Signals

GBTC

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

Flow ranking

Rank#23035
Score / z-0.489 / -0.46
Consensus194.71 over 385 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

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 738.9 8.0% 4 -5.0 pp -7.5 pp -6.6 pp +8.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 47.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 32.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 31.0 1.3% 4 -0.5 pp -1.4 pp -1.2 pp +1.3 pp
MSRH, LLC CIK 0002122489 0.630 29 22.1 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 19.0 6.9% 4 -4.4 pp -7.0 pp -7.3 pp +6.9 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 18.8 2.6% 4 -0.7 pp -1.6 pp -2.3 pp +2.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 16.4 0.7% 4 -0.2 pp -0.5 pp -0.6 pp +0.7 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 16.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 14.8 0.7% 4 -0.2 pp -0.8 pp -1.2 pp +0.7 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 14.6 3.7% 4 -1.3 pp -3.2 pp -3.3 pp +3.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.9 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 13.7 0.9% 4 -0.3 pp -0.7 pp -0.8 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.5 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
RBF Capital, LLC CIK 0001134621 0.512 506 7.9 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 7.4 7.6% 4 -3.1 pp -5.8 pp -6.9 pp +7.6 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 7.0 1.0% 4 -0.1 pp -0.3 pp -0.6 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 6.5 4.6% 4 -1.0 pp -2.6 pp -2.9 pp +4.6 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 6.5 0.4% 4 -0.2 pp -0.4 pp -0.4 pp +0.4 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 6.2 0.9% 4 -0.3 pp -0.7 pp -1.0 pp +0.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.2 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 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 5.9 1.3% 4 -0.4 pp -1.2 pp -1.6 pp +1.3 pp
Once Capital Management, LLC CIK 0001712892 0.768 22 5.7 1.5% 4 -0.3 pp -1.1 pp -1.3 pp +1.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 5.4 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Citrine Capital LLC CIK 0002053242 0.796 60 5.4 2.3% 4 -0.9 pp -2.0 pp -2.3 pp +2.3 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 5.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 5.0 0.5% 4 -0.2 pp -0.4 pp -0.5 pp +0.5 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.8 0.2% 4 -0.1 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 4.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.5 0.4% 4 -0.1 pp -0.3 pp -0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 4.4 0.5% 4 -0.3 pp -0.7 pp -0.8 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.1 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 4.0 0.8% 4 -0.2 pp -0.5 pp -0.6 pp +0.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.242 171 3.9 1.7% 4 -0.5 pp -1.2 pp -1.2 pp +1.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.9 0.0% 4 -0.0 pp -0.1 pp -0.1 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
Variant Private Wealth, LLC CIK 0002054798 0.297 42 3.8 4.6% 4 -0.5 pp -3.5 pp -4.1 pp +4.6 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 3.6 2.5% 4 -0.9 pp -2.2 pp -2.4 pp +2.5 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 3.4 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.3 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.0 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 3.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 3.0 1.1% 4 -0.4 pp -1.0 pp -1.3 pp +1.1 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.9 0.7% 4 -0.2 pp -0.7 pp -0.7 pp +0.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.7 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 2.7 0.3% 4 -0.2 pp -0.4 pp -0.5 pp +0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Verde Capital Management CIK 0001802891 0.578 80 2.7 0.6% 4 -0.2 pp -0.5 pp -0.6 pp +0.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.6 0.8% 4 +0.4 pp +0.2 pp -0.5 pp +0.8 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 2.4 0.6% 4 -0.3 pp -0.5 pp -0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.3 0.5% 4 -0.5 pp -0.9 pp -1.0 pp +0.5 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.3 1.4% 4 -0.6 pp -1.2 pp -1.4 pp +1.4 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 2.2 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.2 1.2% 4 -0.4 pp -1.0 pp -0.7 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 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 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.0 0.8% 4 -0.2 pp -0.6 pp -0.8 pp +0.8 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 1.9 0.6% 4 -0.2 pp -0.4 pp -0.5 pp +0.6 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 1.7 0.5% 4 -0.1 pp -0.4 pp -0.4 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 3 -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 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 1.6 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.5 1.1% 2 +0.1 pp +1.1 pp -0.3 pp +1.1 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 1.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.5 0.0% 1 +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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.4 0.6% 4 -0.1 pp -0.3 pp -0.4 pp +0.6 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 1.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.4 1.1% 4 -0.3 pp -0.6 pp -0.8 pp +1.1 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 1.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.3 0.3% 4 -0.1 pp -0.3 pp -0.2 pp +0.3 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integras Partners LLC CIK 0002055384 0.140 100 1.3 0.9% 3 -0.1 pp -0.5 pp +0.9 pp +0.9 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 1.3 0.3% 4 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
TSFG, LLC CIK 0001800513 0.413 891 1.3 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 1.3 0.9% 4 -0.1 pp -0.4 pp -0.5 pp +0.9 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.2 1.0% 4 -0.1 pp -0.6 pp -0.7 pp +1.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 1.2 0.6% 4 -0.2 pp -0.5 pp -0.9 pp +0.6 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 1.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.2 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.2 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 1.1 0.6% 4 -0.3 pp -0.7 pp -0.7 pp +0.6 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.1 0.5% 4 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.1 0.1% 1 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.1 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.1 0.5% 4 -1.3 pp -2.6 pp -3.1 pp +0.5 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 1.0 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.9 0.5% 5 -0.1 pp -0.5 pp -0.6 pp -0.6 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.8 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
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NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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National Philanthropic Trust CIK 0001785342 0.575 409 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 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
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SP Asset Management LLC CIK 0001962086 0.687 137 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 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 -0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sentry LLC CIK 0002004474 0.484 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp +0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 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
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 -0.1 pp -0.3 pp -0.1 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 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
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 GBTC). Qtrs Held counts distinct quarters this fund has actually held GBTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBTC position size. Δ columns are the percentage-point change in GBTC'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