Signals

← Signals

☆IBIT

1680 in-universe funds with a nonzero position in IBIT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#6
Score / z11.892 / 17.82
Consensus658.07 over 1334 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2,388.9 34.3% 2 +9.0 pp +34.3 pp +34.3 pp +34.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,207.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1,333.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 1,189.3 90.5% 2 +4.1 pp +90.5 pp +90.5 pp +90.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 858.7 1.0% 2 -1.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 730.3 59.3% 3 +1.8 pp +13.6 pp +59.3 pp +59.3 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 719.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 675.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 653.8 9.9% 2 +2.8 pp +9.9 pp +9.9 pp +9.9 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 616.3 4.6% 2 -2.5 pp +4.6 pp +4.6 pp +4.6 pp
☆Mubadala Investment Co PJSC CIK 0001704268 0.995 72 567.3 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Al Warda Investments RSC Ltd CIK 0002075444 0.000 0 517.6 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 488.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 459.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 454.5 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 447.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARVARD MANAGEMENT CO INC CIK 0001082621 0.000 19 442.9 21.0% 2 +12.9 pp +21.0 pp +21.0 pp +21.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 440.9 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 388.1 4.8% 4 +4.7 pp -1.1 pp -1.3 pp +4.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 343.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 326.6 31.9% 3 -17.2 pp -15.0 pp +31.9 pp +31.9 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 302.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 286.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 280.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 251.2 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 214.0 2.9% 3 -1.5 pp -0.0 pp +2.9 pp +2.9 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 191.5 1.2% 2 -0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Mint Tower Capital Management B.V. CIK 0001666606 0.159 342 173.0 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆59 North Capital Management, LP CIK 0001805589 0.557 19 169.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BSN Capital Partners Ltd CIK 0001911876 0.109 26 166.9 13.1% 2 +0.0 pp +13.1 pp +13.1 pp +13.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 156.4 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 150.3 5.6% 2 +0.8 pp +5.6 pp +5.6 pp +5.6 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 150.2 12.1% 2 +4.5 pp +12.1 pp +12.1 pp +12.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 149.7 0.2% 2 -0.8 pp +0.2 pp +0.2 pp +0.2 pp
☆CRCM LP CIK 0001483234 0.533 12 143.9 41.6% 2 +12.4 pp +41.6 pp +41.6 pp +41.6 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 142.0 9.7% 2 +1.3 pp +9.7 pp +9.7 pp +9.7 pp
☆MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 131.0 40.5% 2 +22.1 pp +40.5 pp +40.5 pp +40.5 pp
☆Trans-Canada Capital Inc. CIK 0001896476 0.858 21 123.0 7.5% 2 +1.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 117.9 33.6% 2 +15.4 pp +33.6 pp +33.6 pp +33.6 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 116.9 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 116.2 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 115.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 107.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 102.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 100.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 99.4 2.2% 2 +1.7 pp +2.2 pp +2.2 pp +2.2 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 97.8 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆ParaFi Capital LP CIK 0001919332 0.562 21 95.9 20.8% 2 -0.2 pp +20.8 pp +20.8 pp +20.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 95.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 89.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRTG GPE, LLC CIK 0001537455 0.000 6 86.4 9.2% 2 +2.9 pp +9.2 pp +9.2 pp +9.2 pp
☆Fortress Investment Group LLC CIK 0001380393 0.650 25 86.1 11.5% 2 +0.0 pp +11.5 pp +11.5 pp +11.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 83.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 81.9 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 77.7 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 74.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 74.0 14.8% 2 -0.3 pp +14.8 pp +14.8 pp +14.8 pp
☆NWI MANAGEMENT LP CIK 0001103887 0.216 49 65.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 62.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 60.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 59.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 58.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 54.8 0.8% 2 -3.6 pp +0.8 pp +0.8 pp +0.8 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 53.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 51.7 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 50.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 47.5 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 45.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 43.6 5.2% 2 -0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 41.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 41.6 11.9% 2 -11.0 pp +11.9 pp +11.9 pp +11.9 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 40.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 39.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 39.5 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 39.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 38.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 37.2 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 36.6 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 36.0 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 34.9 16.7% 2 +2.5 pp +16.7 pp +16.7 pp +16.7 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 34.5 6.4% 2 -3.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 34.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 33.2 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 32.6 9.5% 2 -0.3 pp +9.5 pp +9.5 pp +9.5 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 32.4 12.2% 2 +2.9 pp +12.2 pp +12.2 pp +12.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 32.1 8.3% 2 +0.7 pp +8.3 pp +8.3 pp +8.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 31.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 30.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 30.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 27.6 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 27.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Marcho Partners LLP CIK 0001782974 0.624 6 26.9 10.8% 2 +2.0 pp +10.8 pp +10.8 pp +10.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 26.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 26.4 11.3% 2 -5.9 pp +11.3 pp +11.3 pp +11.3 pp
☆Ardmore Road Asset Management LP CIK 0001835730 0.046 70 26.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 25.9 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 25.3 4.9% 2 -0.8 pp +4.9 pp +4.9 pp +4.9 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 25.2 7.4% 2 -1.5 pp +7.4 pp +7.4 pp +7.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 25.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 24.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 24.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 24.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 23.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 22.9 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 22.6 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 22.3 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 22.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆All-Stars Investment Ltd CIK 0001633603 0.878 11 22.2 6.8% 2 -3.5 pp +6.8 pp +6.8 pp +6.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 22.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 21.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 21.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 20.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 19.6 1.2% 2 -1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 19.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 19.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Parkwood LLC CIK 0001597823 0.291 71 19.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 19.1 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 18.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 18.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 18.1 7.2% 2 -1.3 pp +7.2 pp +7.2 pp +7.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 17.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 17.4 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 17.3 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 17.0 4.2% 2 +2.3 pp +4.2 pp +4.2 pp +4.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 16.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 16.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aequim Alternative Investments LP CIK 0001728201 0.539 102 16.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 15.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 15.2 6.9% 2 -22.0 pp +6.9 pp +6.9 pp +6.9 pp
☆Claar Advisors LLC CIK 0001593410 0.821 17 15.1 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 15.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 14.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 14.7 4.7% 2 +0.5 pp +4.7 pp +4.7 pp +4.7 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 14.1 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SkyBridge Capital II, LLC CIK 0001639668 0.000 3 13.7 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 13.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Addison Capital Co CIK 0001581465 0.465 184 13.5 4.0% 2 +2.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 12.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clare Market Investments LLC CIK 0002054098 0.513 173 12.2 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
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☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 11.9 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 11.9 3.2% 2 +1.8 pp +3.2 pp +3.2 pp +3.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 11.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 11.8 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 11.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 11.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 11.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 11.1 10.8% 2 -2.1 pp +10.8 pp +10.8 pp +10.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 10.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 10.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 10.1 7.5% 2 -2.8 pp +7.5 pp +7.5 pp +7.5 pp
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☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 9.4 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
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☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 9.2 2.9% 2 +2.0 pp +2.9 pp +2.9 pp +2.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 9.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 9.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 8.9 3.1% 2 +0.9 pp +3.1 pp +3.1 pp +3.1 pp
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☆Concentrum Wealth Management CIK 0001765387 0.553 127 8.7 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 7.9 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
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☆SIG BROKERAGE, LP CIK 1094429 0.013 305 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 6.7 5.2% 3 +2.1 pp +3.5 pp +5.2 pp +5.2 pp
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☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ionic Capital Management LLC CIK 0001386462 0.013 103 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Tairen Capital Ltd CIK 0001652062 0.000 44 0.0 0.0% 0 -14.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulysses Management LLC CIK 0001510912 0.642 31 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.D. Sass, LLC CIK 0000922940 0.313 38 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHT VALLEY CAPITAL Ltd CIK 0001965546 0.000 11 0.0 0.0% 0 -7.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 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
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 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 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 -9.9 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Palliser Capital (UK) Ltd CIK 0001881490 0.145 23 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 -1.3 pp -0.1 pp -0.4 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.4 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 +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 -0.2 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 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆QVR LLC CIK 0001718858 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ratan Capital Management LP CIK 0001566887 0.000 47 0.0 0.0% 0 -5.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.6 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 IBIT). Qtrs Held counts distinct quarters this fund has actually held IBIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBIT position size. Δ columns are the percentage-point change in IBIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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