Signals

GUNR

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

Flow ranking

Rank#22699
Score / z-0.387 / -0.56
Consensus106.99 over 183 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,026.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 208.4 4.0% 3 +0.2 pp +0.3 pp +4.0 pp +4.0 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 182.4 14.8% 2 -1.7 pp +14.8 pp +14.8 pp +14.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 164.7 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 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 89.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 75.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 68.2 3.7% 3 +0.1 pp +0.3 pp +3.7 pp +3.7 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 57.2 5.2% 3 +1.4 pp +1.5 pp +5.2 pp +5.2 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 49.3 10.3% 3 +0.3 pp +0.4 pp +10.3 pp +10.3 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 43.2 2.4% 3 +0.0 pp -0.1 pp +2.4 pp +2.4 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 41.9 2.7% 3 +0.0 pp +0.1 pp +2.7 pp +2.7 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 35.1 4.4% 3 +1.1 pp +1.3 pp +4.4 pp +4.4 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 26.4 5.9% 3 +1.3 pp +1.9 pp +5.9 pp +5.9 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 24.9 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 24.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
VPR Management LLC CIK 0001894203 0.676 66 22.8 10.2% 3 +0.3 pp +0.2 pp +10.2 pp +10.2 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 19.2 4.8% 3 +0.1 pp +0.5 pp +4.8 pp +4.8 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 18.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 17.8 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
Navalign, LLC CIK 0001820593 0.504 132 17.1 4.2% 3 -0.1 pp +0.1 pp +4.2 pp +4.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 12.8 2.8% 4 -0.0 pp -0.0 pp -0.1 pp +2.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STEPH & CO CIK 0000941519 0.731 283 9.5 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 9.0 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 8.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 8.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 8.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
United Bank CIK 0001697791 0.298 122 8.0 2.7% 3 +0.0 pp +0.1 pp +2.7 pp +2.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.5 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 7.3 3.2% 3 -0.1 pp -0.0 pp +3.2 pp +3.2 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 7.2 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 6.4 2.5% 4 -0.1 pp -0.4 pp -0.5 pp +2.5 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 5.6 2.3% 5 +0.0 pp +0.1 pp -0.2 pp +0.3 pp
Boltwood Capital Management CIK 0001563690 0.369 192 5.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 5.2 3.7% 3 +0.1 pp +0.2 pp +3.7 pp +3.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 5.1 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 3.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 2.7 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VeraBank, N.A. CIK 0001767297 0.624 167 2.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 2.5 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 2.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 2.1 1.4% 3 +0.3 pp +0.4 pp +1.4 pp +1.4 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.1 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 3 -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 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.4 0.5% 3 +0.2 pp +0.0 pp +0.5 pp +0.5 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 1.2 0.4% 3 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 1.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Kendall Capital Management CIK 0001731372 0.288 236 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BOKF, NA CIK 0000009634 0.752 1160 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.6 0.0% 3 -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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Retirements, Inc. CIK 0002044874 0.206 101 0.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.4 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 2 -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
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 +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% 3 +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% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 -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% 1 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 3 +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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.1 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
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 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
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GUNR). Qtrs Held counts distinct quarters this fund has actually held GUNR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GUNR position size. Δ columns are the percentage-point change in GUNR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status