Signals

← Signals

☆MBB

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

Flow ranking

Rank#1080
Score / z0.064 / 0.06
Consensus288.61 over 591 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆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 6,039.9 0.5% 2 -0.0 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 4,741.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,513.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,380.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2,245.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,999.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,312.8 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 862.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 372.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 342.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 291.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 288.1 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 273.9 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 269.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) CIK 0000913144 0.928 5 268.1 41.9% 1 +41.9 pp +41.9 pp +41.9 pp +41.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 242.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 217.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 213.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 181.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 177.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 175.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 174.4 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 173.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 145.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 140.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 139.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 137.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 137.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 130.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 129.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 119.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 118.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 116.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 115.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 108.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 107.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 97.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 97.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 90.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 90.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 69.3 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 66.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 66.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 64.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 63.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 61.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 61.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 58.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 56.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 56.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 54.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 54.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 53.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 51.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 51.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 46.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 46.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 46.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 45.8 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 44.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 43.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 42.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 41.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 40.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 39.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 36.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 32.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 32.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 31.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 31.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 30.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 30.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 29.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 28.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 28.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 28.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 28.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 28.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 27.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 27.2 3.8% 3 -0.5 pp -3.2 pp +3.8 pp +3.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 27.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 27.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 26.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 26.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 24.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 23.4 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 23.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 23.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 22.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 22.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 22.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 22.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 21.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 20.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 20.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 20.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 20.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 20.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 19.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 19.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 18.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 18.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 18.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 18.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 18.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 17.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 17.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 16.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 16.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 16.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 16.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 15.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 15.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 15.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 13.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 13.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 13.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 13.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 12.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 12.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 12.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 12.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 11.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 11.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 11.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 11.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 10.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 10.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 10.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 10.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 10.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 10.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 10.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 10.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 10.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 9.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 9.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 9.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 9.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 8.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 8.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 8.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 8.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 7.7 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 7.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 7.5 6.0% 3 -0.2 pp +0.1 pp +6.0 pp +6.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 7.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 6.9 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.7 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 6.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 6.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Capital International Investors CIK 0001562230 0.968 446 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Endurance Services Ltd CIK 0002011025 0.942 8 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 5.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 5.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 4.9 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 4.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 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
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -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
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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
☆Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 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% 3 -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
☆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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 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
☆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
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 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
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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
☆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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 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 MBB). Qtrs Held counts distinct quarters this fund has actually held MBB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MBB position size. Δ columns are the percentage-point change in MBB'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