Signals

IVW

2277 in-universe funds with a nonzero position in IVW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#177
Score / z1.308 / 1.17
Consensus635.93 over 1269 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+8% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,579.0 1.5% 4 -0.1 pp -0.1 pp +0.0 pp +1.5 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 3,880.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,362.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 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 2,237.2 0.2% 5 -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 1,736.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 970.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 906.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 824.7 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 609.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
CWM, LLC CIK 0001535847 0.788 5645 540.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 537.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 512.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 484.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 440.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 438.2 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 413.3 2.3% 4 +0.7 pp +0.7 pp +0.8 pp +2.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 403.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 400.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 377.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 343.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 327.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 304.8 2.0% 4 -0.2 pp -0.2 pp -0.1 pp +2.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 257.5 3.2% 4 -0.1 pp -0.1 pp +0.0 pp +3.2 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 254.4 12.3% 4 -0.7 pp -0.1 pp -0.8 pp +12.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 253.0 1.6% 4 -0.3 pp -0.3 pp -0.4 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 232.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 231.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 223.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 222.9 0.2% 4 +0.1 pp +0.0 pp -0.1 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 222.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 215.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 169.4 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 159.1 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 155.5 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 154.1 0.8% 4 -0.1 pp -0.3 pp +0.1 pp +0.8 pp
JB Capital LLC CIK 0001879371 0.629 280 151.4 6.1% 4 -0.2 pp -0.2 pp -0.3 pp +6.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 145.4 1.1% 4 -0.1 pp -0.1 pp -0.6 pp +1.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 138.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 132.2 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 131.7 6.9% 4 -0.3 pp -0.6 pp -0.9 pp +6.9 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 127.4 4.4% 4 -0.4 pp -0.4 pp -0.7 pp +4.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 125.3 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 125.1 0.8% 4 -0.0 pp -0.2 pp -0.2 pp +0.8 pp
LVZ, Inc. CIK 0001574408 0.889 177 118.5 13.5% 4 -0.5 pp -0.6 pp +2.2 pp +13.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 116.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 108.9 6.1% 4 -0.6 pp -0.8 pp -0.7 pp +6.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 100.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 100.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 97.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 95.6 1.4% 4 -0.3 pp -0.4 pp -0.5 pp +1.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 93.7 4.1% 4 +0.1 pp +0.2 pp -0.9 pp +4.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 83.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 82.9 2.9% 4 -0.1 pp -0.1 pp -0.3 pp +2.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 80.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 80.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 77.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 76.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 72.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 69.5 38.1% 4 -2.5 pp -3.7 pp -4.8 pp +38.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 68.6 6.1% 4 -0.6 pp -0.7 pp -1.0 pp +6.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 67.9 1.2% 5 -0.7 pp -0.9 pp -1.8 pp -2.2 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 67.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 67.1 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 66.1 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 65.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 64.1 10.1% 4 -0.9 pp -1.7 pp -1.9 pp +10.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 63.5 4.1% 4 +0.6 pp +0.7 pp +0.8 pp +4.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 60.3 0.9% 4 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
Allworth Financial LP CIK 0001555170 0.907 5124 58.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 57.5 1.3% 4 -0.1 pp -0.0 pp -0.0 pp +1.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 56.9 2.9% 4 -1.1 pp -1.5 pp -4.0 pp +2.9 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 56.7 3.4% 4 -0.6 pp -0.6 pp -0.5 pp +3.4 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 56.7 9.0% 5 -0.6 pp -0.8 pp -0.8 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 56.1 0.9% 4 +0.0 pp +0.1 pp -0.1 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 55.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 53.4 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 53.2 4.2% 4 +1.1 pp +0.9 pp +0.3 pp +4.2 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 53.1 10.5% 4 -0.8 pp -0.9 pp -1.4 pp +10.5 pp
&PARTNERS CIK 0000107136 0.806 2509 49.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 49.1 1.0% 4 +0.0 pp +0.3 pp +0.7 pp +1.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 48.9 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 47.7 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 46.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 44.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
MA Private Wealth CIK 0001767474 0.750 88 44.2 7.5% 4 -0.2 pp -0.5 pp -0.2 pp +7.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 43.9 0.5% 4 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 42.1 14.7% 4 -1.0 pp -0.9 pp -0.6 pp +14.7 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 41.9 5.7% 4 +0.1 pp +0.6 pp +0.9 pp +5.7 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 41.8 0.4% 4 -0.2 pp -0.3 pp -0.2 pp +0.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 40.9 0.4% 4 -0.0 pp -0.2 pp +0.0 pp +0.4 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 40.8 12.7% 4 -0.8 pp -1.7 pp -2.0 pp +12.7 pp
Lee Financial Co CIK 0001391166 0.828 162 40.1 5.7% 4 -0.4 pp +0.2 pp -0.1 pp +5.7 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 40.0 1.7% 4 -0.4 pp -0.4 pp -0.4 pp +1.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Calydon Capital CIK 0001759271 0.373 277 39.9 6.5% 4 -0.8 pp -0.3 pp -1.1 pp +6.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 39.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.4 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 39.3 11.4% 3 +0.2 pp +0.2 pp +11.4 pp +11.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 38.8 0.8% 4 -0.5 pp -0.5 pp +0.1 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 38.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 38.2 25.8% 4 -1.5 pp -1.5 pp -2.0 pp +25.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.1 0.4% 4 -0.2 pp -0.2 pp -0.1 pp +0.4 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 37.5 6.8% 4 -0.9 pp -0.7 pp -0.7 pp +6.8 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 37.5 7.1% 4 -0.7 pp -0.8 pp -1.1 pp +7.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 37.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 37.3 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 36.9 4.6% 4 -0.8 pp -0.8 pp -1.1 pp +4.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 36.5 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 36.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 35.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 34.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 34.5 12.4% 4 +0.8 pp +1.0 pp +1.1 pp +12.4 pp
BOKF, NA CIK 0000009634 0.752 1160 34.4 0.5% 4 -0.2 pp -0.1 pp -0.0 pp +0.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 34.2 4.7% 4 +0.0 pp +0.1 pp +0.0 pp +4.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 33.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 33.6 6.0% 4 +0.6 pp +0.3 pp +0.1 pp +6.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 33.4 4.4% 4 -0.3 pp -0.2 pp +0.1 pp +4.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 33.4 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 33.3 5.9% 4 -0.7 pp -0.7 pp -0.5 pp +5.9 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 32.8 11.3% 4 -1.0 pp -0.9 pp -0.8 pp +11.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 32.6 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 32.6 1.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.0 0.3% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 32.0 9.0% 4 -1.3 pp -2.4 pp -2.4 pp +9.0 pp
EWA, LLC CIK 0001835252 0.457 332 31.8 7.2% 4 -0.7 pp -1.4 pp -2.0 pp +7.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.7 0.3% 4 -0.3 pp -0.3 pp -0.3 pp +0.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 31.6 0.8% 4 -0.1 pp +0.6 pp +0.5 pp +0.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 31.2 0.7% 4 -0.0 pp -2.7 pp -1.8 pp +0.7 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 30.8 4.2% 4 -0.2 pp -0.1 pp +1.6 pp +4.2 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 30.7 3.0% 4 -0.1 pp -0.1 pp -0.1 pp +3.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 30.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 30.1 3.0% 4 -0.5 pp -0.5 pp -0.5 pp +3.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 30.1 3.8% 4 -0.4 pp -0.6 pp -0.6 pp +3.8 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 30.1 1.8% 4 -0.2 pp -0.5 pp -0.6 pp +1.8 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 30.0 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
EQ LLC CIK 0001757605 0.412 87 30.0 8.5% 4 -0.1 pp +1.9 pp +2.1 pp +8.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 29.9 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 29.8 0.7% 4 -0.1 pp +0.2 pp +0.2 pp +0.7 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 29.7 5.6% 4 -0.4 pp -0.4 pp -0.7 pp +5.6 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 29.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 29.1 0.5% 4 -0.6 pp -1.3 pp -1.4 pp +0.5 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 28.9 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 28.9 2.6% 4 -0.1 pp -0.0 pp -0.8 pp +2.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 28.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 28.4 2.4% 4 -0.2 pp -0.2 pp -0.2 pp +2.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 28.3 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 28.2 6.4% 4 -0.7 pp -0.7 pp -1.0 pp +6.4 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 28.1 4.5% 4 -0.2 pp -0.2 pp -0.3 pp +4.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 28.0 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 28.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 27.8 19.2% 4 -3.3 pp -3.9 pp -3.6 pp +19.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 27.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 27.0 2.9% 4 -0.3 pp -0.5 pp -0.6 pp +2.9 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 26.6 1.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 26.4 2.7% 4 -0.2 pp -0.1 pp -0.4 pp +2.7 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Csenge Advisory Group CIK 0001715593 0.550 760 26.0 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 25.7 6.7% 4 -0.7 pp -1.4 pp -1.6 pp +6.7 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 25.6 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 25.6 3.2% 4 -0.1 pp -0.0 pp -0.1 pp +3.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 25.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 25.6 0.5% 4 -0.3 pp +0.4 pp +0.4 pp +0.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 25.5 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 25.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 25.4 4.3% 4 -0.1 pp +0.2 pp +0.6 pp +4.3 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 25.2 9.5% 4 -0.2 pp +0.1 pp +0.0 pp +9.5 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 25.1 3.5% 4 -0.6 pp -0.6 pp -0.6 pp +3.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 25.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 24.6 2.4% 4 -0.4 pp -0.2 pp -0.3 pp +2.4 pp
SWMG, LLC CIK 0001839255 0.473 100 24.4 7.0% 4 +0.3 pp +0.6 pp +1.5 pp +7.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 24.0 2.7% 4 -0.3 pp -0.4 pp -0.6 pp +2.7 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 23.9 3.3% 4 -0.1 pp +0.1 pp +0.0 pp +3.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 23.7 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 23.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 23.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Trek Financial, LLC CIK 0001768195 0.100 501 23.4 1.2% 4 -0.1 pp -0.0 pp -0.1 pp +1.2 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 23.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 23.0 0.2% 4 -0.3 pp -0.4 pp -0.4 pp +0.2 pp
Keystone Financial Services CIK 0001865158 0.422 131 22.8 6.7% 4 -0.2 pp -0.3 pp -0.2 pp +6.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 22.5 0.5% 4 -0.1 pp -0.0 pp +0.1 pp +0.5 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 22.2 3.6% 4 -0.4 pp -0.1 pp -0.2 pp +3.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.2 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 22.0 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 21.5 15.8% 2 -1.6 pp +15.8 pp +15.8 pp +15.8 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.5 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 21.5 5.2% 4 -0.5 pp -0.4 pp -0.8 pp +5.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 21.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 21.3 13.1% 4 -0.3 pp +0.2 pp +0.1 pp +13.1 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 21.2 5.0% 4 -0.4 pp -0.6 pp -0.6 pp +5.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 21.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 20.8 4.4% 4 +2.6 pp +2.5 pp +2.5 pp +4.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 20.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 20.7 1.3% 4 -0.2 pp -0.2 pp -0.3 pp +1.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 20.4 7.8% 4 -0.6 pp -0.5 pp -0.2 pp +7.8 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 20.3 1.6% 4 -0.4 pp -0.4 pp -1.0 pp +1.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 19.9 4.0% 4 -1.4 pp -1.0 pp -1.2 pp +4.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 19.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 19.8 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
Kilter Group LLC CIK 0002058915 0.349 1580 19.6 8.4% 5 -0.0 pp +0.2 pp +1.0 pp -1.2 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 19.4 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 19.1 5.1% 4 -0.4 pp -0.5 pp -0.4 pp +5.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 19.1 1.1% 4 -0.0 pp +0.1 pp +0.0 pp +1.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.0 0.1% 2 -0.0 pp +0.1 pp -0.4 pp +0.1 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 19.0 5.9% 4 -0.2 pp -0.2 pp -0.4 pp +5.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 18.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 18.9 2.2% 4 -0.1 pp +0.0 pp +0.2 pp +2.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 18.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 18.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 18.4 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 18.3 2.3% 4 +0.1 pp -0.1 pp -0.0 pp +2.3 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 18.0 1.6% 4 -0.5 pp -1.9 pp -1.8 pp +1.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 18.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 17.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 17.7 6.1% 4 -0.4 pp -0.3 pp +0.2 pp +6.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 17.7 2.0% 4 -0.2 pp -0.1 pp -0.1 pp +2.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 17.7 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 17.5 2.0% 4 -0.0 pp -0.0 pp +0.0 pp +2.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 17.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 17.3 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 17.3 2.6% 4 -0.8 pp -1.2 pp -1.1 pp +2.6 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 17.3 0.8% 4 -0.1 pp -0.1 pp -0.5 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 17.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 17.2 1.3% 4 +0.1 pp +0.0 pp +0.1 pp +1.3 pp
Trust Point Inc. CIK 0001635633 0.568 463 17.2 1.5% 4 +0.0 pp +0.0 pp -0.1 pp +1.5 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 16.8 5.0% 4 -0.4 pp -0.7 pp -0.7 pp +5.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 16.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 16.7 6.9% 4 -0.4 pp -0.3 pp -0.5 pp +6.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.7 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 16.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 16.5 2.9% 4 -0.3 pp -0.6 pp -0.5 pp +2.9 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 16.3 2.3% 4 -0.1 pp -0.3 pp -0.4 pp +2.3 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 16.3 1.7% 4 -0.2 pp -0.2 pp -0.2 pp +1.7 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 16.2 1.6% 4 -0.1 pp +0.4 pp -0.4 pp +1.6 pp
Lansing Street Advisors CIK 0001926571 0.417 166 16.2 4.1% 4 -0.4 pp -0.2 pp +0.4 pp +4.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 16.0 1.5% 4 +1.2 pp +1.3 pp +1.3 pp +1.5 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 16.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.8 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 15.6 12.5% 4 -0.8 pp -1.3 pp -1.4 pp +12.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 15.4 1.8% 4 -0.5 pp -0.0 pp +0.2 pp +1.8 pp
Argent Trust Co CIK 0001625292 0.533 769 15.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 14.9 4.9% 4 -0.2 pp +0.2 pp +0.4 pp +4.9 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 14.8 6.9% 4 -0.3 pp -1.0 pp -0.8 pp +6.9 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 14.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 14.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 14.4 0.5% 4 -1.6 pp -1.6 pp -1.8 pp +0.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 14.3 1.7% 4 -0.0 pp -0.0 pp +0.0 pp +1.7 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 14.0 14.6% 2 -0.8 pp +14.6 pp +14.6 pp +14.6 pp
Invst, LLC CIK 0001867587 0.314 343 14.0 1.6% 4 -0.1 pp -0.3 pp -0.4 pp +1.6 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 13.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 13.6 2.6% 4 -0.2 pp -0.2 pp +0.2 pp +2.6 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 13.6 2.8% 4 -0.0 pp +0.0 pp -0.3 pp +2.8 pp
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Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 13.4 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 13.4 3.5% 4 -0.2 pp -0.0 pp -0.2 pp +3.5 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 13.4 6.7% 4 -0.1 pp +0.1 pp +0.3 pp +6.7 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 13.3 0.8% 4 -0.2 pp -0.1 pp -0.2 pp +0.8 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 13.3 6.8% 4 -0.5 pp -0.7 pp -0.7 pp +6.8 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 13.3 5.7% 4 -0.5 pp -0.9 pp -0.8 pp +5.7 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 13.3 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 13.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.0 0.4% 4 +0.0 pp -0.5 pp -0.5 pp +0.4 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 12.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 12.8 1.4% 4 -0.2 pp -0.2 pp -0.4 pp +1.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 12.8 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 12.7 2.9% 4 -0.2 pp -0.3 pp -0.3 pp +2.9 pp
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VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.6 0.4% 4 -0.1 pp -0.3 pp -0.4 pp +0.4 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 12.6 4.1% 4 -0.2 pp -0.2 pp -0.2 pp +4.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 12.3 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 12.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 12.0 1.1% 4 +0.1 pp +0.8 pp +1.0 pp +1.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 11.9 1.0% 4 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
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CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 11.8 6.5% 4 -0.4 pp -0.5 pp +1.2 pp +6.5 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.7 0.3% 6 +0.0 pp +0.2 pp -0.1 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 11.6 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 11.5 1.8% 4 -0.1 pp -0.1 pp -0.1 pp +1.8 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 11.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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May Hill Capital, LLC CIK 0002056340 0.467 256 11.0 2.8% 4 +0.1 pp +0.2 pp +0.9 pp +2.8 pp
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Avid Wealth Partners LLC CIK 0001992344 0.237 77 10.9 5.2% 4 -0.3 pp -2.1 pp -2.3 pp +5.2 pp
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North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 10.6 5.6% 5 -0.8 pp -3.1 pp -4.0 pp -2.5 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 10.5 3.8% 4 -0.3 pp -0.4 pp -0.3 pp +3.8 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 10.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.5 3.4% 4 -0.3 pp -0.4 pp -0.5 pp +3.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 10.4 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
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PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 10.3 5.5% 4 -1.5 pp -3.0 pp -3.0 pp +5.5 pp
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TSG Advice Partners, LLC CIK 0002111347 0.054 135 10.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 10.1 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 9.9 2.7% 4 -0.1 pp -0.1 pp -0.5 pp +2.7 pp
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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
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ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp +0.0 pp
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Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 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
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -12.8 pp -12.1 pp -9.2 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -11.3 pp -11.4 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.4 pp -0.4 pp -5.5 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 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
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.4 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 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.8 pp -0.9 pp -0.8 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.7 pp -0.3 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -2.0 pp -1.9 pp -1.8 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -1.2 pp -1.2 pp -0.6 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
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 0.0 0.0% 0 -0.1 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 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 +0.0 pp -4.4 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 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 -0.8 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 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 -1.7 pp -1.6 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
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 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
AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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 IVW). Qtrs Held counts distinct quarters this fund has actually held IVW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVW position size. Δ columns are the percentage-point change in IVW'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