Signals

← Signals

☆GBIL

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

Flow ranking

Rank#477
Score / z0.416 / 0.36
Consensus120.44 over 232 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+41% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 1,115.5 16.7% 4 +4.0 pp +8.5 pp +7.7 pp +16.7 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 479.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 277.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 255.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 223.6 2.6% 4 +0.5 pp +1.2 pp +1.4 pp +2.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 210.7 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 206.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 184.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 183.2 13.0% 4 +0.3 pp -0.4 pp -0.6 pp +13.0 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 165.7 26.0% 4 +18.8 pp +19.3 pp +17.9 pp +26.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 134.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 114.7 1.6% 4 -0.3 pp -2.2 pp -3.1 pp +1.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 95.8 11.8% 4 +0.0 pp -0.9 pp -5.7 pp +11.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 91.3 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 89.3 4.3% 4 +3.6 pp +2.2 pp +2.0 pp +4.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 88.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 64.5 10.1% 4 +0.1 pp +0.2 pp +0.1 pp +10.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 51.0 6.2% 4 -0.1 pp +1.6 pp +0.1 pp +6.2 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 48.3 35.7% 4 +2.3 pp -1.2 pp -0.1 pp +35.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 36.1 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.6 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 24.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 23.2 1.6% 4 +0.2 pp -0.1 pp -1.0 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 20.9 11.9% 4 +7.8 pp +7.8 pp +7.9 pp +11.9 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 18.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 17.9 2.0% 4 +1.7 pp +1.7 pp +1.7 pp +2.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 17.5 1.9% 4 +1.4 pp +0.9 pp +1.5 pp +1.9 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 17.4 2.4% 4 +0.2 pp +0.4 pp +0.6 pp +2.4 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 16.3 11.7% 4 +0.6 pp +9.8 pp +4.4 pp +11.7 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 16.3 3.1% 4 -0.1 pp -0.9 pp -0.8 pp +3.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 16.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 16.2 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 15.8 0.4% 4 +0.1 pp +0.0 pp -0.2 pp +0.4 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 15.2 1.5% 4 -1.5 pp -2.1 pp -1.8 pp +1.5 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 14.8 7.0% 4 +2.9 pp -2.1 pp -4.0 pp +7.0 pp
☆Cannon Capital Management, Inc. CIK 0002100130 0.376 28 14.4 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 14.3 1.6% 4 -0.4 pp -0.3 pp -1.0 pp +1.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.7 0.9% 6 +0.2 pp +0.2 pp +0.3 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 13.4 1.0% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 12.0 2.7% 4 +0.1 pp +0.9 pp +1.1 pp +2.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 11.9 1.2% 4 +0.7 pp +0.4 pp +0.2 pp +1.2 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 11.7 2.6% 3 -1.5 pp -1.7 pp +2.6 pp +2.6 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 11.3 2.5% 4 -0.0 pp +0.1 pp -0.0 pp +2.5 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 10.1 1.2% 4 -0.1 pp -0.2 pp -0.5 pp +1.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 9.7 0.3% 4 -0.0 pp -0.7 pp -0.9 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.3 2.0% 4 -0.0 pp -0.2 pp -0.0 pp +2.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.5 6.8% 3 -4.5 pp -4.6 pp +6.8 pp +6.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 8.2 1.8% 5 -0.1 pp -0.2 pp -1.0 pp -1.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.1 3.6% 4 -0.1 pp -0.4 pp -1.7 pp +3.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.7 5.9% 4 +0.0 pp -0.1 pp -0.6 pp +5.9 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 7.4 3.6% 4 +0.4 pp +0.2 pp -0.5 pp +3.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 7.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 7.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 7.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 7.2 2.7% 4 +0.4 pp +0.4 pp +0.5 pp +2.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 7.0 0.8% 4 +0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 6.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 6.5 0.5% 4 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 6.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 6.3 1.9% 4 -0.1 pp +0.5 pp +0.1 pp +1.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 5.7 0.4% 5 -0.5 pp +0.1 pp -0.2 pp -0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 5.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 5.3 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 5.2 3.1% 4 +2.2 pp +2.3 pp +2.2 pp +3.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.2 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.9 0.5% 4 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 4.6 2.2% 5 -0.3 pp -0.7 pp -0.9 pp -1.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 4.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 4.3 1.0% 4 +0.1 pp -0.5 pp -1.1 pp +1.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 4.2 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 4.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 3.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆KG Capital Management CIK 0001771687 0.158 142 3.9 2.8% 4 +2.1 pp +2.1 pp +2.4 pp +2.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 3.9 3.7% 4 -1.2 pp -1.9 pp -3.9 pp +3.7 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 3.4 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.2 2.9% 4 -0.1 pp -0.2 pp -0.5 pp +2.9 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.1 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.1 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.1 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 3.0 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.0 0.4% 4 -0.2 pp -0.9 pp -1.6 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 2.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.9 0.7% 4 +0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.6 0.7% 4 +0.5 pp +0.4 pp +0.4 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 2.6 1.3% 5 -0.1 pp -1.2 pp -1.9 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 2.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 2.2 0.4% 4 -0.7 pp -0.7 pp -0.8 pp +0.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.1 1.2% 4 +0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 2.0 0.7% 4 -0.4 pp -0.8 pp +0.1 pp +0.7 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.0 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.0 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 1.9 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 1.9 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.9 0.9% 4 +0.1 pp +0.3 pp +0.2 pp +0.9 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.9 0.9% 4 -0.2 pp -0.5 pp -0.3 pp +0.9 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 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 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.2 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 +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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.4 pp -0.8 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -1.3 pp -0.0 pp -0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.0% 0 -0.3 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
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 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
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.0 0.0% 0 -0.3 pp +0.0 pp -0.1 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.1 pp -1.1 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -0.3 pp -0.8 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -1.1 pp -1.2 pp -1.4 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 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 0.0 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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.4 pp -3.8 pp -3.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -1.6 pp -1.4 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 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
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 GBIL). Qtrs Held counts distinct quarters this fund has actually held GBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBIL position size. Δ columns are the percentage-point change in GBIL'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