Signals

JPM

5568 in-universe funds with a nonzero position in JPM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24796
Score / z-0.671 / -0.82
Consensus1398.33 over 2916 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 67,525.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 52,892.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 40,984.8 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 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 22,804.0 1.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 21,961.4 1.2% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 21,544.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 20,135.0 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 11,823.9 1.2% 1 +1.2 pp -0.0 pp +1.2 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10,041.6 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 9,082.3 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 8,607.6 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8,281.7 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7,643.2 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7,451.5 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7,084.3 1.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 6,356.6 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 6,281.1 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6,164.7 1.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,156.3 1.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5,857.8 1.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5,704.5 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5,675.1 1.1% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4,911.6 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4,839.2 1.3% 6 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Capital World Investors CIK 0001422849 0.974 637 4,737.9 0.6% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 4,688.9 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 4,571.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Capital International Investors CIK 0001562230 0.968 446 4,146.2 0.9% 5 -0.0 pp -0.5 pp -0.6 pp -0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4,092.4 0.3% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 4,026.7 1.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3,144.8 1.0% 7 -0.3 pp -0.3 pp -0.6 pp -0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,641.6 1.4% 5 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2,625.5 1.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2,611.2 1.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Amundi CIK 0001330387 0.000 1 2,607.5 0.6% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2,589.1 0.8% 7 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,542.0 2.0% 6 -0.0 pp -0.6 pp -0.2 pp -0.3 pp
Boston Partners CIK 0001386060 0.833 802 2,415.2 2.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,380.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2,377.9 1.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2,227.8 3.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2,175.2 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2,149.9 1.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2,129.7 1.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,933.7 1.1% 5 -0.1 pp -0.1 pp -0.1 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 1,902.1 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,850.1 1.0% 6 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 1,816.5 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,753.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,743.5 2.5% 5 -0.9 pp -0.4 pp -0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,719.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,658.6 0.8% 5 +0.1 pp +0.1 pp -0.3 pp -0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,624.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,578.9 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Unisphere Establishment CIK 0002012090 0.867 56 1,571.2 13.4% 5 +1.5 pp +1.8 pp +1.5 pp +2.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1,542.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Swedbank AB CIK 0000946431 0.941 696 1,535.8 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,476.6 1.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,366.3 1.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,349.9 0.2% 5 +0.0 pp -0.4 pp -0.5 pp -0.8 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1,312.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
PeakShares LLC CIK 0002113507 0.881 122 1,311.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1,265.4 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,261.6 1.1% 6 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 1,256.2 1.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1,253.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 1,222.9 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,155.7 1.0% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,152.3 1.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,141.4 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,107.2 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,072.4 1.7% 5 -0.0 pp -0.6 pp -0.5 pp -0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,063.7 1.4% 5 +0.0 pp -0.0 pp -0.2 pp +0.3 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,052.2 2.5% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,034.1 1.1% 5 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,021.9 1.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 1,017.6 2.5% 5 -0.2 pp +0.3 pp +0.4 pp +0.5 pp
AVIVA PLC CIK 0001140022 0.925 854 1,014.1 1.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 979.1 1.2% 5 -0.1 pp -0.5 pp -0.5 pp -0.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 971.1 1.2% 7 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 970.6 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 968.1 0.7% 5 -0.1 pp +0.5 pp +0.3 pp +0.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 953.8 1.0% 6 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 949.1 2.7% 5 +0.5 pp +1.1 pp -1.4 pp -0.7 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 943.5 4.7% 5 +0.1 pp -0.4 pp -0.6 pp -0.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 930.3 0.3% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 927.2 1.0% 5 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 907.8 1.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 901.2 3.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 898.7 1.1% 5 +0.3 pp +0.2 pp +0.0 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 890.0 2.3% 4 -0.1 pp -0.2 pp +0.2 pp +2.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 859.7 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
S&G Foundation CIK 0001874163 0.956 21 856.8 39.9% 1 +39.9 pp +39.9 pp +39.9 pp +39.9 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 850.0 1.3% 6 -0.2 pp +0.3 pp -0.0 pp +0.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 840.1 0.9% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 809.6 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 805.1 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 801.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 782.2 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 779.5 1.6% 7 -0.1 pp -0.2 pp +0.4 pp -0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 779.4 1.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 773.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 757.3 1.3% 5 -0.1 pp +0.1 pp +0.3 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 745.1 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 743.2 1.9% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 724.9 0.4% 5 -0.1 pp +0.1 pp +0.1 pp -0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 721.1 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 717.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 716.8 1.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 712.7 0.7% 6 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 704.3 1.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 697.5 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 683.1 1.5% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 660.2 0.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 647.5 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 633.7 1.7% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 632.8 1.6% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 625.3 2.9% 5 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 620.8 3.0% 5 -0.1 pp -0.6 pp -0.6 pp -0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 619.5 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 618.6 1.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 608.8 2.6% 5 +0.5 pp +0.8 pp +0.8 pp +0.9 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 577.9 1.9% 5 -0.0 pp -0.2 pp +0.0 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 574.9 1.7% 1 +1.7 pp +1.7 pp -0.2 pp -0.2 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 562.5 1.4% 7 -0.0 pp -0.2 pp -0.2 pp -0.6 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 551.7 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 549.4 2.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 536.9 1.4% 5 +0.1 pp -0.1 pp +0.1 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 534.8 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 527.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 521.9 2.0% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 520.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 514.3 4.5% 5 -4.9 pp -3.0 pp +0.4 pp +0.5 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 506.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 495.7 2.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.5 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 486.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 484.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 468.2 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 465.8 12.8% 2 +11.2 pp +12.8 pp +12.8 pp +12.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 465.6 0.5% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 462.7 0.3% 5 -0.5 pp +0.2 pp +0.2 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 450.6 1.0% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 448.7 0.9% 5 -0.3 pp -0.6 pp -0.4 pp -0.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 447.8 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
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SUMMITRY LLC CIK 0001280043 0.623 340 27.8 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 27.2 2.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 27.2 1.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 27.2 1.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
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Peak Asset Management, LLC CIK 0001632512 0.415 181 27.0 4.0% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
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Rempart Asset Management Inc. CIK 0001844571 0.589 36 26.8 5.5% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 26.7 0.8% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 26.7 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 26.7 2.2% 5 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 26.6 2.4% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 26.6 1.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
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King Wealth Management Group CIK 0001568235 0.741 176 26.5 2.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
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GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 26.2 1.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 14.9 1.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
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Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 14.8 2.4% 6 -0.5 pp -1.2 pp -1.3 pp -1.4 pp
Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 14.8 3.2% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 14.8 7.3% 5 +0.0 pp -0.6 pp -0.3 pp -0.6 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 14.7 2.7% 5 +0.1 pp -0.1 pp -0.0 pp -0.2 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 14.7 2.0% 5 -0.1 pp -0.5 pp -0.5 pp -0.5 pp
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Apriem Advisors CIK 0001425165 0.679 182 14.6 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 14.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 14.6 1.8% 5 +0.2 pp -0.2 pp -0.1 pp -0.1 pp
First National Advisers, LLC CIK 0001941030 0.386 251 14.5 2.0% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 14.5 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 14.5 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Family Capital Trust Co CIK 0001123320 0.317 83 14.5 5.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 14.4 1.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 14.4 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.4 0.4% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 14.4 2.0% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
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Security National Bank CIK 0001719739 0.452 392 14.3 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
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SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 14.3 2.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
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Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 14.2 3.0% 5 -0.1 pp -0.4 pp -0.4 pp -0.2 pp
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F/m Investments LLC CIK 0001834499 0.385 354 14.1 0.7% 5 -0.1 pp -0.6 pp -0.6 pp -0.5 pp
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New Republic Capital, LLC CIK 0001989988 0.139 352 14.1 3.2% 5 -0.3 pp +0.4 pp -4.9 pp -5.3 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 14.0 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 14.0 1.5% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 14.0 2.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 14.0 2.1% 4 -0.0 pp -0.2 pp +0.0 pp +2.1 pp
INTRUST BANK NA CIK 0001034771 0.638 416 14.0 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Interval Partners, LP CIK 0001590228 0.034 216 14.0 0.4% 2 -0.3 pp +0.4 pp +0.2 pp +0.4 pp
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GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 13.9 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Parcion Private Wealth LLC CIK 0001801263 0.489 529 13.9 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 13.8 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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PARTHENON LLC CIK 0001088859 0.632 133 13.7 1.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Matthew 25 Management Corp CIK 0001351431 0.763 20 13.7 4.0% 5 -0.5 pp -0.6 pp -0.9 pp -0.9 pp
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Nelson Capital Management, LLC CIK 0001512611 0.806 120 13.6 1.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
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Optiver Holding B.V. CIK 0001859606 0.114 2337 13.6 0.2% 1 +0.2 pp -1.3 pp +0.2 pp +0.1 pp
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COERENTE CAPITAL MANAGEMENT CIK 0001860790 0.675 43 13.5 2.5% 5 +0.2 pp -0.0 pp +0.1 pp +0.2 pp
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RBF Capital, LLC CIK 0001134621 0.512 506 13.4 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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Elk River Wealth Management LLC CIK 0001844107 0.551 103 13.3 2.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 13.3 2.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
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Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 11.7 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.7 0.0% 3 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 11.7 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 11.7 2.6% 3 -0.9 pp -0.2 pp +2.6 pp +2.6 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 11.7 0.9% 5 -0.0 pp -0.4 pp -0.3 pp -0.5 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 11.6 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 11.6 1.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 11.6 2.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 11.6 2.0% 5 -0.3 pp -0.8 pp -0.8 pp -0.7 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 11.6 1.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 11.6 1.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Werlinich Asset Management, LLC CIK 0002000493 0.333 58 11.5 4.4% 5 -0.6 pp -1.2 pp -1.1 pp -1.2 pp
Access Investment Management LLC CIK 0002010477 0.311 144 11.5 3.0% 4 +0.2 pp -0.9 pp -0.9 pp +3.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 11.5 4.0% 5 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 11.5 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 11.5 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 11.4 3.2% 5 -0.2 pp -0.8 pp -0.9 pp -1.1 pp
McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 11.4 6.9% 5 +0.1 pp -0.8 pp -0.7 pp -0.7 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 11.4 1.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 11.3 1.7% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 11.3 2.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.4 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 11.3 1.5% 5 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 11.3 1.1% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 11.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 11.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 11.2 0.6% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 11.2 1.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 11.2 1.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.2 0.4% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.2 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 11.2 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 11.2 3.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 11.2 1.0% 5 -0.8 pp -1.0 pp -1.0 pp -1.3 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 11.2 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 11.1 1.3% 5 +0.0 pp +0.1 pp +0.9 pp +1.2 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 11.1 2.3% 5 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Argentarii, LLC CIK 0002030055 0.348 213 11.1 3.4% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
West Branch Capital LLC CIK 0001738723 0.568 355 11.1 2.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 11.1 1.8% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 11.1 0.9% 5 -0.4 pp -0.5 pp -0.4 pp -0.4 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 11.1 3.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 11.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 11.0 3.6% 5 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
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BOCHK Asset Management Ltd CIK 0002010854 0.068 144 11.0 1.7% 1 +1.7 pp +1.1 pp +1.3 pp +1.7 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 11.0 2.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
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Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 11.0 1.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
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MSH Capital Advisors LLC CIK 0002056306 0.286 320 10.9 1.9% 5 +0.1 pp -0.1 pp -0.3 pp -0.3 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 10.9 4.5% 5 -0.2 pp -0.4 pp -0.2 pp -0.2 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 10.9 1.2% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 10.9 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 10.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 10.8 1.0% 5 -0.5 pp -0.1 pp -0.1 pp -0.2 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 10.8 3.0% 7 +0.1 pp +0.1 pp +0.4 pp +1.0 pp
Founders Capital Management CIK 0001704300 0.418 420 10.8 4.7% 5 -0.0 pp -0.9 pp -1.0 pp -1.3 pp
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1248 Management, LLC CIK 0002011147 0.275 149 10.7 4.2% 5 -0.3 pp -1.5 pp -1.7 pp -0.5 pp
Core Alternative Capital CIK 0001776878 0.274 201 10.7 3.2% 5 +0.1 pp -0.9 pp -1.1 pp -0.9 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 10.7 4.6% 6 -1.8 pp -1.7 pp -1.7 pp -3.9 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 10.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 10.4 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
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Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 10.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Addison Capital Co CIK 0001581465 0.464 184 10.4 1.7% 5 +0.1 pp -0.6 pp -1.1 pp -1.4 pp
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BCWM, LLC CIK 0001542165 0.322 57 7.9 2.3% 5 -0.0 pp -0.5 pp -1.0 pp -1.5 pp
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Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 7.8 2.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
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CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 7.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 7.8 0.8% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Paradiem, LLC CIK 0001733356 0.135 68 7.8 1.7% 5 -0.6 pp -1.0 pp -0.9 pp -0.9 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 7.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp -0.1 pp
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Crystal Rock Capital Management CIK 0001510668 0.412 34 7.7 3.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.9 pp
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Hudson Capital Management LLC CIK 0001727342 0.530 74 7.7 1.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 7.7 1.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 7.7 1.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
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Rockport Wealth LLC CIK 0002022866 0.430 110 7.7 1.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
DLK Investment Management, LLC CIK 0002016793 0.124 96 7.7 3.3% 5 -0.3 pp -0.4 pp -0.4 pp -0.2 pp
Greenfield Savings Bank CIK 0001940406 0.270 148 7.7 2.9% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
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Pavion Blue Capital, LLC CIK 0001792565 0.372 111 7.6 3.1% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 7.6 1.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 7.6 2.8% 5 +0.1 pp -0.2 pp -0.6 pp -0.6 pp
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Jacobs Equity LLC CIK 0002111761 0.154 121 7.6 5.3% 2 +4.7 pp +5.3 pp +5.3 pp +5.3 pp
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MOUNT VERNON ASSOCIATES INC /MD/ CIK 0000799003 0.357 62 7.6 4.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 7.5 1.8% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
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Blue Edge Capital, LLC CIK 0001599620 0.485 137 7.5 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Boltwood Capital Management CIK 0001563690 0.369 192 5.5 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 5.5 4.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.5 1.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.7 pp
FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 5.5 2.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.5 0.5% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.5 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 5.5 1.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 5.5 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 5.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 5.5 1.0% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 5.5 1.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Tannin Capital LLC CIK 0002110834 0.151 169 5.5 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.5 1.4% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
SEARLE & CO. CIK 0000710127 0.281 194 5.5 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 5.5 1.5% 5 -0.2 pp -1.2 pp -1.2 pp -1.7 pp
FCG Investment Co CIK 0002011697 0.075 118 5.4 1.9% 1 +1.9 pp +1.9 pp -1.0 pp -1.1 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 5.4 2.5% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.4 0.5% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
Summit Global Investments CIK 0001697953 0.729 523 5.4 0.3% 5 -0.1 pp -0.1 pp +0.0 pp -0.4 pp
KP Management LLC CIK 0002036769 0.166 65 5.4 1.1% 5 -0.3 pp -0.5 pp -0.7 pp +0.8 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 5.4 1.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 5.4 4.7% 5 -0.0 pp -0.8 pp +0.2 pp +0.1 pp
TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 5.4 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 5.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 5.4 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 5.4 0.8% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
WP Advisors, LLC CIK 0001697796 0.593 119 5.4 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 5.4 3.0% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CNB Bank CIK 0001732074 0.306 518 5.3 2.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 5.3 0.7% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.3 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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FLC Capital Advisors CIK 0001713697 0.549 229 5.3 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.3 0.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 5.3 1.0% 5 -0.1 pp -0.2 pp -1.3 pp -1.3 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 5.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 5.2 0.8% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Select Asset Management & Trust CIK 0001600636 0.786 79 5.2 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 5.2 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 5.2 2.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
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INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 5.2 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 5.2 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 5.2 2.1% 5 -0.2 pp -0.4 pp -0.5 pp -0.4 pp
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Quent Capital, LLC CIK 0001912338 0.680 1649 5.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 5.2 0.8% 5 -0.0 pp -0.1 pp +0.2 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.2 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 5.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Ballast, Inc. CIK 0001730477 0.553 156 5.2 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 5.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 5.2 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Vanguard National Trust Co CIK 0001984256 0.877 787 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 5.1 3.5% 5 +0.3 pp +0.0 pp -0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 5.1 1.8% 5 -0.2 pp +0.2 pp +0.3 pp +0.4 pp
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First National Bank of Hutchinson CIK 0001313871 0.374 90 5.1 2.8% 5 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 5.1 1.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 5.1 1.3% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.1 1.0% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 5.1 0.3% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.1 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Marion Wealth Management CIK 0001911097 0.503 156 5.1 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 5.1 2.7% 5 +0.2 pp -0.2 pp +0.1 pp +0.2 pp
DILLON & ASSOCIATES INC CIK 0001054425 0.734 80 5.1 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 5.1 1.7% 5 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 5.1 1.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
Centric Wealth Management CIK 0001752761 0.252 209 5.1 0.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 5.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 5.1 1.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 5.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 5.1 3.3% 5 -0.6 pp -1.0 pp -0.7 pp -1.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Archer Investment Corp CIK 0001803804 0.301 1254 5.0 1.0% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
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Triumph Capital Management CIK 0001730765 0.195 1861 5.0 0.9% 5 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 5.0 1.7% 5 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
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Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 5.0 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 5.0 2.0% 5 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
NWM ADVISORS, LLC CIK 0002098824 0.689 23 5.0 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 5.0 2.3% 5 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 5.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 5.0 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 4.9 1.2% 5 +0.6 pp +0.5 pp +0.6 pp +0.6 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 4.9 1.9% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 4.9 2.6% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 4.9 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 4.9 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
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CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 4.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
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Purus Wealth Management, LLC CIK 0001844250 0.399 171 4.9 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
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Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 4.9 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.9 0.9% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 4.9 1.2% 5 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
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Schear Investment Advisers, LLC CIK 0001962838 0.282 83 4.7 1.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
Maia Wealth LLC CIK 0002010858 0.212 354 4.7 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 4.7 0.7% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 4.7 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Congress Park Capital LLC CIK 0001730945 0.380 134 4.6 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 4.6 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 4.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Wealth Intelligence, LLC CIK 0002112078 0.570 59 4.6 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 4.6 1.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 4.6 3.2% 2 -0.7 pp +3.2 pp +3.2 pp +3.2 pp
YANKCOM Partnership CIK 0002036975 0.405 308 4.6 1.7% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 4.6 2.1% 5 -0.2 pp -1.4 pp -1.0 pp -0.6 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.6 0.5% 5 -0.0 pp -0.2 pp -0.4 pp -0.6 pp
Mirabaud & Cie SA CIK 0001869685 0.590 53 4.6 1.8% 5 -0.6 pp -0.9 pp -1.1 pp -1.0 pp
SWS Partners CIK 0001731731 0.307 108 4.6 1.0% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 4.6 0.7% 5 -0.0 pp -0.0 pp -0.4 pp -0.3 pp
Breakwater Capital Group CIK 0001964309 0.408 374 4.6 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 4.6 0.7% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 4.6 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LM Advisors LLC CIK 0002011314 0.053 224 4.6 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 4.6 0.7% 2 +0.2 pp +0.7 pp +0.6 pp +0.7 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 4.6 0.7% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 4.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Sivia Capital Partners, LLC CIK 0002012032 0.068 540 4.5 0.6% 5 +0.4 pp +0.1 pp -0.1 pp -0.0 pp
CrossGen Wealth, LLC CIK 0002112179 0.290 214 4.5 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 4.5 2.0% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
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Navigation Group, LLC CIK 0002132497 0.648 121 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cornerstone Planning, LLC CIK 0001802105 0.233 136 4.5 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 4.5 1.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 4.5 1.5% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
Orca Wealth Management, LLC CIK 0002043765 0.246 83 4.5 2.7% 5 -0.2 pp -0.5 pp -0.7 pp -0.8 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 4.5 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
Insight Inv LLC CIK 0001909322 0.208 109 4.5 2.1% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 0.078 140 4.5 2.3% 5 -0.4 pp -0.8 pp -0.8 pp -1.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 4.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 4.4 1.2% 5 -0.1 pp -0.3 pp -0.3 pp -0.7 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 4.4 1.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.3 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 4.4 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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MASECO LLP CIK 0002074052 0.917 291 4.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 4.4 2.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 4.4 1.9% 5 +0.5 pp +0.4 pp -0.2 pp +0.3 pp
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ACCOUNT MANAGEMENT LLC CIK 0000769954 0.645 22 4.4 4.5% 5 +0.1 pp -0.2 pp -0.1 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 4.4 1.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.8 pp
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Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 4.4 1.2% 2 -0.9 pp +1.2 pp +1.2 pp +1.2 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.341 143 4.4 0.7% 5 +0.0 pp -0.2 pp -1.3 pp -1.2 pp
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Monetary Solutions, Ltd CIK 0002112370 0.453 397 4.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 4.4 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 4.4 1.5% 5 -0.1 pp -0.3 pp -0.6 pp -0.6 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 4.3 0.6% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 4.3 1.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 4.3 3.0% 5 +0.1 pp -0.4 pp -0.3 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 4.3 1.0% 5 +0.3 pp -0.1 pp -0.0 pp -0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 4.3 0.3% 6 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
First Dallas Securities Inc. CIK 0001378559 0.326 125 4.3 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 4.3 1.1% 5 -0.1 pp -0.3 pp -0.0 pp -0.0 pp
TICINO WEALTH CIK 0002105416 0.168 135 4.3 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
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SG Americas Securities, LLC CIK 0001313360 0.019 2878 4.3 2.5% 3 -2.6 pp -0.2 pp +2.5 pp +2.5 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 4.3 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 4.3 1.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 4.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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DMKC Advisory Services, LLC CIK 0001901337 0.052 92 4.2 0.8% 5 -0.8 pp -1.0 pp -1.0 pp -1.0 pp
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LS Investment Advisors, LLC CIK 0001455845 0.516 127 4.2 0.6% 5 +0.0 pp +0.3 pp +0.3 pp -0.1 pp
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Keeler Thomas Management LLC CIK 0001730660 0.089 135 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 3.8 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 3.8 1.2% 4 -0.1 pp -0.2 pp -0.1 pp +1.2 pp
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Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.8 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 3.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 3.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.8 2.2% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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OMC Financial Services LTD CIK 0002026391 0.472 61 3.7 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Kenora Financial, LLC CIK 0001990080 0.370 133 3.7 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.7 0.8% 5 -0.0 pp -0.1 pp -0.5 pp -0.5 pp
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BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.6 0.8% 5 -0.0 pp -0.2 pp -0.5 pp -0.7 pp
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Cooper Financial Group CIK 0001751581 0.393 448 3.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 3.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
US Asset Management LLC CIK 0001882673 0.219 112 3.2 2.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 3.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Adelphi Trust Co CIK 0002106968 0.243 114 3.2 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
SJBENEN ADVISORY, LLC CIK 0001813225 0.608 29 3.2 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kidder Stephen W CIK 0001314377 0.476 75 3.2 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hartford Funds Management Co LLC CIK 0001546587 0.935 98 3.2 0.3% 5 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
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Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.2 0.9% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 3.2 2.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
First County Bank /CT/ CIK 0001983616 0.228 169 3.2 1.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
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Legacy Bridge, LLC CIK 0001689144 0.181 322 3.2 1.0% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 3.2 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 3.2 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 3.2 0.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
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REIK & CO., LLC CIK 0001388028 0.842 60 3.1 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
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First Citizens Financial Corp CIK 0001800597 0.303 139 3.1 1.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
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Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 3.1 1.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
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First Bank & Trust CIK 0001692632 0.535 270 3.1 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.1 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 3.1 1.2% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Grant Private Wealth Management Inc CIK 0002056418 0.335 164 3.1 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 3.1 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 3.1 1.6% 5 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 3.1 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 3.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 3.1 1.4% 5 -0.0 pp +1.2 pp +1.1 pp +1.2 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 3.1 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
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Black Diamond Financial, LLC CIK 0001759236 0.675 198 3.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.0 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 3.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 2.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 2.8 1.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 2.8 0.3% 5 -0.5 pp -0.9 pp -0.9 pp -1.0 pp
111 Capital CIK 0002060412 0.025 488 2.8 0.5% 2 +0.1 pp +0.5 pp +0.4 pp +0.5 pp
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Ethos Capital Management, Inc. CIK 0002106214 0.022 59 2.7 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 2.7 2.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.7 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 2.7 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 2.7 2.3% 5 +0.0 pp -0.2 pp -0.0 pp -0.3 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 2.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
WMS Group LLC CIK 0002113632 0.236 57 2.7 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
Income Insurance Ltd CIK 2022801 0.211 184 2.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.7 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 2.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 2.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.7 0.4% 5 +0.1 pp -1.4 pp -0.7 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.7 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp -0.2 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.7 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.7 0.6% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 2.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 2.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 2.7 0.9% 5 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 2.7 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 2.7 0.8% 5 +0.3 pp -0.2 pp -0.3 pp -0.4 pp
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Mendel Money Management CIK 0001600585 0.195 127 2.7 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.7 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 2.7 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 2.7 0.8% 5 -0.1 pp -0.9 pp -1.5 pp -1.7 pp
PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 2.7 0.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Group, Ltd. CIK 0002013988 0.302 106 2.7 0.7% 3 -0.6 pp -0.7 pp +0.7 pp -0.5 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.7 0.8% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 2.7 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 2.7 0.7% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
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Gilbert & Cook, Inc. CIK 0001675762 0.858 229 2.7 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 2.7 1.3% 7 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 2.7 1.0% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.7 0.7% 5 +0.0 pp -0.0 pp +0.4 pp +0.0 pp
Asset Advisory Group, Inc. CIK 0002110402 0.397 125 2.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 2.7 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
626 Financial, LLC CIK 0001911035 0.453 126 2.7 1.0% 5 -0.0 pp -0.3 pp -0.4 pp -0.6 pp
ANB BANK CIK 0002067126 0.446 127 2.7 1.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Saiph Capital, LLC CIK 0002052658 0.461 131 2.7 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 2.7 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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Lantz Financial LLC CIK 0001766883 0.334 259 2.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Warm Springs Advisors Inc. CIK 0002057078 0.195 45 2.6 1.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
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Centerpoint Advisory Group CIK 0002054093 0.250 117 2.6 1.7% 5 -0.2 pp -0.5 pp -0.4 pp -0.5 pp
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Global Wealth Strategies & Associates CIK 0001912297 0.636 97 2.6 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 2.6 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 2.6 1.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.6 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 2.6 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 2.6 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.241 305 2.6 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 2.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Element Wealth, LLC CIK 0001802743 0.267 212 2.6 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 2.6 1.1% 7 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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TI-TRUST, INC CIK 0001802284 0.225 132 2.6 1.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
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Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 2.6 1.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 2.6 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 2.6 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.3 pp
SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 2.6 1.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 2.6 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 2.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
MBA Advisors LLC CIK 0001848704 0.403 164 2.6 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Eukles Asset Management CIK 0001632553 0.343 228 2.5 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Dala Group, LLC CIK 2129058 0.300 68 2.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
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bLong Financial, LLC CIK 0001943004 0.352 80 2.4 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Fjell Capital, LLC CIK 0002053350 0.309 66 2.4 1.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 2.4 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 2.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
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PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 2.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 2.3 1.0% 6 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.3 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
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Solidarity Wealth, LLC CIK 0001906613 0.451 92 2.3 0.4% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
Corsicana & Co. CIK 0001869923 0.236 309 2.3 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
GRANITE ISLANDS PRIVATE WEALTH, LLC CIK 0002111372 0.197 78 2.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Landmark Wealth Management, LLC CIK 0001728778 0.546 151 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Bluebird Wealth Management LLC CIK 0002104503 0.066 89 2.3 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
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Trilogy Capital Inc. CIK 0001722512 0.616 400 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Buckland Partners Management Co LLC CIK 0002074628 0.215 97 2.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 1.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 1.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.6 0.2% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
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Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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Latitude Advisors, LLC CIK 0001843715 0.190 239 1.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Matisse Capital CIK 0001668256 0.148 158 1.6 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
MATAURO, LLC CIK 0002052964 0.684 158 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 1.6 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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Davis Investment Partners, LLC CIK 0001963865 0.483 172 1.6 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 1.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.6 0.8% 5 +0.3 pp -0.2 pp +0.4 pp +0.4 pp
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Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Omnia Family Wealth, LLC CIK 0001696136 0.745 103 1.5 0.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
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Elm Partners Management LLC CIK 0001743941 0.865 161 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 1.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 1.3 0.9% 5 +0.4 pp -1.6 pp -1.8 pp -2.3 pp
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Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.3 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 1.3 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.3 1.4% 5 -1.1 pp -1.3 pp -1.2 pp -1.3 pp
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Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.3 0.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 1.3 0.3% 5 -0.2 pp -0.0 pp -0.1 pp -0.3 pp
DOHENY ASSET MANAGEMENT /CA CIK 0000936936 0.350 61 1.3 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Inspire Advisors, LLC CIK 0001810558 0.441 725 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TSFG, LLC CIK 0001800513 0.413 891 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Avail Investment Partners, LLC CIK 0002134779 0.054 199 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 1.3 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
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Independence Financial Advisors, LLC CIK 0002066080 0.242 55 1.3 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Quantum Private Wealth, LLC CIK 0001929662 0.379 171 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Oxford Wealth Group, LLC CIK 0002007082 0.362 89 1.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
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VestGen Investment Management CIK 0001511739 0.060 218 1.1 0.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sicart Associates LLC CIK 0001696494 0.420 74 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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TLW Wealth Management, LLC CIK 0001767217 0.776 20 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.4 0.2% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.4 0.3% 1 +0.3 pp +0.3 pp -0.1 pp -0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kure Advisory, LLC CIK 0001986795 0.729 62 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steelhead Wealth Management LLC CIK 2140776 0.166 96 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.4 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Newton One Investments LLC CIK 0001842787 0.836 146 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
URS Advisory LLC CIK 0002111352 0.461 61 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
truNorth Financial Services, Inc. CIK 0002108201 0.521 59 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.3 0.2% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.3 0.3% 4 -0.1 pp -0.5 pp -0.6 pp +0.3 pp
Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.457 91 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Center for Wealth Management Advisory CIK 0002121390 0.325 62 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Avion Wealth CIK 0001792704 0.773 1750 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 0.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
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Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.3 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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Integras Partners LLC CIK 0002055384 0.140 100 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.3 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Harvest, LLC CIK 0002052933 0.551 67 0.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Rinkey Investments CIK 0001730774 0.601 128 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.3 0.3% 1 +0.3 pp +0.1 pp -0.0 pp -0.0 pp
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Roan Capital Partners CIK 0002124783 0.136 78 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.2% 6 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
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CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 0.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Quattro Advisors LLC CIK 0002111158 0.489 58 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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SFAM, LLC CIK 0001713286 0.679 262 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Manuka Financial, LLC CIK 0002049064 0.635 55 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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Unconventional Investor, LLC CIK 0001910387 0.781 49 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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BetterWealth, LLC CIK 0001911702 0.869 86 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Adams Wealth Management CIK 0001803084 0.408 147 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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GFG Capital, LLC CIK 0001638520 0.236 100 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -2.7 pp -3.0 pp -3.1 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -3.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 +0.0 pp -2.6 pp -2.4 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.5 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp -1.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp -2.4 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 0.0 0.0% 0 -2.2 pp -2.6 pp -2.9 pp -2.8 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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 -0.4 pp
Goldstream Capital Management Ltd CIK 0001872787 0.020 44 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.5 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -1.1 pp -1.7 pp -1.7 pp -1.7 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Tikehau Investment Management CIK 0001740840 0.456 19 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.8 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.6 pp -0.3 pp -0.3 pp -0.3 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -2.8 pp -3.3 pp -3.3 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.2 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Gladius Capital Management LP CIK 0001540656 0.000 7 0.0 0.0% 0 -2.8 pp -0.4 pp +0.0 pp +0.0 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -1.5 pp -1.5 pp -1.6 pp -1.6 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
COLRAIN CAPITAL LLC CIK 0001216093 0.492 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 +0.0 pp -4.9 pp -4.9 pp -4.8 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -1.3 pp -1.0 pp -0.4 pp -0.4 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -1.3 pp -1.1 pp -1.2 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Impact Investors, Inc CIK 0001824539 0.278 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 0.0 0.0% 0 +0.0 pp -1.7 pp -1.9 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.4 pp -1.5 pp -1.4 pp -1.4 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -2.3 pp -2.4 pp -2.5 pp -2.8 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp -1.7 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.7 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 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
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 JPM). Qtrs Held counts distinct quarters this fund has actually held JPM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JPM position size. Δ columns are the percentage-point change in JPM'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