Signals

← Signals

☆IDV

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

Flow ranking

Rank#18341
Score / z0.000 / -0.02
Consensus223.49 over 432 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 600.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 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 353.8 0.0% 7 -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 232.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 187.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 166.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 166.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 159.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 152.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 118.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 103.0 0.0% 5 -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 90.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 53.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 51.0 3.0% 5 -0.5 pp -0.2 pp +0.2 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 49.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 48.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 43.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 42.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 40.0 1.9% 5 -0.5 pp -0.3 pp -0.2 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 37.6 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 37.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 35.3 1.0% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 33.6 0.3% 7 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 32.3 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 31.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 30.1 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 27.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 22.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 21.5 0.8% 5 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 20.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 19.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 17.5 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 15.6 5.2% 5 -0.8 pp -0.4 pp +0.0 pp -0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 15.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 15.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 15.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 14.2 7.1% 5 -0.6 pp +0.2 pp +0.7 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 13.8 4.9% 5 -0.6 pp +0.4 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.7 0.0% 3 -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 13.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 13.4 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 12.2 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 11.8 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 11.7 4.4% 5 -0.5 pp -0.2 pp +0.1 pp +0.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 11.7 0.9% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.6 0.1% 5 -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 11.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 11.4 2.9% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 11.3 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 10.9 1.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 10.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 10.0 1.3% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 9.9 2.1% 5 -0.3 pp +0.8 pp +0.8 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 9.5 5.3% 2 -0.9 pp +5.3 pp +5.3 pp +5.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 8.9 0.3% 5 +0.3 pp +0.0 pp +0.1 pp +0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 8.1 3.3% 5 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 7.8 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.7 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 7.6 3.1% 1 +3.1 pp +3.1 pp +0.3 pp +0.8 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 7.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 7.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 7.3 1.1% 5 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.1 0.2% 6 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 6.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 6.2 1.7% 7 -0.5 pp -0.3 pp -0.2 pp -0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 6.2 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.1 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.7 0.5% 7 -0.1 pp -0.0 pp -0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 5.5 2.1% 5 -0.5 pp +0.4 pp +0.4 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 5.4 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 5.3 2.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 5.2 1.3% 4 +0.1 pp +0.3 pp +0.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.9 1.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 4.9 2.8% 5 +0.0 pp +1.3 pp +1.7 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 4.5 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 4.4 2.1% 3 -0.4 pp -0.3 pp +2.1 pp +0.9 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 4.3 0.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.2 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.1 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 3.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.8 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 3.7 0.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.6 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 3.5 0.6% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 3.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.2 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 3.2 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 3.0 0.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 3.0 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.0 0.8% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 3.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.8 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 2.7 1.7% 5 -0.2 pp -0.0 pp +0.1 pp -0.3 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.6 0.6% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.6 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Security National Bank CIK 0001719739 0.452 392 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp +0.0 pp -9.2 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.0 0.0% 0 -0.1 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
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -0.8 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 -0.2 pp -7.3 pp -4.9 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp -1.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 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 -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 -0.0 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
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 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 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.3 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.6 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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 IDV). Qtrs Held counts distinct quarters this fund has actually held IDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDV position size. Δ columns are the percentage-point change in IDV'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