Signals

← Signals

☆LLY

5013 in-universe funds with a nonzero position in LLY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25029
Score / z-5.450 / -6.57
Consensus1440.48 over 3017 funds
Momentumno 12m return

Price & positioning

227 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

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)
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Fund Positions
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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 ▾
☆LILLY ENDOWMENT INC CIK 0000316011 0.998 1 108,400.9 100.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81,010.0 1.2% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 64,204.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 61,558.0 30.5% 5 +3.3 pp +0.4 pp +6.7 pp +4.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 43,438.3 1.3% 5 +0.2 pp +0.0 pp +0.4 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 34,138.7 1.5% 5 +0.2 pp +0.1 pp +0.5 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 25,037.5 3.5% 5 -0.0 pp -1.4 pp -0.1 pp +0.3 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 25,019.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 24,275.6 1.3% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 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 19,462.4 1.0% 7 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 19,076.0 2.3% 5 +0.3 pp +0.1 pp +0.7 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 13,759.2 1.4% 1 +1.4 pp -0.0 pp +1.4 pp +0.3 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 13,522.7 0.9% 6 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13,192.5 2.3% 5 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 12,904.9 8.8% 5 +1.0 pp -1.7 pp +0.9 pp +0.2 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 11,002.3 6.5% 5 -0.2 pp -1.0 pp +0.2 pp -1.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10,551.2 1.2% 5 +0.2 pp +0.0 pp +0.4 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9,179.2 1.0% 5 +0.2 pp +0.0 pp +0.2 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8,647.2 1.6% 5 +0.2 pp +0.1 pp +0.5 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7,198.9 1.0% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 6,879.8 1.4% 5 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 6,550.6 3.9% 5 +0.7 pp +0.6 pp +2.1 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6,171.3 1.3% 6 +0.1 pp +0.0 pp +0.4 pp +0.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6,073.3 1.8% 5 +0.3 pp +0.1 pp +0.6 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 6,070.9 1.4% 5 +0.1 pp -0.1 pp +0.4 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 5,767.0 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5,737.4 0.9% 5 +0.1 pp -0.0 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 5,572.7 1.0% 5 +0.2 pp +0.1 pp +0.5 pp +0.4 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 5,508.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5,505.6 1.2% 5 +0.2 pp -0.0 pp +0.3 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5,227.6 0.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 4,802.4 0.9% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4,636.9 0.7% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4,430.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4,053.6 1.2% 7 +0.1 pp -0.2 pp +0.3 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3,919.5 1.3% 5 -0.2 pp -0.3 pp +0.1 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3,596.4 0.7% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2,824.5 1.2% 5 +0.4 pp +0.2 pp +0.5 pp +0.5 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 2,716.9 1.4% 5 +0.2 pp +0.0 pp +0.4 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2,568.6 1.4% 5 +0.3 pp -0.2 pp +0.5 pp +0.7 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2,415.3 1.3% 5 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2,390.4 1.1% 5 +0.1 pp -0.1 pp +0.3 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2,273.8 1.3% 5 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Swedbank AB CIK 0000946431 0.941 696 2,136.6 1.8% 4 +0.3 pp +0.1 pp +0.6 pp +1.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2,099.9 3.4% 5 +0.1 pp +1.8 pp +2.3 pp +2.2 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 2,068.7 0.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2,057.1 1.1% 5 +0.3 pp +0.2 pp +0.5 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,055.6 0.6% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2,048.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2,035.8 1.4% 5 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆National Pension Service CIK 0001608046 0.956 552 2,018.4 1.3% 5 +0.1 pp +0.0 pp +0.4 pp +0.3 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1,867.1 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 1,779.6 1.5% 5 +0.2 pp +0.1 pp +0.6 pp +0.5 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1,736.2 22.7% 5 +2.7 pp +0.0 pp +6.2 pp +5.7 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,728.0 1.0% 6 -0.1 pp -0.2 pp +0.1 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 1,624.9 1.8% 5 +0.3 pp +0.0 pp +0.5 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,605.9 1.3% 6 +0.2 pp +0.3 pp +0.5 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,604.5 1.3% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,599.2 1.2% 6 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1,531.9 1.1% 5 +0.2 pp -0.5 pp -0.0 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,529.0 0.3% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,506.1 0.7% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆PeakShares LLC CIK 0002113507 0.881 122 1,459.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,438.2 0.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,427.4 1.2% 6 +0.1 pp -0.3 pp +0.6 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,410.4 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,372.0 0.4% 7 -0.1 pp -0.2 pp +0.0 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 1,269.7 3.1% 5 +0.2 pp +0.8 pp +1.5 pp +1.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,242.1 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,203.6 1.0% 5 +0.2 pp +0.0 pp +0.5 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 1,201.4 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1,153.2 0.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1,134.0 0.7% 5 +0.5 pp +0.1 pp -0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1,101.0 2.9% 5 +0.4 pp +0.6 pp +1.1 pp +1.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1,087.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1,073.8 1.8% 5 +0.3 pp +0.2 pp +1.0 pp +0.6 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1,038.2 1.3% 7 +0.1 pp -0.0 pp +0.4 pp +0.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 966.5 1.4% 5 +0.4 pp +0.2 pp +0.6 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 943.9 0.8% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 942.4 0.8% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 920.4 1.8% 7 +0.1 pp +0.1 pp +1.3 pp +0.5 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 910.1 1.1% 5 +0.3 pp +0.0 pp +0.2 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 905.8 0.9% 5 -0.1 pp -0.1 pp +0.4 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 901.2 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 896.6 1.1% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 892.3 2.0% 5 +0.2 pp -0.0 pp +0.5 pp +0.9 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 880.6 1.0% 5 +0.1 pp -0.0 pp +0.3 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 871.0 1.2% 5 -0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 861.5 1.3% 5 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 859.9 0.9% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 832.8 1.3% 5 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 832.0 2.9% 5 +0.1 pp +0.1 pp +0.9 pp -0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 830.7 0.7% 5 +0.1 pp +0.0 pp +0.2 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 827.4 0.7% 5 +0.1 pp +0.0 pp +0.3 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 819.7 1.4% 5 +0.1 pp +0.0 pp +0.4 pp +0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 819.0 1.1% 5 +0.1 pp -0.1 pp +0.2 pp -0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 799.9 6.9% 5 +1.1 pp +1.2 pp +2.9 pp +2.7 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 792.9 1.5% 5 +0.2 pp +0.1 pp +0.6 pp +0.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 790.4 1.5% 5 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 787.0 3.6% 5 +0.5 pp -0.7 pp +0.6 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 774.7 1.4% 5 +0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 768.9 1.0% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 729.3 1.1% 5 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 726.2 14.5% 5 +5.0 pp +3.5 pp +6.3 pp +5.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 696.2 0.7% 6 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 684.2 1.5% 5 +0.4 pp +0.3 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 670.9 1.0% 5 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 667.4 2.6% 5 +1.5 pp +2.2 pp +2.2 pp +1.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 656.7 0.8% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 644.7 28.1% 5 +4.1 pp +1.0 pp +6.1 pp +4.3 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 631.1 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 630.3 1.7% 5 -0.8 pp -1.1 pp +0.6 pp +0.2 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 621.6 3.6% 7 -0.1 pp +1.1 pp -0.2 pp -0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 600.9 0.8% 5 -1.5 pp +0.2 pp +0.1 pp -1.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 595.6 0.4% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 580.0 0.5% 5 +0.1 pp +0.2 pp +0.3 pp -0.1 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 579.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 573.4 3.4% 5 +0.5 pp +0.3 pp +1.2 pp +1.6 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 565.8 1.4% 7 +0.2 pp +0.1 pp +0.5 pp +0.4 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 563.4 2.4% 5 +1.1 pp +1.6 pp +2.3 pp +2.4 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 558.0 6.0% 1 +6.0 pp +0.0 pp +1.4 pp +4.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 549.7 0.3% 5 +0.2 pp +0.0 pp -0.0 pp +0.3 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 539.4 6.6% 5 -0.6 pp -1.4 pp +0.8 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 538.4 1.2% 5 +0.2 pp +0.1 pp +0.5 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 536.9 2.0% 5 +0.3 pp +0.3 pp +0.9 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 534.6 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 523.6 0.5% 5 +0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 517.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 513.6 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 510.6 1.2% 5 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 505.7 2.1% 5 +0.2 pp +0.0 pp +0.3 pp +0.1 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 499.8 1.6% 5 +0.2 pp +0.4 pp +0.7 pp +0.6 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 493.5 43.2% 5 +0.4 pp -3.7 pp +6.4 pp +2.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 491.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 482.8 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 481.7 2.2% 5 +0.2 pp -0.2 pp +0.3 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 480.6 0.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 479.7 1.2% 5 +0.5 pp +0.6 pp +0.8 pp +0.7 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 137.3 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
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☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 105.4 1.0% 5 -0.5 pp +0.0 pp -0.4 pp -0.3 pp
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☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 12.3 8.0% 6 +0.7 pp -0.8 pp +1.3 pp +0.2 pp
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☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 12.0 1.8% 5 +0.1 pp -0.1 pp +0.9 pp +0.8 pp
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☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 12.0 4.6% 6 +0.5 pp -1.1 pp +0.4 pp +1.0 pp
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☆Jain Global LLC CIK 0002024579 0.024 1417 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gunderson Capital Management LLC CIK 0001792397 0.095 52 11.8 3.2% 1 +3.2 pp -1.1 pp +0.9 pp +2.3 pp
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☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 11.6 1.3% 5 +0.3 pp +0.0 pp +0.4 pp +0.3 pp
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☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 11.6 3.1% 5 +0.4 pp -0.4 pp +0.6 pp +0.3 pp
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☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 11.5 8.8% 7 +2.0 pp +0.7 pp +2.8 pp +2.5 pp
☆PIONEER TRUST BANK N A/OR CIK 0001006435 0.501 87 11.5 2.6% 5 +0.4 pp +0.1 pp +0.8 pp +0.4 pp
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☆PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 11.4 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
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☆American Trust CIK 0001905128 0.729 334 7.1 0.5% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 7.1 1.0% 5 +0.2 pp +0.2 pp +0.0 pp +0.5 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 7.1 1.2% 5 +0.5 pp +0.4 pp +0.5 pp +0.4 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 7.1 1.0% 5 +0.1 pp -0.2 pp -0.4 pp -0.8 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 7.0 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BRIDGER MANAGEMENT, LLC CIK 0001166309 0.258 24 7.0 4.7% 2 +1.3 pp +4.7 pp +4.7 pp +1.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 7.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 7.0 1.0% 5 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 7.0 0.3% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 7.0 0.4% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 7.0 1.6% 5 +0.2 pp -0.4 pp +0.1 pp -0.1 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 6.9 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 6.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 6.9 1.2% 5 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 6.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 6.9 0.8% 6 +0.0 pp -0.4 pp -0.1 pp -0.2 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 6.9 0.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Argentarii, LLC CIK 0002030055 0.348 213 6.8 2.1% 5 +0.2 pp +0.1 pp +0.6 pp +0.4 pp
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☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 6.8 2.1% 5 +0.2 pp -0.0 pp +0.5 pp +0.3 pp
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☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 6.8 1.9% 5 +0.2 pp -0.1 pp +0.3 pp +0.1 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 6.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.8 0.6% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 6.8 0.8% 1 +0.8 pp +0.8 pp +0.2 pp +0.3 pp
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☆Crews Bank & Trust CIK 0002052279 0.645 662 6.8 0.9% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 6.8 0.7% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
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☆Concord Investment Counsel Inc. CIK 0002022154 0.516 50 6.7 1.8% 3 +0.1 pp -0.1 pp +1.8 pp +1.8 pp
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☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 6.7 1.5% 5 +0.2 pp +0.0 pp +0.5 pp +0.4 pp
☆AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 6.7 0.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
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☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 6.7 1.1% 5 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 6.7 1.9% 5 +0.3 pp +1.4 pp +1.5 pp +1.5 pp
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☆Forum Private Client Group LLC CIK 0001910636 0.696 86 6.7 2.0% 5 +0.3 pp -0.0 pp +0.5 pp +0.3 pp
☆InvesTrust CIK 0002050848 0.267 95 6.7 2.6% 5 +0.3 pp +0.1 pp +0.8 pp +0.6 pp
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☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.7 0.2% 1 +0.2 pp -0.7 pp -0.4 pp -0.6 pp
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☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 6.6 2.8% 5 +0.6 pp +0.4 pp +0.9 pp +0.7 pp
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☆Exome Asset Management LLC CIK 0002011932 0.072 52 6.6 4.1% 5 +0.3 pp -0.1 pp +0.1 pp +1.1 pp
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☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 6.5 1.2% 1 +1.2 pp +1.2 pp +1.1 pp +1.1 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.7 0.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
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☆Prosperitas Financial LLC CIK 0002001016 0.381 103 5.7 1.8% 5 +0.3 pp -0.0 pp +0.5 pp +0.4 pp
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☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 5.6 0.9% 5 -0.7 pp +0.0 pp +0.2 pp +0.4 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 5.6 1.3% 5 +0.4 pp +0.2 pp +0.5 pp +0.9 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 5.6 0.8% 5 +0.3 pp +0.3 pp +0.1 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 5.6 1.6% 5 +0.2 pp -0.2 pp +0.3 pp +0.4 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 5.6 1.2% 5 +0.2 pp -0.0 pp +0.4 pp +0.3 pp
☆Formuepleje A/S CIK 1801212 0.374 96 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 5.6 1.2% 5 +0.4 pp +0.2 pp +0.2 pp -0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 5.6 1.1% 5 +0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 5.6 0.5% 3 +0.2 pp -0.0 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.6 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 5.6 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 5.5 1.5% 5 +0.3 pp -0.0 pp -0.3 pp -0.4 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 5.5 0.7% 5 +0.1 pp +0.5 pp +0.6 pp +0.5 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 5.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 5.5 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 5.5 2.5% 5 -0.0 pp -0.5 pp +0.3 pp -0.0 pp
☆Notis-McConarty Edward CIK 0001592616 0.343 67 5.5 2.4% 5 +0.5 pp +0.7 pp +1.5 pp +1.7 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.5 0.3% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 5.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.6 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 5.4 0.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 5.4 1.2% 5 +0.4 pp +0.3 pp +0.6 pp +0.5 pp
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☆PFG Advisors CIK 0001694435 0.248 791 5.4 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 5.4 2.3% 2 +1.5 pp +2.3 pp +2.3 pp +2.3 pp
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☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 5.3 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Glass Wealth Management Co LLC CIK 0002017692 0.375 69 5.3 1.8% 5 +0.3 pp +0.1 pp +0.6 pp +0.6 pp
☆Arjuna Capital CIK 0001703208 0.352 113 5.3 1.2% 5 +0.2 pp +0.1 pp +0.3 pp +1.1 pp
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☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 5.0 1.8% 3 +1.0 pp +0.9 pp +1.8 pp +1.8 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.3 1.1% 5 +0.2 pp -0.3 pp +0.1 pp +0.0 pp
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☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 3.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINCUS CAPITAL MANAGEMENT, LP CIK 0002109652 0.575 52 3.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 3.0 1.4% 5 +0.1 pp -0.0 pp +0.3 pp -0.2 pp
☆Te Ahumairangi Investment Management Ltd CIK 0001832237 0.488 86 3.0 0.5% 4 +0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 3.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Legend Capital Advisors LLC CIK 0002111719 0.541 62 3.0 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 3.0 0.8% 5 +0.1 pp -0.1 pp +0.5 pp +0.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 3.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.0 0.3% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Income Insurance Ltd CIK 2022801 0.211 184 3.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
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☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 3.0 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.0 0.9% 5 +0.2 pp +0.0 pp +0.3 pp +0.2 pp
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☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 3.0 0.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 3.0 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆One Capital Management, LLC CIK 0001606588 0.779 522 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 3.0 1.3% 5 +0.3 pp +0.2 pp +0.5 pp +0.4 pp
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☆ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 3.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 2.9 0.9% 5 +0.2 pp +0.1 pp +0.3 pp +0.5 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 2.9 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆TrustBank CIK 0002107256 0.632 175 2.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.9 1.5% 5 +0.3 pp +0.3 pp +0.1 pp +0.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.9 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.9 0.3% 5 +0.0 pp +0.0 pp +0.3 pp +0.2 pp
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☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.9 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 2.9 0.8% 1 +0.8 pp +0.3 pp +0.3 pp +0.4 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 2.9 1.8% 6 +0.0 pp -0.1 pp +0.4 pp +0.3 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.9 0.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.9 0.5% 5 +0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 2.9 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Legacy Trust CIK 0001772483 0.355 210 2.9 0.5% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
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☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 2.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Militia Capital Management LLC CIK 0002130487 0.024 242 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 2.9 0.8% 5 +0.1 pp -0.0 pp +0.0 pp -0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 2.9 1.2% 5 +0.1 pp -0.0 pp +0.3 pp +0.1 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 2.9 0.5% 5 +0.0 pp -0.2 pp +0.2 pp +0.1 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 2.8 0.5% 5 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 2.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆RKL Wealth Management LLC CIK 0001604723 0.802 189 2.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 2.8 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 2.8 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 2.8 1.2% 5 +0.2 pp -0.0 pp +0.3 pp +0.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 2.8 0.1% 1 +0.1 pp -1.1 pp -0.0 pp -0.7 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 2.8 0.9% 5 +0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 2.8 1.7% 5 +0.2 pp -0.1 pp +0.3 pp +0.1 pp
☆Bull Harbor Capital LLC CIK 0002135047 0.081 552 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.6% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.8 0.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 2.8 0.9% 5 +0.1 pp -0.2 pp -0.0 pp +0.1 pp
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☆Security National Bank CIK 0001719739 0.452 392 2.8 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 2.8 0.5% 1 +0.5 pp -0.0 pp +0.1 pp +0.1 pp
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☆Cross Staff Investments Inc CIK 0001900406 0.105 133 2.8 1.6% 5 +0.5 pp +0.1 pp +0.2 pp +0.1 pp
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☆Impact Capital Partners LLC CIK 0002054916 0.218 283 2.7 0.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
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☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.7 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Storgate, LLC CIK 0002110835 0.075 351 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 2.7 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
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☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 2.7 1.9% 5 +0.4 pp +0.2 pp +0.5 pp +1.2 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 2.6 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆NKCFO LLC CIK 0001757282 0.145 92 2.6 0.8% 4 +0.2 pp +0.1 pp +0.3 pp +0.8 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 2.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 2.6 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 2.6 1.4% 5 +0.1 pp -0.2 pp +0.3 pp +0.2 pp
☆Ebert Capital Management Inc. CIK 0002102530 0.610 28 2.6 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 2.6 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 2.6 0.5% 5 -0.1 pp -0.0 pp +0.3 pp +0.2 pp
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☆BANK HAPOALIM BM CIK 0000902528 0.174 117 2.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 2.6 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 2.6 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 2.6 1.5% 5 +0.1 pp -0.0 pp +0.4 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.6 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 2.6 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 2.6 1.4% 5 +0.2 pp +0.2 pp +0.8 pp +0.7 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
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☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 2.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.6 0.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆Omnia Family Wealth, LLC CIK 0001696136 0.745 103 2.6 0.7% 5 +0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 2.6 0.7% 5 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
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☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 2.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.6 0.2% 7 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 2.6 2.5% 5 -0.1 pp -0.6 pp +0.3 pp -0.2 pp
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☆ASL Financial, LLC CIK 0002105933 0.440 99 1.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 1.5 1.0% 5 +0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 1.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.5 0.9% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.5 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
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☆Register Financial Advisors LLC CIK 0001962636 0.168 426 1.5 0.4% 5 +0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆WealthCare Asset Management, LLC CIK 0002034181 0.022 73 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.5 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Sonoma Allocations LLC CIK 0002084965 0.086 118 1.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 1.5 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Bank & Trust CIK 0001692632 0.535 270 1.5 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.5 0.7% 5 +0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 1.4 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 1.4 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 1.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆AXA S.A. CIK 0000898427 0.038 46 1.4 1.6% 5 +0.9 pp +0.2 pp +0.3 pp +0.9 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.4 0.6% 5 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 1.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 1.4 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Steadtrust LLC CIK 0002097595 0.161 132 1.4 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.4 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.4 0.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 1.4 0.9% 5 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆KG Capital Management CIK 0001771687 0.158 142 1.4 0.9% 5 +0.1 pp -0.3 pp -0.1 pp -0.9 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 1.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.4 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.4 0.6% 5 +0.1 pp -0.0 pp +0.2 pp +0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 1.4 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 1.4 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.4 0.6% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
☆OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 1.4 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Fusion Capital, LLC CIK 0001802955 0.422 112 1.4 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
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☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.4 0.6% 5 -0.1 pp -0.2 pp -0.0 pp +0.0 pp
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☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 1.3 0.2% 5 +0.1 pp +0.1 pp -0.5 pp -0.7 pp
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☆BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 1.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Motley Fool Asset Management LLC CIK 0001512814 0.684 249 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -1.7 pp
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☆Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 1.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆Boston Partners CIK 0001386060 0.833 802 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 1.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
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☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.2 0.6% 5 -0.2 pp -0.2 pp +0.1 pp -0.2 pp
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☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 1.0 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.6 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
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☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.6 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.6 0.1% 1 +0.1 pp +0.1 pp -0.3 pp -0.2 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.5 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.5 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.5 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.5 0.1% 5 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
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☆Tannin Capital LLC CIK 0002110834 0.151 169 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.5 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.5 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.5 0.3% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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☆TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 0.343 91 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
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☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.6 pp
☆ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.8 pp
☆SMA Capital LLC CIK 0002075338 0.000 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.6 pp -0.9 pp -1.1 pp -1.2 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -1.3 pp -1.4 pp -1.0 pp -1.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -3.0 pp -3.7 pp -2.7 pp -2.8 pp
☆MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -1.0 pp -0.8 pp -0.9 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -1.2 pp -1.4 pp -1.1 pp -1.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.3 pp -0.0 pp -0.1 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.5 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Panoramic Capital, LLC CIK 0001950490 0.035 43 0.0 0.0% 0 -3.4 pp -2.0 pp -0.8 pp -1.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.6 pp -1.0 pp -0.2 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -1.7 pp -2.0 pp -1.4 pp -1.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.6 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -6.4 pp -4.3 pp -4.5 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Styrax Capital, LP CIK 0001904897 0.693 18 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pensionfund Sabic CIK 0001637246 0.346 76 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.5 pp -0.6 pp -0.5 pp -0.5 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
☆Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.4 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Iron Triangle Partners LP CIK 0001779763 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp -5.4 pp +0.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.5 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 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 LLY). Qtrs Held counts distinct quarters this fund has actually held LLY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LLY position size. Δ columns are the percentage-point change in LLY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status