Signals

← Signals

☆ISTB

375 in-universe funds with a nonzero position in ISTB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#372
Score / z0.551 / 0.69
Consensus136.92 over 251 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-9% / 1.0d

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 341.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 249.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 116.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 97.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 82.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 65.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 56.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 53.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 47.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 46.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 45.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 41.6 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 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 37.2 0.0% 2 -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 35.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 34.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 27.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CIM, LLC CIK 0001364725 0.348 169 27.4 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 26.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 24.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 24.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 23.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 22.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 19.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 18.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 18.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 17.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 16.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 14.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 14.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆DORVAL Corp CIK 0001999144 0.667 49 14.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 13.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 13.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.0 0.0% 1 +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 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 12.2 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 12.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 10.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 10.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 10.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 9.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 9.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 8.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 7.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 7.3 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 6.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 6.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 5.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 5.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 5.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 5.0 3.8% 3 +0.1 pp +0.3 pp +3.8 pp +3.8 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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 3.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 2.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kopp Family Office, LLC CIK 0001683689 0.751 29 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 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% 1 +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% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 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 ISTB). Qtrs Held counts distinct quarters this fund has actually held ISTB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ISTB position size. Δ columns are the percentage-point change in ISTB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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