Signals

GOOG

5447 in-universe funds with a nonzero position in GOOG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23306
Score / z-12.581 / -11.44
Consensus1263.58 over 2591 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 104,634.6 1.8% 4 -0.1 pp +0.3 pp +0.6 pp +1.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 53,274.1 1.8% 4 -0.1 pp +0.3 pp +0.6 pp +1.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 31,891.0 2.0% 4 -0.1 pp +0.3 pp +0.7 pp +2.0 pp
FMR LLC CIK 0000315066 0.989 5571 31,141.5 1.6% 4 -0.1 pp +0.2 pp +0.6 pp +1.6 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 20,558.6 1.2% 6 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 15,015.8 2.0% 4 -0.1 pp +0.3 pp +0.7 pp +2.0 pp
Capital International Investors CIK 0001562230 0.968 446 13,137.9 3.1% 4 -1.1 pp -0.3 pp +0.3 pp +3.1 pp
Capital World Investors CIK 0001422849 0.974 637 12,838.9 1.8% 4 +0.5 pp +0.8 pp +1.0 pp +1.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12,065.3 3.9% 4 -0.0 pp +0.8 pp +1.7 pp +3.9 pp
Capital Research Global Investors CIK 0001422848 0.983 426 11,558.1 1.8% 4 +0.2 pp +0.6 pp +0.8 pp +1.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9,300.6 1.4% 4 -0.1 pp +0.2 pp +0.5 pp +1.4 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 9,272.7 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9,149.1 1.2% 4 +0.1 pp +0.4 pp +0.5 pp +1.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 8,881.2 2.4% 4 -0.0 pp +0.5 pp +1.0 pp +2.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8,849.7 2.0% 5 -0.1 pp +0.3 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8,763.4 1.8% 4 -0.2 pp +0.2 pp +0.4 pp +1.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8,248.4 1.5% 4 -0.1 pp +0.2 pp +0.5 pp +1.5 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 8,242.4 9.8% 4 -1.7 pp -0.3 pp +1.4 pp +9.8 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 7,642.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6,797.7 3.4% 4 -0.1 pp +0.7 pp +1.5 pp +3.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6,602.7 1.0% 4 -0.1 pp +0.2 pp +0.4 pp +1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6,440.4 1.2% 4 -0.2 pp +0.3 pp +0.5 pp +1.2 pp
Amundi CIK 0001330387 0.000 1 6,288.7 1.7% 4 +0.2 pp +0.1 pp +0.5 pp +1.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5,314.4 0.9% 4 -0.3 pp -0.1 pp +0.1 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5,166.7 1.0% 4 -0.0 pp +0.2 pp +0.3 pp +1.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4,969.4 1.2% 4 +0.1 pp +0.3 pp +0.4 pp +1.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4,704.5 1.6% 6 -0.2 pp +0.0 pp +0.0 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 4,217.8 0.9% 4 -0.1 pp -0.0 pp +0.2 pp +0.9 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4,183.0 2.3% 4 +0.7 pp +1.7 pp +1.8 pp +2.3 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 4,106.5 2.8% 4 +0.1 pp +0.8 pp +1.5 pp +2.8 pp
Swiss National Bank CIK 0001582202 0.961 2301 4,096.8 2.4% 4 -0.1 pp +0.4 pp +0.8 pp +2.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,952.1 0.7% 4 -0.1 pp +0.0 pp +0.2 pp +0.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3,868.5 1.4% 6 -0.2 pp +0.3 pp +0.2 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3,633.1 2.2% 4 -0.1 pp +0.3 pp +0.6 pp +2.2 pp
DODGE & COX CIK 0000200217 0.944 222 3,507.9 1.9% 4 -0.3 pp +0.1 pp +0.5 pp +1.9 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3,468.1 2.2% 4 -0.1 pp +0.4 pp +0.8 pp +2.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3,440.1 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3,265.3 2.2% 4 -0.0 pp +0.5 pp +0.8 pp +2.2 pp
National Pension Service CIK 0001608046 0.956 552 3,044.4 2.3% 4 -0.1 pp +0.4 pp +0.8 pp +2.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 2,956.5 1.8% 5 -0.4 pp +0.2 pp +0.5 pp +0.6 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2,935.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Swedbank AB CIK 0000946431 0.941 696 2,915.0 3.1% 3 -0.2 pp +0.2 pp +3.1 pp +3.1 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 2,834.0 1.2% 4 -0.2 pp +0.1 pp +0.2 pp +1.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2,690.9 1.4% 4 -0.2 pp +0.0 pp +0.3 pp +1.4 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 2,567.6 4.1% 4 +0.9 pp +0.6 pp +2.5 pp +4.1 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 2,539.9 5.6% 4 +1.2 pp +2.1 pp +1.1 pp +5.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 2,466.3 2.3% 4 -0.0 pp +0.6 pp +1.0 pp +2.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2,457.4 1.9% 4 -0.2 pp +0.2 pp +0.7 pp +1.9 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2,372.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2,368.0 1.5% 4 -0.1 pp +0.2 pp +0.6 pp +1.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,343.7 2.0% 5 -0.1 pp +0.3 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,237.9 1.5% 4 +0.3 pp +0.7 pp +0.4 pp +1.5 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 2,234.2 5.7% 4 -0.2 pp +1.4 pp +2.5 pp +5.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,191.3 2.2% 4 +0.2 pp +1.1 pp +1.2 pp +2.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,163.2 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 2,124.1 2.8% 4 -1.3 pp -0.5 pp +0.1 pp +2.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,092.2 2.2% 6 -0.1 pp +0.3 pp +0.7 pp +0.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2,060.2 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1,957.7 3.2% 4 -0.1 pp +0.6 pp +1.1 pp +3.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1,940.4 3.2% 4 -0.1 pp +0.5 pp +1.4 pp +3.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,938.5 3.0% 4 -0.2 pp +0.4 pp +1.0 pp +3.0 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 1,905.5 7.4% 4 +1.1 pp +2.5 pp +7.4 pp +7.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1,882.2 2.0% 4 -0.0 pp +0.4 pp +0.7 pp +2.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,874.6 1.2% 4 +0.4 pp +0.4 pp +0.3 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,800.6 0.5% 4 -0.1 pp +0.0 pp +0.2 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,785.9 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,722.1 1.6% 5 +0.0 pp +0.6 pp +1.1 pp +1.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,681.3 1.6% 4 +0.1 pp +0.5 pp +1.1 pp +1.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1,659.4 1.1% 4 -0.1 pp +0.0 pp +0.2 pp +1.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,641.1 1.3% 4 -0.1 pp +0.1 pp +0.1 pp +1.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,634.3 2.3% 6 -0.1 pp +0.4 pp +0.8 pp +0.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,495.1 0.7% 4 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,471.8 3.1% 4 -0.3 pp +0.4 pp +1.0 pp +3.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,430.8 1.1% 4 +0.6 pp +0.8 pp +0.8 pp +1.1 pp
AVIVA PLC CIK 0001140022 0.925 854 1,353.1 2.3% 4 -0.3 pp +0.3 pp +0.7 pp +2.3 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,318.6 4.4% 4 -0.2 pp -0.3 pp +0.7 pp +4.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,273.8 2.4% 4 +0.1 pp +0.8 pp +1.2 pp +2.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,266.1 1.8% 4 +0.0 pp +0.2 pp +0.9 pp +1.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,259.3 1.6% 4 -0.1 pp +0.1 pp +0.4 pp +1.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,257.6 1.5% 4 -0.0 pp +0.2 pp +0.5 pp +1.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,256.2 1.0% 4 -0.1 pp +0.2 pp +0.4 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,195.8 1.3% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,191.8 2.2% 4 -0.1 pp +0.4 pp +0.8 pp +2.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,191.0 2.1% 5 +0.0 pp -0.1 pp +0.3 pp +0.5 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,177.4 1.8% 4 -0.2 pp +0.2 pp +0.5 pp +1.8 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 1,172.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1,162.3 3.2% 4 -0.2 pp +0.5 pp +0.9 pp +3.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1,132.2 1.9% 4 -0.1 pp +0.3 pp +0.6 pp +1.9 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1,096.7 4.8% 4 +0.5 pp +1.9 pp +2.7 pp +4.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,077.0 1.5% 4 -0.1 pp +0.3 pp +0.5 pp +1.5 pp
H&H International Investment, LLC CIK 0001759760 0.989 18 1,063.1 5.3% 4 +2.0 pp +2.3 pp +2.3 pp +5.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 1,049.6 2.2% 4 -0.1 pp +0.3 pp +0.7 pp +2.2 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,028.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 1,003.8 1.0% 4 +0.0 pp +0.5 pp +0.6 pp +1.0 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 992.4 11.0% 2 +7.3 pp +11.0 pp +9.3 pp +11.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 987.1 1.6% 4 +0.1 pp +0.7 pp +1.1 pp +1.6 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 986.0 4.1% 4 +1.1 pp +2.3 pp +2.5 pp +4.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 974.0 1.4% 4 -0.2 pp +0.1 pp +0.4 pp +1.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 970.9 0.9% 4 -0.1 pp +0.2 pp +0.3 pp +0.9 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 961.1 11.3% 4 -2.0 pp -0.8 pp +1.7 pp +11.3 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 937.0 6.1% 4 -0.4 pp +0.7 pp +1.4 pp +6.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 918.8 2.6% 4 -0.1 pp +0.4 pp +0.9 pp +2.6 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 916.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 914.8 1.3% 4 +0.0 pp +0.4 pp +0.6 pp +1.3 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 913.8 1.4% 4 -0.8 pp -0.3 pp -0.0 pp +1.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 904.7 1.5% 4 -0.1 pp +0.2 pp +0.4 pp +1.5 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 891.6 2.6% 6 -0.1 pp +0.4 pp +0.8 pp +0.9 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 876.1 0.9% 4 +0.0 pp +0.2 pp +0.4 pp +0.9 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 875.8 1.2% 4 +0.2 pp +0.5 pp +0.7 pp +1.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 870.8 2.5% 4 -0.1 pp +0.5 pp +0.9 pp +2.5 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 858.8 2.1% 6 -0.1 pp +1.8 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 855.3 0.7% 4 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 845.3 5.8% 4 +0.5 pp +2.2 pp +2.3 pp +5.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 840.2 1.8% 4 -0.1 pp +0.3 pp +0.5 pp +1.8 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 816.9 1.1% 4 +0.0 pp +0.2 pp +0.4 pp +1.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 815.1 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 810.7 4.3% 4 -0.8 pp -0.7 pp +0.4 pp +4.3 pp
PROVIDENT TRUST CO CIK 0001140436 0.971 22 802.4 16.8% 4 -0.2 pp +2.9 pp +5.7 pp +16.8 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 795.0 0.7% 4 +0.0 pp +0.1 pp +0.3 pp +0.7 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 794.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 788.8 6.6% 4 -0.3 pp +1.2 pp +2.5 pp +6.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 779.7 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 750.6 1.9% 4 -0.1 pp +0.3 pp +0.6 pp +1.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 746.8 1.7% 4 -0.1 pp +0.2 pp +0.5 pp +1.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 737.8 0.9% 4 -0.0 pp +0.1 pp +0.3 pp +0.9 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 737.0 4.1% 4 -0.3 pp +0.5 pp +1.4 pp +4.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 728.0 1.9% 4 -0.3 pp +0.2 pp +0.5 pp +1.9 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 712.9 1.4% 4 +0.2 pp +0.3 pp +0.3 pp +1.4 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 708.8 4.7% 4 -0.0 pp +2.1 pp +2.0 pp +4.7 pp
Himalaya Capital Management LLC CIK 0001709323 0.955 8 703.2 22.0% 4 -0.3 pp +3.5 pp +5.8 pp +22.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 694.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 693.6 2.2% 4 +0.3 pp +0.7 pp +1.0 pp +2.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 689.6 0.5% 4 -0.0 pp +0.2 pp +0.4 pp +0.5 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 686.5 3.0% 4 -0.2 pp +0.5 pp +1.1 pp +3.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 676.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 674.9 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 648.9 1.9% 4 -0.1 pp +0.3 pp +0.7 pp +1.9 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 622.1 2.5% 4 +0.0 pp +0.1 pp +0.7 pp +2.5 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 621.1 1.0% 4 -0.1 pp +0.1 pp +0.4 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 614.9 0.7% 4 -0.1 pp +0.0 pp +0.2 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 614.5 1.1% 4 -0.1 pp +0.0 pp +0.1 pp +1.1 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 611.4 4.4% 4 -2.0 pp -2.8 pp -1.8 pp +4.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 610.1 1.1% 4 -0.1 pp +0.2 pp +0.4 pp +1.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 600.3 2.3% 4 +0.2 pp +0.9 pp +0.7 pp +2.3 pp
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BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 16.1 2.6% 4 -0.1 pp +0.5 pp +1.0 pp +2.6 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 16.1 2.3% 4 -0.1 pp +0.6 pp +1.1 pp +2.3 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 16.0 0.6% 4 -0.1 pp +0.0 pp +0.1 pp +0.6 pp
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Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 15.9 0.6% 4 -0.1 pp -0.0 pp +0.2 pp +0.6 pp
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ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 15.8 1.9% 4 -0.2 pp -0.2 pp +0.3 pp +1.9 pp
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GenTrust, LLC CIK 0001697110 0.832 201 15.6 0.7% 4 -0.1 pp +0.6 pp +0.6 pp +0.7 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 15.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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Hyperion Capital Advisors LP CIK 0001794499 0.314 67 15.1 7.3% 4 -3.3 pp -2.9 pp -2.2 pp +7.3 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 14.9 0.8% 1 +0.8 pp +0.8 pp -0.0 pp +0.8 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 14.9 4.9% 4 -2.4 pp +0.0 pp +0.8 pp +4.9 pp
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VCI Wealth Management LLC CIK 0002009388 0.229 99 11.7 3.2% 4 -0.3 pp +0.4 pp +0.9 pp +3.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DLK Investment Management, LLC CIK 0002016793 0.124 96 11.6 4.6% 4 -2.6 pp -1.3 pp +0.2 pp +4.6 pp
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Kathmere Capital Management, LLC CIK 0001794543 0.522 671 11.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
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KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 11.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 11.5 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
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MOUNT VERNON ASSOCIATES INC /MD/ CIK 0000799003 0.357 62 11.4 8.1% 4 -0.5 pp +1.0 pp +2.6 pp +8.1 pp
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Convergence Investment Partners, LLC CIK 0001456133 0.067 241 11.4 1.9% 4 -0.0 pp +0.6 pp +1.5 pp +1.9 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 11.4 2.5% 4 -1.0 pp -0.5 pp +0.1 pp +2.5 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 11.4 3.5% 4 -0.4 pp +0.0 pp +0.7 pp +3.5 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 11.4 0.6% 4 -4.1 pp -2.1 pp -0.4 pp +0.6 pp
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Cordatus Wealth Management LLC CIK 0001715862 0.324 168 11.3 2.7% 4 -1.0 pp -0.2 pp +0.5 pp +2.7 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 11.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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CERTUITY, LLC CIK 0001800752 0.558 672 11.2 0.7% 4 -0.1 pp -0.0 pp +0.2 pp +0.7 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.2 0.1% 4 -0.9 pp +0.0 pp +0.0 pp +0.1 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 11.1 1.9% 4 -0.2 pp +0.2 pp +0.6 pp +1.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 11.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 11.1 0.8% 4 -0.0 pp +0.6 pp +0.6 pp +0.8 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 11.1 2.5% 4 -0.2 pp +0.1 pp +0.6 pp +2.5 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 11.1 0.9% 4 -0.1 pp +0.0 pp +0.2 pp +0.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 11.1 0.5% 4 -0.1 pp +0.0 pp +0.2 pp +0.5 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 11.0 1.9% 4 -0.1 pp +0.2 pp +0.5 pp +1.9 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 11.0 1.6% 4 -0.1 pp +0.3 pp +1.1 pp +1.6 pp
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Inlet Private Wealth, LLC CIK 0001759751 0.306 133 11.0 2.8% 4 -0.4 pp +0.2 pp +0.8 pp +2.8 pp
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DV Trading LLC CIK 0001721757 0.000 395 10.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 10.8 1.2% 4 -0.1 pp +0.1 pp +0.3 pp +1.2 pp
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TBH Global Asset Management, LLC CIK 0001787125 0.368 263 10.7 2.2% 1 +2.2 pp +0.3 pp -1.3 pp +2.2 pp
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Ahara Advisors LLC CIK 0002116771 0.419 55 10.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
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COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 4.7 1.7% 4 +0.2 pp +0.1 pp +0.6 pp +1.7 pp
Davis Capital Management CIK 0001811806 0.306 1270 4.7 3.2% 3 -0.4 pp +0.3 pp +3.2 pp +3.2 pp
TSFG, LLC CIK 0001800513 0.413 891 4.7 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 4.7 0.4% 2 -6.3 pp +0.4 pp +0.4 pp +0.4 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 4.7 1.5% 4 -0.3 pp +0.1 pp +0.4 pp +1.5 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 4.7 1.3% 4 -0.5 pp -0.2 pp -0.1 pp +1.3 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 4.7 0.9% 4 -0.1 pp +0.1 pp +0.3 pp +0.9 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 4.7 1.4% 4 -0.1 pp +0.2 pp +0.5 pp +1.4 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.7 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 4.7 0.5% 4 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 4.7 2.3% 4 -0.1 pp +0.4 pp +0.8 pp +2.3 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 4.7 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 4.7 1.4% 4 -0.1 pp +0.2 pp +0.5 pp +1.4 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 4.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 4.7 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 4.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
Tsai Capital Corp CIK 0001574850 0.551 17 4.6 3.4% 4 +0.1 pp +0.6 pp +1.3 pp +3.4 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.6 0.6% 4 -0.6 pp +0.1 pp +0.2 pp +0.6 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 4.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 4.6 0.8% 4 +0.0 pp +0.2 pp +0.3 pp +0.8 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 4.6 2.0% 4 +0.2 pp +0.2 pp +0.3 pp +2.0 pp
BetterWealth, LLC CIK 0001911702 0.869 86 4.6 0.9% 4 -0.3 pp -0.0 pp +0.1 pp +0.9 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 4.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 4.6 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
Port Capital LLC CIK 0001729212 0.798 108 4.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 4.6 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 4.6 2.8% 3 -0.5 pp +0.1 pp +2.8 pp +0.8 pp
Certified Advisory Corp CIK 0001731732 0.386 327 4.6 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 4.6 0.8% 4 -0.3 pp -0.1 pp -0.2 pp +0.8 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 4.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 4.6 2.4% 4 -0.3 pp +0.1 pp +0.8 pp +2.4 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 4.6 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.6 0.8% 4 -0.8 pp -0.4 pp -0.1 pp +0.8 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 4.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 4.5 2.0% 4 -0.4 pp -0.1 pp +0.3 pp +2.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.5 0.8% 3 -0.2 pp +0.0 pp +0.8 pp +0.8 pp
CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 4.5 2.5% 4 -0.5 pp -0.8 pp -0.1 pp +2.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.5 0.2% 4 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 4.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 4.5 4.4% 4 -0.7 pp +0.3 pp +1.1 pp +4.4 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 4.5 3.0% 4 +0.1 pp +0.7 pp +1.1 pp +3.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 4.5 1.3% 4 -0.1 pp +0.2 pp +1.0 pp +1.3 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 4.5 0.9% 4 -0.1 pp +0.1 pp +0.3 pp +0.9 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 4.5 0.9% 4 -0.1 pp +0.2 pp +0.4 pp +0.9 pp
MASECO LLP CIK 0002074052 0.917 291 4.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 4.5 1.0% 4 +0.0 pp +0.2 pp +0.3 pp +1.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 4.5 1.8% 4 -0.1 pp +0.2 pp +0.5 pp +1.8 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 4.5 1.7% 4 +0.3 pp +0.6 pp +0.9 pp +1.7 pp
DCM Advisors, LLC CIK 0001839498 0.372 38 4.5 2.0% 4 -0.0 pp +0.4 pp +0.7 pp +2.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.5 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.5 1.8% 4 -0.3 pp +0.0 pp +0.5 pp +1.8 pp
EWA, LLC CIK 0001835252 0.457 332 4.5 1.0% 4 +0.2 pp +0.6 pp +0.7 pp +1.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 4.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Montis Financial, LLC CIK 0001844314 0.565 152 4.5 0.9% 4 -0.1 pp +0.1 pp +0.5 pp +0.9 pp
Kentucky Trust Co CIK 0002054100 0.245 316 4.5 2.3% 4 -0.2 pp +0.3 pp +0.7 pp +2.3 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 4.4 0.6% 4 -0.1 pp +0.2 pp +0.2 pp +0.6 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 4.4 1.8% 4 -0.2 pp +0.1 pp +0.5 pp +1.8 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 4.4 0.3% 4 -0.1 pp -0.0 pp +0.2 pp +0.3 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 4.4 1.4% 4 -0.2 pp +0.2 pp +0.6 pp +1.4 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 4.4 1.0% 4 -0.2 pp +0.0 pp +0.2 pp +1.0 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.4 1.4% 4 -0.3 pp -0.0 pp +0.2 pp +1.4 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 4.4 1.1% 4 -0.0 pp +0.1 pp +0.3 pp +1.1 pp
DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 4.4 1.9% 4 -0.3 pp +0.2 pp +0.5 pp +1.9 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.4 1.1% 4 -0.4 pp -0.0 pp +0.3 pp +1.1 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 4.4 1.0% 4 -0.1 pp +0.2 pp +0.4 pp +1.0 pp
PATHWAY WEALTH MANAGEMENT LLC CIK 0002135623 0.512 31 4.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 4.4 0.3% 4 +0.2 pp -0.2 pp +0.1 pp +0.3 pp
Atom Investors LP CIK 0001738902 0.004 818 4.4 0.3% 1 +0.3 pp +0.0 pp +0.2 pp +0.3 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 4.4 0.7% 4 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.4 1.0% 4 -0.0 pp +0.2 pp +0.4 pp +1.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 4.4 1.3% 4 -0.1 pp +0.1 pp +0.3 pp +1.3 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 4.4 0.8% 4 -0.1 pp +0.1 pp +0.3 pp +0.8 pp
Aristotle Atlantic Partners, LLC CIK 0001697267 0.669 117 4.4 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 4.4 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 4.4 2.2% 4 -0.2 pp +0.2 pp +0.6 pp +2.2 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 4.4 0.9% 4 -0.0 pp +0.2 pp +0.3 pp +0.9 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 4.4 3.0% 4 +0.2 pp +0.7 pp +1.3 pp +3.0 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 4.3 2.8% 4 -0.4 pp +0.1 pp +0.4 pp +2.8 pp
Baker Chad R CIK 0001666470 0.510 51 4.3 0.8% 4 -0.2 pp -0.1 pp +0.1 pp +0.8 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 4.3 0.8% 4 -0.1 pp -0.0 pp -0.8 pp +0.8 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 4.3 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
Allegheny Financial Group CIK 0001844148 0.552 305 4.3 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 4.3 0.8% 4 +0.1 pp +0.1 pp +0.3 pp +0.8 pp
AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 0.117 28 4.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 4.3 0.8% 4 -0.3 pp +0.0 pp +0.2 pp +0.8 pp
Jones Kertz & Associates, Inc. CIK 0002104438 0.374 66 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
V2 Financial group LLC CIK 0002022843 0.490 123 4.3 2.0% 4 +0.0 pp +1.4 pp +1.5 pp +2.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.3 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 4.3 0.5% 4 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.3 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.3 0.3% 4 -0.2 pp -0.1 pp -0.0 pp +0.3 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 4.3 1.5% 4 -0.3 pp +0.0 pp +0.3 pp +1.5 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.3 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Income Insurance Ltd CIK 2022801 0.211 184 4.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 4.3 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Bank of New Hampshire CIK 0001870761 0.280 537 4.3 1.0% 4 -0.1 pp +0.2 pp +0.3 pp +1.0 pp
Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 4.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 4.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 4.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 4.3 1.0% 4 -0.1 pp +0.2 pp +0.4 pp +1.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 4.3 1.8% 4 -0.1 pp +0.3 pp +0.6 pp +1.8 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 4.2 3.9% 4 -0.7 pp +0.1 pp +0.9 pp +3.9 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.2 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 4.2 1.3% 4 -0.1 pp +0.1 pp +0.3 pp +1.3 pp
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MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 4.2 0.4% 4 -0.8 pp +0.1 pp +0.2 pp +0.4 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 4.2 0.4% 4 -0.1 pp -0.0 pp +0.1 pp +0.4 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 4.2 1.5% 4 -0.6 pp +0.0 pp +0.7 pp +1.5 pp
Legacy Trust CIK 0001772483 0.355 210 4.2 0.8% 4 +0.0 pp +0.2 pp +0.4 pp +0.8 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 4.2 0.9% 4 -0.1 pp +0.2 pp +0.2 pp +0.9 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 4.2 1.6% 4 -0.1 pp +0.2 pp +0.7 pp +1.6 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 4.2 2.1% 4 -0.1 pp +0.3 pp +0.6 pp +2.1 pp
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Alhambra Investment Management LLC CIK 0001802696 0.273 182 4.2 1.9% 4 -0.2 pp +0.2 pp +0.7 pp +1.9 pp
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CV Advisors LLC CIK 0001872254 0.581 133 4.0 1.1% 4 -0.0 pp +0.1 pp +0.4 pp +1.1 pp
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Alliance Wealth Management Group CIK 0001623707 0.630 103 1.7 0.4% 4 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
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Portolan Capital Management, LLC CIK 0001350290 0.078 148 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.4 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 1.4 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 1.4 1.2% 4 -0.1 pp +0.2 pp +0.5 pp +1.2 pp
Lee Financial Co CIK 0001391166 0.828 162 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 1.4 0.7% 4 -0.5 pp -0.5 pp -0.3 pp +0.7 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.4 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
Summa Corp. CIK 0001954929 0.569 83 1.4 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.4 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Beck Bode, LLC CIK 0001790548 0.122 104 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Planned Solutions, Inc. CIK 0001831332 0.615 154 1.4 0.5% 4 -0.1 pp -0.0 pp +0.2 pp +0.5 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Martin Capital Advisors, LLP CIK 0001904126 0.430 77 1.4 0.9% 4 -0.0 pp +0.2 pp +0.3 pp +0.9 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 1.4 1.2% 4 -0.1 pp +0.1 pp +0.2 pp +1.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 1.4 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 1.4 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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Kearns & Associates LLC CIK 0001908695 0.847 41 1.4 0.7% 4 -0.0 pp +0.1 pp +0.3 pp +0.7 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 1.4 0.1% 4 -0.5 pp -0.4 pp -0.3 pp +0.1 pp
Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 1.4 0.4% 4 -0.0 pp +0.1 pp -0.0 pp +0.4 pp
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Firestone Capital Management CIK 0001799964 0.601 168 1.4 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
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STANCE CAPITAL LLC CIK 0002056334 0.005 340 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 0.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.7 0.3% 6 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.7 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Sandro Wealth Management LLC CIK 0002107860 0.193 103 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373 0.751 50 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.7 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 0.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.7 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.7 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 0.7 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
Orion Investment Co CIK 0002033920 0.419 73 0.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.7 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 0.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.7 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.7 0.4% 4 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.7 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.7 0.8% 1 +0.8 pp -1.7 pp -3.7 pp +0.8 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.7 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.7 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 0.7 0.1% 4 -0.0 pp +0.0 pp -2.9 pp +0.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
S Harris Financial Group, LLC CIK 0002112907 0.391 124 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Thayer Partners, LLC / MA CIK 0002010185 0.568 100 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.7 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.7 0.3% 4 -0.2 pp -0.1 pp -0.0 pp +0.3 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.7 0.5% 4 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.7 0.8% 4 +0.0 pp +0.2 pp +0.3 pp +0.8 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.7 0.3% 4 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.7 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.7 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 0.7 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
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CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.7 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.7 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.6 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
Storgate, LLC CIK 0002110835 0.075 351 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.6 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Columbia Bank CIK 0002017259 0.353 165 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.6 0.1% 4 -0.6 pp -0.4 pp +0.0 pp +0.1 pp
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1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
10Elms LLP CIK 0002056650 0.266 526 0.6 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
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Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.6 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AlphaGrep UK Ltd CIK 2148988 0.006 697 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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RM Financial Services, LLC CIK 0002109852 0.299 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 0.6 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rydar Equities, Inc. CIK 0002065487 0.195 107 0.6 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fjell Capital, LLC CIK 0002053350 0.309 66 0.6 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
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Objective Capital Management, LLC CIK 0001924152 0.294 102 0.6 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
ASL Financial, LLC CIK 0002105933 0.440 99 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.6 0.3% 4 -0.2 pp -0.1 pp -0.0 pp +0.3 pp
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Bank of Marin CIK 0001801145 0.155 133 0.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
White Wing Wealth Management CIK 0002001473 0.735 40 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Baring Financial LLC CIK 0002052588 0.395 83 0.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AREX Capital Management, LP CIK 0001800261 0.218 26 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ACCOUNT MANAGEMENT LLC CIK 0000769954 0.645 22 0.5 0.5% 4 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Impact Investors, Inc CIK 0001824539 0.278 88 0.5 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.5 0.8% 4 +0.2 pp +0.1 pp +0.2 pp +0.8 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Unify Financial Advisors CIK 0002126814 0.217 90 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Samjo Management, LLC CIK 0001986590 0.308 58 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Brickley Wealth Management CIK 0001712533 0.861 68 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Peterson Wealth Services CIK 0001906799 0.450 245 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friday Financial CIK 0002048792 0.653 108 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Miller Global Investments, LLC CIK 0002099097 0.052 295 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.5 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 0.5 0.1% 4 -0.6 pp -0.6 pp -0.4 pp +0.1 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
tru Independence LLC CIK 0001785445 0.641 108 0.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
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Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.4 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 0.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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IMZ Advisory Inc CIK 0002017735 0.828 38 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Clear Trail Advisors, LLC CIK 0002097856 0.297 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
O'Keefe Stevens Advisory, Inc. CIK 0001780565 0.611 81 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.4 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
QVT Financial LP CIK 0001290162 0.874 72 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sachetta, LLC CIK 0002010574 0.327 1025 0.4 0.2% 4 +0.1 pp -0.3 pp -0.2 pp +0.2 pp
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Family Office Research LLC CIK 0002041267 0.652 85 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.4 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
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Leelyn Smith, LLC CIK 0001777817 0.480 157 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.4 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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LVZ, Inc. CIK 0001574408 0.888 177 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MBA Advisors LLC CIK 0001848704 0.403 164 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Old West Investment Management, LLC CIK 0001549358 0.124 124 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
KWB Wealth CIK 0001822236 0.452 169 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Innovator Capital Management, LLC CIK 0001708237 0.982 8 0.0 0.0% 0 -7.2 pp -5.8 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -1.7 pp -1.5 pp -1.2 pp +0.0 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 0.0 0.0% 0 -13.5 pp -10.4 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -1.6 pp -0.7 pp -0.8 pp -0.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -1.0 pp -0.7 pp -0.7 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 -2.5 pp -2.0 pp -1.4 pp +0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.4 pp -0.2 pp -1.7 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.8 pp -0.8 pp -0.6 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -2.6 pp -2.2 pp +0.0 pp
VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 0.0 0.0% 0 -2.5 pp -2.0 pp -1.5 pp +0.0 pp
Cable Car Capital, LP CIK 0001699575 0.000 215 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.8 pp -0.4 pp -0.3 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.7 pp +0.0 pp -0.9 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Pacifica Capital Investments, LLC CIK 0001486713 0.851 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Avalon Advisory Group CIK 0001802119 0.899 14 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.1 pp -0.1 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 -0.1 pp +0.0 pp
Genoa Capital Gestora de Recursos Ltda. CIK 0002064813 0.313 8 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.5 pp -0.4 pp -0.2 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -3.1 pp -1.9 pp -1.2 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.3 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 0.0 0.0% 0 -3.2 pp -2.0 pp +0.0 pp +0.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Yong Rong (HK) Asset Management Ltd CIK 0001738071 0.000 7 0.0 0.0% 0 -14.3 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Union Square Park Capital Management, LLC CIK 0001666231 0.041 51 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp -5.2 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.3 pp -0.2 pp -0.0 pp +0.0 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 0.0 0.0% 0 -0.4 pp -0.5 pp -0.1 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -3.1 pp -2.5 pp -2.5 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -1.2 pp -1.1 pp -0.9 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -2.2 pp -1.6 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -1.2 pp -1.0 pp -0.7 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -2.3 pp -1.7 pp +0.0 pp
Stenham Asset Management Ltd CIK 0001840750 0.459 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 -0.0 pp +0.0 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -1.3 pp -1.1 pp -0.8 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
Pensionfund Sabic CIK 0001637246 0.346 76 0.0 0.0% 0 -1.3 pp -1.4 pp -1.1 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -1.5 pp -1.2 pp -1.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp +0.0 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Greenwoods Asset Management Hong Kong Ltd. CIK 0001848138 0.699 21 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Lauer Wealth, LLC CIK 0001860063 0.284 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.6 pp -0.4 pp -0.4 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.9 pp -0.6 pp -0.5 pp +0.0 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 0.0 0.0% 0 -0.0 pp -0.3 pp -0.2 pp +0.0 pp
Anson Funds Management LP CIK 0001491072 0.108 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.8 pp -0.5 pp -0.4 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 GOOG). Qtrs Held counts distinct quarters this fund has actually held GOOG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GOOG position size. Δ columns are the percentage-point change in GOOG'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