Signals

GOVT

1165 in-universe funds with a nonzero position in GOVT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#696
Score / z0.203 / 0.23
Consensus334.30 over 700 funds
Momentum-0.28 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+0% / 6.5d

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
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 11,130.2 0.7% 6 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,808.8 0.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,704.3 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,745.1 2.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,354.0 0.7% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,190.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 1,002.8 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 624.7 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 609.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 580.2 1.0% 6 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 548.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 476.6 2.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 419.7 11.3% 5 -1.3 pp -1.5 pp -1.3 pp -0.6 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 360.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 260.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 248.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 242.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 240.2 14.8% 5 -0.1 pp +0.3 pp +5.7 pp -7.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 230.6 1.3% 5 -0.1 pp +0.2 pp -0.0 pp -0.2 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 204.8 8.5% 5 +7.7 pp +7.4 pp +7.0 pp +7.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 201.9 3.7% 5 -0.2 pp +0.0 pp +0.2 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 195.5 0.9% 5 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 195.1 9.9% 5 -5.4 pp -15.2 pp -16.4 pp -21.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 182.2 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 180.7 1.3% 5 +0.0 pp +1.2 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 172.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 160.9 0.6% 3 -0.2 pp -0.2 pp +0.6 pp -0.3 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 147.9 1.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 147.9 0.9% 5 +0.0 pp +0.4 pp +0.3 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 144.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 141.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 137.1 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 127.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 125.1 0.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 113.1 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 111.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 105.5 2.9% 5 -0.3 pp -0.2 pp -0.0 pp -0.1 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 104.2 3.7% 5 -0.5 pp -1.7 pp -2.3 pp -2.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 100.2 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 96.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 89.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 89.1 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 87.6 7.0% 5 -1.5 pp -1.4 pp -1.6 pp -1.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.6 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 81.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 80.3 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 80.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 75.8 2.0% 5 -0.5 pp -0.2 pp -0.1 pp -0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 73.9 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 68.1 1.0% 5 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 67.1 0.7% 5 +0.2 pp +0.6 pp +0.6 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 65.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 57.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 52.3 4.6% 5 -1.1 pp -0.5 pp -1.9 pp -1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 48.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 46.5 10.4% 5 -0.7 pp -0.9 pp -2.5 pp -2.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 44.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 42.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 40.3 0.8% 5 -0.4 pp -0.1 pp +0.0 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 39.7 2.4% 7 -0.5 pp -0.5 pp -0.3 pp -0.2 pp
Verum Partners LLC CIK 0001958984 0.585 200 38.8 5.9% 5 -0.9 pp -1.1 pp -1.2 pp -1.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 37.8 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 36.6 0.8% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Foster Group, Inc. CIK 0001841544 0.874 318 35.6 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
JB Capital LLC CIK 0001879371 0.629 280 35.2 1.2% 5 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 34.8 1.7% 5 -0.1 pp +0.5 pp +0.9 pp +0.9 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 34.7 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 34.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 32.3 1.0% 6 +0.4 pp +0.5 pp +0.4 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 32.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 32.2 1.4% 5 -0.2 pp -0.4 pp -0.6 pp -0.9 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 32.0 3.6% 5 +0.5 pp +0.5 pp +0.4 pp +0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 31.2 0.9% 5 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 30.7 0.0% 5 -1.4 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 30.3 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 29.9 3.6% 5 +0.5 pp +3.2 pp +3.3 pp +3.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.1 0.3% 6 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 28.5 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 27.7 2.8% 5 -0.9 pp -0.3 pp -0.4 pp -0.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 27.4 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 27.0 1.1% 5 -0.1 pp -0.1 pp -1.8 pp -1.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 27.0 2.8% 5 -0.5 pp -0.5 pp -0.4 pp -0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 26.2 2.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 25.9 0.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 25.5 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 24.9 0.5% 7 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 24.8 2.4% 5 -0.0 pp -0.1 pp -0.1 pp -2.5 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 24.7 1.5% 5 -0.2 pp +0.3 pp +0.3 pp +0.4 pp
DDFG, Inc CIK 0001967640 0.535 91 24.0 4.8% 5 -1.4 pp -1.3 pp -1.5 pp -0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 23.9 0.6% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 21.4 0.3% 1 +0.3 pp +0.0 pp -0.1 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 21.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 21.1 7.5% 2 +0.7 pp +7.5 pp +7.5 pp +7.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 20.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 20.5 6.4% 6 +2.9 pp +3.3 pp +3.3 pp +3.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 19.9 3.0% 3 -0.3 pp -0.2 pp +3.0 pp -0.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 19.9 2.6% 5 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.7 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 19.6 3.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Envision Financial Planning, LLC CIK 0001964460 0.591 55 19.3 6.3% 5 -1.4 pp -1.3 pp -2.1 pp -1.4 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 19.0 3.1% 2 +1.9 pp +3.1 pp +3.1 pp +3.1 pp
Snider Financial Group CIK 0001820681 0.424 103 19.0 4.8% 5 -0.2 pp +0.6 pp +0.8 pp +0.7 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 18.9 2.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 18.8 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 18.7 5.5% 5 -0.5 pp -1.2 pp -1.2 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 18.6 1.2% 5 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
&PARTNERS CIK 0000107136 0.806 2509 18.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 17.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 16.8 1.8% 5 +0.1 pp +1.1 pp +0.9 pp +0.6 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 16.6 5.2% 4 +0.6 pp +2.8 pp +3.6 pp +5.2 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 15.7 7.6% 5 -0.2 pp +0.4 pp +0.9 pp +0.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 15.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 15.5 0.2% 7 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 15.5 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Wealth Management CIK 0001852338 0.868 19 15.4 6.8% 5 -0.9 pp +0.4 pp -0.1 pp -0.7 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 15.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 14.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.818 6 14.8 5.3% 3 -4.8 pp -6.9 pp +5.3 pp -9.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 14.8 0.9% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 14.7 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 14.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 14.3 0.9% 5 +0.0 pp +0.8 pp +0.8 pp +0.7 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 13.8 5.6% 3 -0.6 pp +4.2 pp +5.6 pp +5.6 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 13.8 1.8% 5 -0.5 pp +1.8 pp +1.8 pp +1.7 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 13.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 13.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Addison Capital Co CIK 0001581465 0.465 184 13.4 2.2% 5 -0.1 pp -0.0 pp +0.3 pp +0.6 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 13.3 1.5% 5 -0.1 pp +1.2 pp +1.2 pp +1.3 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 13.2 4.2% 5 -0.1 pp -0.9 pp -0.3 pp -0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 12.7 2.2% 5 -0.6 pp -0.5 pp -0.6 pp -0.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 12.5 0.7% 5 +0.1 pp -1.2 pp -1.1 pp -1.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 12.5 0.4% 5 -4.0 pp -4.0 pp -3.9 pp -3.4 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 12.2 1.0% 5 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.9 0.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 11.7 4.8% 2 +3.0 pp +4.8 pp +4.8 pp +4.8 pp
STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 11.4 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 11.2 0.6% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.1 0.2% 5 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 11.0 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 10.8 3.6% 5 -0.3 pp +0.1 pp +0.2 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.7 0.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 10.6 3.7% 5 +1.5 pp +1.6 pp +1.6 pp +1.7 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 10.6 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Seascape Capital Management CIK 0001418342 0.319 96 10.5 2.5% 5 -0.7 pp -0.7 pp -0.7 pp -1.0 pp
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Stokes Family Office, LLC CIK 0001802278 0.331 272 10.4 1.2% 5 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.1 2.9% 5 -0.8 pp +2.1 pp +2.1 pp +2.1 pp
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Capital Analysts, LLC CIK 0001624758 0.681 1536 9.8 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 9.7 5.1% 5 +3.0 pp +3.1 pp +3.1 pp +2.9 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 9.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ONE Advisory Partners, LLC CIK 0001819695 0.529 68 9.3 2.5% 5 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 9.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Creative Planning CIK 0001540235 0.979 4196 9.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 8.8 4.4% 5 -0.6 pp -0.9 pp -2.1 pp -2.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 8.8 2.9% 4 +0.1 pp +1.4 pp +2.0 pp +2.9 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 8.7 4.0% 5 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 8.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Madson Wealth Advisors Inc CIK 0002129795 0.260 97 8.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
True North Advisors, LLC CIK 0001634556 0.493 291 8.2 0.8% 2 -0.2 pp +0.8 pp -0.6 pp -1.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 8.1 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
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BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 7.9 2.7% 5 -0.5 pp +1.2 pp +1.1 pp +0.9 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.8 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 7.8 1.6% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 7.7 3.5% 5 -0.5 pp -0.4 pp -0.5 pp -0.7 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 7.7 1.1% 5 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arch Global Advisors, LLC CIK 0002126837 0.449 59 7.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 7.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.5 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 7.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 7.5 2.1% 3 +0.9 pp +0.9 pp +2.1 pp +2.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 7.4 2.1% 5 +1.1 pp +1.1 pp +1.1 pp +1.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.2 1.7% 5 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 7.2 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Invst, LLC CIK 0001867587 0.314 343 7.2 0.7% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Keystone Financial Services CIK 0001865158 0.422 131 7.2 1.9% 5 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.2 1.5% 5 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 7.2 0.6% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 7.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 7.0 2.5% 5 +0.2 pp +2.2 pp +2.3 pp +2.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 7.0 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Family Capital Trust Co CIK 0001123320 0.317 83 6.9 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.6 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Center For Asset Management LLC CIK 0001844878 0.268 151 6.3 2.8% 5 -0.2 pp -0.2 pp -0.5 pp -1.9 pp
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PFG Advisors CIK 0001694435 0.248 791 6.1 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
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Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.8 1.1% 5 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 5.7 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
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RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.4 0.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.8 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.3 0.1% 7 -0.0 pp -0.6 pp -7.2 pp -7.9 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 5 +0.0 pp +0.1 pp -1.0 pp -0.5 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CV Advisors LLC CIK 0001872254 0.581 133 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BFSG, LLC CIK 0001706836 0.376 765 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.3 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.3 0.1% 5 -0.7 pp -0.7 pp -0.1 pp -0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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ASL Financial, LLC CIK 0002105933 0.440 99 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.2 pp -0.3 pp -0.5 pp -0.8 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.6 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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 +0.0 pp -0.5 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.1 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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