Signals

MGK

1184 in-universe funds with a nonzero position in MGK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#45
Score / z4.386 / 5.27
Consensus520.61 over 967 funds
Momentum-0.12 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-4%
Short interest-27% / 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
ASSETMARK, INC CIK 0001344551 0.900 3558 3,726.2 6.4% 5 +0.0 pp -0.8 pp -0.9 pp -0.5 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1,655.4 31.1% 5 +2.0 pp -0.8 pp -3.4 pp -3.2 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 1,157.0 0.1% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 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 883.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 512.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 452.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 377.6 2.8% 3 +0.2 pp -0.1 pp +2.8 pp +2.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 369.0 0.6% 5 +0.0 pp -0.3 pp -0.7 pp -0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 341.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 320.2 2.0% 5 +0.5 pp -0.1 pp -0.0 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 312.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 287.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 262.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 252.3 11.5% 5 +0.1 pp -1.9 pp -2.7 pp -2.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 228.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 199.9 2.4% 5 -0.4 pp -4.4 pp -4.3 pp -4.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 195.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 162.2 2.3% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 129.8 0.2% 6 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 120.6 8.1% 5 -0.1 pp -0.8 pp -0.8 pp -0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 107.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 105.4 6.7% 5 +0.8 pp -1.0 pp -1.2 pp -1.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 104.9 6.3% 5 +0.4 pp -0.2 pp -0.1 pp +0.5 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 103.4 10.1% 5 -0.5 pp -1.3 pp -1.3 pp -1.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 99.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 96.4 8.5% 5 +0.1 pp -1.1 pp -1.5 pp -0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 87.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 85.6 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.5 pp
IFC Advisors LLC CIK 0002053348 0.691 179 82.5 10.5% 5 +0.6 pp -0.5 pp -3.3 pp -4.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 81.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 80.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 78.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 76.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 75.2 13.0% 5 +0.7 pp -0.1 pp -0.1 pp +0.2 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 71.9 9.2% 5 +0.5 pp -0.4 pp -0.4 pp -0.2 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 69.8 8.5% 5 +0.6 pp -0.1 pp -0.2 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 57.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 54.7 2.0% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 53.0 4.1% 5 +0.3 pp +0.0 pp +0.1 pp +0.2 pp
MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 48.7 9.9% 2 +9.6 pp +9.9 pp +9.9 pp +9.9 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 46.7 6.8% 5 -1.9 pp -3.2 pp -2.6 pp -1.8 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 45.3 3.4% 5 -0.1 pp -0.4 pp -0.7 pp -1.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 43.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 43.1 7.4% 5 -0.1 pp -1.1 pp -1.2 pp -2.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 41.4 3.1% 5 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.3 0.2% 5 +0.0 pp +0.2 pp +0.2 pp -0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 40.4 10.7% 5 +0.7 pp -0.3 pp -0.4 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 39.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 38.7 9.2% 5 +0.6 pp -0.1 pp -0.0 pp -0.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 36.0 4.3% 5 -0.1 pp -1.1 pp -1.1 pp -0.5 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 34.4 10.3% 5 +0.6 pp -0.4 pp -1.1 pp -0.9 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 33.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 33.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 32.6 2.0% 5 +1.9 pp -4.1 pp -7.6 pp -7.6 pp
CX Institutional CIK 0001737089 0.437 1568 30.3 0.9% 5 +0.0 pp -0.9 pp -1.0 pp -1.6 pp
Apriem Advisors CIK 0001425165 0.679 182 30.2 2.6% 5 +0.4 pp -1.1 pp -1.1 pp -1.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 30.0 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 29.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 28.2 15.1% 5 -1.9 pp -3.1 pp -3.7 pp -3.3 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 27.8 16.6% 5 +0.8 pp -2.1 pp -4.1 pp -4.3 pp
&PARTNERS CIK 0000107136 0.806 2509 27.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 27.4 2.3% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 26.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 25.2 0.0% 5 +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 25.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 24.6 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
Zeit Capital LLC CIK 0001808163 0.744 52 24.5 14.8% 5 +1.2 pp -1.0 pp -0.9 pp -0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 23.7 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 23.7 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 23.5 0.6% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 22.4 6.3% 5 +0.3 pp -1.3 pp -1.9 pp -2.0 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 22.1 6.5% 5 +0.3 pp -0.4 pp -0.4 pp -0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.6 1.3% 5 +0.4 pp +0.7 pp +0.6 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.1 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 20.8 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.8 0.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.1 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 19.9 1.5% 5 -1.3 pp -1.7 pp -1.6 pp +1.4 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 19.7 4.0% 5 +0.3 pp -0.2 pp -0.3 pp -0.2 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 19.1 11.8% 5 +3.6 pp +3.3 pp +4.4 pp +5.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 19.0 10.7% 5 +0.5 pp -0.4 pp -0.4 pp +2.8 pp
FMR LLC CIK 0000315066 0.989 5571 18.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 18.2 2.6% 5 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 18.1 1.7% 7 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 17.6 3.1% 4 +0.3 pp +1.1 pp +1.8 pp +3.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 17.3 0.9% 5 +0.0 pp +0.0 pp +0.2 pp -0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 17.2 0.8% 5 +0.0 pp +0.7 pp +0.8 pp +0.8 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 16.7 5.9% 5 +0.9 pp +0.4 pp +0.6 pp -4.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 16.7 2.5% 5 +0.7 pp +0.5 pp +0.5 pp +0.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 16.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.5 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 16.0 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 15.0 1.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 14.8 3.3% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 14.5 2.0% 5 +1.0 pp +0.9 pp +0.8 pp +1.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.4 0.2% 5 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.1 0.2% 1 +0.2 pp -0.0 pp +0.0 pp +0.0 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 14.0 10.6% 2 +0.4 pp +10.6 pp +10.6 pp +10.6 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 14.0 0.8% 5 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 13.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 13.4 3.4% 5 +0.2 pp -0.1 pp +0.3 pp +0.3 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 13.4 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 13.4 8.7% 2 +0.6 pp +8.7 pp +8.7 pp +8.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.1 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 13.0 7.5% 5 +0.5 pp +0.2 pp -0.6 pp -0.4 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 12.8 6.9% 5 +0.0 pp -0.8 pp -1.0 pp -1.1 pp
Investment Insight Wealth Management, LLC CIK 0001737917 0.554 44 12.8 11.1% 2 +0.3 pp +11.1 pp +11.1 pp +11.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 11.9 0.2% 5 -0.5 pp -0.6 pp +0.1 pp +0.1 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 11.9 4.6% 5 -4.2 pp -4.7 pp -5.2 pp -4.7 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 11.8 0.4% 5 -0.0 pp -0.4 pp -0.5 pp -0.3 pp
Capital Planning LLC CIK 0001790688 0.562 88 11.8 3.4% 5 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clifford Group, LLC CIK 0001965522 0.474 86 11.6 8.0% 5 -0.2 pp -0.8 pp -0.6 pp -0.4 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.5 1.1% 5 +0.1 pp +0.0 pp +0.1 pp -0.2 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 11.4 3.1% 6 +0.1 pp -0.6 pp -0.7 pp -0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 11.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.2 0.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 11.1 2.7% 5 -1.2 pp -0.7 pp +0.1 pp +0.4 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 10.9 1.3% 5 +0.0 pp -0.2 pp -0.3 pp -0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 10.3 1.3% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 10.1 7.5% 2 +0.4 pp +7.5 pp +7.5 pp +7.5 pp
TFB Advisors LLC CIK 0001965201 0.232 190 9.8 4.3% 5 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
Baring Financial LLC CIK 0002052588 0.395 83 9.7 5.4% 5 +0.2 pp -0.2 pp +1.2 pp +1.5 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 9.6 6.5% 2 +0.5 pp +6.5 pp +6.5 pp +6.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 9.4 5.9% 4 +0.4 pp +0.3 pp +0.4 pp +5.9 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 9.3 4.8% 5 +0.2 pp -0.3 pp -0.4 pp -0.3 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 9.3 1.8% 5 +0.1 pp -0.1 pp -0.3 pp -0.3 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 9.2 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 8.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 8.7 3.9% 5 +0.2 pp -0.6 pp -0.8 pp -2.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 8.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 8.5 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +1.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 7.6 1.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 7.6 1.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 7.4 3.4% 5 +0.1 pp -0.3 pp -0.1 pp -0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 7.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 7.0 2.2% 5 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Sicart Associates LLC CIK 0001696494 0.420 74 6.9 1.7% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
PCM Encore, LLC CIK 0002109846 0.244 459 6.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 6.7 0.4% 5 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 6.6 3.3% 6 +0.2 pp +0.1 pp +0.4 pp +0.5 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 6.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 5.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 5.8 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.8 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 5.7 1.4% 4 +0.1 pp +0.0 pp +0.0 pp +1.4 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 5.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 5.6 2.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 5.5 1.7% 5 +0.1 pp -0.1 pp +0.6 pp +0.5 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stone Wealth Partners CIK 0001813454 0.281 63 5.4 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
Spire Wealth Management CIK 0001858740 0.515 2226 5.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.3 1.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.2 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 5.2 1.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.0 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 5.0 1.9% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 5.0 1.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.9 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.9 0.5% 5 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 4.8 1.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 4.7 0.6% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
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Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.6 0.5% 5 +0.0 pp -0.0 pp -3.1 pp +0.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 4.6 1.4% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 4.6 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 4.5 1.2% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 4.5 1.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 4.4 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 4.4 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 4.4 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 4.3 1.3% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 4.2 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 4.1 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 4.0 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 4.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.0 0.8% 5 +0.1 pp -0.0 pp +0.2 pp +0.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 3.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.8 2.0% 5 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 3.8 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.8 0.1% 5 -0.2 pp +0.0 pp -0.0 pp -0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 3.7 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 3.7 1.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.7 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 3.6 1.8% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RMG Wealth Management LLC CIK 0001844731 0.508 578 3.5 0.4% 1 +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 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sendero Wealth Management, LLC CIK 0001639375 0.653 209 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Merited Wealth, LLC CIK 0002123943 0.101 73 3.2 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 3.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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MAI Capital Management CIK 0001040197 0.725 1889 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Life Planners CIK 0002053368 0.608 339 2.8 1.8% 5 -0.0 pp -0.3 pp -0.1 pp -0.3 pp
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Veridan Wealth LLC CIK 0002052405 0.434 84 2.8 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
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Ascent Group, LLC CIK 0001913231 0.508 808 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
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Argent Trust Co CIK 0001625292 0.533 769 2.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Keystone Financial Group CIK 0001729299 0.524 567 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RFP Financial Group LLC CIK 0001956564 0.251 64 2.0 0.9% 5 -0.1 pp -0.1 pp -0.4 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SFM, LLC CIK 0002064225 0.427 69 1.6 0.8% 7 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.6 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALONGSIDE, LLC CIK 2113496 0.043 190 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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HOWE & RUSLING INC CIK 0000769963 0.498 479 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Virtus Family Office LLC CIK 0001913482 0.217 62 0.0 0.0% 0 -0.2 pp -0.2 pp -1.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp -1.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.2 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 -0.4 pp -0.5 pp -0.5 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.8 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
EWA, LLC CIK 0001835252 0.457 332 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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 -0.6 pp -0.5 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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