Signals

← Signals

☆GOVT

1079 in-universe funds with a nonzero position in GOVT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23013
Score / z-0.446 / -0.43
Consensus334.47 over 695 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 ▾
☆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 10,877.0 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,525.7 0.9% 4 +0.4 pp +0.4 pp +0.4 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,227.8 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,724.9 2.3% 4 +0.1 pp +0.2 pp -0.0 pp +2.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,253.3 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,196.8 1.5% 4 +1.4 pp +1.4 pp +1.4 pp +1.5 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 940.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 599.7 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 584.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 535.5 2.2% 4 -0.0 pp -0.1 pp -0.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 521.4 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 509.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 412.4 12.7% 4 -0.2 pp +0.0 pp +0.7 pp +12.7 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 314.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 286.8 15.3% 4 -9.8 pp -11.0 pp -16.0 pp +15.3 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 240.2 14.9% 4 +0.3 pp +5.8 pp -7.5 pp +14.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 232.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 227.5 1.4% 4 +0.3 pp +0.1 pp -0.1 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 216.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 190.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 187.2 3.9% 4 +0.2 pp +0.4 pp +0.3 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 182.5 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 180.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 173.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 160.2 0.8% 2 +0.0 pp +0.8 pp -0.1 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 153.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 151.9 1.3% 4 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 145.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 142.5 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 141.1 1.6% 4 -0.0 pp -0.2 pp -0.3 pp +1.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 139.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 128.3 4.4% 4 -0.0 pp +0.1 pp +0.6 pp +4.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 123.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 120.5 0.9% 4 +0.4 pp +0.3 pp +0.4 pp +0.9 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 116.9 2.4% 4 +0.1 pp +0.2 pp +0.2 pp +2.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 111.4 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 100.1 3.2% 4 +0.2 pp +0.3 pp +0.2 pp +3.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 95.4 4.2% 4 -1.2 pp -1.9 pp -2.1 pp +4.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 92.6 0.5% 4 +0.3 pp +0.2 pp +0.2 pp +0.5 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 85.3 8.5% 4 +0.1 pp -0.1 pp +0.1 pp +8.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 84.6 2.2% 4 +0.1 pp +0.0 pp +0.0 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 83.5 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 79.2 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 78.0 5.6% 4 +0.6 pp -0.8 pp -0.1 pp +5.6 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 77.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 76.3 2.5% 4 +0.3 pp +0.4 pp +0.3 pp +2.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 71.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 70.4 1.7% 4 +0.0 pp +1.4 pp +0.9 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 63.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 57.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 57.6 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 53.9 1.2% 4 +0.3 pp +0.5 pp +0.5 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 48.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 45.6 11.2% 4 -0.1 pp -1.7 pp -2.0 pp +11.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 44.7 3.5% 4 +2.2 pp +2.0 pp +3.0 pp +3.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 38.2 2.8% 6 +0.0 pp +0.2 pp +0.2 pp -0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 37.4 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 36.4 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 35.6 6.8% 4 -0.2 pp -0.3 pp -0.5 pp +6.8 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 34.4 1.7% 4 -0.2 pp -0.4 pp -0.7 pp +1.7 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 33.2 3.7% 4 +0.6 pp +0.5 pp +0.6 pp +3.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 32.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 31.9 1.3% 4 +1.3 pp +1.2 pp +1.2 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 31.8 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 31.4 1.8% 4 +0.6 pp +1.0 pp +0.9 pp +1.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 29.9 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 29.3 1.0% 4 +0.9 pp +0.9 pp +0.8 pp +1.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 28.8 6.2% 4 +0.2 pp -0.1 pp +1.4 pp +6.2 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 28.6 1.0% 4 +0.1 pp -0.0 pp +0.3 pp +1.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 28.3 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 26.1 3.3% 4 +0.0 pp +0.1 pp -0.1 pp +3.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 25.5 1.1% 4 +0.0 pp -1.7 pp -1.1 pp +1.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 25.5 2.6% 4 -0.0 pp +0.1 pp +0.0 pp +2.6 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 25.1 3.1% 4 +0.1 pp -0.1 pp -0.1 pp +3.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 24.9 10.2% 2 -2.1 pp +10.2 pp -4.2 pp +10.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 24.3 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 24.3 1.7% 4 +0.5 pp +0.5 pp +0.6 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 23.6 0.4% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 23.4 3.1% 4 +2.7 pp +2.8 pp +2.8 pp +3.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 23.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 22.9 0.7% 4 +0.5 pp +0.6 pp +0.6 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 22.0 0.5% 6 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 21.7 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 21.4 2.4% 4 -0.0 pp -0.1 pp -2.4 pp +2.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 21.3 7.7% 4 +0.1 pp -0.7 pp -0.0 pp +7.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 20.8 2.9% 4 +2.5 pp +2.5 pp +2.5 pp +2.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 20.0 3.3% 2 +0.1 pp +3.3 pp -0.2 pp +3.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.6 0.5% 4 -0.0 pp -0.1 pp +0.0 pp +0.5 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 19.6 2.6% 6 -0.4 pp -0.4 pp -1.2 pp -1.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.4 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 18.9 3.2% 4 +0.1 pp +0.0 pp -0.2 pp +3.2 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 18.7 5.9% 4 -0.7 pp -0.8 pp +0.9 pp +5.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 18.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 18.4 1.3% 4 +1.2 pp +1.1 pp +1.1 pp +1.3 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 18.3 0.8% 4 -0.3 pp -0.7 pp -0.7 pp +0.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 17.7 3.2% 4 +0.2 pp +0.3 pp +0.3 pp +3.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.7 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 17.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.4 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 17.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 16.8 5.1% 4 +0.9 pp +1.1 pp +0.9 pp +5.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.8 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 16.8 2.4% 4 +0.1 pp -0.1 pp -0.5 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 15.5 0.3% 6 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 15.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.1 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 14.9 7.7% 4 +0.5 pp +1.1 pp +1.0 pp +7.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 14.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 14.4 7.8% 4 +1.3 pp +0.8 pp +0.2 pp +7.8 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.4 2.8% 4 +0.1 pp +0.1 pp +0.1 pp +2.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 13.6 1.7% 4 +1.0 pp +0.7 pp +0.5 pp +1.7 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 13.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 13.2 6.2% 2 +4.8 pp +6.2 pp +6.2 pp +6.2 pp
☆Addison Capital Co CIK 0001581465 0.464 184 13.2 2.4% 4 +0.1 pp +0.5 pp +0.7 pp +2.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 13.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 13.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.0 2.3% 4 +2.2 pp +2.2 pp +2.2 pp +2.3 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 12.9 4.7% 3 +2.2 pp +3.1 pp +4.7 pp +4.7 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.9 0.8% 4 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.6 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 12.5 1.6% 4 +1.3 pp +1.3 pp +1.3 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 12.1 4.3% 4 -0.9 pp -0.3 pp -0.5 pp +4.3 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 12.0 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 12.0 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 11.3 3.7% 4 +2.9 pp +2.9 pp +2.9 pp +3.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 11.2 0.6% 4 -1.1 pp -1.8 pp -1.8 pp +0.6 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 11.2 3.2% 4 -0.0 pp +0.0 pp -0.3 pp +3.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.1 0.7% 4 -1.3 pp -1.2 pp -1.2 pp +0.7 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.8 0.6% 4 +0.4 pp +0.4 pp +0.4 pp +0.6 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Bank of Marin CIK 0001801145 0.155 133 1.4 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 -3.7 pp -3.6 pp -4.1 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp -13.8 pp -17.2 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 0.0 0.0% 0 +0.0 pp -3.4 pp -4.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 -0.1 pp -0.2 pp -0.5 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp -1.8 pp -1.9 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -5.5 pp -5.9 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROBAN CIK 0001694663 0.128 81 0.0 0.0% 0 -3.3 pp -2.5 pp -2.1 pp -0.7 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -2.5 pp +0.0 pp -0.2 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 GOVT). Qtrs Held counts distinct quarters this fund has actually held GOVT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GOVT position size. Δ columns are the percentage-point change in GOVT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status