Signals

← Signals

☆MGK

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

Flow ranking

Rank#161
Score / z1.302 / 1.65
Consensus302.58 over 578 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2,909.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1,368.5 34.3% 1 +34.3 pp +34.3 pp +34.3 pp +34.3 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 854.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 715.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 611.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 465.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 403.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 354.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 286.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 256.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 246.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 210.7 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 194.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 174.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 168.3 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 164.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 162.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 140.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 131.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 123.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 101.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 101.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 99.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 97.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 91.2 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 79.6 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 78.5 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 71.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 65.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 64.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 61.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 60.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 58.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 57.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 55.7 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 53.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 49.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 44.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 43.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 42.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆American Trust CIK 0001905128 0.729 334 41.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 38.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 38.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 36.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 34.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Apriem Advisors CIK 0001425165 0.679 182 34.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 32.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 32.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 29.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 29.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 29.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 28.7 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 27.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 27.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 27.3 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 27.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 25.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 23.7 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 21.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 21.0 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 20.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 20.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 20.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 18.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 17.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 17.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 17.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 17.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 16.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 16.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 16.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 16.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 16.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 16.2 1.9% 3 +0.0 pp -0.3 pp +1.9 pp +1.9 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 15.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 15.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 13.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 12.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 12.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 12.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 12.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 11.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 11.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 11.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 10.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 10.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 10.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 10.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 9.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 9.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 9.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 9.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 9.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 8.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 8.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 8.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 8.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 7.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 7.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 7.0 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 5.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 5.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Financial Life Planners CIK 0002053368 0.609 339 2.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LifePlan Financial, LLC CIK 0001739485 0.222 89 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.161 149 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MGK). Qtrs Held counts distinct quarters this fund has actually held MGK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MGK position size. Δ columns are the percentage-point change in MGK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status