Signals

← Signals

☆IDEV

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

Flow ranking

Rank#364
Score / z0.599 / 0.71
Consensus285.05 over 506 funds
Momentum-0.15 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+89% / 2.2d ⚡

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 4,615.1 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,421.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,669.3 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,662.8 0.8% 5 +0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,257.3 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,155.9 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,145.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF KOREA CIK 0001965704 0.975 4 1,002.2 25.8% 2 -2.5 pp +25.8 pp +25.8 pp +25.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 567.5 0.7% 5 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 510.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 445.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 356.4 3.0% 5 -0.2 pp -0.6 pp -0.6 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 331.3 0.3% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 322.9 3.5% 5 -0.3 pp -0.5 pp -1.1 pp -2.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 311.7 0.9% 5 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of Finland CIK 0001844891 0.971 4 293.9 19.0% 5 -0.9 pp +0.4 pp -10.7 pp -11.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 293.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 274.4 6.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 214.7 4.8% 5 +0.3 pp +0.3 pp +3.5 pp +0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 198.3 7.1% 5 +1.1 pp -0.2 pp -0.5 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 185.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 183.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 166.2 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 157.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 146.7 1.4% 3 -0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 146.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 142.8 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 139.2 1.4% 5 +0.0 pp +0.3 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 133.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 122.6 13.6% 5 -0.5 pp -0.9 pp -0.7 pp -1.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 114.5 4.1% 5 -0.3 pp -0.5 pp -0.3 pp -0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 114.1 1.8% 1 +1.8 pp +1.4 pp -0.4 pp -0.5 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 113.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp -0.5 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 98.5 7.0% 5 -0.3 pp +0.1 pp +0.5 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 87.2 0.4% 5 -0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 86.5 2.6% 5 -0.3 pp +0.2 pp +0.5 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 84.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 73.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 70.3 1.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 69.7 3.8% 5 -0.0 pp +0.1 pp -0.5 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 61.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 59.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 59.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 59.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 58.9 7.8% 5 -0.7 pp -1.3 pp -0.7 pp -1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 53.9 14.3% 5 +1.4 pp +0.1 pp -1.6 pp -2.6 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 53.7 8.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 50.5 4.5% 5 -0.2 pp +0.0 pp +0.4 pp +0.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 50.3 8.6% 2 -0.4 pp +8.6 pp +8.6 pp +8.6 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 49.8 3.0% 5 +0.0 pp +0.5 pp +1.3 pp +1.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 47.8 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 45.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 45.7 4.6% 5 -0.5 pp -0.7 pp -1.8 pp -1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.1 8.8% 5 -0.4 pp -0.0 pp +0.0 pp -0.1 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 39.6 4.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 39.1 4.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 38.6 10.4% 5 -0.4 pp +0.4 pp +0.5 pp +0.7 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 37.3 10.5% 5 +0.1 pp +1.9 pp +1.8 pp +2.7 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 36.4 13.4% 7 -0.6 pp -1.2 pp -1.3 pp -0.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 36.0 7.1% 5 -0.5 pp -0.1 pp -0.1 pp +0.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 35.7 6.9% 5 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 34.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 33.7 18.0% 5 +1.5 pp +0.8 pp +4.0 pp +3.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 33.3 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 32.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 30.6 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 30.0 3.3% 5 -0.2 pp -0.0 pp -0.1 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 29.0 0.5% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 27.8 1.9% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 27.3 5.3% 5 +0.1 pp +0.4 pp +0.2 pp -0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 26.9 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 25.8 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 25.7 8.6% 6 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 25.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 25.3 1.3% 5 -0.4 pp -0.2 pp -0.3 pp -0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 24.7 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 24.4 8.3% 5 -0.1 pp +0.7 pp -0.1 pp +0.4 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 24.1 16.4% 2 +0.2 pp +16.4 pp +16.4 pp +16.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 23.8 4.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 23.5 3.9% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 23.1 2.8% 5 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 23.0 3.0% 5 -0.0 pp +0.0 pp +0.5 pp +0.4 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 22.6 1.8% 4 +0.7 pp +0.4 pp +0.4 pp +1.8 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 22.0 6.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.8 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 21.8 4.1% 3 +1.3 pp +2.9 pp +4.1 pp +4.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 21.6 2.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 21.2 2.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 21.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 20.6 0.7% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 20.2 1.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 19.7 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 18.1 4.9% 5 +0.3 pp +0.8 pp +0.9 pp +0.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 17.9 4.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 17.3 2.5% 5 +0.1 pp +0.5 pp +0.9 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 16.9 6.2% 5 +0.4 pp +0.4 pp +0.2 pp +0.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 16.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 16.0 14.8% 2 -2.0 pp +14.8 pp +14.8 pp +14.8 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 15.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 15.4 8.9% 5 -0.9 pp -1.0 pp -0.3 pp +0.2 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 15.3 4.6% 2 -0.2 pp +4.6 pp -0.1 pp -0.5 pp
☆Oak Root LLC CIK 0002027377 0.950 10 15.2 1.7% 5 -0.6 pp -0.1 pp -0.1 pp -0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 15.2 0.8% 5 -0.0 pp +0.1 pp +0.5 pp +0.7 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 15.0 6.5% 5 -0.0 pp +0.2 pp +0.3 pp +0.8 pp
☆Friday Financial CIK 0002048792 0.653 108 15.0 4.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 14.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.8 0.1% 7 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 14.4 1.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 13.8 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 13.5 4.6% 5 +1.7 pp +1.8 pp +1.5 pp +1.3 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 13.5 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 13.0 1.2% 3 -0.2 pp -0.8 pp +1.2 pp +1.2 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 12.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 12.7 8.7% 2 -0.5 pp +8.7 pp +8.7 pp +8.7 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 12.7 3.9% 5 -0.0 pp +0.3 pp +0.2 pp +0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 12.6 1.4% 5 +0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 12.5 1.0% 1 +1.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 12.2 6.5% 2 +0.4 pp +6.5 pp +6.5 pp +6.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 12.1 1.5% 1 +1.5 pp -7.0 pp -7.0 pp -6.9 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 12.0 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.9 1.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.6 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 11.5 9.4% 2 +0.0 pp +9.4 pp +9.4 pp +9.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 11.4 2.6% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 11.4 12.0% 2 -0.2 pp +12.0 pp +12.0 pp +12.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.2 0.4% 6 -0.0 pp +0.0 pp -0.0 pp -0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.1 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 11.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 10.9 1.0% 3 -0.0 pp +0.6 pp +1.0 pp +1.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 10.6 0.6% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 10.4 3.0% 3 +0.0 pp +2.9 pp +3.0 pp +3.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 10.4 3.2% 5 +0.7 pp +1.8 pp +1.9 pp +1.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 10.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 9.9 3.9% 6 -0.0 pp -0.6 pp -0.0 pp -0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 9.2 4.4% 5 +0.0 pp +0.7 pp +0.6 pp +0.5 pp
☆Nolet Wealth Management, LLC CIK 0002056656 0.315 112 9.0 5.0% 2 +3.2 pp +5.0 pp +5.0 pp +5.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 8.8 3.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.6 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.6 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 8.4 3.9% 7 -0.4 pp -0.3 pp -0.1 pp +0.5 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 8.1 3.9% 5 -0.2 pp -0.4 pp -0.6 pp -1.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 8.1 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 8.1 1.2% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 7.6 3.8% 5 -0.2 pp -0.0 pp +0.3 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.6 3.1% 7 -0.1 pp -0.3 pp -0.5 pp -0.7 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 7.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 7.4 2.6% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 7.3 4.4% 5 +0.3 pp +0.8 pp +0.7 pp +0.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 7.1 2.8% 4 +0.2 pp +0.3 pp +0.4 pp +2.8 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 7.1 4.1% 5 -0.6 pp -0.5 pp -0.5 pp -0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.0 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 7.0 0.5% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 6.8 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.6 2.6% 5 -0.1 pp -0.0 pp +0.3 pp +0.9 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 6.5 4.7% 2 +0.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 6.1 2.2% 3 +1.1 pp +1.1 pp +2.2 pp +2.2 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 6.0 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 5.8 3.1% 5 -0.2 pp -0.4 pp -0.4 pp -0.6 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 5.8 3.9% 3 -0.0 pp +0.8 pp +3.9 pp +3.9 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 5.7 2.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.7 3.3% 5 -0.2 pp -0.3 pp -0.7 pp -0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 5.6 2.9% 5 +0.0 pp +0.2 pp +0.4 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 5.4 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 5.3 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 4.9 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.9 1.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.9 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 4.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 4.6 2.4% 5 +0.0 pp +0.4 pp +0.7 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 4.4 1.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 4.4 0.4% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 4.3 0.6% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 4.0 0.9% 7 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 4.0 1.0% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 3.9 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 3.6 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 3.5 1.3% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 3.5 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 3.5 1.4% 5 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.4 0.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 3.3 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 3.3 0.8% 5 -0.5 pp -0.2 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 3.1 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.0 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Karras Company, Inc. CIK 0002109847 0.393 61 2.9 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 2.9 0.9% 4 +0.1 pp +0.4 pp +0.5 pp +0.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 2.8 1.4% 5 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 2.8 1.9% 5 -0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.8 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 2.7 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 2.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.6 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.5 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.5 0.8% 5 +0.5 pp +0.5 pp -0.1 pp -0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.3 1.2% 7 -0.3 pp -0.4 pp -0.6 pp -0.8 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.2 0.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆United Financial Planning Group LLC CIK 0002088337 0.721 465 2.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 2.0 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 2.0 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.0 0.3% 2 -1.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.9 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mann Financial Group, Inc. CIK 0002093991 0.749 34 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 1.8 1.0% 5 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.8 0.4% 4 -0.0 pp -0.0 pp -0.3 pp +0.4 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.4 pp
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☆Tannin Capital LLC CIK 0002110834 0.151 169 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -7.2 pp -7.2 pp -7.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 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
☆ARWA LLC CIK 0002113621 0.167 139 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -3.0 pp -3.1 pp -2.9 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 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
☆TD Capital Management LLC CIK 0001483824 0.737 797 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp -0.3 pp -0.1 pp -0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -22.6 pp -23.2 pp -23.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.6 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 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
☆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
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +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% 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
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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% 0 +0.0 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
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -3.6 pp -3.5 pp -3.6 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +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% 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 +0.0 pp +0.0 pp +0.0 pp -5.3 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.0 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
☆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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.6 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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 (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