Signals

GOOGL

5156 in-universe funds with a nonzero position in GOOGL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#40
Score / z3.435 / 5.15
Consensus1394.23 over 2892 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 125,546.0 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 104,153.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
FMR LLC CIK 0000315066 0.989 5571 55,905.4 2.9% 2 +0.8 pp +2.9 pp +2.9 pp +2.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 55,022.7 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 34,776.6 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 29,645.0 1.8% 4 +0.3 pp +0.4 pp +0.1 pp +1.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16,991.5 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 16,762.0 1.3% 3 +0.3 pp +0.3 pp +1.3 pp +1.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16,167.5 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15,949.5 2.8% 2 +0.7 pp +2.8 pp +2.8 pp +2.8 pp
Capital World Investors CIK 0001422849 0.974 637 12,910.5 1.8% 2 +0.7 pp +1.8 pp +1.8 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12,504.1 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 12,333.1 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 10,984.7 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10,527.0 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9,975.7 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9,662.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9,541.9 2.1% 3 +0.4 pp +0.5 pp +2.1 pp +2.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9,233.2 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 9,121.8 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9,037.1 3.0% 4 +0.5 pp +0.6 pp +0.1 pp +3.0 pp
Capital International Investors CIK 0001562230 0.968 446 8,971.7 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8,572.3 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7,606.9 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
Amundi CIK 0001330387 0.000 1 7,354.4 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7,011.1 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 6,974.0 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 6,065.0 4.7% 2 +1.0 pp +4.7 pp +4.7 pp +4.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5,927.3 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 5,755.1 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5,501.2 2.0% 4 +0.2 pp +0.1 pp +0.2 pp +2.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5,057.2 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 5,003.0 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4,901.7 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 4,648.5 2.7% 2 +1.2 pp +2.7 pp +2.7 pp +2.7 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 4,338.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4,176.5 5.0% 2 +1.1 pp +5.0 pp +5.0 pp +5.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 4,078.4 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 3,835.4 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3,720.7 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3,656.5 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3,492.0 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 3,423.0 2.0% 3 +0.4 pp +0.6 pp +2.0 pp +2.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3,246.6 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3,188.5 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3,133.6 2.8% 3 +1.3 pp +1.2 pp +2.8 pp +2.8 pp
National Pension Service CIK 0001608046 0.956 552 2,904.5 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 2,798.6 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 2,773.1 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
DODGE & COX CIK 0000200217 0.944 222 2,756.5 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2,736.8 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
FIL Ltd CIK 0000318989 0.878 1140 2,713.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2,625.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2,623.3 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 2,620.1 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2,592.5 2.1% 3 +0.4 pp +0.5 pp +2.1 pp +2.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 2,590.4 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 2,584.5 8.0% 2 +2.5 pp +8.0 pp +8.0 pp +8.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,413.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,412.9 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
Swedbank AB CIK 0000946431 0.941 696 2,361.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2,345.8 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,223.2 2.3% 4 +0.4 pp +0.5 pp +0.2 pp +2.3 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 2,222.1 5.1% 2 +1.1 pp +5.1 pp +5.1 pp +5.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,214.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2,168.9 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 2,164.5 4.8% 2 +1.0 pp +4.8 pp +4.8 pp +4.8 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 2,153.0 3.1% 2 +0.7 pp +3.1 pp +3.1 pp +3.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2,113.6 2.1% 3 +1.0 pp +1.0 pp +2.1 pp +2.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,041.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2,016.9 5.7% 2 +1.3 pp +5.7 pp +5.7 pp +5.7 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1,976.1 3.1% 2 +0.7 pp +3.1 pp +3.1 pp +3.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1,900.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,830.4 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 1,825.7 3.9% 2 +0.9 pp +3.9 pp +3.9 pp +3.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,814.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,810.0 2.3% 4 +0.6 pp +0.6 pp +0.3 pp +2.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1,803.3 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,755.5 4.3% 2 +3.3 pp +4.3 pp +4.3 pp +4.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1,737.3 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1,734.1 5.6% 2 +1.1 pp +5.6 pp +5.6 pp +5.6 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,705.1 4.8% 2 +0.6 pp +4.8 pp +4.8 pp +4.8 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 1,700.9 7.6% 2 +1.1 pp +7.6 pp +7.6 pp +7.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,682.3 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,656.2 6.5% 2 +1.7 pp +6.5 pp +6.5 pp +6.5 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1,649.8 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,623.9 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,621.9 2.7% 2 +0.7 pp +2.7 pp +2.7 pp +2.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,609.2 1.9% 3 +0.6 pp +0.7 pp +1.9 pp +1.9 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1,604.7 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1,566.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 1,555.6 9.7% 2 +1.9 pp +9.7 pp +9.7 pp +9.7 pp
Fundsmith LLP CIK 0001569205 0.605 41 1,528.9 7.7% 2 +2.5 pp +7.7 pp +7.7 pp +7.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,512.8 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
Newlands Management Operations LLC CIK 0001908450 0.989 16 1,508.9 7.2% 2 +1.4 pp +7.2 pp +7.2 pp +7.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,505.9 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 1,504.5 5.6% 2 +0.9 pp +5.6 pp +5.6 pp +5.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,480.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,451.3 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 1,410.6 6.4% 2 -1.0 pp +6.4 pp +6.4 pp +6.4 pp
AVIVA PLC CIK 0001140022 0.925 854 1,359.8 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,347.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1,335.1 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,329.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 1,312.7 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,291.6 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,285.9 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,258.9 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,242.8 2.0% 2 +1.0 pp +2.0 pp +2.0 pp +2.0 pp
Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 1,177.6 8.0% 2 +1.2 pp +8.0 pp +8.0 pp +8.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,164.8 2.0% 2 +1.0 pp +2.0 pp +2.0 pp +2.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1,162.0 5.9% 2 +1.2 pp +5.9 pp +5.9 pp +5.9 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 1,159.9 3.2% 2 +1.6 pp +3.2 pp +3.2 pp +3.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1,129.6 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 1,078.8 23.9% 2 +0.1 pp +23.9 pp +23.9 pp +23.9 pp
Korea Investment CORP CIK 0001441689 0.896 677 1,059.3 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1,039.8 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,027.6 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1,021.6 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,020.7 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 1,017.0 5.6% 2 +1.3 pp +5.6 pp +5.6 pp +5.6 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1,014.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1,013.2 3.2% 2 +0.7 pp +3.2 pp +3.2 pp +3.2 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 1,005.3 3.5% 2 +1.2 pp +3.5 pp +3.5 pp +3.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 991.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 974.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 969.2 12.2% 2 +11.7 pp +12.2 pp +12.2 pp +12.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 955.9 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
Boston Partners CIK 0001386060 0.833 802 946.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 919.2 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 906.6 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 874.9 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 873.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 869.6 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 864.2 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 854.5 2.3% 4 +0.5 pp +0.5 pp +0.2 pp +2.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 831.7 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 831.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
PROVIDENT TRUST CO CIK 0001140436 0.971 22 827.9 13.8% 2 +2.8 pp +13.8 pp +13.8 pp +13.8 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 820.7 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 794.7 1.4% 3 -1.6 pp -0.4 pp +1.4 pp +1.4 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 794.7 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
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Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Next Capital Management LLC CIK 0001752762 0.504 138 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Human Investing LLC CIK 0001767513 0.861 105 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.5 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 1.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Enhancing Capital LLC CIK 0001909572 0.258 90 1.5 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 1.5 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 1.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
North Capital, Inc. CIK 0002065938 0.475 102 1.5 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Retireful, LLC CIK 0001919176 0.005 81 1.4 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 1.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 1.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.4 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
Unified Investment Management CIK 0002054855 0.105 141 1.4 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
Goepper Burkhardt LLC CIK 0001844142 0.645 99 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.4 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Financial Council, LLC CIK 0001883629 0.681 106 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.4 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 1.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 1.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Creekside Partners CIK 0002035951 0.343 193 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 1.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SEARLE & CO. CIK 0000710127 0.281 194 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.4 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 1.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 1.4 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.4 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 1.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Womack Financial LLC CIK 0002107079 0.418 70 1.3 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
MAYPORT, LLC CIK 0001922875 0.801 134 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
UNITED BANK CIK 0001286478 0.652 130 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Ulysses Management LLC CIK 0001510912 0.642 31 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Profit Investment Management, LLC CIK 0001286295 0.000 35 1.3 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.3 0.9% 3 +0.2 pp -0.0 pp +0.9 pp +0.9 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 1.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.3 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
Whelan Financial CIK 0001894921 0.754 101 1.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
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ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 1.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.3 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.3 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carroll Investors, Inc CIK 0001911400 0.624 31 1.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STAR Financial Bank CIK 0001965329 0.528 109 1.3 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 1.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Cyr Financial Inc. CIK 0002010666 0.648 62 1.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Trust Co of the South CIK 0002008165 0.815 146 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 1.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 1.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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Thoma Capital Management LLC CIK 0002060298 0.724 53 1.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 1.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Clark Wealth Partners CIK 0002107657 0.535 571 1.3 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
Alpha Zero LLC CIK 0002079032 0.418 107 1.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
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Verum Partners LLC CIK 0001958984 0.585 200 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 1.3 0.9% 2 -1.4 pp +0.9 pp +0.9 pp +0.9 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.3 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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QVT Financial LP CIK 0001290162 0.874 72 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
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Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
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Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 1.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 1.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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BankPlus Trust Department CIK 0002047270 0.431 470 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Sensible Money, LLC CIK 0001965229 0.852 101 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 1.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Halter Ferguson Financial Inc. CIK 0001842665 0.761 35 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kenora Financial, LLC CIK 0001990080 0.370 133 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
David J Yvars Group CIK 0001836266 0.505 105 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NDVR, Inc. CIK 0002011247 0.416 121 1.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peterson Wealth Services CIK 0001906799 0.450 245 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 1.0 0.3% 2 -0.9 pp +0.3 pp +0.3 pp +0.3 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 1.0 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rinkey Investments CIK 0001730774 0.601 128 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Main Street Group, LTD CIK 0001965796 0.693 863 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Weinberger Asset Management, Inc CIK 0002051705 0.597 101 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
EHP Funds Inc. CIK 0001927881 0.000 25 1.0 1.3% 2 -6.3 pp +1.3 pp +1.3 pp +1.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Front Street Capital Management, Inc. CIK 0001683182 0.322 70 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Providence First Trust Co CIK 0001713735 0.116 196 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park State Asset Management CIK 0001908423 0.537 25 0.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Baring Financial LLC CIK 0002052588 0.395 83 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
TSFG, LLC CIK 0001800513 0.413 891 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.9 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.9 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.9 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
GUARDIAN INVESTMENT MANAGEMENT CIK 0001365474 0.311 60 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.9 0.6% 1 +0.6 pp +0.2 pp +0.6 pp +0.6 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 0.9 0.8% 2 -1.2 pp +0.8 pp +0.8 pp +0.8 pp
Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Sentry LLC CIK 0002004474 0.484 132 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Pacific Center for Financial Services CIK 0001698222 0.798 500 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 0.193 100 0.9 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
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Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Matrix Trust Co CIK 0001784277 0.681 101 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Chris Bulman Inc CIK 0002032404 0.343 165 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
COWA, LLC CIK 0001844480 0.512 181 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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Veridan Wealth LLC CIK 0002052405 0.434 84 0.5 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Wela Strategies, Inc. CIK 0001644329 0.784 55 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Planning Center, Inc. CIK 0001910966 0.907 84 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.3 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.3 0.2% 2 -2.6 pp +0.2 pp +0.2 pp +0.2 pp
Brickley Wealth Management CIK 0001712533 0.861 68 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
360 Financial, Inc. CIK 0001802324 0.654 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.3 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
White Wing Wealth Management CIK 0002001473 0.735 40 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clark & Stuart, Inc CIK 0002048750 0.432 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REBALANCE, LLC CIK 0001811052 0.940 103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
InvesTrust CIK 0002050848 0.267 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Seros Financial, LLC CIK 0002039918 0.494 66 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sippican Capital Advisors CIK 0001557406 0.154 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integras Partners LLC CIK 0002055384 0.140 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bellevue Group AG CIK 0001674546 0.451 148 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
F&V Capital Management, LLC CIK 0001569453 0.387 63 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Headland Capital, LLC CIK 0002056637 0.802 64 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
October Effect Ltd CIK 0002078353 0.030 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jordan Park Trust Co LLC CIK 0002051108 0.877 15 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stanich Group LLC CIK 0002023324 0.748 52 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WINSLOW ASSET MANAGEMENT INC CIK 0001286534 0.536 82 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACCOUNT MANAGEMENT LLC CIK 0000769954 0.645 22 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCK Partners, Inc. CIK 0001845867 0.872 28 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
McDonough Capital Management, Inc CIK 0001912128 0.662 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flagstone Financial Management CIK 0001968890 0.851 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Platt Investment Counsel, LLC CIK 0001859195 0.852 14 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 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 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFC Investments, LLC CIK 0001512858 0.653 43 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -9.4 pp +0.0 pp +0.0 pp +0.0 pp
ATOMVEST Ltd CIK 0001690675 0.000 4 0.0 0.0% 0 -29.6 pp +0.0 pp +0.0 pp +0.0 pp
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Terra Alpha Investments LLC CIK 0002055566 0.314 32 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 -1.6 pp -4.7 pp -4.6 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Capital Group, Inc. CIK 0002055804 0.559 37 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
C Partners Holding GmbH CIK 0001634083 0.774 9 0.0 0.0% 0 -5.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GOOGL). Qtrs Held counts distinct quarters this fund has actually held GOOGL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GOOGL position size. Δ columns are the percentage-point change in GOOGL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status