Signals

← Signals

☆IDMO

296 in-universe funds with a nonzero position in IDMO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1020
Score / z0.093 / 0.06
Consensus112.23 over 221 funds
Momentumnot computed

Price & positioning

226 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 308.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 115.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 109.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 81.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 76.3 1.4% 4 -0.0 pp +0.8 pp +0.8 pp +1.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 56.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 40.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 32.6 8.6% 4 +0.1 pp +1.4 pp +7.8 pp +8.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 31.3 0.6% 4 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 30.1 5.7% 4 +0.5 pp +1.0 pp +1.5 pp +5.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 29.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 29.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 26.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 25.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 25.0 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 25.0 1.9% 4 -0.4 pp -0.3 pp -0.2 pp +1.9 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 22.6 6.0% 3 +0.4 pp +0.7 pp +6.0 pp +6.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 22.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 21.8 4.3% 3 -0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 20.2 2.3% 3 +0.2 pp +0.3 pp +2.3 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 17.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 15.9 8.8% 3 +0.0 pp -0.3 pp +8.8 pp +8.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.7 0.6% 4 +0.3 pp +0.6 pp +0.5 pp +0.6 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 15.6 2.0% 4 +0.1 pp +0.5 pp +1.7 pp +2.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 13.1 0.7% 3 -0.5 pp -0.7 pp +0.7 pp +0.7 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 12.9 8.7% 5 -0.5 pp -0.5 pp -1.7 pp -1.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 12.5 0.9% 4 +0.0 pp +0.0 pp +0.3 pp +0.9 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 12.4 5.2% 4 +0.2 pp +0.4 pp +1.3 pp +5.2 pp
☆Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 11.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.0 1.2% 4 -0.2 pp -0.4 pp +1.1 pp +1.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 10.5 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 10.4 6.1% 4 +0.0 pp +0.1 pp -0.2 pp +6.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.2 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 9.8 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 9.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 9.2 2.3% 4 +1.8 pp +1.8 pp +0.1 pp +2.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.1 1.8% 4 -0.4 pp -0.8 pp +0.2 pp +1.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 8.2 1.2% 4 +0.4 pp +0.5 pp +0.4 pp +1.2 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 8.0 3.5% 4 +0.2 pp +0.7 pp +1.0 pp +3.5 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 7.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.5 3.7% 4 +0.0 pp +0.4 pp +0.6 pp +3.7 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.4 2.1% 4 +0.1 pp +0.4 pp +1.3 pp +2.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 6.9 4.4% 4 +0.4 pp +0.5 pp +0.4 pp +4.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 6.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 5.9 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 5.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 5.6 1.5% 4 -1.8 pp -1.8 pp -1.0 pp +1.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 5.5 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 5.3 3.0% 4 -0.0 pp +1.5 pp +2.8 pp +3.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 5.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.8 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 4.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Westwind Capital CIK 0001729269 0.056 77 4.8 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.7 1.6% 4 +0.5 pp +0.5 pp +0.4 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Urban Wealth Management, LLC CIK 0001845521 0.139 107 4.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.2 3.2% 2 +1.0 pp +3.2 pp +3.2 pp +3.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 3.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.7 0.9% 3 +0.0 pp +0.6 pp +0.9 pp +0.9 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 3.6 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 3.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 3.4 1.6% 4 -0.9 pp -0.2 pp +0.8 pp +1.6 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.3 2.7% 4 +0.3 pp +1.1 pp +2.0 pp +2.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 3.1 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 3.1 4.2% 4 +0.0 pp +0.3 pp +0.4 pp +4.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 2.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.8 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.8 1.3% 3 +0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Riverstone Advisors, LLC CIK 0001763404 0.637 85 2.8 1.4% 4 +0.7 pp +0.8 pp +1.1 pp +1.4 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 2.8 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 2.6 1.9% 3 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 2.2 1.2% 4 +0.2 pp +0.5 pp +0.8 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.9 0.5% 1 +0.5 pp +0.2 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.6 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagship Capital Management Inc. CIK 0002106796 0.474 50 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.5 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 1.3 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.1 1.1% 4 +0.0 pp +0.3 pp +0.3 pp +1.1 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 5 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.5 0.3% 4 -1.5 pp -1.0 pp -0.2 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 1 +0.1 pp -0.6 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Collier Financial CIK 0001902901 0.619 141 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +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
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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
☆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 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.5 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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 -0.3 pp -0.2 pp -0.6 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -1.9 pp -1.7 pp -1.2 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 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 IDMO). Qtrs Held counts distinct quarters this fund has actually held IDMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDMO position size. Δ columns are the percentage-point change in IDMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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