Signals

← Signals

☆IDEF

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

Flow ranking

Rank#18459
Score / z0.000 / -0.02
Consensus117.08 over 245 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
–
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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,651.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 529.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 192.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 141.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 140.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 104.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 78.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 67.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 58.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 48.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 40.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 27.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 24.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 17.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 12.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 11.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 3.4 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 2.7 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 2.6 1.5% 2 +1.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 2.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 2.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 1.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 1.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.4 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 -0.1 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IDEF). Qtrs Held counts distinct quarters this fund has actually held IDEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEF position size. Δ columns are the percentage-point change in IDEF'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