Signals

← Signals

☆IYF

593 in-universe funds with a nonzero position in IYF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18805
Score / z0.000 / -0.02
Consensus154.88 over 300 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 213.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 203.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 152.6 1.0% 5 -0.3 pp -0.6 pp -1.0 pp -0.9 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 150.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 136.7 1.7% 5 -0.3 pp +0.6 pp +0.6 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 129.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 95.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 90.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 81.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 64.7 0.0% 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 52.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 35.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 28.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 27.0 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.5 0.1% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 14.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 14.5 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 10.3 2.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 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 9.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 6.9 2.9% 5 -0.1 pp -0.6 pp -0.6 pp -0.8 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 6.3 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Valor Advisors LLC CIK 2108599 0.702 32 5.4 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 4.9 1.7% 2 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 4.9 2.0% 5 -0.3 pp -1.5 pp -2.1 pp -2.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.8 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.7 2.9% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 4.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 3.6 2.8% 3 -0.3 pp +1.1 pp +2.8 pp +2.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.4 2.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.2 0.4% 5 -0.3 pp -0.3 pp -0.8 pp -0.9 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 3.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 3.2 1.0% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 3.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.7 0.1% 5 -0.0 pp -0.4 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 2.6 1.2% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.3 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 2.0 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.5 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 1.5 0.6% 5 -0.1 pp -0.1 pp -0.5 pp -0.6 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.4 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.3 0.7% 6 -0.2 pp -0.4 pp -0.3 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.2 0.2% 2 +0.0 pp +0.2 pp -0.0 pp -0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 1.1 0.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.1 0.3% 7 -0.1 pp +0.2 pp +0.2 pp -1.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 1.0 0.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.0 0.3% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.9 0.4% 4 +0.1 pp -1.3 pp -0.7 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.9 0.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.8 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.3% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 +0.0 pp -0.9 pp -0.5 pp -0.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -2.2 pp -0.5 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -0.3 pp +0.0 pp -0.3 pp -0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.5 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp +0.0 pp -5.0 pp -5.4 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.5 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 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
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.0 0.0% 0 -0.1 pp -1.9 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -1.0 pp -1.5 pp +0.0 pp -0.1 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp -1.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.0 0.0% 0 +0.0 pp -0.1 pp -4.2 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 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
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 IYF). Qtrs Held counts distinct quarters this fund has actually held IYF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYF position size. Δ columns are the percentage-point change in IYF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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