Signals

← Signals

☆MBB

1096 in-universe funds with a nonzero position in MBB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22555
Score / z-0.251 / -0.37
Consensus318.26 over 652 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+6% / 1.8d

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 6,765.4 0.5% 4 -0.0 pp +0.0 pp -0.0 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 3,341.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,656.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,481.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2,479.9 5.9% 3 +0.1 pp +0.1 pp +5.9 pp +5.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,394.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 938.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 418.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 374.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) CIK 0000913144 0.928 5 366.8 49.3% 3 -0.2 pp +7.4 pp +49.3 pp +49.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 352.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 313.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 285.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 274.6 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 263.3 13.7% 3 +0.2 pp +4.1 pp +13.7 pp +13.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 258.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 238.0 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 214.3 0.0% 3 -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 201.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 198.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 190.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 188.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 184.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 171.0 2.5% 3 -0.1 pp -0.5 pp +2.5 pp +2.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 166.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 155.8 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 146.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 138.7 1.4% 3 -0.7 pp -1.0 pp +1.4 pp +1.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 137.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 135.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 131.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 131.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 130.9 3.5% 3 -0.6 pp -0.6 pp +3.5 pp +3.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 129.1 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 124.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 121.0 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 108.5 2.0% 3 -0.0 pp -0.3 pp +2.0 pp +2.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 101.4 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 100.5 0.0% 3 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 96.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 86.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 81.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 79.7 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 73.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 72.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 71.1 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 70.8 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 67.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 65.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 64.8 9.0% 3 +0.8 pp +1.1 pp +9.0 pp +9.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 61.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 61.6 1.4% 4 +1.1 pp +1.1 pp +1.0 pp +1.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 60.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 57.6 3.6% 3 -0.2 pp -0.1 pp +3.6 pp +3.6 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 57.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 56.9 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 56.5 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 56.2 2.2% 3 -0.1 pp -0.5 pp +2.2 pp +2.2 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 54.9 4.1% 3 -0.3 pp +1.8 pp +4.1 pp +4.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 54.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 52.0 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 49.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 48.4 6.1% 4 +0.2 pp -0.4 pp -0.7 pp +6.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 47.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 47.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 47.2 1.5% 3 -0.7 pp -0.9 pp +1.5 pp +1.5 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 47.0 5.8% 3 +0.0 pp +0.4 pp +5.8 pp +5.8 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 44.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 43.4 0.7% 5 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 43.2 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 42.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 42.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 40.4 1.9% 3 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 37.5 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆CONNING INC. CIK 0000801051 0.496 327 36.9 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 36.1 2.9% 3 +0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 33.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 32.8 4.1% 3 +0.0 pp +1.0 pp +4.1 pp +4.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 32.8 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 32.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 31.9 3.5% 3 +0.3 pp +0.4 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 30.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 29.6 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 29.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 29.0 0.4% 3 -0.3 pp -1.1 pp +0.4 pp +0.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 28.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 27.8 2.4% 3 +0.2 pp +0.5 pp +2.4 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 26.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 25.5 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.2 0.9% 4 -0.2 pp -0.3 pp -0.2 pp +0.9 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 24.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 24.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 23.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 23.3 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 23.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 22.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 22.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 21.8 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 21.6 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 21.5 3.0% 3 -0.1 pp -0.4 pp +3.0 pp +3.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 21.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 21.3 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.2 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 20.8 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 20.8 0.9% 3 -0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 20.6 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 19.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 19.5 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 19.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 19.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 18.7 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 18.6 3.8% 3 +0.8 pp +0.9 pp +3.8 pp +3.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 18.4 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 17.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 17.9 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.9 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 17.7 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 17.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 16.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 16.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 15.7 7.0% 3 -0.0 pp +0.3 pp +7.0 pp +7.0 pp
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☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 0.0 0.0% 0 -1.8 pp -1.7 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 -3.2 pp -3.3 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp -0.6 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -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% 0 +0.0 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -6.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 -1.4 pp -1.5 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 +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 +0.0 pp +0.0 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -13.8 pp -13.2 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -1.6 pp -1.7 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 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
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -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% 0 -2.0 pp -2.1 pp +0.0 pp +0.0 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -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% 0 +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% 0 +0.0 pp -3.8 pp -4.3 pp -6.9 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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