Signals

KYN

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

Flow ranking

Rank#17755
Score / z0.000 / -0.02
Consensus88.54 over 170 funds
Momentumnot computed

Price & positioning

225 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
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 140.7 0.0% 6 +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 65.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 55.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 38.7 2.8% 4 +0.7 pp +1.2 pp +2.4 pp +2.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 38.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 27.4 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 21.0 5.7% 4 +0.9 pp +0.3 pp +0.6 pp +5.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 11.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 9.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 9.7 2.6% 4 +0.4 pp +0.4 pp -0.0 pp +2.6 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 8.9 0.9% 4 +0.1 pp -0.1 pp -0.2 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 8.4 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
BARD ASSOCIATES INC CIK 0001105907 0.295 292 8.4 2.1% 4 +0.2 pp +0.8 pp +1.8 pp +2.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 5.9 0.6% 4 +0.2 pp +0.2 pp -0.0 pp +0.6 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 4.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 4.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 4.4 1.7% 4 +0.3 pp +0.2 pp +0.0 pp +1.7 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.3 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 4.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSP Capital Management Group, LLC CIK 0001317208 0.520 43 3.9 0.9% 4 +0.2 pp +0.1 pp -0.1 pp +0.9 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.4 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 3.3 1.1% 1 +1.1 pp -0.2 pp -0.2 pp +1.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 3.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 2.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 2.7 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 2.1 1.1% 2 +0.4 pp +1.1 pp -1.6 pp +1.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.8% 4 +0.1 pp +0.1 pp -0.1 pp +0.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 1.8 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AG Asset Advisory, LLC CIK 0001625008 0.799 28 1.6 1.3% 3 +0.3 pp +0.7 pp +1.3 pp +1.3 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.6 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 1.6 1.0% 4 +0.1 pp +0.0 pp -0.3 pp +1.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Indivisible Partners CIK 0002098400 0.368 637 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.1 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Aristides Capital LLC CIK 0001595521 0.108 147 1.1 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 1.0 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.6 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signet Private Wealth LLC CIK 0002096298 0.127 127 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.5 0.3% 4 +0.0 pp -0.0 pp -0.4 pp +0.3 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.4 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.4 0.1% 4 -0.8 pp -0.8 pp -0.6 pp +0.1 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leisure Capital Management CIK 0001631507 0.304 157 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Griffith & Werner, Inc. CIK 0002057200 0.308 71 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.2 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 4 +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
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 4 +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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 0.0 0.0% 0 -1.2 pp -1.2 pp -1.3 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 KYN). Qtrs Held counts distinct quarters this fund has actually held KYN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KYN position size. Δ columns are the percentage-point change in KYN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status