Signals

← Signals

☆IQLT

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

Flow ranking

Rank#361
Score / z0.520 / 0.78
Consensus206.77 over 377 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2,344.0 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 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 1,176.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 988.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 696.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 467.4 13.3% 2 +3.6 pp +13.3 pp +13.3 pp +13.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 393.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 245.3 4.0% 2 -1.7 pp +4.0 pp +4.0 pp +4.0 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 242.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 216.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 203.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 200.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 176.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 171.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 170.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 154.1 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 123.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 122.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 100.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 97.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 74.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 69.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 68.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 66.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 66.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 64.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 56.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 56.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 55.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 49.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 48.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 48.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 45.8 6.0% 2 -1.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 45.3 0.9% 3 +0.5 pp +0.4 pp +0.9 pp +0.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 45.0 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 42.8 13.0% 2 -0.6 pp +13.0 pp +13.0 pp +13.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 42.1 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 41.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Valence8 US LP CIK 0001943819 0.533 15 40.5 13.9% 2 -2.6 pp +13.9 pp +13.9 pp +13.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 40.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 38.2 13.1% 2 -0.2 pp +13.1 pp +13.1 pp +13.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 37.1 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 36.0 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 35.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 33.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 33.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 33.2 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 31.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 31.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 30.5 6.4% 2 +2.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 29.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 29.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 29.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 28.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 26.8 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 25.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 25.0 6.9% 2 +0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 24.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 23.7 8.3% 2 +0.0 pp +8.3 pp +8.3 pp +8.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 21.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 20.6 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 20.6 9.1% 2 -0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 19.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 19.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 19.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 18.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 18.1 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 17.7 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 17.5 4.2% 4 -0.2 pp -0.3 pp +0.2 pp +4.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 15.1 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 13.8 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 13.8 9.9% 2 -3.4 pp +9.9 pp +9.9 pp +9.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 13.6 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 13.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 12.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 12.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 11.8 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 11.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 11.7 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 11.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 11.0 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 11.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 11.0 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 10.7 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 10.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 10.2 1.2% 3 -0.1 pp +0.9 pp +1.2 pp +1.2 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 9.7 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 9.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 9.7 1.8% 2 -7.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 9.6 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 9.4 4.9% 2 +1.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.2 4.8% 2 -5.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 8.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 8.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 8.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 8.5 5.2% 2 -0.7 pp +5.2 pp +5.2 pp +5.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 8.4 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 8.2 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 8.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 7.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 7.3 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 6.9 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 6.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 6.6 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 6.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 6.4 5.0% 3 -0.1 pp +0.2 pp +5.0 pp +5.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 6.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 6.2 2.4% 3 +0.1 pp +0.7 pp +2.4 pp +2.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Calydon Capital CIK 0001759271 0.373 277 5.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 5.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 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
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 -0.1 pp -0.1 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
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 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
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.4 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 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
☆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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.2 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 IQLT). Qtrs Held counts distinct quarters this fund has actually held IQLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IQLT position size. Δ columns are the percentage-point change in IQLT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status