Signals

← Signals

☆GOOGL

5435 in-universe funds with a nonzero position in GOOGL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22947
Score / z-3.067 / -4.37
Consensus1277.35 over 2623 funds
Momentumno 12m return

Price & positioning

226 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 165,567.4 2.4% 3 +0.5 pp +0.9 pp +2.4 pp +2.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 138,342.2 2.4% 3 +0.5 pp +0.9 pp +2.4 pp +2.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 72,546.6 3.7% 3 +0.8 pp +1.5 pp +3.7 pp +3.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 71,456.9 2.4% 3 +0.5 pp +0.9 pp +2.4 pp +2.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 45,625.6 2.8% 3 +0.6 pp +1.1 pp +2.8 pp +2.8 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 38,121.6 2.3% 5 +0.5 pp +0.7 pp +0.9 pp +0.6 pp
☆NORGES BANK CIK 0001374170 0.994 1617 30,534.2 3.3% 1 +3.3 pp +0.5 pp +3.3 pp +3.3 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 21,630.9 1.6% 4 +0.3 pp +0.6 pp +0.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20,389.1 2.6% 3 +0.5 pp +1.0 pp +2.6 pp +2.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 20,236.9 1.4% 3 +0.3 pp +0.6 pp +1.4 pp +1.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17,930.6 3.1% 3 +0.4 pp +1.0 pp +3.1 pp +3.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 16,865.2 2.3% 3 +0.5 pp +1.2 pp +2.3 pp +2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16,336.1 2.3% 3 +0.5 pp +1.0 pp +2.3 pp +2.3 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 16,293.3 3.0% 3 +0.7 pp +1.5 pp +3.0 pp +3.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14,208.5 2.2% 3 +0.4 pp +0.9 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13,050.4 2.3% 3 +0.5 pp +0.9 pp +2.3 pp +2.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12,803.9 2.7% 3 +0.4 pp +0.7 pp +2.7 pp +2.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12,483.7 1.9% 3 +0.4 pp +0.7 pp +1.9 pp +1.9 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 11,927.2 4.1% 3 +0.8 pp +1.5 pp +4.1 pp +4.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 11,866.7 2.6% 4 +0.5 pp +0.9 pp +1.0 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11,850.1 2.1% 3 +0.7 pp +1.0 pp +2.1 pp +2.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 11,009.7 1.7% 3 +0.3 pp +0.7 pp +1.7 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10,935.7 2.5% 3 +0.3 pp +0.8 pp +2.5 pp +2.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10,321.6 2.5% 3 +0.4 pp +1.0 pp +2.5 pp +2.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9,949.2 3.2% 5 +0.2 pp +0.7 pp +0.8 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 9,129.2 2.4% 3 +0.5 pp +1.1 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 9,055.9 1.8% 3 +0.3 pp +0.8 pp +1.8 pp +1.8 pp
☆Amundi CIK 0001330387 0.000 1 8,817.6 2.4% 3 +0.0 pp +0.4 pp +2.4 pp +2.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 7,884.4 2.5% 3 +0.8 pp +1.1 pp +2.5 pp +2.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 7,646.0 5.8% 3 +1.1 pp +2.0 pp +5.8 pp +5.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6,963.4 2.8% 5 +0.8 pp +0.9 pp +0.9 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,941.0 1.4% 3 +0.2 pp +0.4 pp +1.4 pp +1.4 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 6,839.5 4.1% 3 +1.4 pp +2.6 pp +4.1 pp +4.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 6,320.2 2.5% 3 +0.4 pp +0.6 pp +2.5 pp +2.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 5,978.1 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5,913.3 3.0% 3 +0.5 pp +1.0 pp +3.0 pp +3.0 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 5,585.8 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5,365.6 6.5% 3 +1.5 pp +2.6 pp +6.5 pp +6.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5,154.0 2.9% 3 +0.8 pp +1.3 pp +2.9 pp +2.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4,989.3 3.0% 3 +0.6 pp +1.1 pp +3.0 pp +3.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 4,988.7 3.4% 3 +0.7 pp +1.1 pp +3.4 pp +3.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4,813.5 2.8% 4 +0.7 pp +1.1 pp +1.3 pp +2.8 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 4,735.2 3.6% 3 +0.6 pp +1.2 pp +3.6 pp +3.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4,346.5 2.6% 3 +0.5 pp +1.0 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,167.1 1.3% 4 +0.3 pp +0.5 pp +0.5 pp +1.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3,939.1 2.2% 3 +0.7 pp +1.0 pp +2.2 pp +2.2 pp
☆National Pension Service CIK 0001608046 0.956 552 3,902.7 2.9% 3 +0.6 pp +1.1 pp +2.9 pp +2.9 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3,842.9 3.4% 4 +0.5 pp +1.9 pp +1.8 pp +3.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3,458.0 1.8% 3 +0.4 pp +0.8 pp +1.8 pp +1.8 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3,430.2 2.3% 3 +0.5 pp +0.9 pp +2.3 pp +2.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 3,393.9 2.5% 3 +0.4 pp +0.4 pp +2.5 pp +2.5 pp
☆DODGE & COX CIK 0000200217 0.944 222 3,390.8 1.8% 3 +0.3 pp +0.7 pp +1.8 pp +1.8 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3,384.0 2.8% 3 +0.2 pp +0.4 pp +2.8 pp +2.8 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 3,373.5 2.6% 3 +0.5 pp +1.0 pp +2.6 pp +2.6 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 3,327.6 11.2% 3 +3.2 pp +5.7 pp +11.2 pp +11.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3,239.5 2.6% 4 +0.5 pp +1.0 pp +1.0 pp +2.6 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 3,183.0 2.5% 3 +0.6 pp +1.2 pp +2.5 pp +2.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3,165.2 3.1% 4 +1.0 pp +2.0 pp +2.0 pp +3.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3,109.9 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3,051.8 3.1% 3 +1.3 pp +0.9 pp +3.1 pp +3.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 3,031.7 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2,965.8 2.2% 3 +0.5 pp +1.0 pp +2.2 pp +2.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,919.6 2.0% 3 +0.5 pp +0.4 pp +2.0 pp +2.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 2,902.7 2.5% 3 +0.0 pp +0.4 pp +2.5 pp +2.5 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 2,882.0 4.1% 3 +1.0 pp +1.7 pp +4.1 pp +4.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2,841.2 2.8% 5 +0.6 pp +1.0 pp +1.1 pp +0.8 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 2,810.9 6.0% 3 +1.3 pp +2.3 pp +6.0 pp +6.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 2,794.4 1.6% 3 +0.8 pp +0.8 pp +1.6 pp +1.6 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 2,791.5 3.5% 3 -0.9 pp -1.0 pp +3.5 pp +3.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2,752.2 1.5% 3 +0.2 pp +0.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,722.0 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2,694.3 2.6% 3 +0.3 pp +0.7 pp +2.6 pp +2.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,599.7 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2,519.6 3.9% 3 +0.8 pp +1.5 pp +3.9 pp +3.9 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2,361.8 6.5% 3 +0.8 pp +2.1 pp +6.5 pp +6.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2,263.3 3.4% 4 +1.9 pp +0.4 pp +1.6 pp +3.4 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2,216.9 3.0% 5 +0.6 pp +1.2 pp +1.2 pp +0.9 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 2,199.4 4.6% 3 +0.7 pp +1.6 pp +4.6 pp +4.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,191.3 1.8% 3 +0.5 pp +0.9 pp +1.8 pp +1.8 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2,180.2 3.5% 3 +0.5 pp +1.1 pp +3.5 pp +3.5 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 2,160.2 5.6% 3 +0.5 pp +1.6 pp +5.6 pp +5.6 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 2,141.4 5.4% 3 +1.1 pp +4.4 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,095.1 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 2,088.2 5.3% 3 +0.5 pp +1.2 pp +5.3 pp +5.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2,085.3 2.3% 3 +0.5 pp +0.9 pp +2.3 pp +2.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2,069.5 2.4% 3 +0.3 pp +0.7 pp +2.4 pp +2.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2,016.8 3.4% 3 +0.7 pp +1.1 pp +3.4 pp +3.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,000.5 2.4% 4 +0.4 pp +1.0 pp +1.1 pp +2.4 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 1,970.3 8.7% 3 +1.1 pp +2.2 pp +8.7 pp +8.7 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 1,951.9 3.3% 3 +0.9 pp +1.2 pp +3.3 pp +3.3 pp
☆Newlands Management Operations LLC CIK 0001908450 0.989 16 1,942.8 10.0% 3 +2.9 pp +4.2 pp +10.0 pp +10.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 1,909.1 6.1% 3 +0.4 pp +1.6 pp +6.1 pp +6.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,888.0 2.2% 3 +0.5 pp +0.9 pp +2.2 pp +2.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,887.6 3.3% 3 +0.7 pp +1.4 pp +3.3 pp +3.3 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,867.3 7.4% 3 +0.9 pp +2.6 pp +7.4 pp +7.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,860.6 1.7% 3 +0.3 pp +0.6 pp +1.7 pp +1.7 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 1,816.2 7.9% 3 +1.6 pp +0.6 pp +7.9 pp +7.9 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 1,798.8 11.2% 3 +1.5 pp +3.4 pp +11.2 pp +11.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 1,787.4 3.0% 3 +0.5 pp +1.1 pp +3.0 pp +3.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,777.9 2.7% 3 +0.1 pp +0.6 pp +2.7 pp +2.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,738.7 2.2% 3 +0.2 pp +1.3 pp +2.2 pp +2.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,669.7 2.0% 3 +0.3 pp +0.6 pp +2.0 pp +2.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1,644.4 2.5% 3 +0.5 pp +0.9 pp +2.5 pp +2.5 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1,617.3 2.9% 3 +0.6 pp +1.1 pp +2.9 pp +2.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,606.5 2.1% 3 +0.2 pp +1.2 pp +2.1 pp +2.1 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 1,546.5 5.4% 3 -0.2 pp +0.7 pp +5.4 pp +5.4 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 1,545.9 4.7% 3 +1.5 pp +3.1 pp +4.7 pp +4.7 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1,518.4 4.2% 2 +0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,518.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,510.5 2.7% 3 +1.1 pp +0.5 pp +2.7 pp +2.7 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 1,506.8 3.5% 5 +1.8 pp +1.1 pp +1.2 pp +1.1 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 1,465.4 4.7% 3 +1.2 pp +2.4 pp +4.7 pp +4.7 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1,419.5 2.4% 3 +0.5 pp +1.1 pp +2.4 pp +2.4 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 1,411.9 27.9% 3 +3.9 pp +4.1 pp +27.9 pp +27.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,409.9 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1,407.8 6.6% 3 +0.7 pp +1.9 pp +6.6 pp +6.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1,404.4 3.9% 3 +0.7 pp +1.4 pp +3.9 pp +3.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1,383.5 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,369.2 2.3% 3 +1.8 pp +1.6 pp +2.3 pp +2.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 1,365.2 2.7% 3 +0.5 pp +1.0 pp +2.7 pp +2.7 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 1,362.9 2.4% 3 +0.6 pp +0.9 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,352.1 1.9% 3 +0.0 pp +1.1 pp +1.9 pp +1.9 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1,343.4 5.3% 3 +0.7 pp +1.7 pp +5.3 pp +5.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1,333.8 2.4% 3 +0.4 pp +1.0 pp +2.4 pp +2.4 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 1,319.4 7.1% 3 +1.5 pp +2.8 pp +7.1 pp +7.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1,290.9 2.8% 3 +0.4 pp +1.0 pp +2.8 pp +2.8 pp
☆Rokos Capital Management LLP CIK 0001666335 0.000 134 1,282.8 18.8% 3 +6.6 pp +18.3 pp +18.8 pp +18.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,257.1 1.4% 4 +0.5 pp +0.6 pp +0.6 pp +1.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1,216.6 0.9% 3 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1,216.0 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,200.8 1.2% 3 +0.2 pp +0.5 pp +1.2 pp +1.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,200.3 3.8% 3 +0.8 pp +1.4 pp +3.8 pp +3.8 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1,168.9 3.2% 3 +0.6 pp +1.2 pp +3.2 pp +3.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1,101.7 1.9% 3 -0.5 pp -0.1 pp +1.9 pp +1.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1,097.0 1.6% 3 +0.3 pp +0.5 pp +1.6 pp +1.6 pp
☆Fundsmith LLP CIK 0001569205 0.605 41 1,095.0 6.4% 3 -1.3 pp +1.2 pp +6.4 pp +6.4 pp
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☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.9 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 3.9 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Climber Capital SA CIK 0002011229 0.279 64 3.9 2.5% 1 +2.5 pp +1.0 pp +2.5 pp +2.5 pp
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☆GK Wealth Management LLC CIK 0002069222 0.000 225 3.9 2.8% 4 +0.3 pp +0.3 pp +0.5 pp +2.8 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 3.8 2.4% 3 +0.4 pp +0.8 pp +2.4 pp +2.4 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 3.8 2.8% 3 +0.4 pp +1.0 pp +2.8 pp +2.8 pp
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☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RBO & CO LLC CIK 0001162827 0.582 56 3.8 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 3.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.9 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 1.9 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.9 1.7% 4 +0.7 pp +1.2 pp +1.3 pp +1.7 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 1.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.9 1.3% 3 +0.3 pp +0.5 pp +1.3 pp +1.3 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 1.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Long Focus Capital Management, LLC CIK 0001602716 0.525 76 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.9 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.9 1.2% 3 +0.2 pp +0.4 pp +1.2 pp +1.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 1.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.9 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.9 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 1.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 1.9 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 1.9 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 1.8 1.6% 3 +0.5 pp +0.7 pp +1.6 pp +1.6 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.8 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.8 1.2% 3 +0.3 pp +0.5 pp +1.2 pp +1.2 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.8 2.3% 3 +0.9 pp +1.4 pp +2.3 pp +2.3 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.8 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.8 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 1.8 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 1.8 2.6% 3 +0.6 pp +1.1 pp +2.6 pp +2.6 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.8 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 1.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 1.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.8 1.7% 4 +1.0 pp +1.3 pp +1.3 pp +1.7 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 1.8 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 1.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 1.8 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 1.8 0.8% 4 +0.2 pp +0.3 pp +0.4 pp +0.8 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 1.8 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 1.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 1.8 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 1.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 1.8 1.2% 3 +0.3 pp +0.6 pp +1.2 pp +1.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 1.8 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.8 2.3% 3 +0.3 pp +0.7 pp +2.3 pp +2.3 pp
☆Unified Investment Management CIK 0002054855 0.105 141 1.8 1.8% 3 +0.4 pp +0.7 pp +1.8 pp +1.8 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.8 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 1.8 3.1% 3 +0.5 pp +1.0 pp +3.1 pp +3.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.8 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 1.8 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.8 1.2% 3 +0.2 pp +0.5 pp +1.2 pp +1.2 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 1.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.8 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 1.8 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 1.8 1.2% 3 +0.3 pp +0.5 pp +1.2 pp +1.2 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.8 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Provident Investment Management, Inc. CIK 0001076964 0.474 89 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 1.8 1.2% 3 +0.3 pp +0.5 pp +1.2 pp +1.2 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.7 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆RIVERPARK CAPITAL MANAGEMENT LLC CIK 0001614704 0.237 36 1.7 3.4% 3 +0.5 pp +0.9 pp +3.4 pp +3.4 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 1.7 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 1.7 1.3% 4 +0.3 pp +0.6 pp +0.6 pp +1.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 1.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.7 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 1.7 1.2% 3 +0.3 pp +0.5 pp +1.2 pp +1.2 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.7 1.2% 3 +0.6 pp +0.9 pp +1.2 pp +1.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.7 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.7 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 1.7 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.7 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.7 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.7 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.7 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Ariston Services Group CIK 0001743859 0.678 70 1.7 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.7 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 1.7 2.5% 3 +2.0 pp +2.1 pp +2.5 pp +2.5 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.7 0.6% 4 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆East Coast Asset Management, LLC. CIK 0001579254 0.762 67 1.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.7 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.7 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Trust Co of the South CIK 0002008165 0.815 146 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆David J Yvars Group CIK 0001836266 0.505 105 1.7 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 1.7 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.7 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.7 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.7 0.7% 3 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 1.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 1.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.7 1.3% 4 +0.2 pp +0.4 pp +0.4 pp +1.3 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 1.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.7 1.0% 3 +0.3 pp +0.5 pp +1.0 pp +1.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 1.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.7 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 1.7 0.9% 4 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 1.6 1.5% 3 +0.4 pp +0.5 pp +1.5 pp +1.5 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 1.6 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 1.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 1.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Rockline Wealth Management, LLC CIK 0002005098 0.501 107 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 1.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.6 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 1.6 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 1.6 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 1.6 1.4% 3 +0.4 pp +0.6 pp +1.4 pp +1.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 1.6 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.6 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 1.6 1.1% 3 +0.1 pp -1.3 pp +1.1 pp +1.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 1.6 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Kenora Financial, LLC CIK 0001990080 0.370 133 1.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 1.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.6 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 1.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆Covestor Ltd CIK 0001909846 0.023 2832 1.5 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
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☆Ruffer LLP CIK 0001426859 0.221 187 1.2 0.1% 3 -0.2 pp -2.6 pp +0.1 pp +0.1 pp
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☆Gouws Capital LLC CIK 0001908828 0.551 55 1.1 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
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☆FWG Holdings, LLC CIK 0001862067 0.188 127 1.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 1.0 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 1.0 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.0 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.0 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Pettee Investors, Inc. CIK 0001596901 0.326 115 1.0 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.359 84 1.0 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.0 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 1.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 1.0 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 1.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 1.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 1.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.0 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.769 37 1.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Silverberg Bernstein Capital Management LLC CIK 0002007880 0.426 70 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 1.0 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.0 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.0 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Finivi Inc. CIK 0002101641 0.183 111 1.0 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 1.0 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 1.0 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.0 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Balentine LLC CIK 0001586678 0.932 243 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 1.0 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 1.0 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 1.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Front Street Capital Management, Inc. CIK 0001683182 0.322 70 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.9 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.9 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.9 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.9 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆V. M. MANNING & CO., INC. CIK 0000062061 0.405 53 0.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.9 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.9 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
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☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.9 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
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☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
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☆AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 0.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
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☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.9 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
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☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆AlphaQuest LLC CIK 0001883897 0.000 0 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆NRI Wealth Management LC CIK 0002027950 0.717 31 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Partnership Wealth Management, LLC CIK 0002010656 0.560 67 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.4 0.7% 3 -0.4 pp -0.1 pp +0.7 pp +0.7 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆First National Bank of Hutchinson CIK 0001313871 0.374 90 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.4 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.4 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
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☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.4 0.2% 3 +0.1 pp -2.5 pp +0.2 pp +0.2 pp
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☆White Wing Wealth Management CIK 0002001473 0.735 40 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.4 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
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☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark & Stuart, Inc CIK 0002048750 0.432 57 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JOSH ARNOLD INVESTMENT CONSULTANT, LLC CIK 0001911348 0.541 21 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J. Stern & Co. LLP CIK 0002011335 0.705 51 0.3 0.0% 3 -0.8 pp -0.0 pp +0.0 pp +0.0 pp
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☆JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Flagstone Financial Management CIK 0001968890 0.851 77 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
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☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.3 0.3% 3 -0.3 pp +0.0 pp +0.3 pp +0.3 pp
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☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 0.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.3 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brown Financial Advisors CIK 0002035548 0.168 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NFC Investments, LLC CIK 0001512858 0.653 43 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Integras Partners LLC CIK 0002055384 0.140 100 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NDWM LLC CIK 0001818386 0.624 38 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆HUTNER CAPITAL MANAGEMENT INC CIK 0000944733 0.565 43 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -5.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 -2.2 pp -2.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -16.1 pp -13.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Thematics Asset Management CIK 0001956031 0.494 125 0.0 0.0% 0 -2.0 pp -1.7 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CTC LLC CIK 0001445893 0.000 28 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Capital Impact Advisors, LLC CIK 0001602198 0.253 29 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.4 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
☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -3.6 pp -2.6 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -4.7 pp -3.9 pp +0.0 pp +0.0 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -11.1 pp -8.8 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -0.2 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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