Signals

IVV

3709 in-universe funds with a nonzero position in IVV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#5
Score / z12.766 / 19.13
Consensus1132.87 over 2226 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 47,719.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22,373.3 14.9% 2 +0.2 pp +14.9 pp +14.9 pp +14.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19,122.5 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18,422.0 20.2% 2 +4.4 pp +20.2 pp +20.2 pp +20.2 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 16,271.8 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 15,216.7 11.6% 2 -0.2 pp +11.6 pp +11.6 pp +11.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14,795.1 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13,807.1 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12,547.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11,437.4 7.8% 2 +0.0 pp +7.8 pp +7.8 pp +7.8 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 11,370.0 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10,342.7 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9,147.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8,995.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 8,001.6 30.9% 2 +9.5 pp +30.9 pp +30.9 pp +30.9 pp
Capula Management Ltd CIK 0001557017 0.914 303 6,983.7 51.9% 2 -6.4 pp +51.9 pp +51.9 pp +51.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6,758.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 6,175.5 44.8% 2 -8.7 pp +44.8 pp +44.8 pp +44.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5,834.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5,512.9 11.7% 2 +1.3 pp +11.7 pp +11.7 pp +11.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5,304.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5,019.2 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4,637.8 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4,372.6 6.6% 3 -0.1 pp -0.2 pp +6.6 pp +6.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4,328.5 5.1% 2 +1.1 pp +5.1 pp +5.1 pp +5.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 4,120.6 12.5% 2 +2.2 pp +12.5 pp +12.5 pp +12.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4,031.6 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
FMR LLC CIK 0000315066 0.989 5571 4,029.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3,519.0 18.4% 2 +0.2 pp +18.4 pp +18.4 pp +18.4 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 3,514.9 35.4% 2 +1.8 pp +35.4 pp +35.4 pp +35.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3,473.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3,440.6 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,194.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2,913.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
National Pension Service CIK 0001608046 0.956 552 2,756.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2,710.2 10.6% 2 +4.8 pp +10.6 pp +10.6 pp +10.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,694.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2,667.7 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2,616.4 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 2,397.3 18.2% 2 +0.2 pp +18.2 pp +18.2 pp +18.2 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2,166.4 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,134.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Michael & Susan Dell Foundation CIK 0001599858 0.958 7 2,105.4 85.8% 2 +1.1 pp +85.8 pp +85.8 pp +85.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2,099.9 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2,086.1 7.3% 2 +0.4 pp +7.3 pp +7.3 pp +7.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2,051.5 7.6% 2 +0.7 pp +7.6 pp +7.6 pp +7.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,750.8 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,747.8 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1,743.8 36.1% 2 +0.3 pp +36.1 pp +36.1 pp +36.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,625.2 2.0% 2 +1.3 pp +2.0 pp +2.0 pp +2.0 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 1,596.3 59.9% 2 -19.8 pp +59.9 pp +59.9 pp +59.9 pp
AIA Group Ltd CIK 0001522877 0.800 324 1,574.5 27.8% 2 -2.4 pp +27.8 pp +27.8 pp +27.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,546.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1,532.7 5.9% 2 +0.2 pp +5.9 pp +5.9 pp +5.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,495.3 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
Korea Investment CORP CIK 0001441689 0.896 677 1,470.5 3.0% 2 +1.2 pp +3.0 pp +3.0 pp +3.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,361.4 2.4% 3 +0.9 pp +1.5 pp +2.4 pp +2.4 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 1,360.9 12.4% 2 +1.1 pp +12.4 pp +12.4 pp +12.4 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 1,298.0 52.0% 2 -17.9 pp +52.0 pp +52.0 pp +52.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1,191.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,183.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 1,159.9 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,153.7 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1,130.7 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1,125.8 1.6% 3 -0.5 pp -0.5 pp +1.6 pp +1.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,113.8 1.8% 3 +0.7 pp +0.9 pp +1.8 pp +1.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1,102.3 2.2% 2 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ALLIANZ SE CIK 0001127508 0.910 519 1,098.1 23.3% 3 +0.1 pp +0.4 pp +23.3 pp +23.3 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1,090.6 24.6% 2 -4.8 pp +24.6 pp +24.6 pp +24.6 pp
BARINGS LLC CIK 0000009015 0.845 191 1,069.0 20.4% 2 -2.5 pp +20.4 pp +20.4 pp +20.4 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1,055.7 12.0% 2 -0.1 pp +12.0 pp +12.0 pp +12.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1,020.5 36.9% 2 +0.2 pp +36.9 pp +36.9 pp +36.9 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1,007.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 941.6 13.6% 2 -1.3 pp +13.6 pp +13.6 pp +13.6 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 914.6 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
Alaska Permanent Fund Corp CIK 0001582681 0.879 14 903.1 54.1% 1 +54.1 pp +54.1 pp +54.1 pp +54.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 868.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 866.3 23.5% 2 -0.2 pp +23.5 pp +23.5 pp +23.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 847.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 836.6 11.2% 2 -1.2 pp +11.2 pp +11.2 pp +11.2 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 833.7 31.3% 2 +1.2 pp +31.3 pp +31.3 pp +31.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 826.5 9.2% 4 -1.1 pp -2.0 pp -0.6 pp +9.2 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 809.2 12.1% 2 -0.4 pp +12.1 pp +12.1 pp +12.1 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 783.6 14.0% 2 +2.4 pp +14.0 pp +14.0 pp +14.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 763.7 7.6% 2 +0.1 pp +7.6 pp +7.6 pp +7.6 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 752.5 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 678.3 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
UNC Management Company, Inc. CIK 0001911286 0.973 6 678.0 76.3% 2 -0.5 pp +76.3 pp +76.3 pp +76.3 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 676.2 31.6% 2 -1.6 pp +31.6 pp +31.6 pp +31.6 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 668.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 645.7 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 644.1 5.6% 2 +0.6 pp +5.6 pp +5.6 pp +5.6 pp
FIL Ltd CIK 0000318989 0.878 1140 619.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 606.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 606.4 8.1% 2 +0.3 pp +8.1 pp +8.1 pp +8.1 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 597.3 32.9% 2 +0.1 pp +32.9 pp +32.9 pp +32.9 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 578.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 571.7 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 569.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 557.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 547.9 10.0% 2 +1.0 pp +10.0 pp +10.0 pp +10.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 534.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 532.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 526.9 22.9% 2 +1.6 pp +22.9 pp +22.9 pp +22.9 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 514.9 20.5% 2 +0.2 pp +20.5 pp +20.5 pp +20.5 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 513.2 23.6% 2 +7.1 pp +23.6 pp +23.6 pp +23.6 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 507.0 9.9% 2 -0.3 pp +9.9 pp +9.9 pp +9.9 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 502.3 6.8% 2 -0.8 pp +6.8 pp +6.8 pp +6.8 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 486.3 21.5% 2 +0.6 pp +21.5 pp +21.5 pp +21.5 pp
&PARTNERS CIK 0000107136 0.806 2509 477.8 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 471.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 444.7 10.3% 2 +0.3 pp +10.3 pp +10.3 pp +10.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 442.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 442.6 13.6% 2 -0.2 pp +13.6 pp +13.6 pp +13.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 442.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 438.9 22.8% 2 +0.3 pp +22.8 pp +22.8 pp +22.8 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 438.8 19.2% 2 -0.2 pp +19.2 pp +19.2 pp +19.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 438.7 6.5% 2 +0.8 pp +6.5 pp +6.5 pp +6.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 437.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 435.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 435.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 432.0 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 427.3 8.9% 2 -0.5 pp +8.9 pp +8.9 pp +8.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 425.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 425.4 1.8% 2 -0.8 pp +1.8 pp +1.8 pp +1.8 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 423.1 46.1% 2 -1.5 pp +46.1 pp +46.1 pp +46.1 pp
Matson Money. Inc. CIK 0001672512 0.979 9 419.3 13.8% 2 +0.5 pp +13.8 pp +13.8 pp +13.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 414.7 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 414.1 15.6% 2 +0.3 pp +15.6 pp +15.6 pp +15.6 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 409.7 29.7% 2 +0.5 pp +29.7 pp +29.7 pp +29.7 pp
GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 402.6 92.1% 2 +0.5 pp +92.1 pp +92.1 pp +92.1 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 400.5 12.2% 2 -0.1 pp +12.2 pp +12.2 pp +12.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 398.8 6.0% 2 -0.9 pp +6.0 pp +6.0 pp +6.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 394.2 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 389.1 10.7% 2 +0.1 pp +10.7 pp +10.7 pp +10.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 383.5 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 378.8 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +5.7 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 377.1 36.5% 2 -12.2 pp +36.5 pp +36.5 pp +36.5 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 366.4 8.4% 2 +0.4 pp +8.4 pp +8.4 pp +8.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 366.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 365.6 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 364.7 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 360.1 2.9% 2 -1.0 pp +2.9 pp +2.9 pp +2.9 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 359.8 21.2% 2 +0.7 pp +21.2 pp +21.2 pp +21.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 359.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 349.1 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
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RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 121.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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Winthrop Advisory Group LLC CIK 0001739043 0.835 226 120.5 10.5% 2 -0.0 pp +10.5 pp +10.5 pp +10.5 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 119.4 5.6% 3 +0.1 pp -0.3 pp +5.6 pp +5.6 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 118.9 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 118.4 13.2% 2 +2.9 pp +13.2 pp +13.2 pp +13.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 118.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 117.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 115.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 115.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
Wealth Group Ltd CIK 0002010748 0.858 95 115.1 26.6% 2 -3.2 pp +26.6 pp +26.6 pp +26.6 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 114.8 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 114.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 114.0 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 113.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 113.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
King Wealth Management Group CIK 0001568235 0.741 176 112.8 14.2% 2 +0.4 pp +14.2 pp +14.2 pp +14.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 112.7 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 112.1 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 112.1 18.4% 2 +2.2 pp +18.4 pp +18.4 pp +18.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 112.0 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 111.1 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 111.0 20.4% 2 +0.6 pp +20.4 pp +20.4 pp +20.4 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 110.8 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 110.2 12.0% 2 -0.1 pp +12.0 pp +12.0 pp +12.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 110.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CenturyLink Investment Management Co CIK 0001054522 0.579 3 109.2 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 108.9 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 108.2 0.2% 2 -1.1 pp +0.2 pp +0.2 pp +0.2 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 107.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 106.9 17.9% 2 +1.4 pp +17.9 pp +17.9 pp +17.9 pp
Ironclad Investments LLC CIK 0001824600 0.912 3 105.5 50.1% 2 -0.2 pp +50.1 pp +50.1 pp +50.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 104.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 104.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 104.1 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 104.1 20.8% 2 -0.5 pp +20.8 pp +20.8 pp +20.8 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 103.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 103.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 102.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 101.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 101.5 9.0% 4 +0.2 pp +0.3 pp -0.3 pp +9.0 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 101.2 17.3% 2 -0.1 pp +17.3 pp +17.3 pp +17.3 pp
PDS Planning, Inc CIK 0000838618 0.712 609 101.0 7.0% 2 +0.1 pp +7.0 pp +7.0 pp +7.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 100.7 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
Teramo Advisors, LLC CIK 0001904821 0.826 3 100.7 36.3% 2 +12.5 pp +36.3 pp +36.3 pp +36.3 pp
Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 100.6 33.5% 2 +0.3 pp +33.5 pp +33.5 pp +33.5 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 100.5 5.7% 2 -0.5 pp +5.7 pp +5.7 pp +5.7 pp
LMR Partners LLP CIK 0001578621 0.225 1167 100.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 98.5 28.3% 2 +0.3 pp +28.3 pp +28.3 pp +28.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 97.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 97.3 7.4% 2 -10.0 pp +7.4 pp +7.4 pp +7.4 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 96.5 17.0% 2 -4.6 pp +17.0 pp +17.0 pp +17.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 96.5 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 96.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 95.1 8.2% 2 +0.3 pp +8.2 pp +8.2 pp +8.2 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 94.9 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 94.7 8.7% 2 +0.0 pp +8.7 pp +8.7 pp +8.7 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 94.7 11.4% 2 +0.3 pp +11.4 pp +11.4 pp +11.4 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 94.4 10.5% 2 +0.6 pp +10.5 pp +10.5 pp +10.5 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 94.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 93.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 93.2 27.4% 2 +0.1 pp +27.4 pp +27.4 pp +27.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 93.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 93.1 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
CHOREO, LLC CIK 0001679031 0.797 1690 92.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 91.9 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 91.8 10.8% 2 +5.3 pp +10.8 pp +10.8 pp +10.8 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 91.8 24.7% 2 -0.0 pp +24.7 pp +24.7 pp +24.7 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 91.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 90.7 12.9% 2 -0.2 pp +12.9 pp +12.9 pp +12.9 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 90.5 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 90.4 6.2% 2 +0.8 pp +6.2 pp +6.2 pp +6.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 90.4 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 89.9 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 89.9 45.3% 2 +0.4 pp +45.3 pp +45.3 pp +45.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 89.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BankPlus Trust Department CIK 0002047270 0.431 470 89.2 23.9% 2 -0.5 pp +23.9 pp +23.9 pp +23.9 pp
AMG National Trust Bank CIK 0001388829 0.744 439 88.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 87.2 27.1% 2 -0.3 pp +27.1 pp +27.1 pp +27.1 pp
BOKF, NA CIK 0000009634 0.752 1160 87.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 86.9 15.3% 2 -1.2 pp +15.3 pp +15.3 pp +15.3 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 86.5 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 86.3 4.9% 2 +0.5 pp +4.9 pp +4.9 pp +4.9 pp
Curi Capital, LLC CIK 0001332905 0.547 888 86.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 85.6 33.5% 2 -0.6 pp +33.5 pp +33.5 pp +33.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 85.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 85.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 85.4 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 85.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 84.5 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 84.3 8.8% 2 +0.0 pp +8.8 pp +8.8 pp +8.8 pp
JSF Financial, LLC CIK 0001802224 0.568 141 84.0 18.6% 2 -0.8 pp +18.6 pp +18.6 pp +18.6 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 83.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 83.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 83.0 22.5% 2 +7.8 pp +22.5 pp +22.5 pp +22.5 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 82.9 14.8% 2 -0.3 pp +14.8 pp +14.8 pp +14.8 pp
Hudock, Inc. CIK 0001543536 0.674 217 82.9 12.6% 2 +0.1 pp +12.6 pp +12.6 pp +12.6 pp
Balentine LLC CIK 0001586678 0.932 243 82.9 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 82.3 25.2% 2 -2.0 pp +25.2 pp +25.2 pp +25.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 82.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 82.0 3.7% 2 +0.8 pp +3.7 pp +3.7 pp +3.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 81.7 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
New England Professional Planning Group Inc. CIK 0001540867 0.879 50 81.0 37.1% 2 +1.8 pp +37.1 pp +37.1 pp +37.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 80.8 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 80.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 80.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Ledyard National Bank CIK 0001310658 0.559 255 80.2 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 80.2 16.9% 2 +0.2 pp +16.9 pp +16.9 pp +16.9 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 80.2 1.6% 3 -0.3 pp +0.5 pp +1.6 pp +1.6 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 79.6 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 79.5 9.9% 2 +0.0 pp +9.9 pp +9.9 pp +9.9 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 79.5 14.0% 2 +10.7 pp +14.0 pp +14.0 pp +14.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 79.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 78.7 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
Well Done, LLC CIK 0001667132 0.522 202 78.6 13.4% 2 +0.0 pp +13.4 pp +13.4 pp +13.4 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 78.4 15.4% 2 +0.3 pp +15.4 pp +15.4 pp +15.4 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 78.0 1.8% 2 +1.5 pp +1.8 pp +1.8 pp +1.8 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 77.7 12.3% 2 -0.8 pp +12.3 pp +12.3 pp +12.3 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 77.1 17.0% 2 +0.2 pp +17.0 pp +17.0 pp +17.0 pp
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Wharton Business Group, LLC CIK 0001513126 0.834 142 75.4 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
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Asio Capital, LLC CIK 0001803291 0.492 109 74.1 11.1% 2 +0.2 pp +11.1 pp +11.1 pp +11.1 pp
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HighMark Wealth Management LLC CIK 0001802451 0.444 562 73.1 32.2% 2 -1.3 pp +32.2 pp +32.2 pp +32.2 pp
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Ironwood Financial, llc CIK 0001630360 0.525 179 71.7 12.7% 2 +1.0 pp +12.7 pp +12.7 pp +12.7 pp
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Passaic Partners LLC CIK 0001905809 0.898 16 70.8 8.5% 2 +0.3 pp +8.5 pp +8.5 pp +8.5 pp
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KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 69.2 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
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Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 68.6 9.4% 2 +0.6 pp +9.4 pp +9.4 pp +9.4 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 68.3 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 26.9 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 26.9 11.4% 2 -0.2 pp +11.4 pp +11.4 pp +11.4 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 26.8 10.7% 2 -0.8 pp +10.7 pp +10.7 pp +10.7 pp
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Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 26.7 6.1% 2 -1.3 pp +6.1 pp +6.1 pp +6.1 pp
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Human Investing LLC CIK 0001767513 0.861 105 26.7 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
MRA Advisory Group CIK 0001841816 0.219 157 26.5 11.6% 2 -2.4 pp +11.6 pp +11.6 pp +11.6 pp
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Gimbal Financial CIK 0001835206 0.000 54 26.5 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
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ONE Advisory Partners, LLC CIK 0001819695 0.529 68 26.3 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 26.3 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
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PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 26.2 24.6% 2 +0.0 pp +24.6 pp +24.6 pp +24.6 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 26.2 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 26.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Essex Financial Services, Inc. CIK 0001315785 0.468 836 26.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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Park Place Capital Corp CIK 0001965810 0.369 1092 25.7 5.4% 2 +0.6 pp +5.4 pp +5.4 pp +5.4 pp
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Keystone Financial Services CIK 0001865158 0.422 131 25.4 7.9% 2 -0.2 pp +7.9 pp +7.9 pp +7.9 pp
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Fairway Wealth LLC CIK 0002019393 0.715 239 25.2 7.1% 2 +0.5 pp +7.1 pp +7.1 pp +7.1 pp
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Vantage Financial Partners, LLC CIK 0001911766 0.643 212 25.1 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
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Legacy Trust CIK 0001772483 0.355 210 25.0 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
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Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 24.6 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
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Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 6.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 2.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Allegheny Financial Group CIK 0001844148 0.552 305 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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Operose Advisors LLC CIK 0001909750 0.647 522 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
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NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 2.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
tru Independence LLC CIK 0001785445 0.641 108 2.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 2.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Apriem Advisors CIK 0001425165 0.679 182 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hillman Capital Management, Inc. CIK 0001314620 0.172 54 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Ignite Planners, LLC CIK 0001849348 0.326 422 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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one8zero8, LLC CIK 0002053138 0.351 265 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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BCO Wealth Management LLC CIK 0002054749 0.812 45 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Prospect Financial Services LLC CIK 0002012519 0.319 115 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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RVW Wealth, LLC CIK 0001756543 0.783 183 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Core Alternative Capital CIK 0001776878 0.274 201 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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WoodTrust Financial Corp CIK 0001725247 0.499 179 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Inlet Private Wealth, LLC CIK 0001759751 0.306 133 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Verisail Partners, LLC CIK 0002016904 0.898 26 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
626 Financial, LLC CIK 0001911035 0.453 126 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.6 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
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -23.7 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.9 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
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.5 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -46.3 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -22.5 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
Qalhat Capital Ltd CIK 0001884252 0.000 0 0.0 0.0% 0 -17.6 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 -15.7 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -31.3 pp -33.5 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -24.6 pp +0.0 pp +0.0 pp +0.0 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 0.0 0.0% 0 -7.2 pp -8.1 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 -22.0 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 IVV). Qtrs Held counts distinct quarters this fund has actually held IVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVV position size. Δ columns are the percentage-point change in IVV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status