Signals

← Signals

☆IJK

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

Flow ranking

Rank#19271
Score / z0.000 / -0.00
Consensus309.74 over 585 funds
Momentumnot computed

Price & positioning

222 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 ▾
☆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 687.2 0.0% 4 -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 580.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 382.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 343.1 0.0% 3 -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 210.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 206.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 186.7 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 176.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 174.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 128.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 110.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 109.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 105.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 84.3 0.0% 2 -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 77.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 70.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 54.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 53.7 3.3% 2 -0.9 pp +3.3 pp +3.3 pp +3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.9 0.0% 2 -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 49.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 48.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 47.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 46.9 2.5% 2 -1.9 pp +2.5 pp +2.5 pp +2.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 46.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 46.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 42.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 38.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 35.5 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.5 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 29.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 26.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 26.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 22.4 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 21.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 21.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 20.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 19.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 18.0 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 17.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 17.3 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 15.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Argent Trust Co CIK 0001625292 0.533 769 14.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 13.7 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 13.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 13.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.6 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 8.1 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 7.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 7.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 7.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 7.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 7.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 7.1 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 6.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 6.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 6.1 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 6.0 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.9 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
☆InvesTrust CIK 0002050848 0.267 95 5.8 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.9 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 4.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 4.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 4.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 3.7 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 3.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.6 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 3.6 1.5% 3 -0.2 pp -0.4 pp +1.5 pp +1.5 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.5 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +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
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 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
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.4 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆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
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆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
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 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 IJK). Qtrs Held counts distinct quarters this fund has actually held IJK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJK position size. Δ columns are the percentage-point change in IJK'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