Signals

MBB

1291 in-universe funds with a nonzero position in MBB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#425
Score / z0.487 / 0.57
Consensus364.06 over 745 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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 6,452.1 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,921.6 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,564.2 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,748.3 0.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 1,404.3 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,291.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 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 1,090.6 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 725.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 523.8 0.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 404.4 0.1% 5 -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 353.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 309.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 286.9 1.2% 5 -0.1 pp -0.1 pp -0.1 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 275.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 265.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 250.9 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 238.1 11.2% 5 -0.9 pp -2.5 pp -2.3 pp +1.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 228.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 225.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 222.4 2.6% 5 -0.0 pp +0.2 pp +0.1 pp -0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 218.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 202.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 200.3 1.0% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 185.0 2.4% 5 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 178.9 1.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 173.3 1.3% 5 -0.2 pp -0.1 pp -0.8 pp -1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 167.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 162.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 159.3 3.8% 5 -0.3 pp +0.3 pp -0.3 pp -0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 150.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 146.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 142.8 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 140.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 135.5 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 131.1 0.5% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 115.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 110.8 9.5% 2 +3.7 pp +9.5 pp +9.5 pp +9.5 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 106.9 1.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 95.2 0.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 91.3 1.0% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 85.5 0.4% 4 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 82.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 82.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 78.6 0.0% 5 -0.0 pp -0.0 pp -0.8 pp -0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 76.8 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 76.6 9.1% 5 -0.6 pp +0.1 pp +0.9 pp +1.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 74.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 70.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 69.3 8.6% 1 +8.6 pp +8.5 pp +8.6 pp +8.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 68.1 1.3% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 67.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 66.2 1.5% 6 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 66.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 65.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 62.2 3.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 60.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 60.6 2.4% 5 +0.1 pp +0.2 pp +0.0 pp -0.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 58.8 3.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 57.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 56.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 55.7 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 52.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 48.9 3.0% 4 -0.2 pp -0.0 pp +0.1 pp +3.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 47.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 46.9 1.5% 5 -0.1 pp +0.0 pp -0.7 pp -0.9 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 45.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 44.5 0.8% 6 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 42.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 42.4 1.2% 5 -1.2 pp -1.4 pp -1.4 pp -1.4 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 42.0 0.6% 7 -0.1 pp -0.1 pp +0.1 pp +0.6 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 41.7 1.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 41.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 40.6 0.5% 4 +0.1 pp +0.1 pp -0.2 pp +0.5 pp
Bangor Savings Bank CIK 0001352675 0.827 543 39.9 2.9% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 38.9 0.5% 5 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 37.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 37.4 0.7% 5 -0.2 pp -0.7 pp -0.7 pp -0.6 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 37.3 3.1% 5 -0.0 pp +0.6 pp +0.8 pp +1.1 pp
CONNING INC. CIK 0000801051 0.496 327 36.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 36.3 3.7% 5 -0.4 pp -2.1 pp -2.1 pp -1.7 pp
JB Capital LLC CIK 0001879371 0.629 280 34.7 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 34.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 34.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 34.2 6.2% 7 +0.3 pp +6.2 pp +6.2 pp +6.2 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 33.0 3.3% 3 -0.4 pp +0.6 pp +3.3 pp +3.3 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 32.9 2.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 32.6 3.6% 5 -0.4 pp -0.5 pp -0.5 pp +0.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 31.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 31.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 29.4 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 29.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 28.9 0.9% 6 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 28.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 28.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 28.1 3.4% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 27.4 0.4% 1 +0.4 pp +0.0 pp +0.0 pp +0.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 25.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 24.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 24.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp -0.9 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 24.4 4.0% 4 -0.3 pp +0.3 pp +0.5 pp +4.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 24.2 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 24.0 3.1% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 23.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 23.5 3.1% 5 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 23.1 1.4% 5 -2.2 pp -4.6 pp -4.5 pp -4.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.9 0.4% 5 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 22.8 4.9% 5 +2.8 pp +2.9 pp +3.4 pp +3.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 22.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 21.5 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.2 0.3% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 21.2 2.6% 5 -0.3 pp -0.5 pp -0.5 pp -0.9 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 20.3 2.5% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 20.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 19.8 3.3% 5 -1.0 pp -0.5 pp +0.3 pp +0.4 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 19.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 19.7 1.0% 5 +0.1 pp +0.6 pp +0.8 pp +0.8 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 19.6 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 19.3 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 19.1 1.8% 5 -0.2 pp +0.3 pp +0.1 pp -0.5 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 18.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 18.5 1.4% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 18.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 18.3 1.2% 5 -0.1 pp -0.1 pp +0.2 pp +0.3 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 18.3 0.9% 4 -0.0 pp +0.1 pp +0.3 pp +0.9 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 18.3 1.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 18.1 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 17.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.4 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.4 0.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 16.5 1.0% 5 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 16.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 15.4 1.5% 5 -0.2 pp +0.5 pp +0.5 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 15.1 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Trek Financial, LLC CIK 0001768195 0.100 501 15.0 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 14.4 5.7% 4 -0.1 pp +0.2 pp +1.2 pp +5.7 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 14.4 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 14.2 1.9% 5 -0.5 pp -0.1 pp -0.2 pp -0.2 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 14.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.0 2.4% 5 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
METEORA CAPITAL, LLC CIK 0001905106 0.046 428 13.9 1.1% 3 +0.1 pp -0.0 pp +1.1 pp +1.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 13.5 1.1% 5 -0.0 pp -0.3 pp -1.1 pp -1.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 13.2 3.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 13.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 13.0 1.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 12.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 12.7 1.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 12.6 5.0% 5 -0.3 pp -2.0 pp -2.1 pp -1.7 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 12.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 12.4 1.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 12.3 1.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 12.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 12.1 2.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.9 1.2% 5 -2.6 pp -2.3 pp -2.0 pp -2.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 11.9 1.3% 5 -0.1 pp -0.0 pp +0.6 pp +1.2 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 11.7 4.1% 5 -0.2 pp -0.3 pp -2.5 pp -2.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.7 0.2% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 11.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.6 1.9% 5 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.2 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 11.1 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 10.9 0.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 10.8 3.4% 5 -0.3 pp -0.2 pp -0.6 pp -0.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 10.7 2.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 10.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 10.2 3.1% 5 -0.5 pp -2.5 pp -0.2 pp -1.5 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.1 2.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.7 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 9.5 1.2% 6 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 9.5 0.8% 5 -0.2 pp -0.3 pp -0.1 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.3 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.4 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 9.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 9.2 1.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
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RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aureum Wealth Management, LLC CIK 0002093444 0.383 62 8.9 5.5% 2 -0.6 pp +5.5 pp +5.5 pp +5.5 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 8.5 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
Invst, LLC CIK 0001867587 0.314 343 8.4 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 8.2 1.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 8.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 7.9 0.3% 5 -0.5 pp -0.6 pp -0.5 pp -0.6 pp
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Keebeck Wealth Management CIK 0001803675 0.338 471 7.7 0.8% 5 -0.0 pp +0.6 pp +0.6 pp +0.7 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 7.7 5.5% 7 -0.6 pp -0.2 pp -0.2 pp -0.6 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.7 1.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 7.7 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 7.6 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.6 0.3% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 7.5 1.5% 6 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
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Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 7.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 7.0 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 6.9 0.8% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Keystone Financial Services CIK 0001865158 0.422 131 6.9 1.8% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
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Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.8 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.7 2.3% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
COMMERCE BANK CIK 0001009076 0.853 1332 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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a16z Perennial Management, L.P. CIK 0002009275 0.680 61 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.5 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.4 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
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Cobblestone Asset Management LLC CIK 0001994512 0.302 74 6.4 2.7% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 6.0 1.9% 5 -0.1 pp +0.6 pp +1.0 pp +1.3 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 6.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
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Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.7 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
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CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.2 0.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 6 -0.0 pp -0.0 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
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -6.4 pp -6.1 pp -5.9 pp -6.6 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
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 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 +0.0 pp +0.0 pp -0.1 pp -0.1 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
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.8 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 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
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
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 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
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.1 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -4.4 pp -2.5 pp -2.3 pp -2.7 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
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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
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.0 0.0% 0 +0.0 pp -0.1 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
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Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.0 0.0% 0 +0.0 pp -0.4 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
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
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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
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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
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
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -1.3 pp -1.0 pp -1.0 pp -0.9 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
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
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DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
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CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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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
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
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Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 +0.0 pp -0.8 pp -1.0 pp -3.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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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
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Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
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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
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Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
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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
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RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 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
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 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
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +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% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 pp -0.8 pp -0.8 pp -0.9 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
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
Austin Wealth Management, LLC CIK 0002003112 0.631 126 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 +0.0 pp +0.0 pp -0.4 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.1 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
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 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 +0.0 pp -0.2 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -3.3 pp -1.3 pp -1.8 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp -0.9 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Bedminster, LLC CIK 0002087564 0.451 51 0.0 0.0% 0 -0.4 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
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 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
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.9 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
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 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 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 -0.2 pp -0.1 pp -0.4 pp -1.1 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -1.9 pp -1.6 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 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
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
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -3.0 pp -1.2 pp -1.2 pp -1.4 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 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
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
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 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
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.0 pp +0.0 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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 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
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -1.5 pp -1.4 pp -1.4 pp -1.4 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 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
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 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
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
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
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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
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
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 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 +0.0 pp -0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 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
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 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
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
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -4.1 pp -4.4 pp -2.3 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.3 pp -0.2 pp -0.4 pp -0.4 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 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
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
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
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -2.7 pp -1.8 pp -1.7 pp -2.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 +0.0 pp -2.2 pp -0.1 pp -0.1 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.6 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.4 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
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -2.9 pp -2.8 pp -3.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -3.0 pp -2.5 pp -2.5 pp -2.5 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 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
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 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
Grove Bank & Trust CIK 0001662212 0.546 886 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 +0.0 pp -1.6 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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