Signals

← Signals

☆LITE

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

Flow ranking

Rank#22975
Score / z-0.006 / -0.03
Consensus173.33 over 308 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance-1700.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 Wupen Yuen 10b5-1 S $460,000
2026-09-17 Wupen Yuen 10b5-1 S $466,725
2026-09-16 Wupen Yuen 10b5-1 S $428,415

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
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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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 707.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 703.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 630.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 545.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 364.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PointState Capital LP CIK 0001509842 0.203 43 240.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Hood River Capital Management LLC CIK 0001578177 0.546 166 209.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 209.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atreides Management, LP CIK 0001777813 0.274 46 167.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 158.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 156.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 119.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 117.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 98.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 98.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Channing Capital Management, LLC CIK 0001302404 0.414 106 90.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Analog Century Management LP CIK 0001753384 0.298 25 86.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 84.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 84.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 83.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 83.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 83.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 82.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 78.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 75.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 74.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 70.9 0.0% 1 +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 68.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 65.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 65.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 58.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 54.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 54.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 49.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 42.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Broad Peak Investment Advisers Pte Ltd CIK 0001547349 0.565 21 41.2 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 39.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Divisar Capital Management LLC CIK 0001645721 0.562 28 37.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 36.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 35.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 35.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avala Global LP CIK 0001948899 0.077 30 35.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 34.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rokos Capital Management LLP CIK 0001666335 0.000 134 31.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 29.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lightrock Netherlands B.V. CIK 0002041485 0.383 36 26.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 25.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 23.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 23.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 23.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 23.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Amundi CIK 0001330387 0.000 1 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnhold LLC CIK 0001733755 0.661 113 21.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Growth Management Ltd. CIK 0001745796 0.569 48 20.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 18.9 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 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridiem Capital Partners LP CIK 0002026798 0.000 80 18.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 16.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maytus Capital Management, LLC CIK 0001708759 0.000 62 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zweig-DiMenna Associates LLC CIK 0001533950 0.165 70 10.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Front Street Capital Management, Inc. CIK 0001683182 0.322 70 10.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 10.2 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 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 8.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 7.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Man Group plc CIK 0001637460 0.631 2032 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE INVESTMENT MANAGEMENT INC CIK 0002053303 0.025 26 6.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 6.0 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 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SORA INVESTORS LLC CIK 0001894532 0.034 76 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Panoramic Capital, LLC CIK 0001950490 0.035 43 4.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PARADIGM CAPITAL MANAGEMENT INC/NY CIK 0001037792 0.794 115 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.1 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 0.1 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
☆Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 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
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +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
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +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% 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
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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
☆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
☆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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
☆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
☆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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 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
☆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
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 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 LITE). Qtrs Held counts distinct quarters this fund has actually held LITE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LITE position size. Δ columns are the percentage-point change in LITE'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