☆GOOGL
Flow ranking
Rank#24
Score / z0.667 / 4.48
Consensus91.25 over 184 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆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 | 19,683.7 | 1.4% | 2 | -0.2 pp | +1.4 pp | +1.4 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 | 11,016.6 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 6,153.5 | 2.4% | 2 | -0.5 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 6,125.6 | 1.7% | 1 | +1.7 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 2,049.9 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 2,019.1 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 1,742.4 | 1.6% | 1 | +1.6 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 1,418.2 | 1.8% | 2 | -0.3 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 1,361.8 | 1.6% | 1 | +1.6 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 1,005.0 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 880.4 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 753.4 | 2.3% | 2 | -0.1 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 739.9 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 529.2 | 1.7% | 2 | -0.3 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆Local Pensions Partnership Investment Ltd CIK 0001698810 | 0.884 | 32 | 400.4 | 7.9% | 1 | +7.9 pp | +7.9 pp | +7.9 pp | +7.9 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 388.0 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Employees Provident Fund Board CIK 0001600177 | 0.852 | 68 | 343.5 | 3.9% | 2 | +0.6 pp | +3.9 pp | +3.9 pp | +3.9 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 328.8 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 317.4 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 299.8 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 298.9 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆National Philanthropic Trust CIK 0001785342 | 0.575 | 409 | 292.7 | 4.7% | 2 | +0.2 pp | +4.7 pp | +4.7 pp | +4.7 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 260.0 | 1.9% | 2 | -0.3 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆CLEAR STREET LLC CIK 0001708828 | 0.000 | 0 | 237.4 | 4.7% | 2 | +0.1 pp | +4.7 pp | +4.7 pp | +4.7 pp |
| ☆Bank Pictet & Cie (Europe) AG CIK 0001123274 | 0.821 | 204 | 236.8 | 5.7% | 1 | +5.7 pp | +5.7 pp | +5.7 pp | +5.7 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 207.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 190.3 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆Evelyn Partners Investment Management LLP CIK 0002065206 | 0.733 | 410 | 156.8 | 7.1% | 1 | +7.1 pp | +7.1 pp | +7.1 pp | +7.1 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.678 | 616 | 142.1 | 3.0% | 2 | -0.2 pp | +3.0 pp | +3.0 pp | +3.0 pp |
| ☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 | 0.640 | 236 | 136.4 | 2.3% | 1 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 107.5 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 99.0 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 95.7 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆CRITERIA CAIXA, S.A.U. CIK 0002018922 | 0.000 | 2 | 91.5 | 13.4% | 1 | +13.4 pp | +13.4 pp | +13.4 pp | +13.4 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 87.2 | 2.2% | 1 | +2.2 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆Munro Partners CIK 0001768744 | 0.213 | 59 | 73.3 | 3.5% | 2 | +1.2 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆ALLIANZ SE CIK 0001127508 | 0.910 | 519 | 72.5 | 1.9% | 1 | +1.9 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 67.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Formuepleje A/S CIK 1801212 | 0.374 | 96 | 62.4 | 3.6% | 2 | -0.8 pp | +3.6 pp | +3.6 pp | +3.6 pp |
| ☆Sculptor Capital LP CIK 0001054587 | 0.143 | 320 | 58.3 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Golden Unicorn (BVI) Ltd CIK 0002078724 | 0.915 | 7 | 56.6 | 12.1% | 1 | +12.1 pp | +12.1 pp | +12.1 pp | +12.1 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 54.0 | 0.5% | 2 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 48.4 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 47.5 | 3.6% | 2 | +1.8 pp | +3.6 pp | +3.6 pp | +3.6 pp |
| ☆ABN AMRO Bank N.V. CIK 0001561082 | 0.622 | 231 | 44.9 | 0.6% | 2 | -0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Henshaw Capital LLC CIK 0002131483 | 0.689 | 160 | 43.3 | 1.9% | 2 | -0.3 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Hamilton Capital Partners Inc. CIK 2141005 | 0.591 | 214 | 40.2 | 2.6% | 2 | -0.8 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆Giverny Capital Inc. CIK 0001641864 | 0.751 | 51 | 39.6 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 37.4 | 1.6% | 1 | +1.6 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 | 0.447 | 1346 | 34.3 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆True Blue (BVI) Ltd CIK 0002011315 | 0.910 | 3 | 31.2 | 22.8% | 1 | +22.8 pp | +22.8 pp | +22.8 pp | +22.8 pp |
| ☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 | 0.390 | 281 | 28.6 | 5.0% | 1 | +5.0 pp | +5.0 pp | +5.0 pp | +5.0 pp |
| ☆HughesLittle Investment Management Ltd. CIK 0002106035 | 0.914 | 13 | 27.6 | 6.4% | 2 | -0.1 pp | +6.4 pp | +6.4 pp | +6.4 pp |
| ☆PKO Investment Management Joint-Stock Co CIK 0002059321 | 0.438 | 228 | 22.4 | 2.5% | 2 | +0.8 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆Altrafin AG CIK 0002110313 | 0.476 | 44 | 21.9 | 8.5% | 2 | -0.5 pp | +8.5 pp | +8.5 pp | +8.5 pp |
| ☆AMIRAL GESTION CIK 0001828064 | 0.427 | 16 | 21.8 | 12.0% | 1 | +12.0 pp | +12.0 pp | +12.0 pp | +12.0 pp |
| ☆First Nebraska Trust Co CIK 2134841 | 0.657 | 231 | 21.1 | 2.1% | 2 | -0.4 pp | +2.1 pp | +2.1 pp | +2.1 pp |
| ☆General Pension Society PZU Joint Stock Co CIK 0002057421 | 0.867 | 16 | 20.8 | 7.0% | 2 | -1.0 pp | +7.0 pp | +7.0 pp | +7.0 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 20.4 | 2.2% | 2 | -0.5 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆CIM, LLC CIK 0001364725 | 0.348 | 169 | 20.3 | 3.0% | 1 | +3.0 pp | +3.0 pp | +3.0 pp | +3.0 pp |
| ☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 | 0.689 | 184 | 20.2 | 0.4% | 2 | -0.2 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 0.539 | 502 | 19.9 | 1.9% | 2 | -0.2 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Northwest & Ethical Investments L.P. CIK 0002033536 | 0.430 | 513 | 18.6 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 18.5 | 0.6% | 2 | -0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 18.3 | 0.6% | 2 | -0.0 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 | 0.562 | 505 | 17.9 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆COOPER INVESTORS PTY LTD CIK 0001561728 | 0.068 | 39 | 17.5 | 2.8% | 2 | -2.6 pp | +2.8 pp | +2.8 pp | +2.8 pp |
| ☆Hamilton Wealth, LLC CIK 0001760263 | 0.303 | 117 | 17.4 | 4.2% | 1 | +4.2 pp | +4.2 pp | +4.2 pp | +4.2 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 17.0 | 1.5% | 2 | -0.3 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 15.7 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 15.2 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆DSG Capital Advisors, LLC CIK 0002060765 | 0.526 | 118 | 15.0 | 3.0% | 1 | +3.0 pp | +3.0 pp | +3.0 pp | +3.0 pp |
| ☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 | 0.354 | 91 | 13.9 | 4.1% | 2 | -0.5 pp | +4.1 pp | +4.1 pp | +4.1 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 13.2 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 | 0.525 | 69 | 10.2 | 2.4% | 2 | -0.4 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 10.1 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 10.0 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Fischer Financial Services, Inc. CIK 0002064001 | 0.345 | 65 | 10.0 | 3.2% | 1 | +3.2 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Evelyn Partners Asset Management Ltd CIK 0002065207 | 0.302 | 308 | 9.7 | 6.1% | 1 | +6.1 pp | +6.1 pp | +6.1 pp | +6.1 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 9.5 | 3.2% | 2 | -0.7 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Ransom Advisory, Ltd CIK 0002065136 | 0.308 | 433 | 9.1 | 4.5% | 2 | -0.6 pp | +4.5 pp | +4.5 pp | +4.5 pp |
| ☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 | 0.362 | 73 | 9.1 | 3.5% | 1 | +3.5 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆Marex Group Ltd (MRX) CIK 0001997464 | 0.247 | 955 | 8.8 | 0.2% | 2 | -0.6 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 8.7 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 0.338 | 121 | 8.0 | 2.0% | 2 | -0.4 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆High Note Wealth, LLC CIK 0001807283 | 0.547 | 959 | 7.6 | 1.9% | 1 | +1.9 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 | 0.332 | 231 | 7.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Portside Wealth Group, LLC CIK 0001978608 | 0.273 | 505 | 7.5 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 | 0.516 | 187 | 7.4 | 6.5% | 1 | +6.5 pp | +6.5 pp | +6.5 pp | +6.5 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 7.3 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆111 Capital CIK 0002060412 | 0.025 | 488 | 6.7 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Audent Global Asset Management, LLC CIK 0001834874 | 0.165 | 46 | 6.5 | 5.4% | 1 | +5.4 pp | +5.4 pp | +5.4 pp | +5.4 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 6.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Saranac Partners Ltd CIK 0002098745 | 0.206 | 112 | 6.4 | 3.6% | 1 | +3.6 pp | +3.6 pp | +3.6 pp | +3.6 pp |
| ☆ALGERT GLOBAL LLC CIK 0001275218 | 0.156 | 1234 | 6.1 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 | 0.155 | 143 | 6.0 | 2.7% | 1 | +2.7 pp | +2.7 pp | +2.7 pp | +2.7 pp |
| ☆PKO BP BANKOWY Universal Pension Society JSC CIK 0002055875 | 0.676 | 13 | 6.0 | 5.0% | 1 | +5.0 pp | +5.0 pp | +5.0 pp | +5.0 pp |
| ☆AlpenGlobal Capital LLC CIK 0002062492 | 0.405 | 35 | 6.0 | 4.3% | 1 | +4.3 pp | +4.3 pp | +4.3 pp | +4.3 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 5.7 | 1.2% | 2 | -0.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Symmetry Investments LP CIK 0001691919 | 0.056 | 112 | 5.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Berkeley, Inc CIK 0002051965 | 0.446 | 86 | 5.2 | 2.4% | 1 | +2.4 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Papamarkou Wellner Asset Management inc. CIK 0002063952 | 0.430 | 75 | 5.1 | 3.5% | 1 | +3.5 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆Unique Wealth Strategies, LLC CIK 2009809 | 0.129 | 214 | 4.9 | 2.2% | 2 | -0.2 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆Corecam Pte. Ltd. CIK 0002106977 | 0.168 | 82 | 4.6 | 2.5% | 2 | -0.4 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆Semmax Financial Advisors Inc. CIK 0001767301 | 0.227 | 431 | 4.5 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆American Investment Services, Inc. CIK 0001369913 | 0.501 | 133 | 4.5 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 | 0.313 | 208 | 4.5 | 3.5% | 2 | -0.8 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 | 0.000 | 0 | 4.4 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆Bosman Wealth Management, LLC CIK 0002066260 | 0.092 | 56 | 4.3 | 4.4% | 1 | +4.4 pp | +4.4 pp | +4.4 pp | +4.4 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 4.2 | 1.9% | 2 | +0.1 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 | 0.418 | 107 | 4.2 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆SFM, LLC CIK 0002064225 | 0.427 | 69 | 3.8 | 2.8% | 2 | -0.3 pp | +2.8 pp | +2.8 pp | +2.8 pp |
| ☆MBL Wealth, LLC CIK 0001845785 | 0.684 | 381 | 3.7 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆TFR Capital, LLC. CIK 0002059325 | 0.284 | 165 | 3.4 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 3.4 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆Turn8 Private Wealth Inc. CIK 0002070026 | 0.151 | 54 | 3.4 | 2.6% | 1 | +2.6 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆Redwood Investment Management, LLC CIK 0001717479 | 0.474 | 306 | 3.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Aspetuck Financial Management LLC CIK 0002048608 | 0.364 | 79 | 3.2 | 2.8% | 1 | +2.8 pp | +2.8 pp | +2.8 pp | +2.8 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 3.2 | 0.8% | 2 | -0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Nautilus Advisors LLC CIK 0002083253 | 0.166 | 179 | 3.1 | 2.6% | 1 | +2.6 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆Peak Planning Group, LLC CIK 0002097384 | 0.624 | 128 | 3.1 | 1.3% | 2 | -0.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆St. Clair Advisors, LLC CIK 0002056292 | 0.644 | 78 | 3.0 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 | 0.222 | 295 | 2.9 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 | 0.758 | 2 | 2.9 | 2.7% | 1 | +2.7 pp | +2.7 pp | +2.7 pp | +2.7 pp |
| ☆RAHLFS CAPITAL, LLC CIK 0002056410 | 0.231 | 86 | 2.9 | 2.9% | 1 | +2.9 pp | +2.9 pp | +2.9 pp | +2.9 pp |
| ☆Harold Davidson & Associates Inc. CIK 0001430022 | 0.496 | 59 | 2.8 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Norris Financial Group, LLC CIK 0002129318 | 0.094 | 82 | 2.7 | 1.3% | 2 | +0.5 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 | 0.210 | 91 | 2.7 | 1.4% | 2 | -0.3 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 2.6 | 0.4% | 2 | -0.3 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Revolve Wealth Partners, LLC CIK 0001808992 | 0.519 | 350 | 2.6 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 | 0.176 | 135 | 2.6 | 2.6% | 2 | -0.5 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆Chancellor Financial Group WB LP CIK 0002059742 | 0.315 | 149 | 2.5 | 2.1% | 1 | +2.1 pp | +2.1 pp | +2.1 pp | +2.1 pp |
| ☆Legacy Edge Advisors, LLC CIK 0002105396 | 0.655 | 239 | 2.4 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Wealth Management Associates, Inc. CIK 0002067339 | 0.209 | 254 | 2.4 | 1.0% | 2 | -0.2 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 | 0.743 | 108 | 2.4 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Private Advisory Group LLC CIK 0001632965 | 0.257 | 287 | 2.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆CAPITAL COUNSEL LLC/NY CIK 0001114928 | 0.927 | 58 | 2.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Galilei Investment Office LLP CIK 0002043729 | 0.821 | 28 | 2.3 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Heck Capital Advisors, LLC CIK 0002046227 | 0.468 | 214 | 2.3 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆UNITED BANK CIK 0001286478 | 0.652 | 130 | 2.1 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆WINCAP FINANCIAL LLC CIK 0002064588 | 0.329 | 91 | 2.1 | 2.0% | 1 | +2.0 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆Castle Rock Wealth Management, LLC CIK 0001727605 | 0.230 | 268 | 2.1 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Millennium Capital Advisors, LLC CIK 0002097025 | 0.334 | 137 | 2.1 | 1.6% | 2 | -0.2 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆Mission Financial Group, LLC CIK 0002113810 | 0.151 | 158 | 2.0 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆GK Wealth Management LLC CIK 0002069222 | 0.000 | 225 | 2.0 | 2.3% | 1 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆Willow Creek Wealth Management Inc. CIK 0001632407 | 0.789 | 180 | 1.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆RAINIER FAMILY WEALTH INC CIK 0002073596 | 0.283 | 102 | 1.9 | 2.2% | 1 | +2.2 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 1.9 | 1.0% | 2 | -0.3 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 | 0.112 | 178 | 1.8 | 1.9% | 1 | +1.9 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Milestone Asset Management Group, LLC CIK 0002063452 | 0.282 | 133 | 1.8 | 1.6% | 1 | +1.6 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆BLALOCK WILLIAMS, LLC CIK 0002092331 | 0.151 | 154 | 1.7 | 1.9% | 1 | +1.9 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 | 0.425 | 246 | 1.7 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Advus Financial Partners, LLC CIK 2150676 | 0.419 | 261 | 1.6 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 | 0.240 | 139 | 1.6 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Ledgewood Wealth Advisors, LLC CIK 0002064043 | 0.473 | 77 | 1.5 | 0.9% | 2 | -0.2 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆ANB BANK CIK 0002067126 | 0.446 | 127 | 1.4 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 1.4 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Phocas Financial Corp. CIK 0001356783 | 0.164 | 153 | 1.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Prostatis Group LLC CIK 0001649186 | 0.318 | 190 | 1.3 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Probity Advisors, Inc. CIK 0001676603 | 0.563 | 232 | 1.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Pacific Capital Partners Ltd CIK 0002064920 | 0.069 | 40 | 1.3 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Hoxton Planning & Management, LLC CIK 0001954782 | 0.338 | 227 | 1.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 1.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Claris Financial LLC CIK 0002060278 | 0.227 | 177 | 1.3 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Old Mission Investment Co LLC CIK 2149839 | 0.649 | 163 | 1.3 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆AGH Wealth Advisors, LLC CIK 0002061010 | 0.291 | 129 | 1.2 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Union Heritage Capital, LLC CIK 0001862428 | 0.324 | 65 | 1.2 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Blankinship & Foster, LLC CIK 0001708872 | 0.865 | 79 | 1.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 1.2 | 1.7% | 2 | -0.3 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆Argyle Capital Partners, LLC CIK 0002079995 | 0.144 | 177 | 1.2 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Capstone Wealth Management Group LLC CIK 0002059649 | 0.246 | 123 | 1.2 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Hara Capital LLC CIK 0002010015 | 0.171 | 307 | 1.2 | 0.8% | 2 | -0.7 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆WADDELL & ASSOCIATES, LLC CIK 0001776757 | 0.777 | 543 | 1.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆William Mack & Associates, Inc. CIK 0002096700 | 0.653 | 108 | 1.1 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Clark Asset Management, LLC CIK 0002062026 | 0.808 | 294 | 1.1 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 1.1 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆CLG LLC CIK 0002059872 | 0.428 | 156 | 1.0 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Burton Enright Welch CIK 0002105919 | 0.824 | 136 | 1.0 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 | 0.952 | 291 | 1.0 | 0.8% | 2 | -0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 | 0.285 | 194 | 1.0 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Talon Private Wealth, LLC CIK 0001990467 | 0.144 | 231 | 1.0 | 0.1% | 2 | -0.2 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 | 0.511 | 544 | 1.0 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.9 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Alternative Investment Advisors, LLC. CIK 0002009486 | 0.726 | 69 | 0.9 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Thoma Capital Management LLC CIK 0002060298 | 0.724 | 53 | 0.9 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Farmers National Bank CIK 0001632966 | 0.440 | 180 | 0.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 0.9 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 | 0.474 | 185 | 0.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Veltria Advisors Corp. CIK 0001941369 | 0.000 | 42 | 0.9 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Alpha Zero LLC CIK 0002079032 | 0.418 | 107 | 0.9 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Northstar Financial Companies, Inc. CIK 0002059828 | 0.226 | 117 | 0.8 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Plotkin Financial Advisors, LLC CIK 0001826394 | 0.469 | 110 | 0.8 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆MRWM Advisors, LLC CIK 0001732949 | 0.327 | 80 | 0.8 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Womack Financial LLC CIK 0002107079 | 0.418 | 70 | 0.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.7 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Cambridge Financial Group, LLC CIK 0002085256 | 0.512 | 155 | 0.7 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆AAF Wealth Management, LLC CIK 0001726609 | 0.752 | 57 | 0.7 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆SkyView Investment Advisors, LLC CIK 0001848237 | 0.000 | 278 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Plum Street Advisors, LLC CIK 0002068236 | 0.454 | 107 | 0.7 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.6 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆M1 Capital Management LLC CIK 0001976157 | 0.144 | 113 | 0.6 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆North Berkeley Wealth Management, LLC CIK 0002062383 | 0.406 | 77 | 0.6 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.6 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Clark Wealth Partners CIK 0002107657 | 0.535 | 571 | 0.6 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Plan A Wealth LLC CIK 0002093645 | 0.506 | 194 | 0.6 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Covington Investment Advisors Inc. CIK 0001569036 | 0.525 | 73 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Stillwater Wealth Management Group CIK 0002063941 | 0.193 | 77 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Emergent Wealth Advisors, LLC CIK 0001799880 | 0.421 | 122 | 0.5 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.614 | 252 | 0.5 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.5 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Galaxy Digital Capital Management GP LLC CIK 0002118292 | 0.011 | 51 | 0.5 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Three Seasons Wealth, LLC CIK 0002044495 | 0.000 | 180 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Financial Insights, Inc. CIK 0001642058 | 0.472 | 147 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Old North State Trust, LLC CIK 0001760444 | 0.248 | 151 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Ravenstone Capital Management Inc. CIK 2086041 | 0.426 | 54 | 0.5 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Objective Capital Management, LLC CIK 0001924152 | 0.294 | 102 | 0.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Finivi Inc. CIK 0002101641 | 0.183 | 111 | 0.5 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Manske Wealth Management CIK 0002095143 | 0.466 | 226 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MEMBERS WEALTH LLC CIK 0002059574 | 0.408 | 120 | 0.5 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Forthright Family Wealth Advisory LLC CIK 0002008648 | 0.028 | 57 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Campbell Deegan Wealth Management, LLC CIK 0002059743 | 0.752 | 52 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Barnes Wealth Management Group, Inc CIK 0002066194 | 0.212 | 195 | 0.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Valtrion Capital Management, LLC CIK 0002072223 | 0.397 | 103 | 0.4 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Dynamic Financial Group CIK 0002061178 | 0.528 | 76 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Flavin Financial Services, Inc. CIK 0002052798 | 0.265 | 81 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆OMNI 360 Wealth, Inc. CIK 0002010436 | 0.355 | 135 | 0.4 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 0.371 | 161 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Cooper Capital Advisors LLC CIK 0001957878 | 0.142 | 41 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Provenance Wealth Advisors, LLC CIK 0002081584 | 0.886 | 609 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 | 0.269 | 135 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Fulcrum Equity Management CIK 0001737888 | 0.098 | 140 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆TABLEAUX LLC CIK 0002060663 | 0.396 | 120 | 0.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Alamar Capital Management, LLC CIK 0001846995 | 0.259 | 88 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Severin Investments, LLC CIK 0001763454 | 0.048 | 174 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Partners in Financial Planning CIK 0002054264 | 0.816 | 131 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Maxele Advisors, LLC CIK 0002096567 | 0.214 | 98 | 0.4 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Mascagni Wealth Management, Inc. CIK 0002063074 | 0.214 | 142 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Veridan Wealth LLC CIK 0002052405 | 0.434 | 84 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆GatePass Capital, LLC CIK 0002087399 | 0.107 | 188 | 0.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆SK Wealth Management, LLC CIK 0001867958 | 0.578 | 80 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Kondo Wealth Advisors, Inc. CIK 0002070929 | 0.793 | 75 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Payne Capital Management, LLC CIK 0001994332 | 0.664 | 88 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Fire Capital Management LLC CIK 0002059571 | 0.277 | 122 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 | 0.283 | 119 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Blue Oak Capital, LLC CIK 0001307125 | 0.394 | 67 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Seneca Financial Advisors LLC CIK 0002082922 | 0.759 | 66 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Delta Wealth Advisors LLC CIK 0001970701 | 0.505 | 46 | 0.3 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Permanent Capital Management, LP CIK 0002054108 | 0.729 | 211 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Edge Financial Advisors LLC CIK 0002011402 | 0.000 | 0 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealth Watch Advisors, INC CIK 0002040515 | 0.165 | 123 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆TradeWell Securities, LLC. CIK 0002066232 | 0.779 | 52 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FUTURE YOU WEALTH LLC CIK 0002055142 | 0.657 | 58 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆AdviceOne Advisory Services, LLC CIK 0001998980 | 0.816 | 45 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Infinity Wealth Counsel, LLC CIK 0002066524 | 0.292 | 65 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Beacon Financial Strategies CORP CIK 0002084239 | 0.818 | 209 | 0.2 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Burk Holdings LLC CIK 0002079815 | 0.521 | 640 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 | 0.439 | 254 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kilter Group LLC CIK 0002058915 | 0.349 | 1580 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Basepoint Wealth LLC CIK 0002088236 | 0.229 | 632 | 0.2 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CapitalatWork S.A. CIK 0002135126 | 0.670 | 93 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Longview Financial Advisors LLC CIK 0002076077 | 0.775 | 150 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Robinswood Financial LLC CIK 2139748 | 0.585 | 435 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Copia Wealth Management CIK 0002058771 | 0.232 | 570 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Elequin Capital, LP CIK 0001810873 | 0.000 | 680 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Catherine Avery Investment Management LLC CIK 0002103454 | 0.174 | 166 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Cornerstone National Bank & Trust Co CIK 0002104293 | 0.272 | 216 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elite Financial, Inc. CIK 0002059349 | 0.701 | 55 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIMA Wealth Partners, LLC CIK 0002135539 | 0.642 | 130 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mattson Financial Services, LLC CIK 0002034595 | 0.217 | 235 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Holos Integrated Wealth LLC CIK 0002080096 | 0.464 | 378 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 | 0.692 | 172 | 0.0 | 0.0% | 0 | -2.7 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FWG Investments, LLC. CIK 0001944877 | 0.127 | 116 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nicholas Hoffman & Company, LLC. CIK 0001678953 | 0.958 | 344 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 | 0.466 | 48 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Revere Asset Management, Inc CIK 0001849529 | 0.214 | 37 | 0.0 | 0.0% | 0 | -6.4 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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