Signals

← Signals

☆IJS

1051 in-universe funds with a nonzero position in IJS within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24800
Score / z-0.677 / -0.83
Consensus297.11 over 546 funds
Momentumno 12m return

Price & positioning

227 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)
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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 434.6 0.0% 7 +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 433.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 226.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 225.8 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 208.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 187.1 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 129.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 119.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 103.4 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 95.3 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 77.8 0.0% 5 -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 74.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 72.9 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 65.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 63.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 57.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 57.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 51.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 50.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.5 0.1% 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 46.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 40.6 0.7% 5 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 37.4 13.1% 5 +0.1 pp +0.6 pp +0.9 pp +1.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 36.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 33.7 2.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 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 33.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 30.4 0.6% 5 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 26.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 26.6 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.8 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 23.1 3.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 20.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 19.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 18.6 2.8% 5 -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 18.5 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 16.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 16.8 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 16.6 1.0% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 14.9 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 11.8 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 11.7 1.3% 5 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 11.5 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 11.3 2.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 11.2 2.9% 2 +2.2 pp +2.9 pp +2.9 pp +2.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 10.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.5 1.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.4 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 10.0 2.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.8 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 9.8 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 9.8 0.3% 5 +0.0 pp -0.1 pp -0.9 pp -0.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 9.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 9.5 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 9.3 4.6% 5 +0.3 pp +1.8 pp +1.8 pp +2.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 9.2 3.7% 6 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.8 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 8.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 8.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.7 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 8.5 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.2 0.1% 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 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.0 0.1% 5 +0.0 pp +0.0 pp +0.1 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
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 8.0 1.0% 5 +0.3 pp +0.5 pp +0.3 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.0 0.3% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 7.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 7.2 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 7.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 7.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 7.1 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 7.0 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 6.9 2.2% 5 +0.1 pp +0.2 pp +0.4 pp +0.2 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 6.8 3.2% 5 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 6.8 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 6.5 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.3 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 6.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 5.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 5.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 5.8 1.9% 5 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 5.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 5.6 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 5.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 5.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 5.5 2.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 5.4 2.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.4 0.1% 7 -0.3 pp +0.0 pp +0.0 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 5.3 3.0% 5 +0.6 pp +0.7 pp -0.1 pp -1.5 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 5.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.1 1.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 4.9 0.6% 5 +0.0 pp +0.1 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
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.8 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 4.8 3.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.7 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 4.5 0.8% 1 +0.8 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 4.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.4 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 4.3 1.4% 7 -0.0 pp -0.7 pp -0.5 pp -0.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.2 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 4.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 4.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 4.1 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆InvesTrust CIK 0002050848 0.267 95 4.0 1.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 4.0 2.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 3.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 3.8 1.5% 6 +0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 3.8 2.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 3.8 1.8% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.7 1.4% 4 -0.2 pp -0.0 pp -0.1 pp +1.4 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 3.7 2.4% 5 +1.5 pp +1.5 pp +1.5 pp +1.6 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 3.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.6 0.3% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 3.5 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 3.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 3.4 2.6% 1 +2.6 pp -0.5 pp -0.9 pp +1.5 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 3.4 0.4% 3 +0.0 pp -0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Columbia Bank CIK 0002017259 0.353 165 3.4 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 3.3 2.2% 2 -3.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 3.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 3.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 3.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.1 1.7% 5 +0.1 pp +0.2 pp +0.0 pp -0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 3.0 0.7% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 3.0 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 2.7 1.8% 4 -0.0 pp +0.0 pp +0.2 pp +1.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 2.6 1.3% 7 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.6 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 2.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.6 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 2.6 0.9% 5 -0.7 pp -0.6 pp -0.6 pp -0.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 2.5 1.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.4 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.5 0.1% 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 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 2.4 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.3 1.1% 5 -0.0 pp +0.7 pp +0.1 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 2.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.2 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 2.2 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.2 0.5% 7 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.0 1.0% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 1.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 1.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 1.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.7 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.6 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -1.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 1.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 1.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.3 0.6% 5 +0.0 pp +0.1 pp -0.4 pp -0.3 pp
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☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
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☆Campion Asset Management CIK 0001843492 0.531 83 1.3 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.2 0.1% 5 +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 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 1.2 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.2 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.2 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
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☆Militia Capital Management LLC CIK 0002130487 0.024 242 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Forum Financial Management, LP CIK 0001911832 0.978 352 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -1.3 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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 -0.2 pp -0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 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
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -5.6 pp -5.3 pp -5.1 pp -4.9 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 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
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 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
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 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 -0.1 pp -0.1 pp -0.1 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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 IJS). Qtrs Held counts distinct quarters this fund has actually held IJS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJS position size. Δ columns are the percentage-point change in IJS'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