Signals

INDA

730 in-universe funds with a nonzero position in INDA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#159
Score / z1.197 / 1.69
Consensus206.74 over 380 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-9% / 3.3d

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 983.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 565.3 1.8% 3 -0.2 pp -1.3 pp +1.8 pp +1.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 524.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 309.5 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 268.4 1.0% 3 +0.0 pp -0.5 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 265.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 243.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 237.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 202.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 167.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 157.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 149.0 0.0% 4 -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 141.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 139.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 129.4 3.1% 3 +0.3 pp +0.0 pp +3.1 pp +3.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 129.4 2.7% 3 +0.3 pp +0.1 pp +2.7 pp +2.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 127.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 103.6 1.1% 3 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 102.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 97.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nipun Capital, L.P. CIK 0001781566 0.832 8 90.8 41.4% 3 -17.5 pp -12.1 pp +41.4 pp +41.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 87.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 83.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.0 0.0% 4 +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 79.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 73.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 70.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 59.9 2.4% 3 +0.4 pp +0.8 pp +2.4 pp +2.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 59.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 59.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 52.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 50.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 47.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 47.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 44.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 43.3 2.2% 3 -0.3 pp -0.1 pp +2.2 pp +2.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 41.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 38.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 38.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 36.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 35.5 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 34.4 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 32.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 32.7 4.4% 3 +0.2 pp -0.5 pp +4.4 pp +4.4 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 31.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 28.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 28.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 28.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 27.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 27.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 26.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 26.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Qtron Investments LLC CIK 0001768099 0.279 449 25.3 3.3% 3 +0.2 pp -2.4 pp +3.3 pp +3.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 23.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Gray Foundation CIK 0002011602 0.903 9 23.0 5.8% 3 -0.5 pp -2.0 pp +5.8 pp +5.8 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 22.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 20.9 0.3% 3 -0.4 pp +0.1 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 20.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 20.5 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
Euclidean Capital LLC CIK 0001825034 0.931 11 20.0 5.4% 3 -2.7 pp -38.8 pp +5.4 pp +5.4 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 19.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 18.5 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
STRS OHIO CIK 0000820478 0.777 2154 18.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 13.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 11.3 0.7% 3 -0.5 pp -0.4 pp +0.7 pp +0.7 pp
DUMAC, INC. CIK 0001584258 0.950 16 10.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
AIA Group Ltd CIK 0001522877 0.800 324 10.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 10.6 5.0% 3 +0.3 pp -1.4 pp +5.0 pp +5.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 9.9 0.7% 3 -0.4 pp +0.6 pp +0.7 pp +0.7 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 9.8 0.9% 3 +0.4 pp +0.3 pp +0.9 pp +0.9 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Randolph Co Inc CIK 0001475150 0.451 47 9.5 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 9.1 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
Vestcor Inc CIK 0001536925 0.400 1189 9.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 8.6 1.5% 3 +0.1 pp +0.5 pp +1.5 pp +1.5 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 8.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 8.4 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 8.1 3.6% 3 +1.1 pp +1.6 pp +3.6 pp +3.6 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 7.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 7.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.9 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 6.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 6.6 2.4% 3 -0.3 pp -0.2 pp +2.4 pp +2.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 6.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 6.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 6.2 2.8% 3 -0.1 pp -0.9 pp +2.8 pp +2.8 pp
Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 5.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.7 0.6% 1 +0.6 pp +0.1 pp +0.6 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCWM, LLC CIK 0001542165 0.322 57 5.7 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 5.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 5.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 5.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 4.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 4.7 0.7% 3 +0.5 pp +0.6 pp +0.7 pp +0.7 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 4.6 1.7% 3 +0.2 pp -0.1 pp +1.7 pp +1.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 4.4 0.1% 3 +0.0 pp -0.8 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 4.3 1.0% 3 +1.0 pp +0.8 pp +1.0 pp +1.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 4.0 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 3.9 1.7% 3 +0.2 pp -0.0 pp +1.7 pp +1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 3.6 1.6% 3 +0.2 pp -0.0 pp +1.6 pp +1.6 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.5 2.0% 3 -0.0 pp -0.6 pp +2.0 pp +2.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 3.2 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pertento Partners LLP CIK 0001894571 0.801 14 3.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 3.1 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 3.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 3.1 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 3.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 3.0 2.9% 3 +0.3 pp -0.4 pp +2.9 pp +2.9 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 2.7 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tikvah Management LLC CIK 0001606477 0.787 19 2.6 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
Cercano Management LLC CIK 0001936416 0.054 133 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.5 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.2 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 2.2 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
V2 Financial group LLC CIK 0002022843 0.490 123 2.1 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Castellan Group CIK 0001832521 0.901 39 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 1.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.7 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.6 0.0% 1 +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% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 1.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.6 1.2% 3 +0.3 pp +0.6 pp +1.2 pp +1.2 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAM Holding AG CIK 0001438848 0.338 273 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 1.6 0.8% 1 +0.8 pp -2.2 pp +0.8 pp +0.8 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 1.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 1.3 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
McAdam, LLC CIK 0001695490 0.802 516 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 1.1 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 1.1 0.1% 3 -0.0 pp -0.6 pp +0.1 pp +0.1 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 3 -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 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Boltwood Capital Management CIK 0001563690 0.369 192 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Steadtrust LLC CIK 0002097595 0.161 132 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 1.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Copia Wealth Management CIK 0002058771 0.232 570 1.0 0.7% 4 -0.1 pp -0.3 pp -0.2 pp +0.7 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.0 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.9 0.4% 1 +0.4 pp +0.1 pp +0.4 pp +0.4 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.666 49 0.9 0.3% 3 -0.4 pp -0.5 pp +0.3 pp +0.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.9 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.8 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 0.8 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.537 105 0.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.7 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 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.7 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.6 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.6 0.2% 1 +0.2 pp +0.2 pp -0.2 pp -0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.6 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 0.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.5 0.4% 3 -0.1 pp -0.6 pp +0.4 pp +0.4 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.4 0.1% 3 -0.0 pp -1.2 pp +0.1 pp +0.1 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.4 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 3 -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% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.4 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.4 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phraction Management LLC CIK 0001907803 0.444 65 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 3 +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 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
M Wealth Management, LLC CIK 0002026150 0.584 57 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rossmore Private Capital CIK 0001733082 0.520 340 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% 3 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.2 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 3 +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% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 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% 3 +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% 3 +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% 3 -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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.1 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -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% 3 -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% 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -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% 3 -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% 3 +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% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 -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% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -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% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ravenswood Partners LP CIK 0002015178 0.244 36 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +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% 3 -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% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 3 -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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +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% 3 -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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 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% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Leibman Financial Services, Inc. CIK 0002006661 0.144 46 0.0 0.0% 0 -4.3 pp -0.2 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
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
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -0.9 pp -0.9 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
Hosking Partners LLP CIK 0001650135 0.592 98 0.0 0.0% 0 -0.1 pp -0.1 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
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
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.1 pp -0.5 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
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 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 +0.0 pp -0.1 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
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
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
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 -0.4 pp -0.4 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
Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Fosun International Ltd CIK 0001447884 0.512 73 0.0 0.0% 0 +0.0 pp -3.4 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
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 +0.0 pp -20.9 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
BOKF, NA CIK 0000009634 0.752 1160 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 0.517 160 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portman Square Capital LLP CIK 0001966898 0.153 39 0.0 0.0% 0 -0.2 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 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
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Polianta Ltd CIK 0001695214 0.724 86 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 0.0 0.0% 0 -2.0 pp -2.1 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
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 -0.1 pp -0.1 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
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canal Insurance CO CIK 0001313473 0.375 76 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 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
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -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% 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 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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 +0.0 pp -0.6 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
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 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 +0.0 pp -0.1 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
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -1.5 pp -0.5 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.0 pp -0.6 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
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.2 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
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.2 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
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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
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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 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
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 pp -1.1 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
1832 Asset Management L.P. CIK 0000944388 0.851 618 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
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
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.6 pp -0.9 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 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
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.1 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
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.1 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
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.3 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 +0.0 pp -0.1 pp -0.2 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 0.0 0.0% 0 +0.0 pp -0.4 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
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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 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
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.6 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -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% 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp -0.1 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
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 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
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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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