Signals

← Signals

☆GRID

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

Flow ranking

Rank#16561
Score / z0.000 / -0.02
Consensus216.06 over 432 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 530.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 349.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 347.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 263.0 0.0% 4 +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 214.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 157.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 139.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 92.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 62.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 59.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 49.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 47.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 45.8 3.7% 4 -0.8 pp -0.8 pp -0.8 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 37.4 0.7% 3 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 35.6 1.3% 1 +1.3 pp +1.0 pp +1.2 pp +1.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 34.6 4.9% 4 -0.2 pp -0.2 pp -0.3 pp +4.9 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 34.6 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 32.4 4.1% 4 -0.1 pp +1.2 pp +1.3 pp +4.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 32.4 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 21.6 1.2% 4 +0.2 pp -0.4 pp -0.5 pp +1.2 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 19.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 18.3 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 16.2 4.7% 4 +0.3 pp -0.4 pp -0.5 pp +4.7 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 16.0 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 15.7 1.6% 6 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 15.2 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 13.0 0.8% 4 +0.6 pp +0.7 pp +0.7 pp +0.8 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 12.0 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 11.8 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 11.0 2.3% 3 +0.7 pp +1.7 pp +2.3 pp +2.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 10.6 1.9% 4 +0.3 pp +0.3 pp +0.5 pp +1.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.3 0.6% 4 +0.1 pp +0.1 pp +0.5 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 8.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.9 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.8 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 8.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 8.2 2.7% 4 +0.2 pp +0.3 pp +1.5 pp +2.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 7.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 7.9 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 7.8 2.5% 2 +1.9 pp +2.5 pp +2.5 pp +2.5 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 7.3 2.3% 4 +0.2 pp +0.3 pp +1.2 pp +2.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 7.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Maniro Ltd CIK 0002102426 0.520 29 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 6.4 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 6.3 1.4% 4 +0.2 pp +0.3 pp +0.4 pp +1.4 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 6.2 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 6.1 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.9 1.5% 4 +0.0 pp +0.2 pp -0.0 pp +1.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 5.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 5.7 5.4% 4 +3.3 pp +3.3 pp +5.0 pp +5.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.3 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.1 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.1 0.2% 4 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 5.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 4.8 3.6% 2 +2.9 pp +3.6 pp +3.6 pp +3.6 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 4.8 3.4% 4 -0.3 pp -0.4 pp +0.1 pp +3.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 4.7 2.5% 2 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 4.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 4.3 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 4.3 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 4.3 1.6% 4 -0.4 pp -0.7 pp -0.3 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.1 1.6% 4 -0.2 pp -0.3 pp -0.2 pp +1.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 4.1 2.0% 3 +1.8 pp +1.9 pp +2.0 pp +2.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.9 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.7 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.7 1.2% 6 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 3.4 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.3 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 2.8 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 2.4 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.3 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.2 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 2.2 3.5% 4 +1.3 pp +1.5 pp +1.6 pp +3.5 pp
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☆Montis Financial, LLC CIK 0001844314 0.565 152 2.1 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 2.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.1 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 2.1 2.5% 4 +0.3 pp +0.2 pp +0.0 pp +2.5 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 1.8 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆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
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 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 -0.1 pp -0.1 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.0 0.0% 0 -0.1 pp -0.1 pp -2.7 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
☆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
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -8.3 pp -8.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆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
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -1.3 pp -1.9 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -4.0 pp -3.3 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.6 pp -0.5 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
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 -0.1 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -1.9 pp -1.5 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 -0.2 pp -0.1 pp -0.2 pp -0.1 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
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 GRID). Qtrs Held counts distinct quarters this fund has actually held GRID (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GRID position size. Δ columns are the percentage-point change in GRID'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