Signals

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☆KMI

1853 in-universe funds with a nonzero position in KMI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1002
Score / z0.072 / 0.09
Consensus487.02 over 985 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.015
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Garthwaite Michael P. 10b5-1 S $47,745

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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 5,780.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,748.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,212.5 0.1% 3 -0.0 pp -0.0 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 1,681.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,452.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,132.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 827.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 808.0 0.0% 5 -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 778.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 587.6 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 564.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 523.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 499.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 461.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 438.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 427.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 421.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 406.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 393.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 378.2 8.8% 2 +0.7 pp +8.8 pp +8.8 pp +8.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 358.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 346.9 7.9% 3 +0.1 pp +0.5 pp +7.9 pp +7.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 337.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆59 North Capital Management, LP CIK 0001805589 0.557 19 312.7 9.7% 3 -0.3 pp -1.4 pp +9.7 pp +9.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 299.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 290.0 1.2% 3 -0.6 pp -2.0 pp +1.2 pp +1.2 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 251.6 3.2% 3 -0.1 pp -0.4 pp +3.2 pp +3.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 249.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 237.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 233.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 229.6 1.9% 3 +0.2 pp +1.8 pp +1.9 pp +1.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 223.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 219.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 219.0 4.0% 3 +0.5 pp +0.3 pp +4.0 pp +4.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 168.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 158.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 158.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 150.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 148.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 141.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 138.9 0.0% 3 +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 136.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 133.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 131.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 127.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 125.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 123.7 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 122.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 122.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 117.9 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 115.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 115.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 112.1 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 110.4 2.9% 3 -1.3 pp +1.4 pp +2.9 pp +2.9 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 104.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 103.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 100.0 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 98.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 93.2 3.0% 3 +0.5 pp +0.3 pp +3.0 pp +3.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 92.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 91.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 90.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 90.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 87.9 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 87.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 86.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 84.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 81.3 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 81.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆National Pension Service CIK 0001608046 0.956 552 80.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 78.8 4.5% 3 +0.3 pp +0.0 pp +4.5 pp +4.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 78.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 78.0 4.4% 3 -0.8 pp -7.7 pp +4.4 pp +4.4 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 77.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 74.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 73.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 70.9 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 66.9 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 66.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 65.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 61.5 0.1% 2 -0.0 pp +0.1 pp -0.3 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 61.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 60.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 59.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 59.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 55.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 55.5 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 53.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 53.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 52.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 52.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 52.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 51.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 51.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 50.3 3.1% 3 -0.1 pp -0.4 pp +3.1 pp +3.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 50.1 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 49.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 48.5 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 47.4 4.5% 3 -0.5 pp -1.2 pp +4.5 pp +4.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 45.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 45.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 44.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 43.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 43.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 42.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 42.0 4.6% 3 +0.0 pp -0.7 pp +4.6 pp +4.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 41.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 41.7 4.1% 3 -0.4 pp -1.0 pp +4.1 pp +4.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 41.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 40.8 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 39.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Funds Management LTD CIK 0001435028 0.536 174 38.4 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 37.7 1.4% 3 -0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 37.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 35.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 33.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 33.5 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 33.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 32.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 31.5 3.0% 3 -0.1 pp +1.0 pp +3.0 pp +3.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 31.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 30.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 30.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 30.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 29.9 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 28.7 2.7% 3 +0.8 pp +1.7 pp +2.7 pp +2.7 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 28.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 28.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 28.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 28.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 28.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 -1.9 pp -4.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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 +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Lloyd Harbor Capital Management, LLC CIK 0001847935 0.000 16 0.0 0.0% 0 +0.0 pp -6.1 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 -0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Duquesne Family Office LLC CIK 0001536411 0.000 86 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 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
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 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
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plato Investment Management Ltd CIK 0001984475 0.428 496 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.0 0.0% 0 -2.0 pp -2.5 pp -2.4 pp -2.2 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 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
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 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 KMI). Qtrs Held counts distinct quarters this fund has actually held KMI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KMI position size. Δ columns are the percentage-point change in KMI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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