Signals

IAU

2264 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19
Score / z8.054 / 9.70
Consensus607.51 over 1229 funds
Momentum-0.03 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-26%
Short interest-6% / 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 2,103.3 0.1% 6 -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 1,736.1 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,043.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 968.7 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 937.5 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 827.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 664.6 0.2% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 659.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 548.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 513.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 510.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 477.3 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 404.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 397.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 395.5 0.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 282.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 276.8 0.9% 5 -0.3 pp -0.2 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 245.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 235.1 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 234.4 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 221.9 0.3% 5 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 221.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 208.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 198.1 1.5% 5 -0.5 pp -0.2 pp +0.2 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 168.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 165.5 5.9% 2 -3.8 pp +5.9 pp +5.9 pp -2.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 164.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 144.7 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 142.0 0.2% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 138.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 133.7 0.5% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
Arnhold LLC CIK 0001733755 0.661 113 132.7 9.3% 5 -2.1 pp -1.5 pp -1.4 pp -0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 129.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 126.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 125.3 0.7% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 125.2 5.2% 5 -1.7 pp -1.1 pp -1.1 pp -0.6 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 124.7 2.6% 5 -0.4 pp -0.2 pp -0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 124.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 122.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pennsylvania State University CIK 0002134719 0.478 3 118.9 47.8% 2 -24.7 pp +47.8 pp +47.8 pp +47.8 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 117.8 79.5% 5 -3.5 pp +0.8 pp -4.0 pp +5.6 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 117.2 1.5% 5 -0.6 pp -0.5 pp -0.4 pp -0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 112.8 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 108.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 104.3 1.1% 6 -0.2 pp -0.2 pp -0.7 pp -0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 101.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRCM LP CIK 0001483234 0.533 12 98.3 68.2% 1 +68.2 pp +48.5 pp +59.9 pp +63.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 96.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 90.3 9.2% 5 -2.6 pp -1.2 pp -0.5 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 89.6 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
EMORY UNIVERSITY CIK 0001377635 0.288 6 89.4 55.9% 3 +16.8 pp -5.3 pp +55.9 pp +55.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 85.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 85.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 85.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 81.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 78.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 76.9 2.9% 5 -0.7 pp -0.2 pp +0.0 pp +0.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 76.9 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 76.5 0.6% 5 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 74.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 74.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 73.8 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
VCU Investment Management Co CIK 0001673588 0.833 1 73.2 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 68.8 5.4% 5 -1.4 pp -2.4 pp -1.7 pp -1.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 67.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 67.0 1.2% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 66.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 66.3 0.6% 5 -0.2 pp -0.5 pp -0.5 pp -0.2 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 64.8 6.7% 5 -14.7 pp -5.2 pp -3.0 pp -1.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 64.1 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 61.8 0.8% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 61.0 4.5% 5 -5.6 pp -4.5 pp -1.0 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 59.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 58.9 5.0% 5 -1.7 pp -2.7 pp -2.8 pp -2.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 58.5 4.8% 5 -0.3 pp -1.0 pp -1.4 pp -1.7 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 58.1 4.6% 5 -1.6 pp -1.2 pp -0.7 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 56.2 0.3% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 56.1 0.8% 7 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 55.1 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 53.4 0.8% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 52.8 0.8% 5 -1.1 pp +0.6 pp -0.5 pp -0.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 52.2 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Narwhal Capital Management CIK 0001461287 0.675 155 50.7 3.5% 5 -0.9 pp -0.5 pp -0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 49.9 1.8% 5 -0.4 pp -0.8 pp -0.8 pp -0.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 49.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 49.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 48.8 6.4% 5 -1.8 pp -1.0 pp -1.0 pp -1.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 48.4 5.5% 5 -1.3 pp -0.9 pp -0.5 pp +0.1 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 48.1 7.5% 5 -1.9 pp -2.4 pp -2.3 pp -1.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 48.0 0.2% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 47.4 0.7% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 45.7 0.5% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 45.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 44.5 5.4% 5 -1.5 pp -0.9 pp -1.3 pp -0.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 43.5 0.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.0 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 41.9 5.5% 5 -1.4 pp -0.5 pp -0.0 pp +0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 41.9 0.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 40.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Eurizon Asset Management Hungary Ltd. CIK 0002110593 0.707 21 40.3 42.9% 1 +42.9 pp +42.9 pp +42.9 pp +42.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 40.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 39.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 39.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 39.0 5.8% 5 -2.8 pp -0.8 pp +0.5 pp +0.4 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 38.8 15.6% 5 -4.8 pp -25.5 pp -24.3 pp -3.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 37.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 37.8 5.0% 5 -0.8 pp -0.6 pp -0.0 pp +1.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 37.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 35.3 1.0% 5 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 34.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 34.7 0.5% 5 -0.2 pp -0.1 pp +0.0 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 33.8 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 33.6 2.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 33.3 8.8% 2 -2.1 pp +8.8 pp +8.8 pp +8.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.6 0.2% 5 -0.1 pp -0.0 pp -0.0 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 32.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 31.9 1.5% 5 -0.5 pp -0.3 pp -0.3 pp -0.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 31.8 5.9% 5 -1.5 pp -1.4 pp -0.9 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 31.3 0.5% 5 -0.2 pp -0.4 pp -0.4 pp -0.3 pp
BFSG, LLC CIK 0001706836 0.376 765 30.1 2.7% 5 -0.6 pp -0.4 pp -0.0 pp +0.1 pp
VPR Management LLC CIK 0001894203 0.676 66 29.9 12.0% 5 -1.9 pp -2.3 pp -2.0 pp -0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.4 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 29.4 2.5% 5 +0.8 pp +2.2 pp +2.3 pp +2.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 28.4 11.4% 5 -2.2 pp -1.7 pp -0.7 pp -0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.3 0.2% 5 -0.1 pp -2.1 pp -0.4 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.1 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 27.1 1.0% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 26.8 1.6% 5 -0.6 pp -0.8 pp -1.0 pp -1.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 26.7 1.0% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 26.2 6.6% 5 -1.2 pp -3.2 pp -3.2 pp -2.7 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 26.1 4.2% 5 -1.2 pp -1.1 pp -0.7 pp -0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.1 0.3% 6 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 26.0 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 25.9 3.1% 5 -0.5 pp -0.2 pp +0.1 pp +1.3 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 25.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 25.3 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 25.2 11.8% 5 -1.8 pp -2.7 pp -2.7 pp -1.8 pp
Dakota Wealth Management CIK 0001631353 0.544 771 24.9 0.5% 5 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 24.9 0.3% 5 -0.3 pp -0.1 pp -0.1 pp +0.1 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 24.8 0.8% 5 -0.4 pp -0.5 pp -0.5 pp -0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 24.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 24.1 1.3% 5 -0.5 pp -0.3 pp -0.2 pp -0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.0 0.2% 7 -0.1 pp -0.0 pp +0.0 pp -0.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 23.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
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Braeburn Wealth Management LLC CIK 0002111759 0.246 99 8.1 3.5% 2 -1.9 pp +3.5 pp +3.5 pp +3.5 pp
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DCF Advisers, LLC CIK 0001802493 0.265 80 7.6 2.0% 5 -1.3 pp -0.7 pp -0.8 pp -1.0 pp
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NVWM, LLC CIK 0001697274 0.201 780 2.5 0.5% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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West Wealth Group, LLC CIK 0001923591 0.670 143 2.4 0.4% 5 -0.1 pp -0.9 pp -0.8 pp -0.4 pp
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FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.4 1.2% 5 -0.4 pp -0.4 pp -0.6 pp -0.4 pp
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Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 2.4 0.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
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PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -6.8 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
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HORAN Wealth, LLC CIK 0002072569 0.371 217 2.3 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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COWA, LLC CIK 0001844480 0.512 181 2.2 0.6% 5 -0.2 pp -0.5 pp -0.6 pp -0.6 pp
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Bison Wealth, LLC CIK 0001845251 0.528 477 2.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 2.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 2.1 3.1% 5 -0.4 pp -0.0 pp +0.4 pp +0.6 pp
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Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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VICUS CAPITAL CIK 0001544806 0.660 268 2.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 2.0 1.0% 5 -0.2 pp -0.5 pp -0.4 pp -0.3 pp
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FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.9 0.3% 3 -0.3 pp +0.1 pp +0.3 pp +0.3 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.9 1.0% 5 -0.6 pp -1.6 pp -0.9 pp -0.6 pp
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MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.9 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
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Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
5T Wealth, LLC CIK 0002039313 0.300 134 1.9 0.7% 5 -0.3 pp -0.7 pp -0.5 pp -0.2 pp
NWAM LLC CIK 0001655006 0.392 684 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ipsen Advisor Group LLC CIK 0001964922 0.238 107 1.9 1.2% 5 -0.4 pp -1.1 pp -1.0 pp -0.8 pp
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Legacy Financial Group LLC CIK 0001834011 0.442 133 1.9 0.2% 5 -0.0 pp -0.4 pp -0.3 pp -0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RCW Management, LLC CIK 0002104402 0.332 68 0.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
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CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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Sharper & Granite LLC CIK 0001959415 0.344 109 0.8 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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LVW Advisors, LLC CIK 0001576053 0.582 462 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kooman & Associates CIK 0001961850 0.724 56 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 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
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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 +0.0 pp +0.0 pp -3.2 pp -3.6 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -1.9 pp -3.1 pp -2.9 pp -3.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 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
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 0.0 0.0% 0 -0.1 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
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -1.0 pp -1.2 pp -1.1 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -1.7 pp -1.5 pp -1.3 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
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 0.0 0.0% 0 +0.0 pp +0.0 pp -13.4 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.0% 0 -0.0 pp +0.0 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
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 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
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.3 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -5.3 pp -4.9 pp -4.8 pp -4.8 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.3 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
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 -0.8 pp -0.7 pp -0.5 pp -0.4 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
Cercano Management LLC CIK 0001936416 0.054 133 0.0 0.0% 0 -1.0 pp -1.5 pp -0.2 pp -0.1 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.0 0.0% 0 -0.3 pp -0.4 pp -0.6 pp -0.5 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.6 pp -1.5 pp -1.5 pp -0.9 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Squarepoint Ops LLC CIK 0001642575 0.419 2729 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 +0.0 pp +0.0 pp -1.2 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -0.3 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Point Capital L.P. CIK 0001332784 0.853 14 0.0 0.0% 0 +0.0 pp -7.1 pp -5.0 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
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 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
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -0.8 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Briggs Wealth Management, Inc CIK 0002109156 0.631 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -11.9 pp -8.1 pp -7.5 pp -7.5 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status