Signals

← Signals

☆IUSG

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

Flow ranking

Rank#240
Score / z0.827 / 1.16
Consensus297.41 over 546 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+67% / 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)
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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 ▾
☆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 7,306.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,388.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 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 2,352.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 899.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 386.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 314.2 3.5% 3 +0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 273.1 2.2% 3 +0.1 pp -0.4 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 272.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 244.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 201.2 0.0% 3 +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 194.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 190.1 4.6% 3 +1.1 pp +1.2 pp +4.6 pp +4.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 180.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 176.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 168.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 132.7 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 119.6 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 116.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 103.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 96.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 78.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 72.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 70.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 67.4 12.3% 3 -0.5 pp -1.1 pp +12.3 pp +12.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 59.3 7.7% 2 +0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 58.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆CX Institutional CIK 0001737089 0.437 1568 57.7 1.7% 3 -0.1 pp -0.7 pp +1.7 pp +1.7 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 56.2 14.7% 3 -0.0 pp +0.2 pp +14.7 pp +14.7 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 55.6 6.9% 3 -0.8 pp -0.7 pp +6.9 pp +6.9 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 54.6 20.5% 3 +0.2 pp +1.1 pp +20.5 pp +20.5 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 54.2 3.6% 3 +0.0 pp +0.0 pp +3.6 pp +3.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 53.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 51.5 0.8% 3 -0.2 pp -0.1 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 46.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 46.1 14.2% 3 -0.1 pp -0.5 pp +14.2 pp +14.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 44.9 9.8% 3 -0.2 pp -0.1 pp +9.8 pp +9.8 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 42.9 12.7% 3 -0.6 pp -0.1 pp +12.7 pp +12.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 41.0 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 40.1 20.1% 3 -0.6 pp -0.2 pp +20.1 pp +20.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 39.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 38.4 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 37.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 36.2 0.6% 3 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 35.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 34.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 33.7 7.3% 3 -0.1 pp +0.3 pp +7.3 pp +7.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 33.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 33.3 7.0% 3 -0.4 pp -0.7 pp +7.0 pp +7.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 32.4 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 29.6 8.5% 3 -0.1 pp +0.0 pp +8.5 pp +8.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 29.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 29.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 28.1 2.8% 3 -0.3 pp -0.5 pp +2.8 pp +2.8 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 23.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 23.6 3.5% 3 -0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 22.9 10.3% 3 +0.1 pp +0.2 pp +10.3 pp +10.3 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 21.8 5.5% 3 -0.3 pp -0.3 pp +5.5 pp +5.5 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 21.7 4.9% 3 -0.7 pp -1.0 pp +4.9 pp +4.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 21.2 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 21.0 0.8% 2 -1.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 20.1 4.3% 3 -0.1 pp -0.1 pp +4.3 pp +4.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 19.8 9.7% 3 -0.5 pp -0.2 pp +9.7 pp +9.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 19.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 19.7 7.0% 3 -0.2 pp -0.2 pp +7.0 pp +7.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 19.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 19.1 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 18.5 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 18.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 17.3 5.8% 3 +0.2 pp +0.3 pp +5.8 pp +5.8 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 17.2 5.4% 3 -0.1 pp -0.8 pp +5.4 pp +5.4 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 17.0 2.9% 3 -0.2 pp -0.6 pp +2.9 pp +2.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 16.1 5.6% 3 -0.5 pp -0.3 pp +5.6 pp +5.6 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 15.6 11.5% 3 -0.0 pp -0.0 pp +11.5 pp +11.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 14.6 3.0% 3 -0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 14.4 5.8% 3 -0.5 pp -0.5 pp +5.8 pp +5.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 13.9 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 13.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 12.9 5.8% 3 +0.0 pp -0.5 pp +5.8 pp +5.8 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 12.9 6.6% 3 -0.3 pp +0.0 pp +6.6 pp +6.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 12.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 12.2 3.2% 3 -0.3 pp -0.5 pp +3.2 pp +3.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 12.0 3.2% 3 -0.1 pp -0.3 pp +3.2 pp +3.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 11.6 5.8% 3 +0.3 pp +2.3 pp +5.8 pp +5.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 11.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 11.2 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 10.8 3.0% 3 -0.3 pp -1.4 pp +3.0 pp +3.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 9.7 0.3% 3 -0.0 pp -0.5 pp +0.3 pp +0.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 9.6 2.7% 3 +0.8 pp +1.2 pp +2.7 pp +2.7 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 8.4 3.1% 4 +0.0 pp +0.0 pp +0.1 pp +3.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 8.1 3.0% 3 -0.4 pp -0.6 pp +3.0 pp +3.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 8.1 3.5% 3 -0.2 pp -0.2 pp +3.5 pp +3.5 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 8.0 7.0% 3 -0.5 pp -0.5 pp +7.0 pp +7.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 7.9 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 7.8 2.4% 4 +0.0 pp +0.1 pp +0.4 pp +2.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 7.1 0.6% 3 -0.0 pp -1.1 pp +0.6 pp +0.6 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 7.1 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.9 1.4% 3 +0.9 pp +0.8 pp +1.4 pp +1.4 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.7 2.1% 3 -0.3 pp -0.9 pp +2.1 pp +2.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 6.3 4.3% 3 -0.7 pp -0.4 pp +4.3 pp +4.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 6.1 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -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
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 3 -0.0 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
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 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
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 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
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.6 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.328 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -0.6 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 -0.2 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 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
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 0.0 0.0% 0 -3.1 pp -3.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 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
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.5 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 IUSG). Qtrs Held counts distinct quarters this fund has actually held IUSG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSG position size. Δ columns are the percentage-point change in IUSG'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