Signals

← Signals

☆LQD

1004 in-universe funds with a nonzero position in LQD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#534
Score / z0.315 / 0.39
Consensus284.00 over 584 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 2,095.8 62.4% 1 +62.4 pp +62.4 pp +62.4 pp +62.4 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 1,980.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,785.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,568.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 1,513.3 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,167.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,014.3 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 972.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 861.8 37.3% 1 +37.3 pp +37.3 pp +37.3 pp +37.3 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 632.9 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 558.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 551.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 538.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 496.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 484.9 7.9% 2 +6.4 pp +7.9 pp +7.9 pp +7.9 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 484.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 442.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 414.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 365.2 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 359.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 343.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 335.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 306.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empower Annuity Insurance Co CIK 0001444597 0.921 1 269.3 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 244.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 238.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 235.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 229.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 223.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 203.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 181.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 173.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 173.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 170.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 163.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 140.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 135.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 132.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS CIK 872786 0.647 329 131.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 126.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 114.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 114.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 113.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 103.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 103.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 101.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 100.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 100.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 97.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 92.1 25.4% 1 +25.4 pp +25.4 pp +25.4 pp +25.4 pp
☆Man Group plc CIK 0001637460 0.631 2032 88.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 88.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 85.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 82.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 72.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 68.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 68.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 66.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 65.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 59.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 56.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 51.5 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 48.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 46.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 43.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 42.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 38.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 38.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 36.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 34.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 34.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 33.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 31.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 31.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 30.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 30.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 28.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 27.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 26.7 10.3% 2 -0.5 pp +10.3 pp +10.3 pp +10.3 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 26.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 26.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 25.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 25.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 24.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 24.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 23.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 22.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 22.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 22.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 22.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 21.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 21.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 21.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 20.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.706 27 20.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 19.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 19.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 18.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 18.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆DDFG, Inc CIK 0001967640 0.535 91 18.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 17.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CONNING INC. CIK 0000801051 0.496 327 17.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 15.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 15.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 15.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 14.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 14.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 14.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 14.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 14.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 13.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 13.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 13.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 13.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 13.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 12.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 12.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 12.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 12.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 12.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 11.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 11.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 11.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 11.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 11.2 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 10.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 10.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 10.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 10.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 10.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 10.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 10.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 9.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 9.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 9.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 9.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 8.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 8.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 8.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 7.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 7.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆NVWM, LLC CIK 0001697274 0.202 780 7.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 7.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 7.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 7.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 7.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 6.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AOZORA BANK, LTD. CIK 0001568541 0.906 1 6.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Balefire, LLC CIK 0001750924 0.097 475 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 6.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 6.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 6.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆David J Yvars Group CIK 0001836266 0.505 105 5.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 5.1 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 4.4 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 4.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graypoint LLC CIK 0001794198 0.550 526 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 4.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 3.6 3.4% 2 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 3.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 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
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 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
☆Main Street Group, LTD CIK 0001965796 0.694 863 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
☆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
☆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
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 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
☆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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 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
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -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
☆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
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 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 LQD). Qtrs Held counts distinct quarters this fund has actually held LQD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LQD position size. Δ columns are the percentage-point change in LQD'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