Signals

INDA

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

Flow ranking

Rank#24531
Score / z-2.310 / -3.46
Consensus189.23 over 362 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 864.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 611.1 2.0% 2 -1.1 pp +2.0 pp +2.0 pp +2.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 553.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 301.2 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 289.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 262.6 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 235.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 230.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 188.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 185.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 154.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 144.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 138.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 120.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 118.5 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 118.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 117.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 107.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nipun Capital, L.P. CIK 0001781566 0.832 8 93.3 58.9% 2 +5.4 pp +58.9 pp +58.9 pp +58.9 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 93.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 80.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.0 0.0% 3 -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 74.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 72.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 58.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 57.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 54.9 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 52.2 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Amundi CIK 0001330387 0.000 1 51.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 45.3 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 44.5 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 40.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 38.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 37.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 36.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 33.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 31.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 30.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 29.8 4.2% 2 -0.7 pp +4.2 pp +4.2 pp +4.2 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 28.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 28.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 28.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 25.1 3.1% 2 -2.6 pp +3.1 pp +3.1 pp +3.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 24.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 22.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gray Foundation CIK 0002011602 0.903 9 22.2 6.3% 2 -1.4 pp +6.3 pp +6.3 pp +6.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 19.7 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Euclidean Capital LLC CIK 0001825034 0.931 11 19.2 8.1% 2 -36.1 pp +8.1 pp +8.1 pp +8.1 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 18.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 17.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 16.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 15.3 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 15.0 1.5% 2 +1.0 pp +1.5 pp +1.5 pp +1.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 12.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 10.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIA Group Ltd CIK 0001522877 0.800 324 10.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 10.2 4.7% 2 -1.7 pp +4.7 pp +4.7 pp +4.7 pp
Randolph Co Inc CIK 0001475150 0.451 47 9.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 8.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 8.2 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 8.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Polianta Ltd CIK 0001695214 0.724 86 7.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 6.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 6.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 6.1 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 6.0 2.9% 2 -0.8 pp +2.9 pp +2.9 pp +2.9 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 5.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 5.9 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leibman Financial Services, Inc. CIK 0002006661 0.144 46 5.7 4.3% 2 +4.1 pp +4.3 pp +4.3 pp +4.3 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 5.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 5.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 5.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
BCWM, LLC CIK 0001542165 0.322 57 5.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 5.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 5.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
DRW Securities, LLC CIK 0001481986 0.026 811 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 4.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 4.4 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 4.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 4.1 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 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 3.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 3.4 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 3.4 0.1% 2 -0.8 pp +0.1 pp +0.1 pp +0.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.3 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 3.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 3.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Pertento Partners LLP CIK 0001894571 0.801 14 3.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCNB CORP (LCNB) CIK 0001074902 0.389 184 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 2.9 2.6% 2 -0.7 pp +2.6 pp +2.6 pp +2.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 2.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 2.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tikvah Management LLC CIK 0001606477 0.787 19 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Cercano Management LLC CIK 0001936416 0.054 133 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 2.3 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.2 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hosking Partners LLP CIK 0001650135 0.592 98 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 2.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
V2 Financial group LLC CIK 0002022843 0.490 123 2.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 2.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apexium Financial, LP CIK 0001765285 0.880 288 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GAM Holding AG CIK 0001438848 0.338 273 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NVWM, LLC CIK 0001697274 0.201 780 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Portman Square Capital LLP CIK 0001966898 0.153 39 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Providence First Trust Co CIK 0001713735 0.116 196 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 1.1 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connective Portfolio Management, LLC CIK 0001905083 0.005 39 1.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.1 0.0% 3 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canal Insurance CO CIK 0001313473 0.374 76 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 1.0 0.8% 3 -0.3 pp -0.2 pp +0.8 pp +0.8 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.0 0.0% 2 -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 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.6 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.6 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sage Capital Management, LLC CIK 0002030667 0.242 167 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.5 0.2% 2 -1.2 pp +0.2 pp +0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.4 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 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 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M Wealth Management, LLC CIK 0002026150 0.583 57 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
4Thought Financial Group Inc. CIK 0001840261 0.629 99 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
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +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
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 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
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 -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
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 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
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +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
Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 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 +0.0 pp -0.1 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 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
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 0.0 0.0% 0 -20.9 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -1.1 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
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.0 0.0% 0 -0.3 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
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.4 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
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.3 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
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Fosun International Ltd CIK 0001447884 0.512 73 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 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
Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 -0.1 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
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 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
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 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 INDA). Qtrs Held counts distinct quarters this fund has actually held INDA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INDA position size. Δ columns are the percentage-point change in INDA'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