Signals

← Signals

☆IUSV

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

Flow ranking

Rank#234
Score / z1.027 / 0.91
Consensus289.60 over 538 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-72% / 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 8,525.1 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,761.3 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 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 1,008.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 768.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 732.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 474.7 7.3% 4 +0.1 pp +0.2 pp +0.0 pp +7.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 437.2 5.0% 4 -0.1 pp -0.6 pp -0.4 pp +5.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 398.1 6.9% 4 -2.6 pp -2.2 pp -1.1 pp +6.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 376.6 10.7% 4 +0.2 pp -0.3 pp -0.0 pp +10.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 285.2 2.1% 4 -0.0 pp -0.0 pp -0.3 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 163.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 154.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 147.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 138.6 2.9% 4 -0.0 pp +1.0 pp +1.1 pp +2.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 134.3 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 121.4 1.5% 4 +0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 121.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 119.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 113.7 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 83.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 81.0 3.6% 4 -2.3 pp +2.6 pp +1.7 pp +3.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 73.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 72.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 71.8 1.1% 4 +0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 71.1 0.4% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 67.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 66.8 8.8% 4 -0.0 pp +0.1 pp +0.1 pp +8.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 61.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 58.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 53.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 48.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 46.4 4.5% 4 +0.1 pp +0.2 pp +0.5 pp +4.5 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 46.0 0.8% 4 +0.3 pp +0.5 pp +0.7 pp +0.8 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 45.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 44.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 41.7 1.8% 5 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 39.0 14.1% 4 +0.4 pp -10.7 pp -10.2 pp +14.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 37.6 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 36.9 13.2% 4 +0.9 pp +0.7 pp +0.9 pp +13.2 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 36.7 2.4% 4 +0.0 pp +0.1 pp +0.2 pp +2.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 35.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 34.1 2.9% 4 -0.5 pp -0.5 pp -1.3 pp +2.9 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 32.8 10.9% 4 +0.1 pp +0.6 pp +0.7 pp +10.9 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 31.9 5.1% 4 -0.7 pp -0.8 pp -0.9 pp +5.1 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 30.9 8.8% 4 -0.1 pp +0.1 pp +0.2 pp +8.8 pp
☆DDFG, Inc CIK 0001967640 0.535 91 30.4 6.6% 4 +0.3 pp +0.3 pp +0.4 pp +6.6 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 30.2 14.2% 4 +0.3 pp +0.7 pp +0.5 pp +14.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 29.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 27.7 7.7% 2 +0.4 pp +7.7 pp +7.7 pp +7.7 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 25.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 24.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 24.3 1.5% 4 -0.0 pp +0.2 pp +0.2 pp +1.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 24.0 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 23.3 1.4% 4 -0.1 pp -0.5 pp -0.8 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 23.0 13.4% 4 +0.7 pp +0.9 pp +0.9 pp +13.4 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 22.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 21.4 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 20.8 2.1% 4 -0.1 pp -0.1 pp -0.3 pp +2.1 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 20.6 9.9% 4 -0.1 pp +1.2 pp +1.7 pp +9.9 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 20.5 3.8% 4 +0.0 pp -0.1 pp -0.2 pp +3.8 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 20.3 9.1% 4 -0.1 pp +0.1 pp +0.2 pp +9.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 18.6 6.3% 4 +0.3 pp +0.6 pp +0.7 pp +6.3 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 18.2 2.3% 4 -0.0 pp +0.0 pp +0.1 pp +2.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 16.6 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 16.5 2.0% 4 +0.0 pp -0.0 pp -0.1 pp +2.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 16.3 3.2% 4 -0.0 pp +0.2 pp +0.1 pp +3.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.1 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 15.9 0.8% 4 -0.5 pp +0.5 pp +0.4 pp +0.8 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.6 0.0% 4 +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 15.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 14.9 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 14.7 3.3% 4 -0.3 pp -0.7 pp -1.1 pp +3.3 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 14.3 7.9% 4 +0.6 pp +0.4 pp +0.4 pp +7.9 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 14.3 10.5% 4 -0.1 pp +0.0 pp -0.1 pp +10.5 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 13.9 6.6% 4 +0.1 pp +0.1 pp +0.2 pp +6.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 12.9 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keenan, LLC CIK 0002111703 0.676 45 12.4 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 12.2 0.7% 4 -0.0 pp -0.0 pp -1.0 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.1 0.1% 4 -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 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.4 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 11.3 3.6% 4 -0.1 pp -0.1 pp -0.1 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARWA LLC CIK 0002113621 0.167 139 10.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 10.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.4 0.9% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 10.0 2.2% 4 +0.3 pp +0.8 pp +1.0 pp +2.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 9.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 9.9 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 9.6 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 9.5 2.9% 4 -0.5 pp -0.8 pp -1.8 pp +2.9 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 9.3 3.6% 4 -0.1 pp -0.5 pp -0.6 pp +3.6 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 9.1 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 8.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 8.7 0.7% 4 -0.0 pp -0.0 pp -0.3 pp +0.7 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 8.5 4.3% 5 -0.3 pp -0.8 pp -0.8 pp -0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 8.2 4.1% 4 +0.0 pp +0.1 pp -0.0 pp +4.1 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 8.2 3.3% 4 +0.1 pp -0.0 pp -0.2 pp +3.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 7.8 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 7.7 3.6% 4 +0.3 pp +0.3 pp +0.3 pp +3.6 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 7.7 3.4% 4 +1.1 pp +1.3 pp +1.3 pp +3.4 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 7.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 7.5 6.1% 4 +1.3 pp +0.2 pp +1.5 pp +6.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 7.3 0.3% 4 +0.1 pp +0.1 pp -0.1 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.3 0.3% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 7.2 6.7% 4 -0.0 pp +0.1 pp +0.0 pp +6.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.0 0.6% 4 -0.4 pp -0.5 pp -0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.9 0.3% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 6.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.6 1.8% 4 -0.3 pp -0.6 pp -1.2 pp +1.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 6.2 1.5% 4 -0.2 pp -0.2 pp -0.3 pp +1.5 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.0 4.1% 4 +0.0 pp -0.1 pp -3.2 pp +4.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 6.0 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 6.0 3.5% 4 +0.1 pp +0.1 pp +0.1 pp +3.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.9 0.2% 4 -0.0 pp -0.6 pp -0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.7 pp -0.6 pp -0.4 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 -0.0 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
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp +0.0 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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 -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.225 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 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 +0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.0 0.0% 0 -0.0 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
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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
☆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
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.0 0.0% 0 -0.1 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
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp +0.0 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 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 +0.0 pp -1.1 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
☆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
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp +0.0 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
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -7.9 pp -7.4 pp -7.2 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 IUSV). Qtrs Held counts distinct quarters this fund has actually held IUSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSV position size. Δ columns are the percentage-point change in IUSV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status