Signals

KNG

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

Flow ranking

Rank#1298
Score / z0.029 / 0.02
Consensus80.95 over 175 funds
Momentumnot computed

Price & positioning

226 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 279.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 248.0 0.0% 7 -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 156.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 109.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 60.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 53.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Southern Financial Group, LLC CIK 2140714 0.869 95 32.4 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 24.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp -0.2 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 21.2 3.9% 5 -1.1 pp -1.6 pp -2.8 pp -3.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 19.5 4.5% 4 -1.4 pp -0.8 pp -0.7 pp +4.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.4 0.2% 6 +0.2 pp +0.2 pp +0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 17.0 0.2% 5 -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 16.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 15.4 2.3% 5 -0.1 pp -0.0 pp +0.3 pp +0.8 pp
Solitude Financial Services CIK 0001839890 0.859 41 14.3 4.0% 5 +0.0 pp -0.2 pp -0.5 pp -0.6 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 13.6 5.1% 5 -0.3 pp -2.3 pp -2.6 pp -2.9 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 12.5 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 10.5 4.7% 5 -0.2 pp -0.0 pp -1.1 pp -1.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 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 8.7 1.3% 5 -0.1 pp +0.9 pp +0.7 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 8.2 2.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.9 0.1% 7 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.1 0.3% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 5.9 1.3% 5 -0.4 pp -0.8 pp -1.0 pp -0.9 pp
Indivisible Partners CIK 0002098400 0.368 637 5.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.4 0.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
PFS Partners, LLC CIK 0002002654 0.478 599 5.0 2.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 4.4 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 4.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -4.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 4.1 1.5% 5 -0.2 pp +0.1 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Z3 Capital Partners, LLC CIK 0002127787 0.319 192 3.2 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 3.0 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.9 0.9% 2 +0.2 pp +0.9 pp +0.8 pp +0.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.9 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.8 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.6 0.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 2.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.0% 5 -0.4 pp -0.0 pp -0.3 pp -0.4 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 2.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.2 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 2.1 0.5% 5 -0.2 pp -0.2 pp +0.1 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 2.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.8 0.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 1.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.7 0.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.7 0.7% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.7 0.7% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tandem Financial, LLC CIK 0002049157 0.466 99 1.5 0.5% 1 +0.5 pp +0.5 pp -0.6 pp -3.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.5 0.5% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.5 1.3% 5 -0.2 pp -0.2 pp -0.5 pp -0.5 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.5 2.1% 4 -0.1 pp -0.1 pp +0.0 pp +2.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.4 0.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 1.4 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 1.4 0.7% 2 -2.0 pp +0.7 pp +0.7 pp +0.7 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.3 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.3 0.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 1.2 0.1% 6 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 1.2 0.6% 1 +0.6 pp -0.1 pp -0.2 pp -0.3 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 1.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 1.0 0.1% 3 -0.0 pp -1.4 pp +0.1 pp -3.3 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.9 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 1 +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% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.7 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.7 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.6 0.6% 1 +0.6 pp -0.3 pp -0.6 pp -0.7 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.6 0.1% 5 +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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.5 0.2% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFS Group,LLC CIK 0002087139 0.013 87 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.4 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.4 0.1% 5 -1.1 pp -1.1 pp -1.1 pp -1.1 pp
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Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 5 -0.0 pp -0.0 pp -2.8 pp -2.7 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.4 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 5 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.4 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Share Andrew L. CIK 0001693672 0.855 19 0.4 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 0.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Purewater Capital LLC CIK 0002135327 0.332 56 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Econ Financial Services Corp CIK 0001659718 0.021 72 0.3 0.1% 5 -1.1 pp -1.7 pp -0.9 pp -0.9 pp
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MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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DB&C Advisors, LLC CIK 0002107377 0.230 76 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp -0.1 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -1.0 pp
CWM, LLC CIK 0001535847 0.788 5645 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 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Transce3nd, LLC CIK 0002023570 0.000 170 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
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
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 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
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
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
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
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
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
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
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
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 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
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
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
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
TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 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
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 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 +0.0 pp -0.1 pp -0.1 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
TKG Advisors, LLC CIK 0001843275 0.189 94 0.0 0.0% 0 -1.8 pp -1.7 pp -1.8 pp -1.9 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.5 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
ASSETMARK, INC CIK 0001344551 0.900 3558 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 +0.0 pp +0.0 pp -0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
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
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
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 (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