Signals

KNG

393 in-universe funds with a nonzero position in KNG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1272
Score / z0.036 / 0.01
Consensus83.34 over 173 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
LPL Financial LLC CIK 0001403438 0.957 5996 270.7 0.1% 4 -0.0 pp -0.0 pp -0.0 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 266.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 156.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 101.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 65.2 0.0% 4 -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 58.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 52.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Southern Financial Group, LLC CIK 2140714 0.869 95 30.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 24.9 5.0% 4 -0.5 pp -1.7 pp -1.9 pp +5.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 24.8 0.4% 2 +0.0 pp +0.4 pp -0.2 pp +0.4 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 24.7 5.9% 3 +0.6 pp +0.7 pp +5.9 pp +5.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 24.7 0.4% 4 +0.3 pp +0.0 pp -0.0 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 17.5 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 16.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Solitude Financial Services CIK 0001839890 0.859 41 13.4 4.0% 4 -0.2 pp -0.5 pp -0.6 pp +4.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 13.1 2.4% 4 +0.0 pp +0.4 pp +0.9 pp +2.4 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 12.7 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 12.5 5.4% 4 -2.0 pp -2.2 pp -2.5 pp +5.4 pp
&PARTNERS CIK 0000107136 0.806 2509 10.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 9.6 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 9.5 4.9% 4 +0.2 pp -0.9 pp -1.6 pp +4.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 8.2 1.4% 4 +1.0 pp +0.8 pp +0.7 pp +1.4 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 8.0 2.2% 4 +0.1 pp +0.2 pp +0.3 pp +2.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 7.2 1.7% 4 -0.4 pp -0.6 pp -0.5 pp +1.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.7 0.2% 6 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.7 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.2 0.4% 4 +0.0 pp -0.1 pp -0.5 pp +0.4 pp
Indivisible Partners CIK 0002098400 0.368 637 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.8 0.9% 4 -0.0 pp +0.1 pp +0.0 pp +0.9 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.7 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
PFS Partners, LLC CIK 0002002654 0.478 599 4.7 2.1% 4 +0.0 pp -0.2 pp -0.4 pp +2.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Z3 Capital Partners, LLC CIK 0002127787 0.319 192 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 4.3 1.8% 4 +0.0 pp -0.1 pp -0.1 pp +1.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 4.0 0.4% 4 +0.0 pp +0.1 pp -4.6 pp +0.4 pp
Next Level Private LLC CIK 0001910366 0.538 174 4.0 0.9% 4 +0.0 pp +0.1 pp +0.3 pp +0.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.7 1.7% 4 +0.3 pp +0.6 pp +0.6 pp +1.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
G&S Capital LLC CIK 0001731448 0.138 152 3.6 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 3.0 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.9 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.8 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.7 0.7% 1 +0.7 pp +0.6 pp +0.7 pp +0.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Econ Financial Services Corp CIK 0001659718 0.021 72 2.6 1.2% 4 -0.6 pp +0.2 pp +0.2 pp +1.2 pp
Sequent Planning LLC CIK 0002009724 0.204 269 2.6 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.5 0.6% 4 +0.1 pp +0.0 pp -0.1 pp +0.6 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.3 0.8% 4 -0.0 pp -0.2 pp -0.3 pp +0.8 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.2 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 2.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 2.0 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 1.7 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
CWM, LLC CIK 0001535847 0.788 5645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.6 0.7% 4 -0.2 pp -0.3 pp -0.4 pp +0.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.6 0.8% 4 +0.4 pp +0.5 pp +0.5 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.6 1.5% 4 +0.0 pp -0.3 pp -0.2 pp +1.5 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.5 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.5 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 1.3 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 1.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 1.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp -1.7 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.1 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 1.1 0.1% 2 -1.4 pp +0.1 pp -3.3 pp +0.1 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.9 0.1% 5 -0.4 pp -0.3 pp -0.2 pp -0.3 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.7 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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1776 Wealth LLC CIK 0001803140 0.442 152 0.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Marion Wealth Management CIK 0001911097 0.503 156 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 4 -0.0 pp -2.8 pp -2.7 pp +0.1 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 4 -0.3 pp -0.4 pp -0.5 pp +0.2 pp
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Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Share Andrew L. CIK 0001693672 0.855 19 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Griffith & Werner, Inc. CIK 0002057200 0.308 71 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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DB&C Advisors, LLC CIK 0002107377 0.230 76 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.1 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 -0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -1.0 pp -1.0 pp -0.9 pp +0.0 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.9 pp -1.2 pp -1.3 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 KNG). Qtrs Held counts distinct quarters this fund has actually held KNG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KNG position size. Δ columns are the percentage-point change in KNG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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