Signals

← Signals

☆GPIX

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

Flow ranking

Rank#24636
Score / z-0.281 / -0.36
Consensus145.30 over 291 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 337.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 252.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 132.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 127.5 21.1% 5 -0.5 pp -1.7 pp +3.2 pp +6.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 122.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 121.4 1.5% 5 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 95.3 7.9% 5 +0.3 pp +1.2 pp +2.1 pp +2.7 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 88.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 87.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 57.9 13.0% 6 +0.4 pp +0.1 pp +4.1 pp +7.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 54.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 51.0 14.0% 5 -0.5 pp +1.7 pp +1.6 pp +6.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 44.9 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.2 0.0% 5 +0.0 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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 27.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 22.0 7.9% 5 -2.1 pp -2.3 pp -3.9 pp -3.5 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 21.7 1.9% 1 +1.9 pp +1.9 pp +1.7 pp +1.9 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 19.9 3.3% 5 +0.8 pp +1.2 pp +0.7 pp +2.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.9 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 15.8 1.1% 3 +0.0 pp -2.0 pp +1.1 pp +1.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 14.6 2.2% 5 +0.0 pp +0.6 pp +1.2 pp +1.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 12.5 2.0% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 12.3 2.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 11.9 1.8% 5 -0.1 pp -0.1 pp +0.5 pp +0.6 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 10.6 8.1% 2 -0.7 pp +8.1 pp +8.1 pp +8.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 10.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 9.0 3.4% 3 +2.2 pp +2.3 pp +3.4 pp +3.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 8.3 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 7.5 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.3 1.8% 5 +0.1 pp +0.5 pp +0.4 pp +0.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 7.3 1.4% 3 +0.3 pp +0.6 pp +1.4 pp +1.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 6.1 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 6.1 4.2% 5 +0.1 pp -0.9 pp -0.7 pp +1.4 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 6.1 3.6% 5 +0.5 pp +0.2 pp -0.3 pp -0.5 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 6.0 1.6% 2 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 5.8 2.0% 4 +0.2 pp +0.7 pp +1.9 pp +2.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 5.7 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 5.6 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 5.3 2.4% 5 -0.2 pp +0.4 pp -0.4 pp +0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 5.2 1.7% 3 +0.2 pp +1.3 pp +1.7 pp +1.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 5.1 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 5.0 2.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.6 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 4.4 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.3 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 4.2 2.6% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 4.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 3.8 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 3.8 1.2% 1 +1.2 pp +1.2 pp +0.9 pp +1.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.8 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 3.8 0.7% 5 +0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 3.6 3.3% 3 +0.2 pp +0.0 pp +3.3 pp +3.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.6 0.7% 6 +0.0 pp -0.2 pp +0.2 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 3.1 2.0% 3 -0.9 pp -0.7 pp +2.0 pp -1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.9 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 2.9 1.2% 4 +0.2 pp +0.2 pp +0.6 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 2.6 1.1% 4 +0.8 pp +0.8 pp +0.9 pp +1.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 2.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 0.265 167 2.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 2.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 2.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.1 1.0% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.0 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.9 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.8 0.7% 4 -0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.6 0.5% 3 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.5 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 1.4 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.4 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 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 1.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.3 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 1.3 1.4% 3 -0.2 pp -0.0 pp +1.4 pp +1.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.2 0.7% 6 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 1.1 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.9 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Harbor Capital LLC CIK 0002135047 0.081 552 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.8 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.8 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆TrustBank CIK 0002107256 0.632 175 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 0.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.6 0.4% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.5 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Collier Financial CIK 0001902901 0.619 141 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.3 0.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.210 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.2 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alessandra Capital Management, LLC CIK 0002132506 0.142 127 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -1.6 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.6 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.7 pp -0.2 pp -0.2 pp -0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.9 pp -1.2 pp -0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -1.2 pp -4.3 pp -3.7 pp -1.8 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp -5.1 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp -2.1 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
☆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
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.1 pp +0.0 pp -0.8 pp -1.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -8.5 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Wealth Management, Inc. CIK 0001622757 0.527 47 0.0 0.0% 0 +0.0 pp -0.1 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
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 GPIX). Qtrs Held counts distinct quarters this fund has actually held GPIX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GPIX position size. Δ columns are the percentage-point change in GPIX'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