Signals

IAU

1541 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23928
Score / z-1.610 / -2.08
Consensus448.33 over 916 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-18% / 1.0d

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

Negative / total0 / 0
FiledFormItems
2026-03-31 8-K 5.02
2024-04-26 8-K 5.02
2022-06-06 8-K 5.02
2022-03-08 8-K 5.02
2022-01-31 8-K 1.01, 3.03, 9.01
2021-07-02 8-K 5.02
2021-03-03 8-K 8.01, 9.01
2019-07-11 8-K 5.02
2019-03-29 8-K 5.02
2016-12-22 8-K 1.01, 3.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2022-12-12 S-3 ISHARES GOLD TRUST
2010-06-24 S-3 ISHARES GOLD TRUST

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
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 1,892.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,585.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,465.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 982.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 866.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 790.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 680.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 679.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 535.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 438.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 412.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 376.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 342.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 333.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 332.5 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 318.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 312.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 254.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 229.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 225.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 217.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 214.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 190.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 159.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 150.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PFG Advisors CIK 0001694435 0.248 791 149.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 146.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 138.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 133.6 22.1% 2 -1.4 pp +22.1 pp +22.1 pp +22.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 117.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 117.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 115.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 110.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Arnhold LLC CIK 0001733755 0.661 113 109.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 105.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 99.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 97.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 97.3 74.0% 1 +74.0 pp +74.0 pp +74.0 pp +74.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 97.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 94.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 92.3 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 91.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 90.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 85.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 84.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 84.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 82.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 77.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 76.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 73.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 72.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 72.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 72.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 70.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 70.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 70.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 70.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 67.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 67.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 61.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 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 60.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 59.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 59.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 58.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 58.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 57.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 56.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 54.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 53.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 53.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 50.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 50.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 49.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 46.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 45.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 45.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 43.8 0.6% 3 -0.1 pp +0.2 pp +0.6 pp +0.6 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 43.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 42.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 42.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Narwhal Capital Management CIK 0001461287 0.675 155 41.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 41.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 41.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 40.2 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 39.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 39.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 39.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 37.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 36.8 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 36.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 34.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 34.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 34.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 34.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 33.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 32.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 32.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 32.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 31.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 30.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 30.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 29.7 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 29.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 28.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 28.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 27.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 27.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 27.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 26.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 26.6 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
VPR Management LLC CIK 0001894203 0.676 66 26.4 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 26.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowa Financial Group, Inc. CIK 0001806226 0.772 29 25.0 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 25.0 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 24.9 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 24.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 23.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 23.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 23.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 23.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 23.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 23.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BFSG, LLC CIK 0001706836 0.376 765 23.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 23.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 22.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 22.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 22.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 22.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 22.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 22.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dakota Wealth Management CIK 0001631353 0.544 771 21.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 21.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 21.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 20.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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BCWM, LLC CIK 0001542165 0.322 57 18.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
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Robinson Value Management, Ltd. CIK 0001694283 0.090 75 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 3.7 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Summit X, LLC CIK 0001697729 0.000 0 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Firestone Capital Management CIK 0001799964 0.602 168 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Alpha Zero LLC CIK 0002079032 0.418 107 3.3 2.2% 2 -0.7 pp +2.2 pp +2.2 pp +2.2 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
2UniFi Bank CIK 0002040900 0.000 0 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EQ LLC CIK 0001757605 0.412 87 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 3.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COWA, LLC CIK 0001844480 0.512 181 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Farrell Financial LLC CIK 0002031235 0.502 83 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
United Community Bank CIK 0002000314 0.267 534 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Invst, LLC CIK 0001867587 0.314 343 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NVWM, LLC CIK 0001697274 0.201 780 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Ipsen Advisor Group LLC CIK 0001964922 0.238 107 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weil Company, Inc. CIK 0001318011 0.359 133 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trust Point Inc. CIK 0001635633 0.568 463 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Family Manage LLC CIK 0001539947 0.277 323 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
EWA, LLC CIK 0001835252 0.457 332 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WORMSER FRERES GESTION CIK 0002051288 0.202 66 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 2.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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EASTERN BANK CIK 0001126395 0.668 1038 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BAILARD, INC. CIK 0000750641 0.578 763 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Holistic Financial Partners CIK 0001729304 0.166 120 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 2.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Roundview Capital LLC CIK 0001476804 0.530 349 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Financial Advocates Investment Management CIK 0001730293 0.000 104 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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JSF Financial, LLC CIK 0001802224 0.568 141 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TPG Advisors LLC CIK 0002033388 0.435 115 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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5T Wealth, LLC CIK 0002039313 0.300 134 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
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CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MYECFO, LLC CIK 0001986457 0.711 73 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Montis Financial, LLC CIK 0001844314 0.565 152 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First PREMIER Bank CIK 0001653926 0.233 358 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +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
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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% 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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.2 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 IAU). Qtrs Held counts distinct quarters this fund has actually held IAU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAU position size. Δ columns are the percentage-point change in IAU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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