Signals

← Signals

☆HIMU

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

Flow ranking

Rank#16798
Score / z0.000 / -0.01
Consensus94.55 over 184 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 240.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 171.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 160.7 0.0% 3 -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 118.1 0.0% 4 +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 79.0 0.0% 3 -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 72.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 65.8 0.0% 3 -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 43.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 28.9 4.2% 3 +0.0 pp +0.3 pp +4.2 pp +4.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 16.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 15.3 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.5 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 11.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 7.8 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 7.5 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 7.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.3 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 3.8 2.0% 3 +0.1 pp +0.7 pp +2.0 pp +2.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 3.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 2.9 2.3% 3 -0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 2.8 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 2.3 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 2.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 1.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.9 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 1.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.3 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.1 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 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 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.1 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.9 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.8 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 0.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 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 0.0 0.0% 1 +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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 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 -0.3 pp +0.0 pp +0.0 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
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -2.8 pp -1.6 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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 HIMU). Qtrs Held counts distinct quarters this fund has actually held HIMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HIMU position size. Δ columns are the percentage-point change in HIMU'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