Signals

← Signals

☆JQUA

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

Flow ranking

Rank#155
Score / z1.192 / 1.78
Consensus132.03 over 256 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 582.6 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 338.9 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 327.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 181.8 10.4% 2 -0.2 pp +10.4 pp +10.4 pp +10.4 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 167.8 0.0% 4 -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 127.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 121.6 4.9% 2 -1.2 pp +4.9 pp +4.9 pp +4.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 106.2 0.1% 2 -0.0 pp +0.1 pp +0.1 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 94.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 90.3 4.8% 2 -1.9 pp +4.8 pp +4.8 pp +4.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 86.9 17.5% 2 -1.3 pp +17.5 pp +17.5 pp +17.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 74.7 8.8% 2 -1.6 pp +8.8 pp +8.8 pp +8.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 62.8 7.1% 2 +2.3 pp +7.1 pp +7.1 pp +7.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 56.8 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 56.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 52.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 48.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 45.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 45.3 5.8% 2 +0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 43.7 6.0% 2 +1.3 pp +6.0 pp +6.0 pp +6.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 43.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 40.6 7.8% 2 -0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 40.3 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 37.2 16.4% 2 +0.5 pp +16.4 pp +16.4 pp +16.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 33.7 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 32.5 13.4% 2 -0.7 pp +13.4 pp +13.4 pp +13.4 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 31.8 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 30.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 29.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 25.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 25.2 1.7% 2 +1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 23.7 5.3% 2 -0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 23.4 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 22.9 8.7% 2 -0.8 pp +8.7 pp +8.7 pp +8.7 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 22.5 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 22.3 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 22.0 15.7% 2 -0.2 pp +15.7 pp +15.7 pp +15.7 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 21.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 20.3 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 19.5 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 16.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 15.6 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 14.6 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 13.7 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 13.2 7.7% 3 +0.0 pp +0.1 pp +7.7 pp +7.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.3 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 12.0 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 12.0 4.5% 2 +0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.9 0.0% 2 -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 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 11.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 11.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 10.6 6.1% 2 +1.5 pp +6.1 pp +6.1 pp +6.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 10.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 10.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 10.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.6 4.4% 2 -1.6 pp +4.4 pp +4.4 pp +4.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 9.0 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 8.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 8.6 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 8.6 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 8.4 3.8% 3 -0.1 pp -0.7 pp +3.8 pp +3.8 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 8.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 8.1 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 7.9 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 7.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 7.5 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 7.4 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 7.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 7.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 6.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 5.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 5.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 5.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 4.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 4.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 4.5 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 4.5 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 4.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 4.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 4.4 0.7% 4 -0.1 pp -0.2 pp -0.0 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 4.3 2.2% 2 -1.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 4.2 1.4% 2 -4.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 4.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 3.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 3.5 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 3.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 3.3 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 3.1 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saratoga Research & Investment Management CIK 0001477872 0.809 46 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 1 +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
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -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% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 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% 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 +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.6 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.3 pp -0.3 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 JQUA). Qtrs Held counts distinct quarters this fund has actually held JQUA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JQUA position size. Δ columns are the percentage-point change in JQUA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status