Signals

← Signals

☆IOO

411 in-universe funds with a nonzero position in IOO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17255
Score / z0.000 / -0.02
Consensus137.31 over 234 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
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 3,466.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 153.9 2.9% 4 -0.2 pp -0.5 pp -0.8 pp +2.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 149.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 129.6 0.0% 6 +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 116.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 78.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 63.9 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 43.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 38.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 37.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 37.5 3.1% 4 -0.3 pp -0.3 pp -8.1 pp +3.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 36.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 33.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 30.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 24.3 5.4% 4 +0.9 pp +2.5 pp +4.3 pp +5.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 19.4 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 19.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 16.9 3.0% 5 -0.2 pp -0.1 pp -0.3 pp -0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 16.1 5.7% 4 +1.5 pp +1.6 pp +1.6 pp +5.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.3 0.0% 4 -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 14.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 14.5 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 14.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 13.6 5.5% 4 -0.2 pp -0.2 pp -1.0 pp +5.5 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 12.5 1.8% 4 -0.1 pp -0.0 pp +0.1 pp +1.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.3 1.1% 4 -0.1 pp -0.0 pp +0.0 pp +1.1 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 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 11.1 4.5% 4 -0.3 pp -0.4 pp -0.4 pp +4.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 10.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 8.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 8.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.4 0.3% 4 -0.0 pp -0.3 pp -0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 6.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆NFSG Corp CIK 0001879757 0.275 1245 6.6 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 6.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 6.1 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Whelan Financial CIK 0001894921 0.754 101 5.4 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.8 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 4.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 4.2 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.1 1.7% 4 +0.0 pp +0.2 pp +0.2 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 3.9 2.7% 2 +2.3 pp +2.7 pp +2.4 pp +2.7 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 3.6 1.2% 4 -0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.5 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 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 3.1 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 2.8 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 2.4 1.8% 6 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 2.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 2.3 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.6 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 1.5 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.5 1.0% 4 -0.2 pp -0.2 pp -1.2 pp +1.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.1 0.8% 4 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.9 0.0% 2 -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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.8 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.6 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.6 0.6% 4 -1.2 pp -1.0 pp -1.0 pp +0.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 4 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.5 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.5 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.5 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.4 0.1% 4 -0.0 pp -0.3 pp -0.0 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.4 0.0% 4 -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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 4 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 -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
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 6 -0.0 pp -0.1 pp -0.2 pp -3.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 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
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 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 -0.2 pp -0.2 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.4 pp -0.6 pp -0.6 pp -0.5 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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 -0.2 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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 -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 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
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +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% 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
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 IOO). Qtrs Held counts distinct quarters this fund has actually held IOO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IOO position size. Δ columns are the percentage-point change in IOO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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