Signals

← Signals

☆JGRO

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

Flow ranking

Rank#410
Score / z0.503 / 0.59
Consensus127.25 over 233 funds
Momentum-0.19 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest-3% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 776.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 433.7 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 399.8 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 396.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 318.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 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 247.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 169.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 133.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 127.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.4 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 110.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 108.0 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 79.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 71.7 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 69.0 6.3% 5 -0.1 pp -0.5 pp -1.0 pp -1.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 67.9 1.8% 5 -0.1 pp -0.6 pp -0.7 pp -0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 67.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 60.8 4.7% 5 +0.2 pp +0.2 pp -0.3 pp +1.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 60.2 22.8% 3 -0.6 pp -1.5 pp +22.8 pp +22.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 57.0 0.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 55.2 5.3% 7 +0.3 pp -0.7 pp -0.1 pp +3.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 53.4 1.0% 5 +0.1 pp +0.3 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 51.6 0.5% 5 -0.0 pp -0.3 pp -0.5 pp -0.9 pp
☆STEPH & CO CIK 0000941519 0.731 283 51.5 13.0% 5 +0.6 pp -0.3 pp -0.7 pp -0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 46.1 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 45.1 5.2% 3 -0.0 pp -0.4 pp +5.2 pp +5.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 41.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 41.4 3.7% 5 +0.4 pp +0.2 pp -0.1 pp -0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 40.6 0.7% 5 -0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 36.0 6.5% 5 +0.1 pp -0.5 pp -0.2 pp -0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 35.9 0.9% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 31.8 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 28.2 9.9% 5 -0.9 pp -1.7 pp -1.7 pp -1.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 27.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 26.2 1.3% 5 +0.2 pp +0.4 pp +0.7 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 25.5 1.3% 3 -0.2 pp -0.4 pp +1.3 pp +1.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 24.5 4.7% 5 +0.2 pp -0.9 pp -2.3 pp -2.3 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 23.9 3.5% 5 +0.2 pp +0.2 pp +0.2 pp -0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 22.4 2.4% 5 +0.4 pp +1.0 pp +1.2 pp +2.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 21.1 2.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 20.5 3.8% 5 +0.5 pp +0.1 pp -0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 20.0 1.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 19.8 0.4% 5 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 19.0 3.3% 7 -0.0 pp -10.2 pp -12.2 pp -12.7 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 18.8 7.4% 5 +0.3 pp -0.9 pp +0.1 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 16.4 6.4% 5 +0.5 pp +0.2 pp +0.1 pp +4.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 14.0 6.0% 5 +0.3 pp +0.6 pp +0.8 pp +2.9 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 13.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.7 0.3% 6 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 11.3 3.4% 2 +1.6 pp +3.4 pp +2.7 pp +2.9 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 10.9 3.2% 6 +0.2 pp -1.0 pp -0.9 pp -0.8 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 10.5 2.8% 4 +0.1 pp -0.1 pp -0.1 pp +2.8 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 10.2 1.2% 1 +1.2 pp +1.2 pp +0.3 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.0 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 9.7 0.6% 5 +0.0 pp -1.6 pp -1.6 pp -1.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 8.7 3.7% 5 -0.8 pp -2.1 pp -2.3 pp -2.2 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 8.7 2.2% 5 +0.3 pp +0.3 pp +0.5 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.7 0.3% 6 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 8.6 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.6 5.0% 5 +0.2 pp -0.8 pp -2.4 pp -0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 8.3 3.1% 5 -0.5 pp -1.1 pp -3.5 pp -3.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 8.2 4.8% 2 -3.6 pp +4.8 pp +4.8 pp +4.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.8 0.9% 5 -0.1 pp -0.2 pp -0.1 pp +0.9 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 6.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.7 0.2% 5 -0.0 pp -0.0 pp -0.4 pp -1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 6.6 2.4% 5 +0.2 pp -0.4 pp -0.5 pp -0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 6.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 6.4 4.5% 2 +2.4 pp +4.5 pp +4.5 pp +4.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 6.0 4.5% 6 -0.8 pp -1.3 pp -1.7 pp -2.3 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 6.0 3.0% 5 +0.3 pp -0.6 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.7 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.4 1.1% 5 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 5.2 3.3% 5 -0.1 pp -0.6 pp -0.9 pp -1.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 5.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.6 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 4.6 0.7% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.6 2.1% 5 +0.2 pp +0.0 pp -0.2 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.4 0.8% 2 +0.1 pp +0.8 pp -0.4 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 4.2 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 4.1 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.0 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.8 2.0% 5 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.6 2.3% 5 +0.2 pp +0.2 pp +0.5 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.0 1.1% 5 -0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 2.7 1.0% 5 +0.6 pp +0.6 pp +0.8 pp +0.8 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 2.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.6 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 2.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.3 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.2 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.1 0.5% 5 -0.4 pp -0.0 pp +0.0 pp +0.2 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 2.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.0 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 1.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.7 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 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 -0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 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
☆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 -0.1 pp -0.1 pp -0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 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
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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 -0.2 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 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
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.9 pp +0.0 pp -0.3 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -1.0 pp -0.7 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 -0.2 pp -0.2 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 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 +0.0 pp -1.2 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -10.1 pp -10.2 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
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.5 pp -1.4 pp -1.5 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 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
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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 JGRO). Qtrs Held counts distinct quarters this fund has actually held JGRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JGRO position size. Δ columns are the percentage-point change in JGRO'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