Signals

IEMG

2023 in-universe funds with a nonzero position in IEMG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#69
Score / z2.222 / 3.33
Consensus688.41 over 1310 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 11,266.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 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 6,514.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 4,951.2 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,623.0 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,789.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,097.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,056.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,882.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,481.0 5.8% 3 -0.1 pp +0.1 pp +5.8 pp +5.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2,148.0 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,060.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,872.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1,487.2 5.5% 2 +0.6 pp +5.5 pp +5.5 pp +5.5 pp
FMR LLC CIK 0000315066 0.989 5571 1,345.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,224.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,212.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
WIT, LLC CIK 0001840025 0.965 24 1,088.8 24.7% 2 +0.2 pp +24.7 pp +24.7 pp +24.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 899.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 876.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 810.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 752.6 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 746.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 706.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 624.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 622.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 606.0 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 583.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 561.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 542.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 509.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 500.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 500.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 455.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 445.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 444.0 25.3% 2 -0.7 pp +25.3 pp +25.3 pp +25.3 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 438.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 373.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 363.6 2.9% 2 -1.0 pp +2.9 pp +2.9 pp +2.9 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 361.2 9.3% 2 +8.8 pp +9.3 pp +9.3 pp +9.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 353.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 312.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 302.4 0.0% 2 +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 300.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 276.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 275.9 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 275.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 256.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 232.3 12.3% 2 +0.4 pp +12.3 pp +12.3 pp +12.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 231.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 218.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 210.7 11.6% 2 -0.1 pp +11.6 pp +11.6 pp +11.6 pp
Matson Money. Inc. CIK 0001672512 0.979 9 209.7 6.9% 2 +0.3 pp +6.9 pp +6.9 pp +6.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 207.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 204.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 195.3 4.5% 2 +0.3 pp +4.5 pp +4.5 pp +4.5 pp
Haverford Trust Co CIK 0000842941 0.805 424 190.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 190.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 182.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 175.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 168.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 167.4 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 166.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 163.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 163.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 160.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 159.0 7.4% 2 +3.4 pp +7.4 pp +7.4 pp +7.4 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 156.8 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 155.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 150.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 148.9 7.3% 3 +0.3 pp +0.4 pp +7.3 pp +7.3 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 146.5 5.2% 2 +0.5 pp +5.2 pp +5.2 pp +5.2 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 144.0 14.8% 2 +0.3 pp +14.8 pp +14.8 pp +14.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 143.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 142.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Members Trust Co CIK 0001677560 0.939 170 142.3 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
Balentine LLC CIK 0001586678 0.932 243 142.1 5.2% 2 +5.1 pp +5.2 pp +5.2 pp +5.2 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 137.6 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 134.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 133.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 132.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 127.9 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 127.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 125.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 125.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
University of Pittsburgh - Of the Commonwealth System of Higher Education CIK 0001896071 0.827 2 125.3 99.7% 2 -0.3 pp +99.7 pp +99.7 pp +99.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 123.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 123.1 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 120.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 119.2 14.1% 2 +0.2 pp +14.1 pp +14.1 pp +14.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 116.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 115.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
JB Capital LLC CIK 0001879371 0.629 280 113.1 4.9% 2 +0.6 pp +4.9 pp +4.9 pp +4.9 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 113.0 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 112.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 108.8 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
NEPC LLC CIK 0001424799 0.960 53 104.9 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 103.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 101.1 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 99.0 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 98.3 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 94.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 92.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 90.5 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 88.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 87.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 85.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Destination Wealth Management CIK 0001278573 0.701 325 85.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 84.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 83.8 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 83.2 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 82.1 8.9% 2 +4.2 pp +8.9 pp +8.9 pp +8.9 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 81.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 81.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 79.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 78.5 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 77.8 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 77.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 76.5 0.3% 2 -3.9 pp +0.3 pp +0.3 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 76.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Passaic Partners LLC CIK 0001905809 0.898 16 76.1 9.2% 2 +0.3 pp +9.2 pp +9.2 pp +9.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 75.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 74.6 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 73.8 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 73.4 5.5% 2 -0.4 pp +5.5 pp +5.5 pp +5.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 72.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 72.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 72.0 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 71.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 69.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 69.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 68.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
CHOREO, LLC CIK 0001679031 0.797 1690 68.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 68.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 67.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 66.6 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 66.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 66.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 66.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 65.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 62.6 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 61.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 60.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 60.3 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 60.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 59.8 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 58.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 58.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 58.0 5.4% 2 +1.5 pp +5.4 pp +5.4 pp +5.4 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 57.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 18.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 18.8 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 18.8 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 18.7 9.3% 2 -1.3 pp +9.3 pp +9.3 pp +9.3 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 18.7 4.8% 2 +4.6 pp +4.8 pp +4.8 pp +4.8 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 18.6 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TSFG, LLC CIK 0001800513 0.413 891 18.4 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 18.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 18.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 17.8 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 17.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
SWMG, LLC CIK 0001839255 0.473 100 17.6 5.3% 2 +1.1 pp +5.3 pp +5.3 pp +5.3 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 17.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 17.4 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 17.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 17.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
VICUS CAPITAL CIK 0001544806 0.660 268 17.1 1.3% 2 -1.1 pp +1.3 pp +1.3 pp +1.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Spire Wealth Management CIK 0001858740 0.515 2226 16.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 16.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.7 0.8% 3 +0.1 pp +0.4 pp +0.8 pp +0.8 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 16.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 16.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
EQ LLC CIK 0001757605 0.412 87 16.4 5.6% 2 -1.6 pp +5.6 pp +5.6 pp +5.6 pp
DRW Securities, LLC CIK 0001481986 0.026 811 16.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Oak Root LLC CIK 0002027377 0.950 10 16.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 16.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 16.2 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Wealthquest Corp CIK 0001632968 0.872 177 16.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 16.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 16.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 16.0 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 15.9 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 15.8 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
Glenview Trust Co CIK 0001691827 0.856 500 15.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 15.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 15.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Columbia Bank CIK 0002017259 0.353 165 15.5 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 15.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 15.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 15.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 15.5 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
Veery Capital, LLC CIK 0001844375 0.780 100 15.4 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
Keystone Financial Services CIK 0001865158 0.422 131 15.1 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 15.0 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 14.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 14.8 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 14.7 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 14.7 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 14.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 14.6 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 14.5 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 14.4 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
Iowa State Bank CIK 0001546967 0.467 118 14.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 14.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 13.9 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 13.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 13.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 13.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
PDS Planning, Inc CIK 0000838618 0.712 609 13.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 13.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 12.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 12.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Invst, LLC CIK 0001867587 0.314 343 12.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 12.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 12.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 12.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 12.3 3.9% 2 +0.6 pp +3.9 pp +3.9 pp +3.9 pp
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Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 12.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 12.1 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 12.0 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 12.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 11.7 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 11.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.4 0.8% 4 +0.5 pp +0.6 pp +0.6 pp +0.8 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 11.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 11.2 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
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MTC Wealth Management LLC CIK 0001821455 0.811 14 10.9 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 10.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
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LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.6 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 10.5 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 10.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
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AXA S.A. CIK 0000898427 0.038 46 10.2 5.1% 2 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
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Alliance Wealth Management Group CIK 0001623707 0.630 103 10.0 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
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AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Roth Financial Partners LLC CIK 0001840888 0.893 33 9.3 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
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Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 9.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 9.0 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 8.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROGCO, LP CIK 0001998892 0.631 224 8.8 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 8.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 8.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Missouri Trust & Investment Co CIK 0001908186 0.487 146 8.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 8.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 8.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 8.4 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 8.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 8.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
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VPR Management LLC CIK 0001894203 0.676 66 8.4 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
ALLIANZ SE CIK 0001127508 0.910 519 8.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Keebeck Wealth Management CIK 0001803675 0.338 471 8.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 8.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 8.2 3.8% 2 +3.0 pp +3.8 pp +3.8 pp +3.8 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 8.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.2 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 8.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 8.0 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 8.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 8.0 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 8.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 7.9 4.1% 2 +0.6 pp +4.1 pp +4.1 pp +4.1 pp
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Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 7.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 7.7 4.4% 2 -1.1 pp +4.4 pp +4.4 pp +4.4 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 7.7 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 7.7 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.6 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 7.6 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
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Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 7.4 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
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Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Avid Wealth Partners LLC CIK 0001992344 0.237 77 7.4 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 7.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 6.8 3.7% 2 +3.4 pp +3.7 pp +3.7 pp +3.7 pp
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Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
DDFG, Inc CIK 0001967640 0.535 91 2.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 2.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Keel Point, LLC CIK 0001386935 0.645 514 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 2.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 2.7 2.3% 3 +0.3 pp +1.4 pp +2.3 pp +2.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Choate Investment Advisors CIK 0001399794 0.922 472 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Red Tortoise LLC CIK 0001910488 0.497 590 2.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 2.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.6 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 2.6 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 2.6 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 2.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 2.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 2.5 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 2.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 2.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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Stokes Family Office, LLC CIK 0001802278 0.331 272 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jordan Park Trust Co LLC CIK 0002051108 0.877 15 2.4 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
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BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 2.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 2.4 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
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Center For Asset Management LLC CIK 0001844878 0.268 151 2.3 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Gryphon Financial Partners LLC CIK 0001729094 0.620 381 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Ellevest, Inc. CIK 0001644128 0.537 469 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.2 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 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
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 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
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 IEMG). Qtrs Held counts distinct quarters this fund has actually held IEMG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEMG position size. Δ columns are the percentage-point change in IEMG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status