Signals

KRE

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

Flow ranking

Rank#23286
Score / z-0.050 / -0.08
Consensus142.65 over 283 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+1% / 4.4d

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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,212.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 888.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 531.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 440.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 286.9 0.0% 2 -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 260.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 195.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 194.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.2 0.0% 1 +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 85.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 79.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 61.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 53.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 52.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 46.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 40.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 31.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 31.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 29.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 26.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 23.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 21.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 21.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 19.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 17.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Highlander Partners, L.P. CIK 0001903866 0.582 44 11.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
One Capital Management, LLC CIK 0001606588 0.779 522 11.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rosenthal | Henry Capital Advisors, Inc. CIK 0001697539 0.164 48 10.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 10.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 9.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Graypoint LLC CIK 0001794198 0.550 526 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ulysses Management LLC CIK 0001510912 0.642 31 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 3.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First American Bank CIK 0001291422 0.677 205 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
1248 Management, LLC CIK 0002011147 0.275 149 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 1.7 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atom Investors LP CIK 0001738902 0.004 818 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 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
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 -0.1 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 KRE). Qtrs Held counts distinct quarters this fund has actually held KRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KRE position size. Δ columns are the percentage-point change in KRE'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