Signals

← Signals

☆GBDC

350 in-universe funds with a nonzero position in GBDC within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-11 8-K Item(s) 8.01
2026-08-07 Insider Golub Lawrence E disposed via sale ($21,893,614)
2026-08-07 Insider Golub David (Chairman & CEO) disposed via sale ($21,893,614)
2026-08-03 8-K Item(s) 2.02, 9.01
2026-08-03 8-K Item(s) 2.02, 9.01
2026-07-09 8-K Item(s) 1.01, 2.03, 9.01
2026-07-07 8-K Item(s) 2.02, 9.01
2026-05-27 8-K Item(s) 1.01, 2.03, 9.01
2026-05-20 8-K Item(s) 1.01, 9.01
2026-05-04 8-K Item(s) 2.02, 9.01
2026-05-04 8-K Item(s) 2.02, 9.01
2026-04-06 8-K Item(s) 2.02, 9.01
2025-05-27 Insider Golub Lawrence E (Chairman) disposed via sale ($58,408,714)
2025-05-27 Insider Golub Lawrence E (Chairman) disposed via sale ($33,029,274)
2025-05-27 Insider Golub Lawrence E (Chairman) disposed via sale ($249,342)
2025-05-27 Insider Golub Lawrence E (Chairman) acquired via purchase ($91,687,361)
2025-05-27 Insider Golub Lawrence E (Chairman) disposed via G ($91,687,361)
2025-05-27 Insider Golub David (Chief Executive Officer) disposed via sale ($58,408,714)
2025-05-27 Insider Golub David (Chief Executive Officer) disposed via sale ($33,029,274)
2025-05-27 Insider Golub David (Chief Executive Officer) disposed via sale ($249,342)
2021-10-12 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-10-12 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-10-07 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-10-07 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-07-28 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-07-27 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-02-18 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2021-02-17 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2020-09-30 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)
2020-09-29 Ownership Dilution filing by GOLUB CAPITAL BDC, Inc. (424B5)

Flow ranking

Rank#1001
Score / z0.039 / 0.10
Consensus127.16 over 226 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+15% / 4.2d ⚡

Forensics

Clean as of 2025Q4
Accrual ratio—
F-score—
M-score—
Net issuance-99.5%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-07 Golub Lawrence E S $21,893,614
2026-08-07 Golub David S $21,893,614
2025-05-27 Golub Lawrence E S $58,408,714
2025-05-27 Golub Lawrence E S $33,029,274
2025-05-27 Golub Lawrence E S $249,342
2025-05-27 Golub Lawrence E P $91,687,361
2025-05-27 Golub Lawrence E G $91,687,361
2025-05-27 Golub David S $58,408,714
2025-05-27 Golub David S $33,029,274
2025-05-27 Golub David S $249,342
Showing the 10 most recent.

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 222.3 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 83.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 70.5 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 57.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 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 52.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 45.6 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 41.5 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 36.0 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 35.2 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 33.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 23.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 22.3 8.6% 2 +0.4 pp +8.6 pp +8.6 pp +8.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 20.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnhold LLC CIK 0001733755 0.661 113 20.0 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 12.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.7 0.0% 2 -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 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 11.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.7 0.0% 2 -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 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 7.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Granite FO LLC CIK 0002034090 0.642 171 6.9 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 5.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 5.6 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 5.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 5.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 4.8 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 3.3 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 3.2 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 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 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 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 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 1.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Silverberg Bernstein Capital Management LLC CIK 0002007880 0.426 70 1.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 2 -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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.4 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.9 0.0% 2 -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 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.8 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.8 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ground Capital CIK 0002055446 0.078 33 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 0.6 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.4 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 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 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 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.2 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EMC Capital Management CIK 0001847772 0.576 53 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.1 0.0% 1 +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% 2 -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% 1 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -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% 2 -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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 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% 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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 2 -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% 2 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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% 2 -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% 3 -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% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -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
☆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
☆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
☆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
☆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
☆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
☆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 +0.0 pp +0.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 -3.2 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
☆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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 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
☆LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 -0.5 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
☆Plan A Wealth LLC CIK 0002093645 0.506 194 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 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆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
☆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
☆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
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 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
☆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
☆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
☆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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.9 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
☆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
☆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
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.4 pp -0.8 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 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
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.1 pp +0.0 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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