Signals

IAU

1906 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22870
Score / z-1.147 / -1.64
Consensus546.02 over 1095 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-1% / 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 2,457.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 2,020.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,819.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,566.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,115.5 0.3% 3 +0.0 pp +0.1 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 1,066.3 0.2% 3 +0.0 pp +0.0 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 961.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 727.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 590.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 584.5 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 583.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 536.4 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 515.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 479.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 458.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 448.1 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 368.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 316.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 301.0 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 287.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 275.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 266.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 256.8 32.7% 2 +8.2 pp +32.7 pp +32.7 pp +32.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 222.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 209.9 1.8% 3 +0.4 pp +0.8 pp +1.8 pp +1.8 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 205.7 2.4% 3 +1.7 pp +2.2 pp +2.4 pp +2.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 197.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 195.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 188.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 178.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 171.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 171.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 169.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 162.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Silver Point Capital L.P. CIK 0001332784 0.853 14 157.9 7.1% 2 +2.1 pp +7.1 pp +7.1 pp +7.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 149.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Packer & Co Ltd CIK 0001664017 0.182 10 148.5 39.6% 2 -3.7 pp +39.6 pp +39.6 pp +39.6 pp
Arnhold LLC CIK 0001733755 0.661 113 142.6 10.8% 3 +0.1 pp +0.8 pp +10.8 pp +10.8 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 142.4 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 142.1 6.3% 3 +0.1 pp +0.5 pp +6.3 pp +6.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 140.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 139.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 130.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 128.9 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 126.6 78.8% 3 -4.7 pp +4.8 pp +78.8 pp +78.8 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 124.0 4.9% 3 +0.0 pp +0.1 pp +4.9 pp +4.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 119.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 118.0 9.0% 3 +3.6 pp +5.0 pp +9.0 pp +9.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 117.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 111.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 110.3 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 102.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 100.1 1.3% 4 -0.5 pp -0.4 pp -0.4 pp +1.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 96.4 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
EMORY UNIVERSITY CIK 0001377635 0.288 6 96.1 61.2% 1 +61.2 pp +61.2 pp +61.2 pp +61.2 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 96.0 7.8% 3 +0.7 pp +1.1 pp +7.8 pp +7.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 95.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 95.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 94.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 91.1 11.9% 3 +2.2 pp +4.1 pp +11.9 pp +11.9 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 89.8 10.4% 3 +0.7 pp +1.7 pp +10.4 pp +10.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 89.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 87.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 84.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 84.6 7.8% 3 -0.1 pp +0.7 pp +7.8 pp +7.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 84.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 82.6 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 77.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 75.2 3.1% 3 +0.2 pp +0.5 pp +3.1 pp +3.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 75.2 0.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 70.7 0.3% 3 -1.0 pp -1.1 pp +0.3 pp +0.3 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 67.7 20.0% 3 +5.9 pp +7.0 pp +20.0 pp +20.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 67.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 66.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 66.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 66.3 5.7% 3 +0.4 pp +1.3 pp +5.7 pp +5.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 66.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 65.1 5.7% 3 -0.4 pp -0.7 pp +5.7 pp +5.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 64.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 64.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 63.9 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 63.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 60.9 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 60.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 60.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 59.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 58.8 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
CRCM LP CIK 0001483234 0.533 12 58.4 19.7% 3 +11.5 pp +14.5 pp +19.7 pp +19.7 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 58.2 9.9% 3 +0.2 pp +1.3 pp +9.9 pp +9.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 57.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 55.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Narwhal Capital Management CIK 0001461287 0.675 155 54.6 4.0% 3 +0.3 pp +0.6 pp +4.0 pp +4.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 53.8 7.4% 3 +0.0 pp +0.0 pp +7.4 pp +7.4 pp
Parker Investment Management, LLC CIK 0001672070 0.639 39 52.9 7.5% 3 +0.6 pp +6.5 pp +7.5 pp +7.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 52.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 52.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 51.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 51.4 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 50.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 48.8 6.7% 3 +0.6 pp +1.3 pp +6.7 pp +6.7 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 47.6 6.3% 3 -0.4 pp +0.1 pp +6.3 pp +6.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 47.0 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 46.5 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 46.3 6.4% 3 +0.4 pp +1.0 pp +6.4 pp +6.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 45.5 41.1% 3 +1.2 pp +22.2 pp +41.1 pp +41.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 43.3 6.0% 3 +0.5 pp +0.9 pp +6.0 pp +6.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 42.8 6.6% 3 +1.4 pp +1.2 pp +6.6 pp +6.6 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 42.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
COMERICA BANK CIK 0000901541 0.812 3711 42.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cercano Management LLC CIK 0001936416 0.054 133 40.4 1.5% 3 +1.4 pp +1.4 pp +1.5 pp +1.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 40.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 39.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 38.6 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 38.4 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 38.1 5.6% 3 +0.6 pp +1.7 pp +5.6 pp +5.6 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 37.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 37.4 4.7% 4 +0.3 pp +0.5 pp +0.2 pp +4.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 36.3 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 36.1 7.3% 3 +0.4 pp +1.4 pp +7.3 pp +7.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 35.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 35.3 9.8% 3 +0.0 pp +0.5 pp +9.8 pp +9.8 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 35.0 10.1% 3 +0.9 pp +2.8 pp +10.1 pp +10.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 34.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 34.4 8.1% 3 +0.6 pp +0.6 pp +8.1 pp +8.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 34.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 33.9 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 33.8 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 33.7 2.4% 3 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 33.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 33.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 32.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowa Financial Group, Inc. CIK 0001806226 0.772 29 32.2 16.8% 3 +0.2 pp +1.1 pp +16.8 pp +16.8 pp
VPR Management LLC CIK 0001894203 0.676 66 32.1 14.3% 3 +0.3 pp +1.9 pp +14.3 pp +14.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 32.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 31.9 1.3% 3 -0.0 pp +0.6 pp +1.3 pp +1.3 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 31.4 13.1% 3 +1.0 pp +1.5 pp +13.1 pp +13.1 pp
BFSG, LLC CIK 0001706836 0.376 765 31.2 3.0% 3 +0.3 pp +0.4 pp +3.0 pp +3.0 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 31.0 3.7% 3 +0.3 pp +0.7 pp +3.7 pp +3.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 31.0 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 30.7 7.3% 3 +0.7 pp +1.2 pp +7.3 pp +7.3 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 30.7 1.3% 3 +0.1 pp -0.1 pp +1.3 pp +1.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 29.5 0.2% 5 +0.1 pp -0.6 pp +0.1 pp +0.2 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 29.5 14.5% 3 +0.0 pp +0.9 pp +14.5 pp +14.5 pp
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Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 2.8 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 2.8 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 2.8 0.1% 3 +0.0 pp -6.7 pp +0.1 pp +0.1 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 2.8 2.6% 3 +0.1 pp +0.3 pp +2.6 pp +2.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.7 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 2.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.7 1.5% 3 +0.3 pp +0.4 pp +1.5 pp +1.5 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.7 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 2.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Apella Capital, LLC CIK 0001801507 0.827 695 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 2.6 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 2.6 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.6 1.6% 3 -0.2 pp +0.0 pp +1.6 pp +1.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 2.6 0.7% 3 +0.0 pp -0.5 pp +0.7 pp +0.7 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 2.6 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.6 1.1% 3 +0.0 pp +0.5 pp +1.1 pp +1.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 2.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.6 1.3% 3 -0.1 pp +0.4 pp +1.3 pp +1.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.5 1.7% 3 +0.2 pp +0.6 pp +1.7 pp +1.7 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 2.5 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 2.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
TPG Advisors LLC CIK 0002033388 0.435 115 2.5 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
Holistic Financial Partners CIK 0001729304 0.166 120 2.5 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.4 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 2.4 2.1% 3 +0.1 pp +0.9 pp +2.1 pp +2.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 2.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Composition Wealth, LLC CIK 0001585859 0.756 995 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 2.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Kilter Group LLC CIK 0002058915 0.349 1580 2.4 1.1% 4 +0.0 pp +0.5 pp +0.1 pp +1.1 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 2.4 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 2.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 2.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 2.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Sachetta, LLC CIK 0002010574 0.327 1025 2.3 1.3% 3 +0.1 pp +0.9 pp +1.3 pp +1.3 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 2.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.3 1.1% 3 -0.0 pp +0.4 pp +1.1 pp +1.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 2.3 3.1% 3 +0.4 pp +0.6 pp +3.1 pp +3.1 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.537 105 2.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
SWMG, LLC CIK 0001839255 0.473 100 2.2 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 2.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 2.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 2.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 2.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 2.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Montis Financial, LLC CIK 0001844314 0.565 152 2.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 1.9 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
First PREMIER Bank CIK 0001653926 0.233 358 1.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Sheridan Capital Management, LLC CIK 0001926753 0.757 31 1.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sageworth Trust Co CIK 0001482688 0.943 127 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
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RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Forum Financial Management, LP CIK 0001911832 0.978 352 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Bison Wealth, LLC CIK 0001845251 0.528 477 1.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Simmons Bank CIK 0001674486 0.467 369 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Port Capital LLC CIK 0001729212 0.798 108 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 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
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.8 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
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.7 pp -0.7 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 -0.1 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -3.2 pp -3.6 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.5 pp -0.4 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
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 0.0% 0 +0.0 pp -1.2 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
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -1.7 pp -0.3 pp +0.0 pp +0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.2 pp -0.1 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
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.2 pp -0.2 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
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.2 pp -0.2 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.5 pp -0.8 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -3.9 pp -3.7 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -4.1 pp -3.6 pp -3.4 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -1.0 pp -0.9 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -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% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -3.8 pp -3.3 pp +0.0 pp +0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.0 0.0% 0 -0.1 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 (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