pp +0.9 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 3.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Family Manage LLC CIK 0001539947 0.277 323 2.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 2.5 0.2% 4 -0.3 pp -0.4 pp -0.6 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.3 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silverberg Bernstein Capital Management LLC CIK 0002007880 0.426 70 1.9 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.9 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 1.9 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 1.7 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 1.6 0.9% 4 +0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.5 0.7% 4 -0.6 pp -0.6 pp -1.0 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.4 0.2% 4 -0.3 pp -0.4 pp -0.6 pp +0.2 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 1.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.1 0.6% 4 -0.1 pp -0.4 pp +0.0 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.9 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.8 0.0% 4 -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 0.8 0.0% 4 -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% 4 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBAL STRATEGIC MANAGEMENT INC CIK 0001413303 0.373 26 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.4 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.4 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.4 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAZ INVESTMENTS LP CIK 0001159363 0.045 49 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewGen Asset Management Ltd CIK 0001845012 0.081 29 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.3 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.2 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 0.2 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.2 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.2 0.0% 4 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 4 -0.7 pp -1.0 pp -1.3 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 +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% 4 -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% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 1 +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
☆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
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.0 0.0% 0 +0.0 pp -0.1 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
☆WealthCollab, LLC CIK 0002017870 0.550 969 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
☆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
☆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
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp -0.2 pp -0.0 pp +0.0 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
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 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
☆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
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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 -0.2 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
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 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
☆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
☆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
☆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
☆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
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 -0.6 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
☆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
☆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
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 -0.1 pp +0.0 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
☆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
☆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
☆Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 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
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 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 -0.5 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆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
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 +0.0 pp -0.1 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 -2.3 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
☆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
☆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
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.8 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
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆Quarry LP CIK 0001965207 0.031 2367 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
☆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
☆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
☆EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 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 -0.1 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
☆Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 -0.1 pp -0.2 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
☆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
☆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
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 -1.1 pp -0.4 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
☆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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 -0.1 pp +0.0 pp +0.0 pp +0.0 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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