Signals

← Signals

☆HEFA

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

Flow ranking

Rank#24508
Score / z-0.169 / -0.22
Consensus141.39 over 263 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)
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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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,275.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 214.0 2.7% 5 -0.4 pp -0.3 pp -0.3 pp -0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 206.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 192.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 168.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 167.2 1.2% 5 -0.0 pp -0.2 pp -1.0 pp -1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 165.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 161.4 3.8% 5 +0.0 pp -0.0 pp -0.6 pp -0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 160.5 5.7% 5 -0.1 pp +0.4 pp +0.4 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 146.7 0.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 133.3 1.9% 7 -0.2 pp +0.0 pp +0.6 pp +1.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 95.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 94.4 0.0% 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 91.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 79.5 0.5% 5 -0.2 pp -0.4 pp -0.5 pp -0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 51.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 46.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 46.0 2.3% 5 +0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 45.3 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verde Capital Management CIK 0001802891 0.578 80 41.4 7.6% 5 +0.1 pp +0.8 pp +1.3 pp +1.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 36.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 36.1 7.3% 6 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 32.8 5.8% 5 +0.1 pp +0.2 pp +0.5 pp +0.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 29.0 5.6% 5 +0.1 pp +1.6 pp +1.8 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 24.4 7.2% 5 -0.2 pp +0.1 pp -0.1 pp -0.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 22.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 19.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 17.9 10.9% 5 -0.5 pp -0.9 pp -0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 16.8 0.7% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.5 5.4% 5 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 16.2 3.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 16.0 9.9% 5 -0.0 pp +0.5 pp -0.5 pp -1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 15.1 4.2% 5 +0.0 pp +0.5 pp +0.9 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 14.2 2.1% 5 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 12.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.8 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 12.3 6.4% 5 +0.2 pp +0.5 pp +0.7 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 11.5 1.4% 4 +0.3 pp -0.1 pp +0.1 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 10.8 4.2% 5 -0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.5 0.0% 5 +0.0 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 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 10.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.1 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 9.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 9.3 0.8% 4 -0.1 pp -0.0 pp +0.2 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 9.0 2.0% 5 +0.0 pp +0.1 pp +0.1 pp -1.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 8.0 2.9% 5 +0.5 pp +1.0 pp +1.3 pp +1.5 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 7.9 2.5% 5 -0.0 pp +1.0 pp +1.1 pp +1.4 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 7.8 2.3% 2 +1.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 7.6 5.4% 7 +0.2 pp +0.4 pp +1.6 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 6.9 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.7 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 6.4 1.2% 5 -0.4 pp -0.5 pp -0.5 pp -4.5 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 6.4 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.2 2.4% 5 +0.1 pp +0.5 pp +0.6 pp +0.5 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.1 0.3% 5 -0.0 pp -2.8 pp -2.8 pp -2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.0 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 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 5.6 2.6% 5 +0.1 pp +0.2 pp +0.3 pp +2.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 5.5 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.5 0.3% 5 -0.1 pp +0.3 pp -0.3 pp -0.3 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 5.4 3.0% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 5.3 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 5.2 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CVFG LLC CIK 0002050974 0.313 250 4.8 0.5% 1 +0.5 pp -2.3 pp -2.3 pp -2.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 4.5 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 4.4 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 4.3 0.4% 2 -1.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp -0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.0 1.3% 5 -0.1 pp -0.4 pp -0.6 pp -1.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.0 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.9 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 3.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 3.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.8 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 2.8 0.7% 5 -4.4 pp -4.1 pp -4.3 pp -4.5 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.8 1.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 2.7 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 2.7 1.7% 5 -0.1 pp -1.5 pp -1.1 pp -1.2 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 2.7 1.5% 5 +0.4 pp +0.7 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.4 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 2.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.9 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.9 1.1% 5 -0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.9 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.8 1.0% 6 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
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☆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
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp -0.2 pp -1.4 pp -2.5 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 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
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 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 -0.4 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 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
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.4 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 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
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -6.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -4.4 pp -0.0 pp -0.0 pp -1.9 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -1.3 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.0 0.0% 0 -7.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 HEFA). Qtrs Held counts distinct quarters this fund has actually held HEFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HEFA position size. Δ columns are the percentage-point change in HEFA'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