Signals

IAU

2173 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23137
Score / z-0.872 / -0.81
Consensus531.45 over 1041 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+93% / 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 2,494.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,050.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,348.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,296.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,162.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 897.5 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 792.2 0.2% 4 -0.3 pp -0.2 pp -0.0 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 760.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 627.7 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 618.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 486.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 476.4 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 474.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 465.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 460.0 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 397.5 50.9% 3 +18.2 pp +26.3 pp +50.9 pp +50.9 pp
Daiichi Life International Holdings LLC CIK 0001977663 0.000 9 354.6 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 337.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 318.9 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 318.6 0.2% 4 -0.1 pp -0.2 pp -0.4 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 290.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 282.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 278.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 225.5 2.1% 4 +0.3 pp +0.8 pp +1.2 pp +2.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 213.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 196.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 182.7 9.8% 1 +9.8 pp +9.8 pp +1.2 pp +9.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 173.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 166.2 21.4% 4 +9.5 pp +11.8 pp +13.7 pp +21.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 162.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 158.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 157.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 156.2 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
Arnhold LLC CIK 0001733755 0.661 113 154.9 11.4% 4 +0.6 pp +0.7 pp +1.4 pp +11.4 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 150.1 6.9% 4 +0.6 pp +0.6 pp +1.1 pp +6.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 149.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 144.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 144.2 2.1% 4 +0.1 pp +0.2 pp +0.4 pp +2.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 138.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Pennsylvania State University CIK 0002134719 0.477 3 138.8 72.5% 1 +72.5 pp +72.5 pp +72.5 pp +72.5 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 138.4 5.3% 4 +0.5 pp +0.5 pp +0.5 pp +5.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 138.1 3.0% 4 +0.2 pp +0.4 pp +0.6 pp +3.0 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 137.5 83.0% 4 +4.3 pp -0.5 pp +9.1 pp +83.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 131.4 10.1% 4 +1.1 pp +4.6 pp +6.0 pp +10.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 122.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 121.1 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 118.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ALLIANZ SE CIK 0001127508 0.910 519 118.7 1.3% 5 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 114.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 114.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
EMORY UNIVERSITY CIK 0001377635 0.288 6 104.4 39.1% 2 -22.2 pp +39.1 pp +39.1 pp +39.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 102.4 11.8% 4 +1.4 pp +2.1 pp +3.1 pp +11.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 99.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 99.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 97.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 93.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 90.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 89.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 89.2 0.8% 4 -0.2 pp -0.4 pp -0.4 pp +0.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 88.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 85.7 3.6% 4 +0.5 pp +0.7 pp +1.0 pp +3.6 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 81.5 1.6% 4 -0.0 pp -0.0 pp -0.1 pp +1.6 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 81.0 6.9% 4 -0.9 pp -0.3 pp +0.2 pp +6.9 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 80.9 6.7% 4 -1.1 pp -1.1 pp -0.4 pp +6.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 77.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 74.4 0.7% 4 -0.4 pp -0.3 pp -0.1 pp +0.7 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 74.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 72.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 72.2 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 71.2 6.1% 4 +0.4 pp +0.8 pp +1.7 pp +6.1 pp
CWM, LLC CIK 0001535847 0.788 5645 67.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VCU Investment Management Co CIK 0001673588 0.833 1 67.2 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 67.0 0.7% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 66.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 65.3 1.0% 4 +0.1 pp -0.1 pp -0.1 pp +1.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 64.4 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 64.2 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 63.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 60.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 60.0 5.1% 4 -0.6 pp -1.1 pp -1.4 pp +5.1 pp
Narwhal Capital Management CIK 0001461287 0.675 155 59.2 4.4% 4 +0.4 pp +0.7 pp +1.0 pp +4.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 59.2 1.9% 4 +1.6 pp +0.6 pp +0.5 pp +1.9 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 58.4 8.2% 4 +0.7 pp +0.8 pp +0.8 pp +8.2 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 58.1 2.2% 4 -0.3 pp -0.4 pp -0.5 pp +2.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 57.9 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 55.2 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 55.1 9.4% 4 -0.5 pp -0.3 pp +0.8 pp +9.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 55.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 55.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 54.7 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 53.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 52.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 52.5 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 52.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 51.6 6.8% 4 +0.4 pp +0.8 pp +1.4 pp +6.8 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 50.8 6.9% 4 +0.6 pp +0.2 pp +0.7 pp +6.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 50.0 1.0% 4 -0.0 pp -0.0 pp +0.1 pp +1.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 49.9 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 48.3 0.3% 4 -0.2 pp -0.2 pp +0.0 pp +0.3 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 47.1 6.8% 4 +0.9 pp +1.3 pp +1.8 pp +6.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 46.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 46.6 20.4% 4 -20.7 pp -19.6 pp +1.5 pp +20.4 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 46.0 8.6% 4 +2.0 pp +3.3 pp +3.2 pp +8.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 45.2 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 44.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 42.6 5.8% 4 +0.2 pp +0.8 pp +2.0 pp +5.8 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 41.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 40.9 5.5% 5 +0.8 pp +1.1 pp +1.2 pp +1.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 40.9 1.4% 4 -0.0 pp +0.0 pp +0.1 pp +1.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 40.9 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 40.4 0.7% 4 +0.1 pp +0.2 pp +0.5 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 40.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 38.1 17.0% 4 -3.0 pp +2.9 pp +4.0 pp +17.0 pp
Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 37.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 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 37.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 37.8 7.4% 4 +0.1 pp +0.6 pp +1.5 pp +7.4 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 36.8 2.0% 4 +0.2 pp +0.2 pp +0.4 pp +2.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 34.9 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
VPR Management LLC CIK 0001894203 0.676 66 34.9 13.9% 4 -0.4 pp -0.1 pp +1.6 pp +13.9 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 34.7 2.6% 4 +2.1 pp +2.4 pp +2.4 pp +2.6 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 34.4 1.3% 4 -0.1 pp -0.0 pp +0.2 pp +1.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 34.1 3.2% 4 +0.2 pp +0.5 pp +0.6 pp +3.2 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 34.1 4.9% 4 -1.8 pp -1.2 pp -0.5 pp +4.9 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 34.1 11.9% 4 +3.9 pp +4.5 pp +4.5 pp +11.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 33.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 32.9 13.6% 4 +0.4 pp +1.5 pp +2.0 pp +13.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 32.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 32.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 31.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 31.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.1 0.3% 4 -2.0 pp -0.3 pp +0.2 pp +0.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 31.1 2.2% 4 -0.2 pp -0.4 pp -0.4 pp +2.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 30.7 1.2% 4 +0.2 pp +0.3 pp +0.4 pp +1.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 30.5 5.4% 4 +0.1 pp +0.5 pp +0.8 pp +5.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 30.3 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 30.2 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.1 0.3% 6 +0.0 pp +0.1 pp -0.5 pp +0.2 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 30.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 29.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 29.4 13.6% 4 -0.9 pp -0.9 pp +0.0 pp +13.6 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 29.3 6.9% 4 -0.3 pp +0.4 pp +0.9 pp +6.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 29.0 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 29.0 1.8% 4 +0.1 pp +0.3 pp +0.3 pp +1.8 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 28.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arkos Global Advisors CIK 0001769089 0.805 124 28.6 3.6% 4 +0.3 pp +0.7 pp +1.8 pp +3.6 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 28.6 4.1% 4 -0.0 pp +0.3 pp +0.7 pp +4.1 pp
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VCI Wealth Management LLC CIK 0002009388 0.229 99 28.0 7.8% 4 -2.0 pp -2.0 pp -1.5 pp +7.8 pp
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Lido Advisors, LLC CIK 0001650150 0.880 1849 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Chandler Asset Management, Inc. CIK 0001665018 0.924 21 9.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Callan Family Office, LLC CIK 0001938970 0.625 1226 9.5 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
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Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.4 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
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Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 9.3 1.9% 4 +0.2 pp +0.3 pp +0.4 pp +1.9 pp
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Greenline Partners, LLC CIK 0001697323 0.573 149 8.8 0.9% 4 +0.0 pp -0.2 pp -0.1 pp +0.9 pp
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ABLE Financial Group, LLC CIK 0001977500 0.400 222 8.8 1.7% 4 -0.2 pp -0.2 pp +0.0 pp +1.7 pp
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Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 8.6 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 8.3 0.5% 3 -0.4 pp -0.2 pp +0.5 pp +0.5 pp
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Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.3 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
CHOREO, LLC CIK 0001679031 0.797 1690 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 5.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 1.0 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.0 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
Exchange Bank CIK 0002001155 0.178 130 1.0 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 1.0 0.5% 3 -0.4 pp -0.3 pp +0.5 pp +0.5 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.0 0.1% 4 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.0 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.0 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 1.0 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 1.0 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
RCW Management, LLC CIK 0002104402 0.332 68 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.0 0.4% 4 -0.7 pp -0.6 pp -0.2 pp +0.4 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SWMG, LLC CIK 0001839255 0.473 100 1.0 0.3% 4 -0.3 pp -0.3 pp -0.1 pp +0.3 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.9 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.9 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.9 0.7% 4 +0.1 pp +0.1 pp -0.1 pp +0.7 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
First Growth Capital LLC CIK 0002112081 0.183 136 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.9 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.9 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Advocates, LLC CIK 0002111697 0.056 188 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Town Capital LLC CIK 1871352 0.216 75 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Entelevest, LLC CIK 0002109595 0.254 112 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.8 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SFE Investment Counsel CIK 0001317784 0.355 149 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.8 0.4% 5 -0.5 pp -0.4 pp -0.2 pp -0.2 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.8 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.8 0.2% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.8 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Diesslin Group, Inc. CIK 0002108559 0.461 59 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.8 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Nebraska Trust Co CIK 2134841 0.657 231 0.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 0.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.7 0.4% 4 -0.8 pp -0.8 pp -0.4 pp +0.4 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.7 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.7 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.7 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Thompson David Blair CIK 2150492 0.059 212 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
McAlvany Wealth Management LLC CIK 0002123857 0.296 48 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.7 0.2% 4 -0.1 pp +0.1 pp -0.0 pp +0.2 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.7 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.7 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -2.4 pp -2.0 pp -1.0 pp -1.0 pp
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Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
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Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.3 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.4 pp -0.3 pp -0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -4.1 pp -3.6 pp -3.4 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 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 +0.0 pp -0.1 pp -0.1 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -3.8 pp -3.3 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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