Signals

← Signals

☆IUSB

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

Flow ranking

Rank#90
Score / z2.126 / 3.01
Consensus252.38 over 517 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,542.6 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,563.3 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,345.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,231.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,117.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 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 1,149.6 0.1% 5 +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 830.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 750.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 580.2 2.0% 3 -0.0 pp -0.4 pp +2.0 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 517.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 448.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 443.2 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 346.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 319.3 3.1% 3 -0.1 pp -0.3 pp +3.1 pp +3.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 215.5 6.4% 3 +0.0 pp +0.1 pp +6.4 pp +6.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 214.9 1.7% 3 +0.6 pp +0.6 pp +1.7 pp +1.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 214.3 5.2% 3 -0.1 pp -0.7 pp +5.2 pp +5.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 213.3 7.9% 3 +0.0 pp +0.4 pp +7.9 pp +7.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 210.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 185.9 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 184.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 156.5 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 145.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 138.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 132.2 4.3% 3 +0.5 pp +0.8 pp +4.3 pp +4.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 131.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 131.8 30.0% 3 +1.7 pp +1.7 pp +30.0 pp +30.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 126.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 125.4 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 118.3 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 116.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 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 113.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 110.8 4.5% 3 -0.6 pp -2.1 pp +4.5 pp +4.5 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 104.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 83.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 79.3 0.9% 3 -0.2 pp -1.5 pp +0.9 pp +0.9 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 78.6 7.5% 3 +0.4 pp -0.0 pp +7.5 pp +7.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 77.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 75.2 12.5% 3 +1.0 pp +1.1 pp +12.5 pp +12.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 74.8 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 69.9 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 67.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 66.6 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 64.6 8.9% 3 -0.4 pp -0.6 pp +8.9 pp +8.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 61.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 61.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 60.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 57.1 5.6% 3 +1.0 pp +1.3 pp +5.6 pp +5.6 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 56.2 2.8% 3 -0.1 pp -0.9 pp +2.8 pp +2.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 54.1 0.9% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 52.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 50.9 1.7% 3 -0.0 pp -0.5 pp +1.7 pp +1.7 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 48.5 6.9% 3 -0.3 pp -0.3 pp +6.9 pp +6.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 48.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 47.9 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 47.2 6.0% 3 -0.6 pp -2.1 pp +6.0 pp +6.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 46.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 46.4 2.5% 3 +0.3 pp +0.4 pp +2.5 pp +2.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 45.3 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 45.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 44.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 44.2 9.0% 3 -0.4 pp -2.5 pp +9.0 pp +9.0 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 44.0 17.6% 3 +0.1 pp +0.1 pp +17.6 pp +17.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 43.9 6.8% 3 -1.0 pp -2.7 pp +6.8 pp +6.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 43.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 42.9 2.9% 3 -0.2 pp -0.9 pp +2.9 pp +2.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 40.8 0.3% 5 +0.0 pp +0.3 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 38.7 0.8% 3 +0.2 pp +0.6 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 38.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 38.2 4.9% 3 +2.7 pp +4.5 pp +4.9 pp +4.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 37.4 1.4% 4 -0.7 pp -0.7 pp +0.1 pp +1.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 36.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 36.3 6.1% 3 -0.0 pp -0.0 pp +6.1 pp +6.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 32.5 1.9% 3 +0.6 pp +0.3 pp +1.9 pp +1.9 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 31.5 9.5% 3 +0.2 pp -0.9 pp +9.5 pp +9.5 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 31.2 11.1% 3 +0.1 pp +0.1 pp +11.1 pp +11.1 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 31.1 11.7% 3 -0.2 pp -0.1 pp +11.7 pp +11.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 29.8 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 29.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 29.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 29.1 2.7% 3 +0.2 pp -0.6 pp +2.7 pp +2.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 27.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 27.0 1.1% 3 -0.3 pp -0.5 pp +1.1 pp +1.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 26.7 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 26.1 3.9% 3 +0.0 pp -1.2 pp +3.9 pp +3.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 25.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 24.8 4.3% 3 +0.1 pp -0.3 pp +4.3 pp +4.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 24.8 3.1% 3 -0.3 pp -0.6 pp +3.1 pp +3.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 24.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 23.3 7.8% 3 +0.1 pp -0.1 pp +7.8 pp +7.8 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 23.2 7.0% 3 -1.1 pp -1.8 pp +7.0 pp +7.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 22.7 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 22.5 1.7% 3 +0.0 pp -0.8 pp +1.7 pp +1.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 22.3 2.2% 3 +0.0 pp -0.5 pp +2.2 pp +2.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 21.4 2.1% 3 +0.1 pp -0.6 pp +2.1 pp +2.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 21.2 2.0% 3 -0.5 pp -0.5 pp +2.0 pp +2.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 21.1 0.7% 3 -0.0 pp -2.4 pp +0.7 pp +0.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 21.1 2.3% 3 -0.3 pp -1.1 pp +2.3 pp +2.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 20.9 4.2% 3 +1.9 pp +1.4 pp +4.2 pp +4.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 20.9 1.2% 3 +0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 20.8 5.4% 3 -0.2 pp -1.5 pp +5.4 pp +5.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 19.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 18.8 3.9% 3 -0.1 pp -0.3 pp +3.9 pp +3.9 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 18.5 7.5% 3 -0.5 pp -2.4 pp +7.5 pp +7.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.3 0.3% 4 +0.1 pp -0.4 pp -0.7 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 18.2 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 17.4 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 17.3 2.4% 3 +1.4 pp +1.4 pp +2.4 pp +2.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.2 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 17.2 0.5% 3 -0.8 pp -0.8 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 16.8 1.7% 3 +0.1 pp +0.7 pp +1.7 pp +1.7 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 16.8 6.7% 3 -0.5 pp -1.3 pp +6.7 pp +6.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 16.3 3.4% 3 -0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 16.2 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.0 2.0% 3 +0.2 pp -0.5 pp +2.0 pp +2.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 15.7 5.3% 3 -0.0 pp -0.3 pp +5.3 pp +5.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 15.6 3.8% 5 -0.1 pp -0.4 pp -1.1 pp -1.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 15.5 1.9% 3 +0.0 pp -0.4 pp +1.9 pp +1.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.3 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 15.0 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 14.7 6.7% 4 +0.0 pp +0.1 pp -0.2 pp +6.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 14.7 7.5% 3 -0.1 pp -1.4 pp +7.5 pp +7.5 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.5 2.7% 3 +0.3 pp +0.5 pp +2.7 pp +2.7 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 14.4 4.3% 4 -0.3 pp -0.8 pp -1.6 pp +4.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 14.2 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 14.2 1.9% 3 -0.4 pp -0.4 pp +1.9 pp +1.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 13.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 13.7 5.3% 3 +0.1 pp -0.1 pp +5.3 pp +5.3 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 13.7 6.9% 3 +1.0 pp +0.1 pp +6.9 pp +6.9 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 13.6 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 12.9 1.1% 3 -0.1 pp -0.6 pp +1.1 pp +1.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.9 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 12.6 3.6% 3 -0.6 pp -2.4 pp +3.6 pp +3.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 12.0 4.4% 2 +0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 11.9 0.7% 3 -0.2 pp -0.5 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 11.1 3.7% 3 +0.2 pp -0.2 pp +3.7 pp +3.7 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 11.0 2.5% 2 +2.2 pp +2.5 pp +2.5 pp +2.5 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 10.8 3.3% 3 -1.2 pp -1.6 pp +3.3 pp +3.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 9.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 9.7 3.0% 3 +0.3 pp +0.1 pp +3.0 pp +3.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 9.6 3.7% 3 +0.3 pp -0.5 pp +3.7 pp +3.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 9.4 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
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☆Security Financial Services, INC. CIK 0001913590 0.441 203 9.2 1.4% 3 -0.0 pp -0.4 pp +1.4 pp +1.4 pp
☆EWA, LLC CIK 0001835252 0.457 332 9.2 2.2% 3 -0.4 pp -1.2 pp +2.2 pp +2.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 9.1 1.4% 3 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 9.1 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 8.9 3.0% 2 +0.0 pp +3.0 pp -0.9 pp +3.0 pp
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☆New Capital Management LP CIK 0001696731 0.833 60 8.6 2.2% 3 -0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.4 1.0% 3 +0.0 pp -0.3 pp +1.0 pp +1.0 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.2 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
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☆Kilter Group LLC CIK 0002058915 0.349 1580 8.2 3.6% 4 -0.2 pp -0.9 pp -2.3 pp +3.6 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 8.1 3.5% 3 -0.2 pp -1.0 pp +3.5 pp +3.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 7.9 4.9% 3 -0.1 pp -0.7 pp +4.9 pp +4.9 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 7.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.6 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.4 1.6% 3 -0.0 pp -0.6 pp +1.6 pp +1.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.3 0.8% 3 -0.1 pp -0.5 pp +0.8 pp +0.8 pp
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☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 7.1 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.0 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.7 0.8% 3 -1.1 pp -1.2 pp +0.8 pp +0.8 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 6.7 5.5% 4 -0.5 pp -1.7 pp -2.4 pp +5.5 pp
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☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 6.3 3.8% 3 +0.0 pp +0.6 pp +3.8 pp +3.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 6.2 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.1 3.3% 3 -0.1 pp -0.3 pp +3.3 pp +3.3 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.0 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 5.0 1.4% 3 -0.3 pp -1.0 pp +1.4 pp +1.4 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 4.1 2.7% 3 -0.2 pp -0.8 pp +2.7 pp +2.7 pp
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☆Renasant Bank CIK 0001656167 0.136 141 3.7 2.5% 3 +1.3 pp +2.3 pp +2.5 pp +2.5 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 3.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 3.2 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
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☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
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☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 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 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +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% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 -0.2 pp -0.5 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 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 -0.3 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.2 pp -5.3 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp -6.5 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -2.3 pp -3.9 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp -0.4 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.6 pp -0.8 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 IUSB). Qtrs Held counts distinct quarters this fund has actually held IUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSB position size. Δ columns are the percentage-point change in IUSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status