Signals

MBB

1231 in-universe funds with a nonzero position in MBB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23144
Score / z-0.927 / -0.86
Consensus337.76 over 696 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-23% / 1.0d

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 6,286.4 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,744.5 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,657.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,073.4 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,254.0 0.3% 4 -0.0 pp -0.0 pp -0.0 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 1,024.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 710.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 548.8 0.7% 4 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 408.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 352.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 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 325.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 316.2 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 295.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 257.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 235.3 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 234.9 12.1% 4 -1.6 pp -1.4 pp +2.5 pp +12.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 219.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 211.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 208.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 192.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 192.2 2.6% 4 +0.2 pp +0.1 pp -0.3 pp +2.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 183.3 1.0% 4 +0.3 pp +0.3 pp +0.4 pp +1.0 pp
CWM, LLC CIK 0001535847 0.788 5645 183.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 181.6 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 181.6 2.7% 4 +1.1 pp +1.1 pp +1.1 pp +2.7 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 168.9 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 167.1 1.5% 4 +0.1 pp -0.6 pp -0.9 pp +1.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 154.6 4.1% 4 +0.6 pp -0.0 pp -0.1 pp +4.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 146.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 138.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 135.2 0.8% 4 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 134.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 133.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 129.5 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 129.1 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 109.6 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 108.3 1.9% 4 -0.1 pp -0.1 pp -0.3 pp +1.9 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 95.9 1.1% 4 -0.3 pp -0.3 pp -0.3 pp +1.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 84.1 1.6% 4 +0.0 pp +0.1 pp +0.0 pp +1.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 83.8 0.0% 4 -0.0 pp -0.7 pp -0.8 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 83.3 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 78.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 76.4 2.4% 4 -0.2 pp -0.1 pp -0.2 pp +2.4 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 75.5 9.7% 4 +0.7 pp +1.4 pp +1.8 pp +9.7 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 72.9 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 69.8 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 67.4 1.6% 5 +0.2 pp +1.3 pp +1.3 pp +1.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 65.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 65.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 63.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 60.0 4.0% 4 +0.2 pp +0.3 pp +0.5 pp +4.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 59.1 3.6% 4 -2.3 pp -2.3 pp -2.3 pp +3.6 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 58.2 3.4% 4 -0.2 pp -0.3 pp -0.3 pp +3.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 57.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 57.4 2.3% 4 +0.1 pp -0.0 pp -0.5 pp +2.3 pp
Dakota Wealth Management CIK 0001631353 0.544 771 57.3 1.2% 4 +0.3 pp +0.5 pp +0.6 pp +1.2 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 57.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 56.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 53.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 53.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 51.7 0.9% 4 -0.5 pp -0.5 pp -0.4 pp +0.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 47.8 6.4% 5 +0.3 pp +0.5 pp -0.1 pp -0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 47.5 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
Korea Investment CORP CIK 0001441689 0.896 677 47.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 47.1 1.6% 4 +0.1 pp -0.6 pp -0.8 pp +1.6 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 46.1 3.2% 3 +0.2 pp +0.2 pp +3.2 pp +3.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 45.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 44.8 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 44.3 0.7% 6 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 42.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 39.7 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 37.7 4.2% 4 -1.7 pp -1.7 pp -1.2 pp +4.2 pp
Bangor Savings Bank CIK 0001352675 0.827 543 37.4 3.0% 4 +0.1 pp +0.3 pp +0.2 pp +3.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 36.8 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 36.5 0.5% 4 +0.2 pp +0.2 pp +0.0 pp +0.5 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 35.3 3.1% 4 +0.7 pp +0.9 pp +1.2 pp +3.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 35.2 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 33.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 33.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 33.3 3.8% 4 +0.3 pp +0.6 pp +0.7 pp +3.8 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 33.3 4.0% 4 -0.1 pp -0.1 pp +0.9 pp +4.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 33.2 3.6% 2 +1.0 pp +3.6 pp +3.6 pp +3.6 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 32.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
JB Capital LLC CIK 0001879371 0.629 280 31.6 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 31.6 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 30.9 2.5% 4 +0.0 pp -0.1 pp -0.1 pp +2.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 30.0 5.9% 6 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 30.0 0.3% 4 +0.0 pp +0.0 pp -0.0 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 29.8 0.0% 4 -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 28.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 28.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 28.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 28.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 27.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 27.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.7 1.0% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 26.6 3.7% 4 +0.1 pp +0.2 pp +0.3 pp +3.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 26.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 24.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 23.7 3.4% 4 +0.1 pp +0.2 pp +0.2 pp +3.4 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 23.7 4.3% 3 +0.6 pp +0.8 pp +4.3 pp +4.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 22.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 22.5 3.1% 4 -0.2 pp -0.1 pp -0.3 pp +3.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.4 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 22.2 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 22.1 2.0% 2 +1.0 pp +2.0 pp +2.0 pp +2.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 21.8 4.3% 4 +0.5 pp +1.3 pp +1.4 pp +4.3 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 21.7 1.0% 4 +0.1 pp +0.1 pp -0.2 pp +1.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 21.7 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 21.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 21.1 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 20.9 2.8% 4 -0.2 pp -0.2 pp -0.6 pp +2.8 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 20.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 20.4 1.6% 4 +0.3 pp +0.1 pp -0.4 pp +1.6 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 19.8 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 19.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 19.6 1.6% 4 -0.1 pp -0.3 pp -0.4 pp +1.6 pp
TCW GROUP INC CIK 0000850401 0.730 629 19.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 19.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 19.4 2.6% 4 +0.2 pp +0.3 pp +0.4 pp +2.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 19.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 18.6 1.9% 4 +0.4 pp +0.3 pp -0.4 pp +1.9 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 18.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Johns Hopkins University CIK 0001764756 0.949 18 18.4 1.3% 4 -0.0 pp +0.3 pp +0.4 pp +1.3 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 18.1 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 18.1 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.8 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 17.7 2.3% 4 -0.0 pp -0.0 pp -0.1 pp +2.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.5 0.3% 5 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 17.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 16.9 0.2% 4 -0.2 pp -0.5 pp -1.3 pp +0.2 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 16.7 1.0% 4 +0.6 pp +0.7 pp +0.7 pp +1.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 16.6 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.1 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 15.8 4.4% 4 +1.8 pp +2.0 pp +1.6 pp +4.4 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 15.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 15.6 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 15.4 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
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Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.0 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
METEORA CAPITAL, LLC CIK 0001905106 0.046 428 13.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 13.6 1.7% 4 +0.6 pp +0.7 pp +0.3 pp +1.7 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.5 2.6% 4 +0.2 pp +0.1 pp +0.4 pp +2.6 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Kelly Financial Services LLC CIK 0002023336 0.366 141 11.2 2.7% 4 +0.1 pp +0.1 pp -0.1 pp +2.7 pp
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JT Stratford LLC CIK 0001689013 0.376 321 10.7 1.4% 4 +0.1 pp +0.7 pp +1.2 pp +1.4 pp
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Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Mosley Wealth Management CIK 0002011849 0.000 781 3.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 3.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 3.3 1.5% 3 -0.3 pp -0.3 pp +1.5 pp +1.5 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 3.3 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
SWMG, LLC CIK 0001839255 0.473 100 3.1 0.9% 4 +0.2 pp +0.1 pp -0.1 pp +0.9 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 3.0 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.9 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 2.9 2.4% 4 +0.2 pp +0.3 pp +0.2 pp +2.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.8 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.8 1.7% 4 +0.1 pp +0.8 pp +0.7 pp +1.7 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.7 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 2.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 2.7 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
Sierra Capital LLC CIK 0001787274 0.509 228 2.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 2.6 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.5 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.5 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 2.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 2.5 0.5% 4 +0.0 pp +0.0 pp -0.3 pp +0.5 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.5 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.5 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 2.4 0.2% 4 +0.0 pp +0.0 pp -0.4 pp +0.2 pp
Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 2.4 4.4% 3 +0.5 pp +0.6 pp +4.4 pp +4.4 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.4 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
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NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 2.3 1.5% 4 +0.2 pp +0.0 pp -0.0 pp +1.5 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 2.3 2.0% 4 -0.0 pp -0.2 pp -0.1 pp +2.0 pp
International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.3 1.4% 4 +1.2 pp +1.2 pp +1.1 pp +1.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 2.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 2.2 1.7% 4 +0.4 pp +0.5 pp +0.8 pp +1.7 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 2.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.1 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
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May Hill Capital, LLC CIK 0002056340 0.467 256 2.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.1 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
L & S Advisors Inc CIK 0001392364 0.047 236 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Kilter Group LLC CIK 0002058915 0.349 1580 2.1 0.9% 5 +0.1 pp +0.0 pp +0.1 pp -0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.0 0.4% 4 -0.3 pp -0.3 pp -0.3 pp +0.4 pp
NVWM, LLC CIK 0001697274 0.201 780 2.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 1.9 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 1.9 1.2% 4 +0.1 pp +0.0 pp -0.1 pp +1.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Payne Capital LLC CIK 0002094426 0.375 59 1.8 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
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Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.8 1.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
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COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 1.7 0.4% 4 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
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Auour Investments LLC CIK 0001789310 0.580 95 1.7 0.5% 4 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Premier Financial Group CIK 0001989061 0.417 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
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Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 +0.0 pp -1.4 pp -1.5 pp +0.0 pp
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Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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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
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City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
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Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.1 pp -1.1 pp -1.2 pp +0.0 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 0.0 0.0% 0 -0.1 pp -0.4 pp -0.6 pp +0.0 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -4.3 pp
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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
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 -2.5 pp -2.6 pp -2.8 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.0 0.0% 0 +0.0 pp -0.1 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
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.5 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 +0.0 pp -0.2 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 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 +0.0 pp -0.8 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
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
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.7 pp -0.4 pp -1.8 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
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
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
Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 -4.1 pp -4.4 pp -2.3 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -1.9 pp -1.6 pp -0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 -11.1 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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 +0.0 pp -0.1 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.7 pp +0.0 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
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 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 +0.0 pp -0.6 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
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
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
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
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -13.8 pp -13.2 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 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
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 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
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
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
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 0.0 0.0% 0 +0.0 pp -1.8 pp -1.7 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
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.0 0.0% 0 -0.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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