Signals

← Signals

☆MGV

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

Flow ranking

Rank#181
Score / z1.282 / 1.53
Consensus220.34 over 412 funds
Momentum-0.13 ≠

Price & positioning

248 cached closes, trailing year
Drawdown-1%
Short interest+71% / 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)
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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 2,589.5 4.5% 5 -0.2 pp +0.0 pp -0.0 pp -0.3 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 764.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 526.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 402.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 292.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 270.1 1.7% 5 +0.2 pp +0.2 pp +0.6 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 202.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 189.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 180.8 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 162.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 143.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 129.0 0.2% 6 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 123.8 10.9% 5 -0.7 pp -0.6 pp -0.8 pp -1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 123.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 119.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 117.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 86.9 0.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 79.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 72.4 4.4% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 65.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 63.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 63.2 2.4% 4 -0.0 pp +0.0 pp +0.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 62.0 10.7% 5 +0.2 pp +0.9 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 59.8 4.0% 5 -0.3 pp +0.0 pp -0.0 pp -0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 57.1 4.9% 5 +0.6 pp +1.7 pp +1.7 pp +1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 51.4 10.4% 2 +10.1 pp +10.4 pp +10.4 pp +10.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 49.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 48.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 46.7 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 37.0 1.0% 5 +0.4 pp +0.1 pp +0.3 pp +0.4 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 35.8 10.7% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 35.5 1.2% 5 +0.0 pp -0.0 pp -0.6 pp -1.2 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 34.6 14.8% 2 -1.9 pp +14.8 pp +14.8 pp +14.8 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 34.4 12.4% 4 -0.2 pp +0.2 pp +0.4 pp +12.4 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 34.1 2.5% 5 -0.5 pp -0.3 pp -0.6 pp -0.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 32.2 3.9% 5 +0.2 pp +0.2 pp -0.2 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 31.3 2.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 31.0 18.7% 5 +0.4 pp +0.6 pp +0.9 pp +0.8 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 30.6 5.2% 5 -0.8 pp -0.7 pp -0.7 pp -1.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 29.8 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 29.3 10.5% 5 -3.1 pp -3.4 pp -4.7 pp -2.4 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 28.2 6.7% 5 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 26.0 3.1% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 26.0 3.1% 5 +0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 25.3 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 25.2 12.1% 5 +0.7 pp +1.8 pp +2.0 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 24.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 24.1 2.2% 4 +0.1 pp -0.0 pp +0.3 pp +2.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 23.9 5.2% 5 +0.2 pp -0.2 pp -0.1 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 23.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 23.1 6.7% 5 +0.4 pp +2.0 pp +2.3 pp +2.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 23.1 0.2% 2 -0.4 pp +0.2 pp +0.2 pp -0.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 21.8 1.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 21.6 8.2% 5 +0.2 pp +1.3 pp +2.4 pp +1.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 21.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 19.7 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 18.5 2.7% 5 +2.7 pp +2.7 pp +2.7 pp +2.7 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 17.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 17.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 16.7 2.1% 5 -0.1 pp -1.1 pp -1.3 pp -1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 16.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 13.6 8.8% 2 +0.2 pp +8.8 pp +8.8 pp +8.8 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.3 6.5% 5 -0.5 pp -0.1 pp +0.1 pp -0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 13.0 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 13.0 7.8% 5 +0.5 pp +2.2 pp +2.4 pp +2.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 12.5 2.4% 5 +0.2 pp -0.6 pp -0.9 pp -0.8 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 12.5 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.8 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 11.5 3.4% 5 +0.0 pp +0.9 pp +1.0 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 10.8 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +1.7 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 10.7 3.2% 5 +0.2 pp +0.2 pp +1.1 pp +1.9 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 10.7 1.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 10.0 6.2% 4 +0.3 pp +0.4 pp +0.7 pp +6.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 10.0 5.4% 5 +0.0 pp +0.8 pp +1.1 pp +1.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 9.3 3.3% 5 +0.4 pp +0.5 pp +0.7 pp -1.5 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 9.1 4.9% 5 +0.8 pp +1.4 pp +1.6 pp +0.9 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 8.9 3.0% 5 +0.3 pp +0.6 pp +1.0 pp +1.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 7.0 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 6.9 3.0% 5 -0.2 pp +0.5 pp +0.4 pp +0.2 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.9 2.4% 4 +0.1 pp +0.4 pp +0.4 pp +2.4 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 6.8 3.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 6.6 1.6% 5 -0.8 pp -0.3 pp +0.2 pp +0.3 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 6.5 3.6% 2 +0.9 pp +3.6 pp +3.6 pp +3.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.5 0.3% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 6.4 0.3% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 6.2 2.7% 5 +0.1 pp -0.0 pp -0.1 pp -1.5 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 6.1 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.9 0.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 5.9 0.9% 4 +0.2 pp +0.1 pp -0.2 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 5.7 0.5% 1 +0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 5.6 3.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 5.6 2.8% 6 -0.0 pp +0.3 pp +0.7 pp +0.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 5.3 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.1 0.5% 1 +0.5 pp +0.5 pp -0.2 pp -0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 5.0 2.9% 6 -0.2 pp -0.2 pp +0.1 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 4.8 2.0% 5 -0.5 pp -0.1 pp -1.3 pp -3.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 4.7 0.9% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 4.7 1.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 4.6 1.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 4.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 4.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 4.4 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.3 0.1% 5 -0.4 pp -0.4 pp +0.1 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 4.2 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 4.2 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.0 1.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Macro Advisors, Inc. CIK 0001821406 0.643 45 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.9 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.8 1.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 3.7 1.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 3.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 3.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 3.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 3.1 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 3.0 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 3.0 1.7% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 2.8 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.7 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 2.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.6 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 2.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 2.4 1.2% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 2.4 0.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 2.3 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.3 0.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 2.2 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 2.2 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 2.0 0.4% 5 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 1.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Procyon Advisors, LLC CIK 0001804329 0.458 586 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 1.8 0.7% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.7 0.6% 1 +0.6 pp +0.3 pp +0.4 pp +0.5 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 1.6 1.0% 5 +0.0 pp +0.1 pp +0.5 pp +0.6 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.6 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 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 1.4 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.4 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.2 0.1% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 1.1 0.5% 5 -0.0 pp -0.8 pp -4.5 pp -4.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆GreatBanc Trust CO CIK 0001427099 0.670 70 1.1 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 1.0 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.5 pp -0.6 pp -0.4 pp -0.4 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -1.3 pp -1.1 pp -0.8 pp -0.9 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
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 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
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 0.0 0.0% 0 -1.9 pp -1.7 pp -2.6 pp -2.9 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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 -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp -1.5 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
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -5.0 pp -4.2 pp -4.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 MGV). Qtrs Held counts distinct quarters this fund has actually held MGV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MGV position size. Δ columns are the percentage-point change in MGV'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