Signals

← Signals

☆IDEV

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

Flow ranking

Rank#345
Score / z0.562 / 0.84
Consensus229.04 over 403 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 ▾
☆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 4,019.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,669.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,427.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 932.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 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 890.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 818.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 587.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Finland CIK 0001844891 0.971 4 486.6 29.8% 2 -0.4 pp +29.8 pp +29.8 pp +29.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 356.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 349.4 4.6% 2 -1.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 316.4 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 313.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 305.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 273.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 258.3 23.2% 2 +0.2 pp +23.2 pp +23.2 pp +23.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 248.6 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 203.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 152.8 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 143.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 142.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 131.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 124.5 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 118.8 7.0% 2 +0.7 pp +7.0 pp +7.0 pp +7.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 111.9 14.3% 2 -0.2 pp +14.3 pp +14.3 pp +14.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 107.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 102.7 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 102.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 98.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 97.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 97.3 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 93.4 4.3% 2 +0.7 pp +4.3 pp +4.3 pp +4.3 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 88.5 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 75.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 70.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 62.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 61.0 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 60.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 58.4 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 56.6 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 52.2 1.3% 2 -2.7 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 51.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 51.1 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 50.8 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 48.6 15.9% 2 -1.0 pp +15.9 pp +15.9 pp +15.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 40.3 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 39.0 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 38.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 38.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 33.7 4.4% 2 +0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 33.2 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 32.5 14.7% 4 +1.2 pp +0.4 pp +1.9 pp +14.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 31.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DDFG, Inc CIK 0001967640 0.535 91 31.4 7.2% 2 +0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 31.1 9.8% 2 +0.1 pp +9.8 pp +9.8 pp +9.8 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 30.4 14.0% 2 -0.9 pp +14.0 pp +14.0 pp +14.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 27.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 27.6 8.7% 2 +0.9 pp +8.7 pp +8.7 pp +8.7 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 25.7 3.2% 2 +2.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 25.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 24.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 23.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 21.9 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 21.0 8.5% 3 +0.1 pp +0.3 pp +8.5 pp +8.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 20.9 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 19.9 8.4% 2 +0.5 pp +8.4 pp +8.4 pp +8.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 19.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 19.7 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 19.2 6.0% 2 -0.8 pp +6.0 pp +6.0 pp +6.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 18.8 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 18.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 18.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 18.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 17.2 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 16.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 16.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 15.8 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆Oak Root LLC CIK 0002027377 0.950 10 15.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 15.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 15.3 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 14.3 6.0% 2 +0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.8 0.1% 4 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 13.6 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 13.4 9.1% 2 +0.4 pp +9.1 pp +9.1 pp +9.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 13.1 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 13.1 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 11.9 6.2% 2 +0.4 pp +6.2 pp +6.2 pp +6.2 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 11.9 7.5% 2 +2.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 11.7 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 11.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 11.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 10.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 9.9 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Friday Financial CIK 0002048792 0.653 108 9.8 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 9.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 9.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 9.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.3 0.4% 3 -0.4 pp -0.1 pp +0.4 pp +0.4 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 8.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 8.0 3.9% 3 -0.1 pp -0.0 pp +3.9 pp +3.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 7.7 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 7.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.2 3.6% 4 -0.2 pp +0.0 pp +0.1 pp +3.6 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 7.1 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 7.0 4.0% 4 +0.6 pp +0.2 pp +0.1 pp +4.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 6.9 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 6.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.8 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.8 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆David J Yvars Group CIK 0001836266 0.505 105 6.5 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.4 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 6.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
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☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 5.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆FMR LLC CIK 0000315066 0.989 5571 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.1 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
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 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 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.9 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 +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 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 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 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
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -10.5 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 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 IDEV). Qtrs Held counts distinct quarters this fund has actually held IDEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEV position size. Δ columns are the percentage-point change in IDEV'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