Signals

← Signals

☆LPLA

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

Flow ranking

Rank#23810
Score / z-0.644 / -0.84
Consensus277.79 over 493 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

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-05-15 8-K 5.03, 5.07, 9.01
2026-04-30 8-K 2.02, 9.01
2026-01-29 8-K 2.02, 9.01
2026-01-08 8-K 5.02, 7.01, 9.01
2025-10-30 8-K 2.02, 9.01
2025-08-01 8-K 7.01, 8.01, 9.01
2025-07-31 8-K 2.02, 9.01
2025-07-03 8-K 5.02, 9.01
2025-06-03 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-04-03 424B5 LPL Financial Holdings Inc.
2025-04-02 424B5 LPL Financial Holdings Inc.
2025-04-01 424B5 LPL Financial Holdings Inc.
2025-03-31 424B5 LPL Financial Holdings Inc.
2025-03-21 S-3/A LPL Financial Holdings Inc.
2025-03-03 S-3 LPL Financial Holdings Inc.
2025-02-25 424B5 LPL Financial Holdings Inc.
2025-02-24 424B5 LPL Financial Holdings Inc.
2024-05-15 424B5 LPL Financial Holdings Inc.
2024-05-13 424B5 LPL Financial Holdings Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

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 2,994.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,812.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 1,377.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,154.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,013.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 959.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 920.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 915.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 702.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 647.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 645.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 631.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 598.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 526.0 0.3% 1 +0.3 pp +0.3 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 515.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 455.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 443.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 435.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 402.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 360.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SurgoCap Partners LP CIK 0001960830 0.872 13 330.5 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 326.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 323.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Egerton Capital (UK) LLP CIK 0001581811 0.848 23 312.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 294.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 293.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 286.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 273.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 263.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 244.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Third Point LLC CIK 0001040273 0.205 42 234.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 225.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 224.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 223.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 217.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 206.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 206.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 204.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 196.0 0.0% 1 +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 182.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Azora Capital LP CIK 0001700272 0.093 47 177.1 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 166.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 166.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 162.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 157.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 154.7 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 145.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palestra Capital Management LLC CIK 0001568788 0.439 21 142.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 137.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 136.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 128.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 123.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 123.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 118.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 101.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 100.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 87.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Junto Capital Management LP CIK 0001595880 0.030 80 87.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 86.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 83.4 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 78.6 0.0% 1 +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 78.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 74.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 74.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 74.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 73.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 72.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 71.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 70.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 69.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 68.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 61.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 60.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 58.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 56.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 55.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 54.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 54.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 46.6 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 44.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 43.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 42.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 42.0 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 39.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 38.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 37.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 37.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 37.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 37.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 37.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 37.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Railway Pension Investments Ltd CIK 0001658020 0.554 102 36.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 34.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solel Partners LP CIK 0001790604 0.432 24 32.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 30.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 28.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 28.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 26.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Burkehill Global Management, LP CIK 0001904549 0.000 173 26.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 26.0 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 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 24.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 23.2 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 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 21.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AVIVA PLC CIK 0001140022 0.925 854 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 20.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LYNWOOD PRICE CAPITAL MANAGEMENT LP CIK 0002046605 0.463 13 20.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 18.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINMILL & CO. INC CIK 0000052234 0.402 56 18.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 16.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 15.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 3 +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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 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
☆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
☆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
☆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
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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
☆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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 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 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 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
☆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
☆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
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆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
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +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% 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
☆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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 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
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 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
☆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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 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
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 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 LPLA). Qtrs Held counts distinct quarters this fund has actually held LPLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LPLA position size. Δ columns are the percentage-point change in LPLA'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