Signals

← Signals

☆KO

3230 in-universe funds with a nonzero position in KO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23820
Score / z-0.664 / -0.87
Consensus896.75 over 1869 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

Negative / total0 / 3
FiledFormItems
2026-07-28 8-K 2.02, 9.01
2026-07-16 8-K 8.01
2026-06-25 8-K 5.02, 9.01
2026-05-01 8-K 5.07
2026-04-28 8-K 2.02, 9.01
2026-02-20 8-K 5.02, 9.01
2026-02-10 8-K 2.02, 9.01
2026-01-14 8-K 5.02, 9.01
2025-12-10 8-K 5.02, 9.01
2025-10-21 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-08-08 424B5 COCA COLA CO
2024-08-07 424B5 COCA COLA CO
2024-05-07 424B5 COCA COLA CO
2024-05-06 424B5 COCA COLA CO
2021-05-10 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2020-09-14 424B5 COCA COLA CO
Showing the 10 most recent.

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
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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 ▾
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 28,300.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 25,996.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22,165.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 11,752.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 7,096.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 6,406.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,267.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5,678.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4,847.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORGES BANK CIK 0001374170 0.994 1617 3,846.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,219.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,922.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,601.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,402.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 2,344.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,930.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,895.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,885.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,792.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 1,754.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,671.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,664.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,473.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 1,445.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,313.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 1,289.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,270.8 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Amundi CIK 0001330387 0.000 1 1,262.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,246.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,222.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,216.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,195.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1,145.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,089.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,055.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,011.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 948.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 875.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 874.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 842.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 828.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 785.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 738.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 722.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 682.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 638.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Boston Partners CIK 0001386060 0.833 802 633.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 628.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆National Pension Service CIK 0001608046 0.956 552 613.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 608.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 590.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 540.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 510.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 497.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 470.7 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 459.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 453.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital World Investors CIK 0001422849 0.974 637 447.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 432.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 424.5 41.7% 1 +41.7 pp +41.7 pp +41.7 pp +41.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 412.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 403.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 400.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 375.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 364.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 350.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 322.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 310.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 302.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 279.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 274.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 271.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 271.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 271.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 266.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 260.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 257.8 0.6% 3 +0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 256.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 255.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 253.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 251.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 249.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 243.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 241.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 239.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 238.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 234.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 229.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 225.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 224.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 223.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 217.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 207.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 204.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 197.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 189.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 183.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 178.1 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 177.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 177.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 177.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 172.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 167.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 167.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXA S.A. CIK 0000898427 0.038 46 166.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 165.4 2.8% 3 -0.8 pp -0.6 pp +2.8 pp +2.8 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 163.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 161.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 160.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 159.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 159.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 158.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 156.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 154.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 152.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 147.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 146.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 145.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 144.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 143.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 141.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 140.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 138.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 137.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 135.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 134.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 132.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 131.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 129.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 129.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 126.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 126.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 122.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BONNESS ENTERPRISES INC CIK 0001105471 0.712 37 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudson Canyon Capital Management CIK 0001978883 0.197 50 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.9 0.8% 3 +0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Finer Wealth Management, Inc. CIK 0001929071 0.426 88 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QVR LLC CIK 0001718858 0.000 0 1.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First Bank & Trust CIK 0001692632 0.535 270 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OP Asset Management Ltd CIK 0002097005 0.000 765 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott & Selber, Inc. CIK 0001315269 0.412 91 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DODGE & COX CIK 0000200217 0.944 222 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.437 222 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Navalign, LLC CIK 0001820593 0.504 132 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Monument Capital Management CIK 0001729428 0.068 262 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New England Research & Management, Inc. CIK 0001596077 0.109 134 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Bank CIK 0001752212 0.260 318 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stiles Financial Services Inc CIK 0001904832 0.261 183 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark & Stuart, Inc CIK 0002048750 0.432 57 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Broderick Brian C CIK 0001314376 0.508 95 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provident Investment Management, Inc. CIK 0001076964 0.474 89 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Court Place Advisors, LLC CIK 0001566113 0.447 147 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guinness Atkinson Asset Management Inc CIK 0001409765 0.206 107 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆SOMERVILLE KURT F CIK 0001215208 0.429 97 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Trust Co of the South CIK 0002008165 0.815 146 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIGLARI CAPITAL CORP. CIK 0001334429 0.961 12 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 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 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -3.2 pp -2.7 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.0 0.0% 0 -0.3 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 KO). Qtrs Held counts distinct quarters this fund has actually held KO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KO position size. Δ columns are the percentage-point change in KO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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